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
Utilize effective personalization techniques adopted by businesses in online campaigns to stimulate demand generation. The term “demand generation” has somewhat faded from the marketing lexicon due to the emphasis on analytics, AI, and metrics for lead conversion. However, where does personalization fit into the broader scope of demand generation? Demand generation web use cases for
Technical debt represents the additional effort required for subsequent rework due to opting for a quick solution over a more comprehensive approach during development. It aligns with the concept of “Shift Left,” emphasizing the cost-effectiveness of addressing issues early in the process. In the realm of Salesforce, technical debt is an inevitable aspect, akin to
Embracing Technology for Proactive Governance: Public Sector Care and Services Management In navigating the complexities of modern governance and service delivery, embracing technology trends presents an opportunity for governments to proactively address challenges and deliver impactful outcomes to the citizens they serve. Through strategic investment in reliable technology, governments can build trust with constituents, enhance
In 2024, maintaining competitiveness requires businesses to prioritize personalization and agility within their customer experience (CX) strategy. Here are strategies for improving customer experiences with programs from Tectonic: By focusing on these key areas, organizations can navigate the continually evolving CX landscape and deliver exceptional customer experiences. Tectonic is ready to collaborate, customizing your Salesforce
Enhance your Public Sector Solutions implementation by incorporating add-ons. For instance, consider obtaining an add-on license for CRM Analytics, featuring prebuilt dashboards with predictive analytics to enhance constituent service. Alternatively, opt for an add-on license for Intelligent Document Reader, utilizing optical character recognition to extract data from paper-based forms and supplementary documents directly into Salesforce records. Further, explore add-on licenses for Einstein Relationship Insights, additional calls for the Business Rules Engine, or extra business and individual application forms.
Delight your customers with personalized moments at every touchpoint of their journey. Personalize the Customer Journey whether B2B or B2C, whether product or service, whether lead warming or customer loyalty, every journey is better with personalization. Enhance customer satisfaction by delivering personalized experiences at every touchpoint of the customer journey, whatever the context, with products
Discover the Benefits of Salesforce Grants Management Salesforce Grants Management empowers grantmakers to streamline their processes and efficiently distribute critical funding to their communities. Nonprofit organizations often struggle with outdated software, hindering their ability to leverage innovative technologies. Salesforce Non-Profit Cloud was designed to address these challenges, offering comprehensive tools for fundraising, donation management, program
Assigning Permissions to Your Sales Enablement Team in Salesforce: Salesforce Permissions for Sales Enablement teams make everyone’s access safe. Like Related Posts 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 Top Ten Reasons Why Tectonic Loves the Cloud The
Adapted from Kate Hughes Salesforce blog post October 2023 Effectively organizing and accessing the right information is crucial for Trailblazers in various roles, from Admins and Designers to Architects and Consultants. With dynamic components user record pages can be compact. Overcoming the challenge of simplifying the user experience of record pages is essential for optimizing
