Salesforce Public Sector Solutions Archives - gettectonic.com - Page 5
Salesforce Slack

Swarming with Slack

Enhance case resolution and field service efficiency by promoting instant collaboration through Salesforce Slack “swarming”. Facilitate quick access to the right experts using Expert Finder, initiating a swarm channel directly from a case or incident. The seamless integration ensures that agents can participate in a Slack swarm without leaving the console, maintaining access to crucial Salesforce CRM data. Your service team comprises individuals working to resolve customer issues. Using a swarm from a Slack channel to engage the appropriate experts and document activities in Salesforce. To start a swarm using the Service Cloud for Slack app, go to the About tab and select the Start command for /service-swarm-start. Alternatively, invoke a swarm from the Attachments and shortcuts search or with the slash command. Press the return key to activate the command. Choose your preferred swarming method and select Next. Swarm in a New Channel: Create a swarm in a new Slack channel directly from Slack. Enter swarm information in the prompted window fields and click Create. Visit the new swarm channel to collaborate with other agents. To update the record in Salesforce, click Finish Swarming or use the slash command /service-swarm-close. Select members to add to the swarm, view the record, or finish swarming. Note that swarm member records are generated when new members join the swarming Slack channel. To reopen a swarm, click Reopen Swarm. Swarm in an Existing Channel: Create a swarm in an existing Slack channel. Enter swarm details in the prompted window fields and click Create. The Service Cloud for Slack app sends a pinned notification to the selected channel, announcing the new swarm request. Use buttons on the request to view information or close the swarm when the issue is resolved. Select members, view the record, or finish swarming. When complete, the swarm is marked Closed, and the case is linked in the first unpinned post. Only open swarms remain pinned for easy access in channels with multiple swarms. In response to recent challenges, a series featuring insights from customer service leaders and experts explores industry trends and tactics for success. The first post includes discussions with Jim Roth, EVP of Customer Support at Salesforce, and Kevin Albers, VP of Customer Experience at Slack, addressing digital solutions, agent burnout, and collaborative swarming models. In a digital-first world, customer expectations have risen. Companies are adapting with tools like live agent chat and digital support. Jim Roth emphasizes the need to meet customers where they are, leveraging digital innovations to enhance customer experiences. Growing expectations have increased call volume and case complexity, leading to agent burnout. Kevin Albers suggests addressing this with proper tooling, reducing cognitive overload, and empowering agents to be part of the solution through experimentation. Transitioning to a Swarming Model Transitioning from a tiered model to a swarming model, where a single agent owns a case from start to finish, has shown impressive results. Jim Roth highlights the benefits of a tierless model, including reduced wait times, retained context, and increased agent satisfaction. The swarming model benefits agents by providing rewarding challenges, training opportunities, and expanded experiences. Kevin Albers emphasizes that empowering agents leads to higher engagement and better solutions. Successful Swarming with Slack Tips for successful swarming in Slack include creating workflows, utilizing emoji reactions for status updates, and leveraging Slack’s public API for advanced analysis. The aim is to deliver an easy and expert experience to customers through faster resolution and collective wisdom. 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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Salesforce Integration

Salesforce Integrations for Sales and Marketing Teams

First Understand Salesforce Integrations Salesforce integrations involve establishing seamless connections between Salesforce and diverse third-party applications. These applications range from marketing automation tools and customer service software to accounting programs. The purpose is to facilitate a smooth exchange of data, ultimately enhancing Salesforce’s overall functionality. Salesforce integrations for sales and marketing teams brings all the applications needed for the relationship with prospects into one place. Salesforce’s Integration Ecosystem While Salesforce boasts a robust integration ecosystem, featuring over 3,000 integrations available on its AppExchange marketplace. Users can leverage various integration approaches: Salesforce Integrations for Sales and Marketing While there’s no complete universal list of essential Salesforce integrations for sales and marketing, several widely-used integrations cater to diverse needs: No-code Data Automation Integrations: Analytics and Reporting Integrations: Email Marketing Automation Integration: Data Storage Integration: Communications Apps Integrations: Project Management Tools Integration: Account Management Integration: CRM Tools Integration: Helpdesk Integrations: Feedback Tools Integration: These integrations facilitate efficient data handling, analytics, communication, project management, and more within sales and marketing teams. Integrations for Sales and Marketing Tools Salesforce seamlessly integrates with various tools relevant to Sales and Marketing teams, including but not limited to: Salesforce Integration with Teams and Workday The Salesforce AppExchange Salesforce’s Role in Sales and Marketing Salesforce Marketing Cloud Salesforce and ERP Integration Digital Marketing and Salesforce Salesforce’s Role in Marketing Automation Content updated November 2023. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce and Calendly

Calendly and Salesforce Integration

The Salesforce integration helps you close deals faster than the competition by scheduling high-value leads on the spot. Calendly Routing works with your marketing forms and Salesforce records to qualify, route, and schedule meetings. Integration with Calendly provides extra power to your CRM. Salesforce and Calendly can be integrated using Zapier, Boomi, or other integration tools. When scheduling meetings with new prospects when using Calendly, right inside Salesforce create a new lead, contact or opportunity.  Or update an existing Salesforce record. Your reps will love using the Calendly integration to get back more selling time, and management will love that Salesforce data is always accurate without having to chase down their reps for updates. Instantly schedule leads that come in via marketing forms based on real time Salesforce assignment status, filtering by deal stage, territory, or other fields in Salesforce as needed. To map Calendly data to fields in Salesforce objects What is the purpose of Calendly Scheduling Integration? Calendly is a virtual availability and booking app used to schedule meetings, appointments, and events for individuals and organizations. Calendly takes the work out of updating Salesforce so you can sell more. With this powerful integration you get to marry your Salesforce calendar and tasks with your actual availability providing easier scheduling for your prospects and customers. For teams on Calendly’s Enterprise plan, keep data more manageable in Salesforce by syncing Calendly data for specific groups only, like your Sales group. All other meeting and user information stays in Calendly so you don’t have to worry about non-revenue team data in the CRM. Schedule meetings for your team without leaving your CRM using Calendly, and view your upcoming and past meetings from your activities. 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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Salesforce Partner Platform Experience Cloud

Manage Customer Relationships with Experience Cloud

Offer your customers a secure and exclusive platform for managing their account details through the Experience Cloud’s Customer Account Portal solution. Enhance customer relationships with Experience Cloud. Better interactions and reduced service-related expenses by implementing Salesforce Experience Cloud granting customers the ability to view and settle invoices. They canupdate account information and access your knowledge base for answers to common queries. Tailored for effective account management, the Customer Account Portal empowers you to: The Customer Account Portal maintains the flexibility and extensibility you’ve come to expect with other Lightning sites, enabling you to: Salesforce Experience Cloud’s Customer Portal is a perfect solution for the public sector, government, manufacturing industry, and financial services sector. The primary distinction between customer experience and customer relationships lies in their scope. Improved customer relationships with Experience Cloud grow over time. Customer experience encompasses a broader, more comprehensive perspective on individuals’ emotions during interactions with your business. In contrast, customer relationships specifically pertain to your company’s enduring connections with customers. 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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Salesforce and Checkmarx

What is Checkmarx in Salesforce?

Checkmarx SCA is a tool designed to provide a comprehensive scan of all open source components used within the Salesforce deployment. As a public sector and education solution, Checkmarx is highly rated. Checkmarx CxSAST is a highly accurate and flexible Static Code Analysis Tool that allows organizations to automatically scan un-compiled / un-built code and identify hundreds of security vulnerabilities in the most prevalent coding languages. Checkmarx is an accurate static analysis solution that helps identify different types of security vulnerabilities in your code. Developers can use it in the early stages of the SDLC as it identifies bugs and errors and provides practical solutions on how to address them. From the Checkmarx Site: Checkmarx for Salesforce is the leading application security provider, offering the industry’s most comprehensive cloud-native platform, Checkmarx One™, and services. With Checkmarx One™ you can reduce risk across all components of modern software — proprietary code, open source code, APIs, and infrastructure as code. Checkmarx takes pride in innovating comprehensive application security solutions to protect American public-sector organizations. Federal, state and local U.S. government agencies and educational institutions fortify their security, streamline DevSecOps methodologies, meet deadlines and compliance requirements, and accelerate ATO with Checkmarx’s developer-centric, unified Application Security Platform™. Civilian, DoD, and intelligence agencies can uphold compliance requirements while strengthening their software security posture throughout the SDLC to mitigate cyber supply chain risks. Federal customers can use Checkmarx unified platform to scan early and often in both legacy and next-gen cloud native application development tools. Checkmarx industry-leading application security platform enables agencies to consolidate and optimize DevSecOps. Quickly deliver secure digital services to constituents, manage cybersecurity risks, and develop scalable cloud strategies for modern application development, all while working within budget constraints. 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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Salesforce Action Plans

Salesforce Action Plans Explained

An action plan defines the tasks and other items needed to complete a business process. Each task has a priority, a number of days in which it must be completed, and a person who is responsible for its completion. Action plans are created from action plan templates, which allow you to capture repeatable tasks. Users see the tasks assigned to them through task lists and views in Salesforce. Users record task status information using the standard interfaces for tasks or the Action Plan details view. Target records, such as accounts or contacts, also show lists of related action plans. For example, in Financial Services Cloud, you can create an action plan template for financial plan review meetings with clients. For such engagements, wealth managers need to set up a meeting in advance, collect financial documentation, and review the documentation. You set up this Salesforce action plan template once, and update it as your understanding of the repeatable tasks improves over time. Then as wealth managers need review meetings with clients, you can create an action plan based on the template. You don’t have to worry about all the appropriate tasks getting created because those tasks are defined in the template. Salesforce action plans defines the tasks and other items needed to complete a business process. Each task has a priority, a number of days in which it must be completed. What is included in a Salesforce Action Plan? Salesforce action plans generally include “what,” “who,” and “when.” They outline the action steps (the “what”) your program will take to achieve your goals and objectives, the person(s) responsible (the “who”), and the projected completion dates (the “when”). You can create an action plan template and its generated action plans for various objects, depending on the products and licenses available in your org. You can also create them for custom objects that have Activities enabled. Here are some examples of use cases for action plans: Action Plan Data Model The types of items that can be included in an action plan template and its generated action plans include: Target objects are: In an action plan template, assign each task or other item to a person, a role, a queue, or the action plan creator. When creating templates with the UI, the plan creator becomes the plan owner. When creating templates using the API, you can designate a plan owner different from the plan creator. Action plan template is a reusable framework that you can use to schedule visits where the set of activities to be performed in each visit remains constant. How do you create an action plan in Salesforce? Create Action Plans Buttons Navigate to Setup > Object Manager > Account > Search Layouts for Salesforce Classic. Click on “Edit” from the menu near “List View.” Move the “Create Account Action Plans” button from “Available Buttons” to “Selected Buttons.” Click “Save.” Salesforce admins enable users to edit and delete action plan details by giving them permissions for the Action Plans, Action Plan Templates, and Recurrence Schedule objects. Your users interact with action plans using standard features. The following standard Salesforce features are supported. 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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Salesforce Sales Acronyms

Here is a helpful glossary of sales terminology you may hear when discussing Salesforce sales. Salesforce Sales Acronyms Acronym Meaning Defintion BANT Budget, Authority, Need, Time A framework that helps sales reps judge how qualified a lead is/their propensity to purchase (how likely they are to purchase). From there, sales reps can focus their attention on the most promising prospects. This is more closely related to sales qualified leads than marketing qualified leads. CQ Calendar Quarter A period of three months that is used by organizations in order to calculate their budgets, profits, losses, and sales quotas. The calendar quarters start in January/April/July/October, whereas the fiscal quarters can start at any month (according to the organization), for example, Salesforce themselves start their fiscal year in February, which means their second fiscal quarter starts in May. Salesforce Admins and users will come across this when filtering date fields in the Salesforce report builder. CY Calendar Year A period of twelve months that is used by organizations in order to calculate their budgets, profits, losses, and sales quotas. The calendar year starts in January, whereas the fiscal year can start at any month (according to the organization). ECC Einstein Call Coaching Einstein Call Coaching gives users insights and trends from sales calls – taking the rich fabric of a conversation and splicing it into key moments. ECC is ‘product within a product’ of High Velocity Sales (HVS). ECI Einstein Conversation Insights Gives users insights and trends from sales calls – taking the rich fabric of a conversation and splicing it into key moments. Never before have sales managers and reps been able to analyze their conversations like this – at scale and at speed – which would be impossible without the help of AI. (Formerly known as Einstein Call Coaching). EEI Einstein Email Insights Einstein will surface contextual sales information while writing emails, so you ultimately send the best response, at the best time.Available with Sales Cloud Einstein, Inbox, High Velocity Sales, or Revenue Intelligence, which come at an additional cost. It’s available (at an extra cost) for Salesforce Enterprise, Performance, and Unlimited editions. FQ Fiscal Quarter A period of three months that is used by organizations in order to calculate their budgets, profits, losses, and sales quotas. Salesforce Admins and users will come across this when filtering date fields in the Salesforce report builder. FY Fiscal Year “A period of twelve months, used by organizations in order to calculate their budgets, profits, and losses.” (and sales quotas)(source).Salesforce Admins and users will come across this when filtering date fields in the Salesforce report builder. HVS High-velocity Sales High-velocity Sales was developed for inside sales/sales development teams that process a high-volume of activities, especially calls. Now called Sales Engagement, the product includes: Sales Cadences, Work Queue, Einstein Lead Score, Salesforce Inbox, Call Scripts and Einstein Call Coaching. YOY Year-on-year Comparing the performance in one period of time with the same time period the previous year. For example, comparing January 2022 to January 2021 to see if trends have increased or decreased. 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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Business Card Scanner App for Salesforce

Business Card Scanner App for Salesforce

Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning system can create a CSV file or import data into Excel, which can then be saved as a .csv file. This resulting file can be uploaded to Salesforce. And there are several Business Card Scanner App for Salesforce solutions. Business Card Scanner App for Salesforce Does Salesforce Have a Business Card Scanner? Yes, Salesforce can utilize CamCard for Salesforce, a top OCR software that allows you to batch scan and digitize multiple business cards with unrivaled accuracy. Does CamCard Sync with Salesforce? Yes, CamCard perfectly integrates with customized Salesforce fields, making lead and contact management easier and more efficient on mobile. With a standard subscription, you can save unlimited cards to your Salesforce account. Is the CamCard App Free? CamCard offers many features, such as dating when you received a card, grouping cards received at one location, writing notes on each card, and searching by keywords, locations, or dates. The app is free, which is an added benefit. Is Scan to Salesforce Free? Yes, Scan to Salesforce allows you to instantly and accurately scan business cards and upload data to Salesforce for free. You can keep contacts in the iOS/Android app or sync them to your phone. How Do I Install Scan to Salesforce? Other Business Card Scanning Solutions: Using Outlook for Business Card Scanning: If you prefer more tools, consider those that import to Outlook and then use Salesforce’s Outlook integration tool to sync with Salesforce. This adds an extra step but offers more flexibility in choosing business card scanning software. Direct Integration with Salesforce: These options provide a variety of ways to seamlessly integrate business card data into Salesforce, ensuring efficient and accurate data management. Content updated March 2023. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce CPQ

Salesforce for Government and Public Sector Solutions

Enhance your digital service capabilities by leveraging a flexible and scalable cloud platform designed to engage employees and enhance operational efficiency. Streamline workflows for swift time-to-value today, all while strategizing for the future. Prioritize your constituents by placing them at the core of your operations. Deliver customer-centric experiences, from service interactions to outreach efforts, ensuring they not only meet but exceed expectations. Access purpose-built apps and digital tools tailored for the public sector. Salesforce Government and Public Sector solutions are the key. Reimagine the employee experience across the entire lifecycle, from recruitment and collaboration to personnel action requests. Empower your workforce with accessible resources and digital-first tools, enabling success from any location. Develop, integrate, and deploy government apps aligned with mission objectives. Connect legacy systems securely on a cloud platform, empowering IT teams, system integrators, partners, and program leads to transform technical debt into innovation opportunities. Transformation Transform your system of record into a system of engagement to manage mission-critical programs effectively. Achieve superior long-term outcomes by incorporating apps that seamlessly connect EHR data, treatment plans, and patient preferences. Utilize top-tier commercial CRM capabilities while adhering to compliance standards such as FedRAMP, DoD IL2/4, SOC, and more. Ensure stakeholders have secure access to critical information on any device, allowing IT to focus on innovation and employees to engage with collaborative tools. Empower public sector employees and government agents to address inquiries and provide enhanced services. A comprehensive customer view enables employees to deliver impactful and immediate services. Quickly build desktop and mobile applications with innovative solutions ready to deploy. Empower IT teams, SI partners, and business leaders to create and share custom apps for crisis management and collaboration. Salesforce Government and Public Sector solutions for mission-critical relationships Manage mission-critical relationships with employees, customers, and partners. Develop a 360-degree view of constituent interactions to deliver relevant communications and exceptional service. Meet constituent expectations for easy-to-use, self-service experiences through Salesforce community portals. Prepare for the future with tools to report, track, and coordinate emergency communications. Reimagine emergency response with an agile platform for improved response and recovery. Expedite every step in the license and permit approval lifecycle through a digital approach, fostering effective collaboration and eliminating bottlenecks. Reinforce your mission with timely and personalized messages, leveraging a multichannel marketing platform to engage constituents and customize their experiences. Capture additional revenue with unified digital commerce channels, providing a consistent ecommerce experience across web, store, mobile, and social transactions. Customer Centric Interactions Ensure every interaction is customer-centric by leveraging data and analytics to improve experiences for both employees and the citizens you serve. With enhanced resolution and service levels, caseworkers and employees can dedicate time to other essential programs. Contact Tectonic today to discuss Salesforce Public Sector, Government, and Tribal Government solutions. 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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Salesforce Order Management

Salesforce Order Management Explained

An Entire Solution for Commerce In addition to both B2B and B2C Commerce Cloud, Salesforce has introduced Order Management, an application constructed on the core Salesforce platform. This application facilitates order fulfillment through automated workflows. What is Salesforce Order Management? It’s a platform for managing orders, customer records, fulfillment, inventory visibility, payments and invoicing, and customer care. Since Order Management is integrated with Salesforce CRM, it enables seamless integration with Service Cloud, assisting in handling customer requests and returns. Moreover, the Salesforce Platform can be leveraged to address any specific custom requirements you may have. Use Order Management with Service Cloud to give service agents a single view of order and service history to ensure timely processing of requests. Order Management is your central hub for handling all aspects of the order lifecycle, including order capture, fulfillment, shipping, payment processing, and service. The entire batch of data involved is all in one place, one single system of truth. With the Order Management app: Salesforce Mobile App The Salesforce mobile app is designed for easy data access on the go. You can view Salesforce Order Management record pages on the mobile app, but you can’t access its console features, like screen flows. Use Order Management to automate and manage the order lifecycle from order capture through fulfillment and post-fulfillment service. You can also store data for orders that are managed outside of Order Management. Order Management objects, together with existing objects, represent the elements of an order as the order progresses through the order lifecycle. The process for creating records in Order Management depends on your storefront. For example, if you use Salesforce B2C Commerce, the B2C Commerce Integration imports order data into Order Management. The terms “item” and “product” are used interchangeably throughout Order Management. Usually, technical areas like APIs and flow actions use “item,” while the user interface uses “product.” Order Management works with Salesforce Flow, which makes it easy for you to create manual and automated functions. We provide out-of-the-box flow templates for processes such as order summary creation, placing orders on behalf of shoppers, order fulfillment, and order servicing. Salesforce Order Management QA Is Salesforce Commerce cloud an Order Management System? The Salesforce Order Management System is the heart of Commerce Cloud, handling everything from processing orders, accepting payments online, communicating with suppliers, tracking orders, coordinating shipment schedules, and processing returns. Is Salesforce an OMS? Salesforce’s Order Management System enables businesses to make their selling process more efficient and improve the overall customer experience. What is the difference between CRM and order management? A customer relationship management (CRM) is a tool that handles customer data like contact information and past purchases. On the other hand, an order management system (OMS) tracks orders and automates order management tasks. What are the benefits of Salesforce OMS? One of the key benefits of integrating Salesforce OMS with e-commerce is that it enables companies to cut costs. The integration allows companies to manage their logistics processes more efficiently and better align their inventory levels with customer demand. Contact Tectonic today to explore an OMS solution for your business. 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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Cloud First

A Salesforce Architect’s Thoughts on User Experience

The intersection of Salesforce User Experience (UX) Design and Architecture in the Salesforce ecosystem is making traction. As User Experience Designer and Strategy Designer certifications were launched by Salesforce, architects are increasingly venturing into UX to create comprehensive and well thought out solutions. This collaboration, emphasizing the importance of user experience, has the potential to increase project success through efficient, scalable, and sustainable designs, particularly for Certified Technical Architects (CTAs). User Interaction and Adoption are important considerations for architects, requiring a focus on understanding user interactions to guide effective decisions. The method of creating a user story, showing what the user needs to accomplish, assists the designers in creating solutions that are user friendly By mapping the user journey and data flow through process and journey mapping, architects gain insights into necessary objects, relationships, and high-touchpoint objects influencing Large Data Volumes (LDV). Understanding user expectations informs architects about necessary record ownership changes, conversions, security, and data visibility requirements. Salesforce UX Certifications The recent emphasis on UX design in Salesforce, marked by certifications like Strategy Designer and User Experience Designer, has prompted useful discussions within the Salesforce architect community. Personal experience completing these certifications underscores the importance of architects embracing UX design, especially on the path to becoming a Certified Technical Architect. The incorporation of journey mapping into solution design, as discovered through creating process and journey maps from CTA scenarios, has proven invaluable. The synergy between architects and UX designers manifests as they collaborate to seamlessly integrate visual and technical elements. Thus resulting in cohesive, user-friendly solutions. Despite distinct areas of expertise, both roles converge on considering user needs, business requirements, and personas, fostering pivotal collaboration that ensures functional and aesthetically pleasing systems. A user-centric approach is crucial for architects in solving problems and ensuring holistic solutions. Process mapping facilitates identifying record ownership changes, conversions, security, and data visibility requirements. Higher Probability of Success is achieved by considering the users’ interactions. Building solutions that prioritize simplicity, reducing project complexity and enhancing user understanding. Performance, Scalability, and Usage must be factored into architectural considerations. Architects need to understand system usage, scalability needs, and performance to create efficient systems capable of handling increased usage. Additionally, architects should prioritize efficiency by identifying large data volume objects and designing for scalability. Return on Investment (ROI) through Sustainability is a key factor for project success. Architects should consider both adoption and sustainable design, ensuring long-term value. ROI-driven decisions should permeate the design process. Minimizing potential rework and supporting evolving technology and business requirements. Salesforce UX in Design Process Incorporating user experience design early in the design process enhances project success by avoiding costly redesigns and ensuring the final product meets user needs. Architects must prioritize sustainability. Then they can create designs that maximize ROI and provide long-term value to the organization. User experience design is integral for architects. While providing a framework for understanding user interactions and optimizing the Salesforce solutions the arcitects design and build. Embracing UX design and collaborating effectively, architects can create systems that are not only functional and efficient but also intuitive and enjoyable to use. When designing custom Salesforce solutions, the architect should always consider the end user. At Tectonic, our entire team of Salesforce consultants focus on delivering an application that meets everyone’s expectations. Contact us today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Health Cloud

Salesforce Health Cloud Information

Salesforce Health Cloud is a specialized platform tailored for health industry organizations, offering an automated approach to streamline practices and deliver personalized care to patients and providers. By harnessing the security of cloud technology, coupled with mobile and social capabilities, Health Cloud strives to reduce costs and enhance productivity, providing a comprehensive 360-degree view of patients and their individual needs. Since its inception in 2016, Salesforce Health Cloud has evolved significantly, adapting to the intricacies of the sensitive and dynamic health industry. The latest addition to its offerings, Customer 360 for Health, represents a strategic move towards more empathetic care, bolstering patient trust and fostering team collaboration. CPQ Incorporating Salesforce CPQ – Teal P into the mix, Salesforce Health Cloud fundamentally links diverse teams to ensure patients receive optimal care, regardless of the hands through which their care passes. Data security is a paramount concern, with Salesforce’s multi-layered security approach guaranteeing that patient information is shared only with the healthcare professionals who require it. As part of Salesforce’s Industry Clouds, Health Cloud combines CRM capabilities with advanced features tailored specifically for healthcare providers, payers, medical device companies, and pharmaceutical manufacturers. Its overarching goal is to facilitate personalized, connected care across the entire healthcare ecosystem, spanning patient engagement, care coordination, and beyond. Salesforce Health Cloud caters to various entities within the healthcare industry, including healthcare providers, payers, medical device manufacturers, pharmaceutical companies, and clinical research organizations. In an ever-evolving healthcare landscape, the platform addresses challenges such as managing complex patient data, coordinating care across teams, and delivering personalized patient experiences. Notable success stories include organizations like New England Biolabs and John Muir Health, which have leveraged Health Cloud to streamline processes, improve customer satisfaction, and enhance care coordination. Put the patient at the center of their care. Deliver more efficient care and improve outcomes when you connect clinical data, social determinants, preferences and more. At the core of Salesforce Health Cloud’s architecture lies the Health Cloud Data Model, a flexible and extensible framework accommodating diverse healthcare data sources. This model organizes data around the patient, creating a 360-degree view to aid healthcare professionals in making informed decisions and delivering personalized care. Key features of Salesforce Health Cloud include Patient 360, Care Plans, Care Coordination, Health Timeline, and Einstein Analytics for Healthcare. These features collectively empower healthcare providers to enhance patient outcomes, streamline operations, and optimize financial performance. The platform continues to evolve with new features, such as Advanced Therapy Management, Salesforce Genie for Healthcare, AI-Supported Health Timeline, Home Health, Data Cloud for Healthcare, MuleSoft Direct for Health Cloud, and Tableau Accelerators for Health Cloud. These innovations aim to further streamline processes, enhance patient profiles, and provide actionable insights. Scale patient-centric experiences across your organization. Deliver personalized patient and provider engagement and support programs while accelerating R&D innovation on a connected platform. Integration with MuleSoft ensures seamless connectivity with existing electronic health records, billing systems, and healthcare applications, unlocking the full potential of data for informed decision-making and streamlined workflows. Salesforce Health Cloud is a powerful and versatile platform that not only addresses the unique needs of healthcare organizations but also offers additional benefits to revolutionize patient care and operational efficiency. With continuous integration into the Salesforce ecosystem and a wealth of developer resources, Health Cloud stands as a promising force for positive change in the healthcare industry, providing a pathway towards a brighter future. Content updated July 2022. Like2 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 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 PII Explained Personal Identifiable Information (PII) is defined as: Any representation of information that permits the identity of an individual to whom Read more 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

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Salesforce Scheduler

Salesforce Scheduler

Utilize our Setup Assistant’s step-by-step guide for Salesforce Scheduler to configure locations, hours, and resources. Set your teams up for successful appointments by assigning skills, making it effortless for any resource or customer to schedule, edit, and cancel appointments. What is Salesforce Scheduler? Salesforce Scheduler offers tools for managing data related to scheduling appointments. Embed appointment scheduling into standard Salesforce workflows, including leads, referrals, cases, opportunities, and accounts. Available at an extra cost in Lightning Experience, this scheduler tool, formerly Lightning Scheduler, simplifies appointment scheduling in Salesforce. Meet customers on various channels and empower them to schedule appointments seamlessly. Enhance the customer experience with the Chronos Bot embedded on your website. Efficiently deliver personalized appointments by leveraging customer information stored in Salesforce. Book multiple resources and assets in a single appointment when different areas of expertise are required. Empower customers with Inbound Scheduling on your website, creating a unique experience with customizable Flows. Capture new customers by automatically generating leads through appointments. Salesforce Scheduler, Action Plans, and Salesforce Surveys empower employees with process automation, analytics, and AI, strengthening the customer experience. Modernizing legacy systems and undergoing digital transformation can be challenging. Salesforce’s new government apps simplify this process, offering guidance on the journey. Salesforce Scheduler, Action Plans, and Salesforce Surveys enhance efficiency and productivity, serving constituents better. Natively built on the Salesforce Platform, these apps fit your mission and have FedRamp Medium Authority to Operate out of the box. They enable faster, informed decisions by leveraging process automation, analytics, and AI. Organizations often draw resources from various departments and locations. With Scheduler, ensure meaningful engagement between the right people. Embed Scheduler into workflows, allowing appointment scheduling based on specific criteria like service resources, branch locations, and appointment types. Scheduling can be managed in outbound and inbound ways. Outbound scheduling assists customers, while inbound scheduling allows customers to set up appointments. Optimize appointments, eliminate complexity, and manage tasks from casework to recruiting to inspections with Salesforce Scheduler. Automate notifications and reminders with Scheduler to keep customers and resources informed about upcoming appointments, changes, or cancellations. Enhance communication, reduce no-shows, and elevate the overall customer experience. Salesforce Scheduler provides the objects required for appointment scheduling and an app that makes it easy to set up Scheduler. It provides preconfigured, customizable flows and rules that provide appointment booking experience. It also provides business APIs to create appointment booking experiences. 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 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 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 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

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