Salesforce Implementation Services Archives - gettectonic.com - Page 9
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 Announces Public Sector Compliance Certifications. Today, Salesforce introduced enhanced capabilities and compliance certifications for Customer 360 in the Public Sector. These advancements empower government organizations to modernize their services with tailored features designed to meet rigorous compliance standards within a unified, automated, and intelligent platform. Addressing compliance concerns: As digitalization becomes increasingly prevalent in government operations, ensuring security remains paramount. With over half of government employees reporting increased digitization and a rise in security threats, Salesforce’s Government Cloud Plus – Defense achieves DISA Impact Level 5 provisional authorization. This accreditation enables the U.S. Department of Defense and authorized defense contractors to leverage Salesforce for their mission-critical tasks. Furthermore, Government Cloud Plus already holds FedRAMP High and DISA Impact Level 4 authorizations, permitting federal and local government agencies to develop and deploy apps containing controlled unclassified information. Dave Rey, President of Global Public Sector at Salesforce, underscores the significance of these compliance certifications. He states, “With these compliance certifications, Salesforce continues to demonstrate commitment to meet the evolving U.S. government security needs.” Rey emphasizes the transformative potential of these environments, enabling the U.S. DoD to expedite digital transformation initiatives with the aid of CRM, data management, and automation tools, thereby enhancing operational efficiency on a significant scale. Salesforce Announces Public Sector Compliance Certifications The need for Customer 360: With post-pandemic labor and budget shortages, government organizations need to find a way to do more with less — without compromising cybersecurity or the constituent experience. What’s new in Customer 360 for Public Sector: Only 16% of constituents believe that the government has successfully used technology to improve their experiences. Agencies need to be able to tap into cutting-edge technology, including real-time data, AI, and automation, to deliver proactive personalized experiences citizens are asking for while helping them understand and access public services quickly and easily with proactive delivery of personalized programs. Automation, analytics, and intelligence capabilities purpose-built for the public sector include: “In an increasingly digital world, citizens expect to be able to engage with government agencies, anywhere they are, without friction. And, agencies of all sizes are being asked to do more with less, so they need automated, intelligent solutions to help them modernize service and deliver experiences that are secure, efficient, and easy. With Salesforce, agencies can achieve faster time to value and accelerate digital service delivery, helping to improve mission outcomes and better engage with citizens,” said Nasi Jazayeri, EVP and GM, Public Sector, Salesforce. Learn more about Customer 360 for Public Sector  Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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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 Salesforce and each caller’s history is saved. You can now very easily connect Salesforce with Aircall to ramp-up your CRM. Log calls will be created for any type of calls and will be assigned to the person who picks up the call. Does Salesforce have VOIP? Telephony in Salesforce is done through a VOIP (voice over internet protocol) service. Many offerings on the market provide this, including RingCentral, Natterbox, and Salesforce’s own Service Cloud Voice. What makes Aircall different? Aircall uses cloud-based technology so no more physical desk phones. Set up whole teams, in moments, no matter where they’re based. Benefit from performance insights and integrate Aircall with all your existing systems for better productivity. Salesforce CTI, or Computer Telephony Integration, is a feature that allows you to integrate your telephone system with your Salesforce account. This integration enables you to make and receive calls, view call history, and log call information directly from within Salesforce. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 10, 2023in Data, Salesforce, Salesforce Development Services, Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Service Cloud, Technology
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 instance not roles as job titles. How many roles are there in Salesforce? By default, a Salesforce org can have up to 500 Roles. The current Maximum is 10,000. If you require more you will need a documented business case, including the specific amount of roles required when requesting a higher limit. What are roles and hierarchy? Role hierarchy works together with sharing settings to determine the levels of access users have to your Salesforce data. In most cases, the Salesforce hierarchical roles allow employees access to data of all the users directly below them in the hierarchy. How is a role and a user different in Salesforce? A user can access, and roles determine what records a user can see relative to others in the organization’s hierarchy. Typically, a user’s profile is set to something such as Sales or HR or System Administrator. This will determine what they have access to within the system. Custom roles can be created by your Salesforce administrator. Can you have multiple SFDC roles? Sorry, you cannot assign either multiple profiles or roles to a single user. One would typically create a single profile with sufficient permissions and then place the users of this profile high enough up in the role hierarchy. As an admin, you can log in as another user to see their views in Salesforce. What is the profile and permission in Salesforce? In Salesforce, profiles and permission sets define what a user can do. Roles, on the other hand, define what they can see. Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your Salesforce org’s data. Roles within the hierarchy affect access on key components such as records and reports. Users at any role level can view, edit, and report on all data that’s owned by or shared with users below them in their role hierarchy. The only exception is for custom objects, for which you can disable the Grant Access Using Hierarchies setting on the Sharing Settings page. When disabled, only the record owner and users who are granted access have access to the custom object’s records. When you edit groups, roles, and territories, sharing rules are recalculated to add or remove access as needed. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 16, 2023in Salesforce Implementation Services
Data Collection
13Mar

Marketing Cloud Personalization Explained

Marketing Cloud Personalization introduces an advanced level of customization for both you and your clients. By tracking customer interactions on your website, the system can adjust messaging on web pages and customize experiences based on the products and services that interest your customer. With Marketing Cloud Personalization (formerly Interaction Studio), visualize, track, and manage customer experiences with real-time interaction management. SMCP gives you the power to utilize the 4 P’s of marketing personalization. What are the 4 Ps of marketing personalization? The timeless 4 Ps of marketing—Product, Place, Price, and Promotion—remain relevant. To capitalize on contemporary capabilities, it’s essential to update strategies. A recent Infosys survey found that: While monitoring customer behavior for personalized experiences is not new, the ability to do it in real-time is. To bring this vision to life, rely on Marketing Cloud Personalization (formerly Salesforce Interaction Studio). Salesforce Marketing Cloud Personalization is a real-time personalization and interaction management solution, creating personalized experiences at crucial touch points throughout the customer journey. Marketing Cloud Personalization enables you to: Other beneficial reasons to implement Marketing Cloud Personalization include: Impact & Benefits Across Industries: Marketing Cloud Personalization captures data from every interaction, building unique customer profiles for known and unknown visitors. It supports web, mobile, and email campaigns, offering real-time personalization experiences and advanced features like triggered and server-side campaigns. Gears, Feeds, and Catalogs: Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 13, 2023in Marketing Automation, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Personalization
Salesforce Data Cloud
27Feb

Salesforce Data Cloud

Revolutionizing Customer Engagement with the First Real-Time Platform – Salesforce Data Cloud In today’s business environment, customer expectations are soaring, with 71% anticipating personalized interactions at every touchpoint. However, the deluge of data, diverse devices, and evolving experiences poses a challenge for companies to maintain relevance. The typical business juggles an average of 1,061 form completions resulting in fragmented customer profiles and a sense of anonymity. The experience rather than giving personalized value. Leading to a sense of disconnection. Imagine a solution that consolidates all customer data, spanning channels and systems, into a unified source of truth. What if this real-time data could transform customer interactions? Empowering you to make them feel not just recognized but truly understood? Enter Salesforce Data Cloud, the inaugural real-time platform designed for customer magic. Data Cloud seamlessly integrates real-time data into Customer 360, unlocking the potential for enchanting customer experiences. Equipped with built-in connectors, Data Cloud aggregates data from diverse sources—Salesforce apps, mobile, web, connected devices, legacy systems via MuleSoft, and historical data from proprietary lakes—all in real time. However, the true power lies in distilling this vast pool of data into a cohesive customer view. Data Cloud achieves this by harmonizing and storing customer data at an extensive scale, crafting a dynamic, real-time customer graph—a singular source of truth. Real-Time Visibility The Data Cloud process involves connecting data streams, harmonizing the data into a real-time customer graph, and making it available across the Customer 360, facilitating engagement and creating magical experiences—all unfolding in real time. This real-time customer graph continually evolves as it absorbs more customer data. Activating this data across the entire Customer 360 empowers companies to create personalized, magical experiences. The real-time data from Data Cloud enhances automation with Flow and augments intelligence with Einstein, all under the reliable umbrella of Hyperforce infrastructure. The result? An automated, intelligent, and real-time Customer 360, delivering cost savings, time efficiency, and revenue growth. Data Cloud’s impact spans across the Customer 360 ecosystem: In essence, Data Cloud empowers businesses across industries to deliver real-time, intelligent, and automated experiences, fostering loyalty, cost efficiency, and increased ROI—a truly magical transformation! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 27, 2023in Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Managed Services
Salesforce Success Story
18Feb

Case Study: Salesforce Innovation for Hospitality

Major hospitality management firm, moves to the cloud and adopts Google Cloud and Salesforce to improve operational insights and decision-making. Tectonic assisted them to move to the cloud and obtatin quicker, actionable insights with business intelligence. Salesforce Innovation for Hospitality.

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February 18, 2023in Google Analytics, Salesforce, Salesforce Development Services, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Optimization, Salesforce Success Stories
Salesforce Success Story
03Feb

Case Study: A Marquis Resort Hotel in Hawaii-Hospitality-Salesforce Service/Marketing Clouds and Interaction Studio

Transforming the Guest Experience for Modern Luxury Resort hotel builds loyalty and drives sales increase across all sites using data and segmentation: Hospitality Salesforce Service Marketing Marketing Cloud Interaction Studio Service Cloud Hospitality Salesforce Service Marketing This oceanfront resort has over 400 rooms and cottages/villas, spa, golf and a variety of restaurants. PROBLEM: SOLUTION: RESULTS: Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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February 3, 2023in Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Personalization, Salesforce Service Cloud, Salesforce Success Stories
Salesforce DevOpps
28Jan

Salesforce DevOpps Engineer Explained

Salesforce DevOps aligns with traditional DevOps principles but focuses on leveraging Salesforce at scale. Its core objective is to assist development teams in proactively identifying problems, detecting bugs, and resolving issues before implementing changes for customers. Salesforce DevOpps Engineer Explained. Salesforce DevOps Engineers play a crucial role in ensuring the seamless deployment of Salesforce changes throughout the software development lifecycle, minimizing bugs, and avoiding disruptions for users. Contrary to requiring extensive coding skills, our no-code Salesforce DevOps platform accelerates Salesforce deployments by 50-75%, providing the flexibility to automate Continuous Integration/Continuous Deployment (CI/CD) pipelines with a preferred choice of tools. The responsibilities of a Salesforce DevOps Engineer are unique to the Salesforce ecosystem and necessitate a specialized understanding of Salesforce. The role can be categorized into entry-level, mid-level, and senior based on experience. Salesforce DevOpps Engineer Explained The demand for Salesforce DevOps is on the rise. More teams recognizing the advantages of reliable deployments and automated releases. While not all job titles explicitly mention “DevOps,” the practices are integrated into various roles such as administrators and developers. Senior Salesforce DevOps Engineers, with a minimum of 5+ years of experience, typically serve as Team Leads in multidisciplinary teams. They oversee the entire DevOps process, delegate responsibilities, define KPIs, review code coverage and quality, and mentor others within the team. Hiring a Salesforce partner like Tectonic often involves incorporating a Salesforce DevOps Engineer into the team structure. If your core Salesforce team is missing a solid Salesforce DevOps Engineer, reach out to Tectonic today for assistance. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 28, 2023in Salesforce, Salesforce Implementation Services
Snowflake Database
23Jan

Snowflake Database

What is Snowflake Database? Snowflake Database serves as the repository for an organization’s structured and semi-structured data sets, facilitating processing and analysis. It offers automated management of various aspects of data storage, including organization, structure, metadata, file size, compression, and statistics. Snowflake: The Global Data Cloud Platform Snowflake stands as a unified global platform powering the Data Cloud, connecting businesses worldwide across diverse data types, scales, and workloads, fostering seamless data collaboration. Understanding Snowflake Database Snowflake, a relational database hosted in the cloud, serves as a data warehousing solution. Leveraging infrastructure from Google Cloud Platform, Azure, and AWS, it combines traditional database features with innovative functionalities. Snowflake: More Than Just a Data Warehouse Snowflake’s Data Cloud encompasses a pure cloud-based SQL data warehouse, uniquely engineered to handle all data and analytics aspects. It offers high performance, concurrency, simplicity, and affordability unmatched by other data warehousing solutions. Snowflake Database’s Role in ETL Processes Snowflake streamlines data loading, transformation, and storage, eliminating the need for additional ETL tools. Its unique features, scalability, and security have led many organizations worldwide to adopt it as their primary Data Warehousing solution. Snowflake’s Integration with SQL and Python Built on a new SQL database engine, Snowflake’s data warehouse architecture is tailored for the cloud. Moreover, Snowflake provides first-class Python APIs for managing core resources, enabling seamless integration without SQL queries. Challenges and Advantages of Snowflake Despite its advantages such as scalability, performance tuning, and data security, Snowflake faces challenges like higher costs and limited support for unstructured data. Snowflake’s Position in Comparison to Other Databases Snowflake offers faster, easier-to-use, and more flexible data storage and analytic solutions compared to traditional offerings. It is not built on existing database technology or big data software platforms like Hadoop. Ownership and Integration Snowflake operates on major public clouds like AWS, Azure, and GCP, offering pre-warmed virtual machines to support rapid compute. Salesforce had a stake in Snowflake but sold its holdings, making Snowflake an independent entity. Snowflake vs. Salesforce: Choosing the Right Solution Snowflake is preferable for businesses requiring a versatile data platform, whereas Salesforce Data Cloud suits organizations already using Salesforce products due to its seamless integration. Some companies utilize both platforms for diverse needs. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 23, 2023in Salesforce, Salesforce Data Cloud, Salesforce Development Services, Salesforce Implementation Services, Snowflake
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 Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, 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 Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, 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 Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, 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 Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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

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