Salesforce Implementation Services Archives - Page 4 of 8 - gettectonic.com
Salesforce Success Story
04Sep

Case Study: A Northwest US Community Foundation-Nonprofit-Salesforce Nonprofit Success Pack

Enhance usage of Salesforce by a NonProfit Organization A Community Foundation located in the Northwest United States supported by donors / members that provides philanthropic leadership in the Northwest through awarding of grants and sponsorships to nonprofit organizations, student scholarships, and the coordination of collaborative responses to the region’s complex needs. Nonprofit Success Pack Salesforce.

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September 4, 2023in Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Optimization, Salesforce Success Stories
salesforce shield encryption
31Aug

Salesforce Shield Encryption Explained

Salesforce is the most widely embraced CRM platform worldwide, entrusted with handling highly sensitive data from leading global companies. Recognizing this profound responsibility, Salesforce introduced Salesforce Shield in 2015. Salesforce Shield Encryption explained. Salesforce Shield comprises a suite of compliance and regulation-focused add-ons integrated into the Salesforce platform, offering customers in heavily regulated industries enhanced

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August 31, 2023in Salesforce, Salesforce Implementation Services, Salesforce Shield
Salesforce Backup
16Aug

Implementing Salesforce Backup

You need to purchase Salesforce Backup to be able to assign the Backup and Restore User Permission Set License and utilize the app. The Salesforce Backup app is a managed package that you can install in your Salesforce org and set up in as little as 10 minutes!  The first step is assigning the necessary

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August 16, 2023in Salesforce Implementation Services
Salesforce Commerce Cloud Ecommerce Implementation Tasks and Roles
26Jul

Ecommerce Implementation Tasks and Roles

Ecommerce Implementation Tasks and Roles By Tectonic Salesforce Marketing Consultant, Shannan Hearne To effectively establish, improve, or expand your ecommerce presence, it is crucial to conduct a thorough assessment of the tasks and teams involved in achieving your business objectives. Whether you are embarking on a direct-to-consumer journey or managing an established organization with plans

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July 26, 2023in Salesforce Commerce Cloud, Salesforce Implementation Services, Salesforce Managed Services
Salesforce Success Story
20Jul

Case Study: Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition

Military congressionally chartered, federally supported non-profit corporation that sustains and equips the armed forces. Client employs nearly 170,000 professionals to support and sustain the global mission of the armed forces. Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition. Industry: Federal – Military Process Gaps: Client’s lack of a digital processes for talent acquisition hindered their

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July 20, 2023in Public Sector Solutions, Salesforce, Salesforce Development Services, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Public Sector Solutions, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
Salesforce AI
14Jul

Salesforce Einstein and Social Studio

The digital era (sometimes considered the third industrial revolution) has transformed the dynamics of customer-business interactions, demanding a proactive approach to customer engagement across diverse channels. Navigating this ever-evolving world is essential for business success, and Social Studio is a valuable asset in this endeavor. Social Studio, in conjunction with Einstein AI, plays a pivotal

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July 14, 2023in Salesforce Einstein, Salesforce Implementation Services, Salesforce Marketing Cloud
Salesforce Data Cloud
15May

Salesforce Data Cloud Explained

Salesforce Data Cloud, previously recognized as Salesforce CDP/Genie, made its debut at Dreamforce 2022, hailed by Salesforce as one of the most significant innovations in the company’s history. A hyperscale data platform built into Salesforce. Activate all your customer data across Salesforce applications with Data Cloud. Data Cloud facilitates the intake and storage of real-time

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May 15, 2023in Mulesoft, Salesforce Einstein, Salesforce Implementation Services
Channels and Tactics Redefine Customer Engagement
13May

Channels and Tactics Redefine Customer Engagement

In today’s digital era, data is the core of enterprises, transforming actionable insights from a secondary role to a mission-critical element. Channels and Tactics Redefine Customer Engagement for nearly everyone. Marketers are investing heavily in tools and technologies that unify data, enabling brands to create unique customer profiles, automate campaigns, and scale personalized strategies effectively.

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May 13, 2023in Marketing Automation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Sales Cloud
Einstein GPT Links to Flow and Data Cloud
07May

Einstein GPT Links to Flow and Data Cloud

Salesforce Harnesses AI and Data Integration to Drive Autonomous, Intelligent Enterprise-Einstein GPT Links to Flow and Data Cloud Salesforce is forging ahead with innovative advancements, seamlessly integrating Einstein GPT and Data Cloud into Flow to propel the autonomous, intelligent enterprise. This article explores how these technologies collaborate to enhance customer experiences and streamline business operations.

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May 7, 2023in Generative AI, Salesforce Data Cloud, Salesforce Implementation Services
Salesforce Announces Public Sector Compliance Certifications
18Apr

Salesforce Announces Public Sector Compliance Certifications

Salesforce’s new Government Cloud certification marks a significant step for the U.S. Department of Defense in embracing cloud technology for secure app development and deployment. This certification enables government agencies to harness Salesforce’s suite of tools including CRM, AI, automation, and data management, thereby enhancing staff productivity, reducing operational costs, and fostering citizen engagement. Salesforce

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April 18, 2023in Salesforce, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Public Sector Solutions
Salesforce Telephony Integration
10Apr

Aircall and Salesforce Integration

Aircall offers inbound screen-pop and automation call logging.  Run outbound list dialer campaigns from any Salesforce list of records or reports. Aircall and Salesforce Integration. Use the Aircall Salesforce integration to place and receive phone calls directly in Sales Cloud or Service Cloud. With the Aircall Salesforce integration all calls are automatically logged directly into

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April 10, 2023in Salesforce Development Services, Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Success Story
20Mar

Case Study: Financial Services-Insurance Healthcare-Salesforce Service/Marketing Clouds

Salesforce provides comprehensive solutions tailored for the healthcare industry, addressing the specific needs of both payers (insurance providers) and providers (healthcare organizations). These solutions are designed to enhance patient engagement, improve operational efficiency, and drive better health outcomes. Salesforce Financial Services and Healthcare solutions.

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March 20, 2023in Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Service Cloud, Salesforce Success Stories
Salesforce
16Mar

What are Salesforce Roles?

SFDC roles are record-level access controls that define what data a user can see in Salesforce. In other words, roles can be used to determine the visibility access of the user and the data they can access in your Salesforce CRM organization.  For this insight we are looking for roles as defined in your Salesforce

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March 16, 2023in Salesforce Implementation Services

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