Salesforce Sales Cloud Archives - gettectonic.com
Sales Cloud Einstein

Manage Sales Cloud Users Access to Einstein Features

In order to Manage Sales Cloud Users Access to Einstein Features, follow these steps. Duplicate the Sales Cloud Einstein For Everyone permission set, activate the permission, and allocate it to users. Navigate to Setup and enter “Permission Sets” in the Quick Find. Then, choose Permission Sets. Locate and click on the Sales Cloud Einstein For

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Salesforce Data Cloud

Salesforce Data Cloud Free Edition

Let Tectonic clarify a misconception circulating in the Salesforce community regarding the Salesforce Data Cloud Free Edition. As you may recall, Salesforce unveiled at Dreamforce 2023 that a Data Cloud edition would be accessible at no charge to clients using Sales and Service Cloud Enterprise Edition. This announcement was also reiterated in Salesforce’s February 2024

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Salesforce Email Alerts

How to Log Email Alerts as Activities in Salesforce

How do you log emails alerts as activities when sent with the ‘send email’ action? Goal. With the latest release from Salesforce, now it is possible to automatically log emails to a record’s Activity Timeline when using the Send Email action. This enhancement offers users the flexibility to: Prior to the Spring ‘24 release, emails

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Sales Cloud Innovation Driven by UX Design Principles

Sales Cloud Innovation Driven by UX Design Principles

Driving Sales Cloud Innovation Through UX Design Principles: Sales Cloud Innovation Driven by UX Design Principles Enhancing user experiences and driving innovation within Sales Cloud relies on the fundamental principles of UX design. The core philosophy revolves around understanding users’ needs and ensuring simplicity as the default, allowing for increased trust and success. Here’s how

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Marketing Cloud

Key Components Of Salesforce Marketing Cloud Engagement

The key components of Salesforce Marketing Cloud Engagement are powerful marketing and personalization tools continually improving. The tools in Salesforce Marketing Cloud Engagement enable you to engage your customers with meaningful content. Key Components of Salesforce Marketing Cloud Engagement Journey Builder The Journey Builder empowers businesses to craft a seamless customer experience across various channels,

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Salesforce for Energy and Utilities

Salesforce for Energy and Utilities

The Energy & Utilities Cloud (E&U Cloud) integrates and extends the comprehensive capabilities of Salesforce Sales and Service Cloud. Integrated with the Salesforce Platform to provide an industry-specific solution tailored for utilities, retail energy, and modern energy services companies. Align your business with the future of energy through personalized service, unified customer and asset data,

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