Salesforce Customization Services Archives - gettectonic.com
Approvers and Approver Groups in Salesforce

Approvers and Approver Groups in Salesforce

Approvers and Approver Groups in Salesforce. An approver in Salesforce CPQ Advanced Approvals is a user who receives approval request emails and can either approve or reject the request. An approver record can represent an individual user or a group of users. Utilizing approver groups (like Salesforce queues) is beneficial when you need to route

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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 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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Public Sector Care and Services Management

Public Sector Care and Services Management

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

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Customer Experience

Improving Customer Experiences (CX)

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

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add-ons for public sector solutions salesforce

Add-Ons for Salesforce Public Sector

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.

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Salesforce Sales Enablement

Salesforce Permissions for Sales Enablement Team

Assigning Permissions to Your Sales Enablement Team in Salesforce: Salesforce Permissions for Sales Enablement teams make everyone’s access safe. Like Related Posts 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 What is a

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Salesforce Big Data and Travel and Hospitality

Dynamic Components to Reduce User Record Page Size

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

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