Salesforce Implementation Services Archives - gettectonic.com - Page 11
Tectonic Salesforce implementation partner
29Dec

Salesforce Implementation Company

Salesforce implementation partners are organizations licensed by Salesforce to assist CRM users in selecting and implementing Salesforce’s CRM solutions within their organizations. These partners often specialize in specific industries and use cases, aiming to drive Salesforce adoption rates across teams. Salesforce implementation services cover a range of activities, including consulting, configuration, customization, migration, integration, support, and more. Learn more about Salesforce Implementation Company solutions. For instance, Tectonic, a CRM development company, specializes in helping companies implement reliable Salesforce solutions to enhance their sales, customer service, and marketing processes. Salesforce provides consulting partners with resources, training, and tools to develop expertise in specific business functions, product areas, and industries. This empowers them to better serve their customers and refine their practices. Adding value with specialized business logic is a key aspect of Salesforce implementation partners’ services. This involves leveraging Apex development solutions to enhance the functionality of the Salesforce CRM platform. The Salesforce services offered by implementation partners focus on cost-effectiveness, close collaboration, efficiency gains, and process improvements. These services include implementation, custom development, migration, integration, and ongoing support. Key features of Salesforce implementation partners’ services: Overall, Salesforce implementation partners play a crucial role in enabling organizations to engage with various stakeholders effectively, utilizing the diverse capabilities of the Salesforce platform to drive meaningful interactions and achieve business goals. They offer tailored services, leveraging their experience and expertise in the Salesforce ecosystem. Contact Tectonic today for Salesforce solutions for your business. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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December 29, 2022in Salesforce, Salesforce Implementation Services
Salesforce Integration
19Nov

Salesforce Implementation Services

As certified experts, Tectonic offers comprehensive Salesforce implementation, management, and support services. Seek professional guidance from a trusted Salesforce Partner. Tectonic’s Salesforce implementation services encompass consulting, configuration, customization, migration, integration, support, and more. With over a decade of experience in CRM development, Tectonic assists companies in implementing robust Salesforce solutions that empower their sales, customer service, and marketing processes. Who participates in Salesforce implementation? The implementation team should include sales agents, customer service representatives, IT experts, marketers, general users, and business administrators. And of course, your Salesforce implementation partner. As an experienced Salesforce Partner, we follow a proven six-phase approach to ensure project success: Kickoff, Discovery, Build, Test, Deploy, and Service. Is it possible to implement Salesforce independently? Yes, but, we strongly discourage attempting a solo Salesforce implementation, especially if you are new to the platform. While Salesforce provides an admin-friendly interface, the risk of creating a non-scalable solution is high without expert guidance. Do you need a Salesforce implementation partner? In cases involving large-scale projects requiring a team of 10+ Consultants, engaging a Certified Implementation Partner is recommended. What are the critical success factors for Salesforce implementation? A well-defined strategy aligned with business goals, user training, effective data migration, proper customization, ongoing support, user adoption, clear communication, and commitment to continuous improvement are crucial elements. How long does Salesforce implementation take? On average, implementation for core products like Sales Cloud takes 5 to 12 weeks. The timeline may extend for a few months with add-ons or highly customized projects. How challenging is Salesforce implementation? Implementing Salesforce can be challenging and overwhelming, with up to 70% of CRM platform implementations facing difficulties. Salesforce itself recommends working with a Salesforce Implementation partner. One of the biggest challenges with the Salesforce platform is that it is highly customizable, this is not software you install and run with. Being highly customizable, however, is also why Salesforce is the number one CRM solution in the world. Why do Salesforce implementations fail? Failures in Salesforce implementations can result from fundamental data problems such as incomplete, inaccurate, or duplicative data, leading to issues like poor customer experience and incorrect budget forecasting. The lifecycle of Salesforce development involves planning, design, development, testing, deployment, and maintenance phases. The development process includes analyzing requirements, designing a solution, building and testing, and deploying it to end users. Is it time to explore bringing in a Salesforce implementation partner? Contact Tectonic today. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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November 19, 2022in Data, Salesforce, Salesforce Implementation Services
Salesforce CDP
16Nov

CDP Salesforce

What is a CDP in Salesforce? A customer data platform (CDP) is an application that gathers, organizes and enriches data from multiple sources, while being marketer-centric, versus sales/service-centric like a CRM. It is a key enabler to organizations that want to maximize return on all the data they have collected and own around their customers. The CDP combines all the data from all the sources in real time so you can make hyper-personalized offers and experiences that feel like magic. This means connecting all the customer data back to email engines, demand-side platforms, and content management systems. What is the difference between Salesforce Genie and CDP? SFDC CDP follows the audience segmentation + data activation protocols. Salesforce Genie allows for data unification and identity resolution. Is CDP same as data cloud? Data Cloud shares the same purpose and benefits that CDPs deliver – however Data Cloud is not the same as the technology that was formerly Salesforce CDP. Data Cloud takes CDP’s capabilities, and extends the benefits right across the “Customer 360” (i.e. Salesforce’s product portfolio). What can a Customer Data Platform do for your brand? CDPs connect customer data so every team has insight into how a customer interacts with you on every platform. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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November 16, 2022in Data, Google, Salesforce, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Technology
Salesforce Managed Services
09Nov

Automation Tools in Salesforce

What are the types of automation in Salesforce? What are the Automation Tools in Salesforce? The automation capabilities offered by Salesforce are based on two main categories: process automation (workflows) and data operations (data loading and cleansing). There are four main automation tools that Salesforce offers, each tailored to a specific purpose. What is an automation tool in Salesforce? Automation provides the tools necessary to automate repetitive processes and tasks for your business, such as creating a follow-up task, sending a reminder email, or updating a record. Automations can help users save critical time and reduce errors by creating processes to complete repetitive tasks. The Top 8 Best Salesforce Automation Tools What is data automation in Salesforce? Healthy automation enables users to focus on high-value work and reduces time spent on repetitive, manual tasks or complex data entry. Most often, automation means translating business processes from one form to another: from paper-based form to digital form, from an old system to a new one. What is the power of automation in Salesforce? By adopting Salesforce automation, you save time and resources, which can be redirected to more productive tasks. Sales automation can reduce daily administrative time by 14%. Moreover, it significantly enhances deal closure rates by 30% and boosts sales productivity by 14.5%. Why is Salesforce difficult to automate? Here are some of the reasons why Salesforce is difficult to automate from a technical perspective: Frequent system updates: Salesforce regularly update their platform to enhance user experiences or fix underlying issues. Unfortunately, these changes can impact user customizations and even standard uses of the platform. This is one reason many Salesforce customers opt to have a Salesforce Managed Service Provider. Disadvantages of Salesforce Flow Limited Customization and Complexity: While Salesforce Flow is considered user-friendly, it may not offer the customization and complexity required for some advanced automation tasks. Businesses with highly specific needs might find Flow somewhat restrictive. Which three components are used to automate a process in Salesforce? Use Flow Builder to automate most of your organization’s repetitive business processes. More features can provide further automation functionality, including approval processes, Flow Orchestration, Einstein Next Best Action, and Apex. Note: Use Flow Builder instead of Process Builder and workflow rules. Content updated January 2024. Like2 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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November 9, 2022in Data, Salesforce, Salesforce Development Services, Salesforce Flow, Salesforce Implementation Services, Salesforce Managed Services
28Oct

In App Guidance Salesforce

What is Salesforce In-App Guidance? Salesforce In-App Guidance is a pre-built tool empowering Salesforce Admins and power users with Managed Prompts and View All Profiles permissions to create customized training for user enablement or onboarding. These custom prompts are displayed on Salesforce Lightning pages, enhancing the user experience. How much does Salesforce In-App Guidance cost? Salesforce In-App Guidance is linked to a myTrailhead license for each user, incurring a cost of $25 per user per month. This fee is paid in addition to the standard Salesforce license cost for each user. What are the benefits of In-App Guidance? In-App Guidance streamlines the learning process, boosts digital adoption, minimizes the need for training sessions, and empowers users by actively guiding them through the software’s functionalities. What are the best practices for In-App Guidance? Effective in-app guides should be interactive, personalized, and contextual. It is recommended to avoid overwhelming users with information upfront and instead guide them in the context of their specific goals at different stages of their user journey. Businesses can create customized help content, target specific audiences, and schedule different flows. The tool also offers customizable reports with real-time insights into user engagement. One notable advantage of this functionality is its user-friendly, declarative nature, requiring no programming knowledge. Additionally, it can be filtered based on profiles and permissions for specific user groups. The two available types, Single Prompt and Walkthrough, offer distinct advantages. If you’ve explored Salesforce, you might have noticed the tool being used internally, such as to drive adoption for Einstein Search or provide reminders about searchable elements in a List View. Single Prompt: Walkthroughs: How to Use In-App Guidance: Implementation is straightforward, ensuring a quick turnaround for impacted end-users. The functionality is versatile, catering to various user groups in Salesforce, from sales to support to marketing. Setup & In-App Guidance Builder: Get Hands On: In app guidance provides a great user experience.  If you need assistance customizing your Salesforce instance with in app guidance, Tectonic can help.   Like2 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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October 28, 2022in Salesforce Development Services, Salesforce Implementation Services, Salesforce Managed Services
Salesforce Shield Data Monitoring and Encryption
07Oct

Salesforce Shield

Safeguarding your most sensitive data and proactively addressing evolving compliance and industry regulations through the implementation of Salesforce Shield can result in significant cost savings, as highlighted in Salesforce’s 2022 Top Data Security Trends report. Safeguarding with Salesforce Shield. Salesforce Shield was originally launched in 2015. Shield for Encryption Salesforce Shield allows you to encrypt your Salesforce data with AES 256-bit encryption at the field-level, as well as manage your own encryption keys. The Tectonic team is thrilled to introduce Salesforce Shield—an advanced encryption solution that ensures trusted data monitoring and expedites the security of cloud applications. Safeguarding with Salesforce Shield Salesforce Shield can help you protect your apps. Salesforce Shield is basically a set of security solutions that allows you to incorporate additional layers of trust, compliance, and governance into your mission-critical apps. Shield Platform Encryption, Event Monitoring, and Field Audit Trail are all included. Shield Platform Encryption also supports person accounts, cases, search, approval processes, and other key Salesforce features. Classic encryption lets you protect only a special type of custom text field, which you create for that purpose. Shield, a comprehensive suite of capabilities, offers an enhanced level of security beyond Salesforce’s default settings. With Salesforce Shield, you can confidently protect sensitive data within your Salesforce environment and maintain that security over time. Salesforce Shield provides protection in four key ways: Blocks Unauthorized or Unlawful Activity: Finds and Classifies Sensitive Data Quickly: Adds Additional Security to Sensitive Data: Meets Compliance and Industry Regulations: Working closely with your company, Tectonic will tailor the configuration of Salesforce Shield to align with your specific requirements. Salesforce Shield’s capabilities span across all Salesforce “cloud” products, offering comprehensive data risk reduction across critical business areas. It provides additional security features beyond standard Salesforce, which is especially valuable for customers dealing with sensitive data or operating in highly regulated industries. Unlike whole disk encryption, Salesforce Shield operates at the field level and for files and attachments. It extends field history tracking, supporting up to 60 fields per object, compared to the standard 20 fields per object. Event Monitoring Analytics, a component of Salesforce Shield, offers reporting on event monitoring through a pre-built dashboard. Events are logged and displayed, allowing users to monitor trends, analyze user behavior, and ensure data security. Salesforce Shield employs Einstein Data Detect, an automated scanning tool, to identify sensitive data based on predefined patterns, including credit card numbers, emails, social security numbers, URLs, and IP addresses. This tool works seamlessly with platform encryption, indicating which data needs encryption at rest. Ask Tectonic For those seeking more information on Salesforce Shield, feel free to reach out to your Tectonic team, Salesforce AE, or consult Salesforce’s guide to Salesforce Shield Implementation. Does using Salesforce Shield make an organization automatically HIPAA compliant? No, while Salesforce Shield provides additional security features, customers must still configure it correctly and use it with other security measures to meet their HIPAA obligations. Which user permissions does Shield platform encryption require? “While many companies are leveraging the cloud to build apps at the speed of business, those in regulated industries have struggled to take full advantage of the cloud due to regulatory and compliance constraints,” said Tod Nielsen, executive vice president of Salesforce1 Platform, Salesforce. “With Salesforce Shield, we are liberating these IT leaders and developers, and empowering them to quickly build the cloud apps their businesses need, with the trust Salesforce is known for.” Salesforce Shield, in collaboration with Tectonic, fortifies your enterprise and Salesforce org by safeguarding sensitive data. Tectonic conducts a data classification exercise to identify fields requiring encryption based on regulatory, security, privacy, and compliance requirements. Isn’t it time your business and data benefited from the protection of Salesforce Shield? Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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October 7, 2022in Einstein 1 Platform, Salesforce, Salesforce Implementation Services, Salesforce Shield
Salesforce Manufacturing Cloud
06Oct

Benefits of Salesforce Manufacturing Cloud

Salesforce Manufacturing Cloud is a custom, industry specific solutions platform that helps you manage your entire book-of-business and customer service lifecycle, while increasing collaboration and visibility between sales, operations, and partners. Here are the Benefits of Salesforce Manufacturing Cloud. Salesforce Manufacturing Cloud offers numerous benefits that contribute to the efficient and seamless operation of your manufacturing businesses. One key advantage is the streamlining of business operations. By connecting different departments, the platform facilitates instant and automatic order submission, significantly improving overall efficiency. Manufacturing Cloud Salesforce Manufacturing Cloud provides a comprehensive view of operations, offering valuable insights into company and market changes. This visibility enables quick reactions to emerging trends, ensuring your business stays agile and responsive in a dynamic market environment. The time saved will help you stay ahead of market changes that may slow your competition down, improving your competitive advantage. The platform also plays a crucial role in improving sales forecasting. By providing visibility into all your customer interactions, Salesforce Manufacturing Cloud enables robust sales forecasts, empowering businesses to make informed decisions about their sales strategies. Moreover, the platform encourages the adoption of modernized processes, bridging costly gaps in traditional manufacturing operations. This modernization not only improves operational efficiency but also contributes to market responsiveness. Connected and streamlined operations facilitate quick responses to market changes, allowing businesses to adapt swiftly to evolving conditions.  Salesforce Manufacturing Cloud keeps your business moving forward, adopting modern and automated processes that save time and money. Automation Automation within Salesforce Manufacturing Cloud eliminates costly manual steps, reducing the risk of simple human errors. This is particularly crucial in scenarios where simple data entry mistakes, such as adding an extra zero to a fulfillment order, can lead to significant financial losses. The platform ensures reliable data, enabling seamless collaboration between Sales and Operations. Not only does this create smooth internal operations, but it also increases customer satisfaction. Instant access to reporting within the Manufacturing Cloud platform provides valuable insights into product performance, allowing businesses to create accurate predictions. Manufacturers can identify top-selling products, address underperforming items, and stay abreast of market trends. This information enables effective resource allocation and prompt issue resolution, preventing prolonged and costly production problems. Accurately tracking customer demand within Salesforce Manufacturing Cloud ensures optimal production levels. A 360-degree customer view of operations prevents overproduction or underproduction, striking a balance that avoids financial losses and customer dissatisfaction. The platform helps maintain an optimal level of stock on hand. The automated digital processes for contract management offered by Salesforce Manufacturing Cloud enable instant updates to client agreements. This eliminates version-control chaos caused by separate updates from various parties. A Salesforce single source of truth ensures unified operations, reduces legal liability, and ensures that all departments adhere to the same specifications. Implementing an automated system to track leads throughout the sales process is another benefit of Salesforce Manufacturing Cloud. Automating lead tracking provides valuable insights into the effectiveness of your sales strategies. Identification of attrition points triggers alerts, allowing manufacturers to address issues promptly. Sales teams can adjust strategies to prevent prospects from falling out of the pipeline, ultimately boosting sales and adding revenue to the bottom line. If your manufacturing operations could benefit from Salesforce Manufacturing Cloud, contact Tectonic to learn more. Like2 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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October 6, 2022in Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Manufacturing Cloud, Salesforce Sales Cloud
connect Salesforce to external APIs
16Sep

API Salesforce

What is an API in Salesforce? An API is an Application Programming Interface offered by Salesforce, a leading cloud-based CRM platform. The API allows developers to integrate Salesforce functionality into other applications and business systems, enabling streamlined workflows, automated processes, and greater productivity. In essence, the API is a messenger that pulls information from one place and feeds it to another. APIs are everywhere and have many different faces and capabilities. For example, when your car’s navigation system uses Google Maps to direct you to the airport, that’s an API. Google allows navigation systems to use its popular mapping software — for a price (more on that later). Likewise, if there are share buttons at the bottom of your company’s blog posts, those are also APIs. Each one allows users to easily share content with their Facebook friends, Twitter followers, or Instagram feed. API stands for Application Programming Interface and it’s simply another way of sending commands to Salesforce, only this time there’s no graphical UI to work through, instead developers use the APIs to send commands like View or Save to Salesforce programmatically by writing platform code. Salesforce provides a handy tool for determining which API to use in different situations. API NAME API TYPE DATA FORMAT COMMUNICATION REST API REST JSON, XML Synchronous SOAP API SOAP (WSDL) XML Synchronous Connect REST API REST JSON, XML Synchronous (photos are processed asynchronously) Apex REST API REST JSON, XML, Custom Synchronous Apex SOAP API SOAP (WSDL) XML Synchronous Analytics REST API REST JSON, XML Synchronous User Interface API REST JSON Synchronous GraphQL API GraphQL JSON Synchronous Tooling API REST or SOAP (WSDL) JSON, XML, Custom Synchronous Bulk API 2.0 REST CSV Asynchronous Metadata API SOAP (WSDL) XML Asynchronous Pub/Sub API gRPC and protocol buffers Binary Asynchronous When to Use REST API REST API provides a powerful, convenient, and simple REST-based web services interface for interacting with Salesforce. Its advantages include ease of integration and development, and it’s an excellent choice of technology for use with mobile applications and web projects. For certain projects, you can use REST API with other Salesforce REST APIs. To build UI for creating, reading, updating, and deleting records, including building UI for list views, actions, and dependent picklists, use User Interface API. To build UI for B2B Commerce on Lightning, CMS managed content, Experience Cloud sites, or Chatter, use Connect REST API. If you have many records to process, consider using Bulk API, which is based on REST principles and optimized for large sets of data. See REST API Developer Guide. When to Use SOAP API SOAP API provides a powerful, convenient, and simple SOAP-based web services interface for interacting with Salesforce. You can use SOAP API to create, retrieve, update, or delete records. You can also use SOAP API to perform searches and much more. Use SOAP API in any language that supports web services. For example, you can use SOAP API to integrate Salesforce with your org’s ERP and finance systems. You can also deliver real-time sales and support information to company portals and populate critical business systems with customer information. See SOAP API Developer Guide. When to Use Connect REST API Connect REST API provides programmatic access to B2B Commerce for Lightning, CMS managed content, Experience Cloud sites, files, notifications, topics, and more. Use Connect REST API to display Chatter feeds, users, and groups, especially in mobile applications. See Connect REST API Developer Guide. When to Use Apex REST API Use Apex REST API when you want to expose your Apex classes and methods so that external applications can access your code through REST architecture. Apex REST API supports both OAuth 2.0 and Session ID for authorization. See Apex Developer Guide: Exposing Apex Classes as REST Web Services. When to Use Apex SOAP API Use Apex SOAP API when you want to expose Apex methods as SOAP web service APIs so that external applications can access your code through SOAP. Apex SOAP API supports both OAuth 2.0 and Session ID for authorization. See Apex Developer Guide: Exposing Apex Methods as SOAP Web Services and SOAP API Developer Guide: Apex-Related Calls. When to Use Analytics REST API You can access CRM Analytics assets such as datasets, lenses, and dashboards programmatically using the Analytics REST API. Send queries and access datasets that have been imported into the analytics platform. Create and retrieve lenses. Access XMD information. Retrieve a list of dataset versions. Create and retrieve CRM Analytics apps. Create, update, and retrieve dashboards. Retrieve a list of dependencies for an application. Determine what features are available to the user. Work with snapshots. Manipulate replicated datasets. See Analytics REST API Developer Guide. When to Use User Interface API Build Salesforce UI for native mobile apps and custom web apps using the same API that Salesforce uses to build Lightning Experience and Salesforce for Android, iOS, and mobile web. Build user interfaces that let users work with records, list views, actions, favorites, and more. Not only do you get data and metadata in a single response, but the response matches metadata changes made to the org by Salesforce admins. You don’t worry about layouts, picklists, field-level security, or sharing—all you do is build an app that users love. See User Interface API Developer Guide. When to Use GraphQL API Build highly responsive and scalable apps by returning only the data a client needs, all in a single request. GraphQL API overcomes the challenges posed by traditional REST APIs through field selection, resource aggregation, and schema introspection. Field selection reduces the size of the payload, sending back only fields that were included in the query. Aggregations reduce round trips between the client and server, returning a set of related resources within a single response. Schema introspection enables a user to see the types, fields, and objects that the user has access to. See GraphQL API Developer Guide. When to Use Tooling API Use Tooling API to integrate Salesforce metadata with other systems. Metadata types are exposed as sObjects, so

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September 16, 2022in Salesforce, Salesforce Development Services, Salesforce Implementation Services
Tectonic Salesforce Managed Services
09Sep

Salesforce Customer 360

Salesforce Customer 360 is a family of Salesforce products and services that help businesses manage and connect with their customers across all touchpoints. With Customer 360, businesses can access a comprehensive view of their customers, including all their interactions and data, in one unified platform. This centralized data model allows businesses to deliver personalized and connected experiences to their customers across all channels and platforms. Customer 360 fully integrates marketing, sales, commerce, service, IT, and analytics into one unified platform, enabling businesses to streamline processes, improve decision-making, automate workflows, and enhance communication and collaboration. With the help of Salesforce solutions partners like Tectonic, businesses can customize Customer 360 to fit their specific needs and business model. Customer 360 is a framework that consolidates all existing customer insights from various tables and models within your data warehouse. In addition, Customer 360 provides real-time insights and metrics through customizable dashboards and reports, helping businesses track key performance indicators and make data-driven decisions. Salesforce Customer 360 can help businesses drive innovation, increase efficiency, and deliver a better customer experience, enabling them to digitally transform their operations. 85% of customers expect consistent interactions across all departments. With Salesforce’s Customer 360, important customer data from every step of their journey is captured and stored in one place. Adding more than one app to your Customer 360 solution has measurable benefits: Salesforce and Tectonic will kickstart your business’s digital transformation in 2023. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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September 9, 2022in Data, Google, Salesforce, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy
Salesforce Genie
08Sep

CDP Genie

Unlocking the Potential of Salesforce Genie (formerly known as Marketing Cloud Customer Data Platform or Salesforce CDP) The significance of data in today’s business world cannot be overstated. From tailoring information to catering to a user’s specific interests to suggesting products/services based on recent purchases, data has transformed industries across diverse sectors. Yet, the challenge lies in collecting pertinent data, and even if achieved, consolidating data sources for a unified view of a customer is paramount. Enter Salesforce Genie (CDP Genie), a tool designed to store real-time data across channels, systems, and streams at a massive scale, seamlessly integrating it into both internal and external product portfolios. Regarded as a groundbreaking innovation among Salesforce products, Salesforce Genie merges and purges user information from various applications into a unified source. It seamlessly integrates with Salesforce Customer 360 platform products, empowering organizations to deliver cohesive customer experiences across channels. Understanding Salesforce Customer Data Platform (CDP): Before delving into Salesforce Genie, it’s crucial to understand its foundation, Salesforce Customer Data Platform (CDP). Salesforce Genie has evolved from Salesforce CDP, which is still actively used. Both platforms are distinct, and the subsequent sections will elaborate on their differences. Salesforce Genie: Formerly known as Salesforce Marketing Cloud Customer Data Platform (CDP), this tool experienced rapid organic growth. Similar to other Customer Data Platforms (CDPs), Salesforce Customer Data Platform creates a single source of truth for a user’s profile across various touchpoints. The key attributes shared by Salesforce Genie and CDP include: Key Features of Salesforce Customer Data Platform: Salesforce Genie was introduced at Dreamforce 2022 to address the siloed environment of data resulting from Salesforce’s many product acquisitions. Serving as a common layer between tools, especially CRM, marketing, and services, Genie delivers a unified customer view across Salesforce Customer 360 platforms at great speed and scale. It surpasses the capabilities of a simple customer data platform: Salesforce Genie vs Salesforce CDP: Key Differences: The Science Behind Salesforce Genie: When integrated into Salesforce Customer 360, Genie facilitates real-time data storage and processing across all connected systems. Utilizing Salesforce Flow, Einstein AI, Genie Hyperscale Data Platform, and Hyperforce, Genie enables seamless data access, automation, analytics, and data security. Getting Started with Salesforce Genie or Salesforce CDP Data Model: Organizations can leverage either Salesforce Genie or Salesforce CDP based on their unique business needs. As a certified Salesforce Partner, Tectonic can offer expertise in evaluating and implementing these platforms. Reach out to our Salesforce Genie consultants for in-depth discussions on the tool and its implementation. Like2 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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September 8, 2022in Mulesoft, Salesforce Implementation Services
Salesforce Data Cloud
01Sep

Data Cloud from Salesforce

What is the data cloud in Salesforce? A hyperscale data platform built into Salesforce. Activate all your customer data across Salesforce applications with Salesforce Data Cloud, formerly known as Customer Data Platform (or CDP). Empower teams to engage customers, at every touchpoint, with relevant insights and contextual data in the flow of work. What is the benefit of Salesforce data cloud? Your company can feel confident in your customer data, and know that you’re taking the right steps to engage with your customer base across multiple channels.  The team at Tectonic can help you bring value to your wealth of customer data when you leverage Data Cloud. With Salesforce Data Cloud, automation, intelligence, real-time data, and security aren’t just goals; they make up the foundation of the platform. Data Cloud brings the power of automation, analytics, AI, data, and integration together to create a single view of the customer across any cloud. As a team of certified Salesforce experts with years working within all core and industry clouds, analytics, and customizations across all aspects of the platform, Tectonic can help you understand how Data Cloud fits into your customer experience goals, supports revenue growth, and integrates with your existing data models, data sources, and systems such as Snowflake, Tableau, Slack, and MuleSoft. By Implementing Data Cloud, we can enable you to: Are you taking advantage of SFDC Data Cloud’s customer 360 capabilities when it comes to intuitive, fast, efficient customer service? Data Cloud is the fastest growing organically built product in Salesforce’s history (Salesforce built it themselves, not via acquisitions). Data Cloud could be described as the ‘Holy Grail of CRM’, meaning that the data problem that’s existed since the infancy of CRM is now finally solvable. There are some differences between Genie and Data Cloud. Genie offers a zero-data copy architecture, meaning data can be fetched on-demand without duplicating it on the Salesforce platform. This allows for more flexibility and scalability when handling large amounts of customer data. Is Salesforce Data Cloud a data lake? Your data sitting in the data lake benefits from all of the capability of the Salesforce platform just like it does in the transactional side in Oracle. That means that Data Cloud is now not just a really good CDP, it’s now a data lake which will be used in sales and service use cases. Is Data Cloud free? At Dreamforce 2023, Salesforce announced that Data Cloud free licenses are now included for all Enterprise Edition or above customers so customers can become familiar with the new capabilities and develop use case ideas. There’s never been a better time to partner with Tectonic to explore Salesforce Data Cloud for your business. Content updated November 2023. Like2 Related Posts Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more Step By Step Guide to a Salesforce Quickstart Salesforce Implementation with a Tectonic Quickstart: Step-by-Step Salesforce Quickstart Guide. Step 1: Define Your Business Requirements Identify specific business processes Read more Cool Ways to Use Surveys With Salesforce Leveraging survey forms is an effective way to gather real-life insights from individuals crucial to your organization. Salesforce facilitates survey Read more Salesforce Integrations How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity Read more

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September 1, 2022in Mulesoft, Salesforce Data Cloud, Salesforce Development Services, Salesforce Implementation Services
Marketing Cloud Admins
31Aug

Marketing Cloud Admins

Salesforce Marketing Cloud Administrators play a key role in ensuring the success of an organization’s marketing efforts. Their responsibilities span system configuration, data management, campaign development, and execution. These professionals need a blend of technical expertise, strategic thinking, and keen attention to detail to effectively manage and optimize the Marketing Cloud environment. System Configuration and AdministrationMarketing Cloud Admins are responsible for setting up and configuring user accounts, defining roles and permissions, and customizing the system to meet specific organizational needs. They stay current on Salesforce updates, conducting system audits to maintain security and performance. Admins also oversee platform customization, aligning it with business goals. Data Management and SegmentationEffective data management is crucial for personalized marketing. Admins manage data imports, exports, and integration with other systems, ensuring data cleanliness and compliance with privacy regulations. They create audience segments based on specific criteria to enable targeted campaigns. Campaign Development and ExecutionAdmins work closely with marketing teams to develop and execute email, SMS, and social media campaigns. They set up customer journeys, implement automation, and ensure campaigns are delivered as planned. Monitoring performance and analyzing metrics allows admins to optimize campaigns and provide insights for future strategies. Integration and AutomationAdmins integrate Marketing Cloud with CRM systems, e-commerce platforms, and third-party apps. They streamline workflows by automating processes through tools like Journey Builder and Automation Studio, ensuring data consistency and efficiency. Troubleshooting and SupportAdmins provide technical support and troubleshoot issues related to system errors, data synchronization, and campaign delivery. They collaborate with Salesforce support to resolve complex problems, ensuring smooth operations and minimal downtime. Training and DocumentationTraining users on Marketing Cloud tools and developing comprehensive documentation are also key responsibilities. Admins ensure users are well-versed in the platform’s features and best practices, helping maintain consistent performance across teams. Monitoring and ReportingAdmins track key performance indicators (KPIs) and generate reports to analyze campaign success. By using tools like Analytics Builder, they offer data-driven insights that help improve marketing strategies and align them with business objectives. Skills Required for Salesforce Marketing Cloud AdminsAdmins must have strong technical aptitude, familiarity with Salesforce tools like Email Studio and Journey Builder, and proficiency in SQL, HTML, and APIs for system integration. Problem-solving skills are critical for diagnosing and resolving issues, and data management expertise is essential for organizing and analyzing marketing data. FAQs: If you are in need of Marketing Cloud assistance, contact Tectonic today. Content updated September 2024. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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August 31, 2022in Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud
Salesforce BI
25Aug

Analytics Studio Salesforce

Analytics Studio Salesforce provides the foundational tool for building CRM Analytics assets—the lenses and dashboards that make up Analytics apps. Use Analytics Studio to explore your data and build lenses and dashboards with data visualizations that give you the insights to help you run your business. Store everything in apps— the containers of assets that tell a story about an aspect of your business through data visualizations. Analytics Studio lets you do most of your work declaratively through its intuitive graphical user interface. You can also access the JSON, XMD, SaQL, and other files that control how Analytics consumes and displays data in dashboards and apps. Open those files with your editor of choice to make fine-grained changes to Analytics business user functionality. To open Analytics Studio, navigate to the Salesforce app picker and select Analytics Studio. Sometimes you must scroll or click View All to find it. From there, click Create, and start building. The Analytics Learning Map provides pointers to help get you going and master Analytics visualizations. Is Salesforce analytics Studio free? You have to be aware that Einstein Analytics is not free even if you’re using other Salesforce products such as Sales, Service, or Financial Cloud. You have to buy a separate license for Einstein Analytics Plus or Einstein Analytics Growth, depending on the components you plan to use in your workflow. What is CRM Analytics Salesforce? Salesforce CRM analytics is a powerful, accurate, and expansive CRM analytics solution, designed to provide users with a single, unified system capable of collecting and analyzing customer data to turn into valuable insights. Content updated December 2023. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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August 25, 2022in Salesforce Einstein, Salesforce Implementation Services
gettectonic.com