Salesforce Implementation Services Archives - Page 2 of 8 - gettectonic.com
WhatsApp Integration Brings Service and Marketing Together
31Mar

WhatsApp Integration Brings Service and Marketing Together

Salesforce has announced the general availability of Unified Conversations for WhatsApp, transforming one-way marketing promotions and service requests into dynamic, two-way conversations from a single WhatsApp number. WhatsApp Integration Brings Service and Marketing Together. Now, instead of managing separate threads for promotions and support, customers can receive personalized opt-in marketing promotions and individual support all

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March 31, 2024in Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Service Cloud
Salesforce and Catchlight Integration
24Mar

Salesforce and Catchlight Integration

Leverage data and insights from Catchlight directly in Salesforce Quickly enrich and score your leads based on unique data and insights. With Salesforce and Catchlight Integration. Enrich Leads Through the Catchlight app on Salesforce, you can quickly and easily add data and insights to lead profiles, giving marketing, business development, and advisors a unique view

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March 24, 2024in Salesforce, Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Email Alerts
04Mar

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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March 4, 2024in Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Partner Trailblazer Score
04Mar

Salesforce Partner Trailblazer Score

Salesforce Partner Trailblazer Score explained. The Consulting Trailblazer scorecard undergoes daily updates, while tier calculations occur on a quarterly basis. Following the conclusion of each quarter, the subsequent month is utilized to determine any tier adjustments. Upon completion of the quarterly assessment, any tier advancements take effect on the first day of the subsequent month.

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March 4, 2024in Salesforce, Salesforce Implementation Services
Sales Cloud Innovation Driven by UX Design Principles
29Feb

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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February 29, 2024in Salesforce Implementation Services, Salesforce Sales Cloud
Turtle Bay Salesforce Journey
25Feb

Proud to Be A Part of the Turtle Bay Salesforce Journey

Turtle Bay a featured Success story at Salesforce TralblazerDX and more. Proud to be part of the Turtle Bay Salesforce journey! Learn how Tectonic can help you increase bookings. Proud to be part of the Turtle Bay Salesforce journey Travel Transportation Salesforce Tectonic has helped hospitality clients create a real-time view of their guests to

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February 25, 2024in Marketing Automation, Salesforce, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Personalization, Salesforce Sales Cloud
Customer Experience
01Feb

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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February 1, 2024in Salesforce Implementation Services, Salesforce Managed Services, Salesforce Personalization
add-ons for public sector solutions salesforce
25Jan

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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January 25, 2024in Salesforce Implementation Services, Salesforce Public Sector Solutions
Trust Through Effective Data Access
06Jan

Generate Trust Through Effective Data Access

Trust Through Effective Data Access Objective: Empower your teams with data access to encourage proactive decision-making. Simplify your business’s data landscape by tailoring team members’ access, ensuring they can readily find the pertinent information. Implementation: Incorporate role-based licensing with built-in governance to create trust through effective data access. Distribute data broadly across your organization, ensuring

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January 6, 2024in Marketing Automation, Salesforce Implementation Services
Salesforce Flow
24Dec

Einstein Flow and Generative AI

By Shannan Hearne, Tectonic Marketing Consultant Based on Nov 2023 Salesforce post from Cesar Castro As part of the ongoing evolution of Salesforce’s Einstein AI, Salesforce provided an update on how Einstein is impacting one of your favorite tools in your Salesforce admin toolkit: Salesforce Flow. Flow, with its numerous powerful capabilities, has been instrumental

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December 24, 2023in Salesforce Einstein, Salesforce Implementation Services, Salesforce Managed Services
Salesforce Nonprofit
08Dec

Salesforce Donor Management for Nonprofits

The Salesforce donor management solution offers a comprehensive fundraising tool to support the continuous growth of nonprofit organizations and facilitate the tracking of donor-related data. Donor Engagement: Enhance donor engagement by providing a personalized self-service experience through Salesforce donor management software. Enable donors to explore the impact of their contributions, read stories, and stay connected

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December 8, 2023in Public Sector Solutions, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Nonprofit Cloud, Salesforce Sales Cloud

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