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 Data Cloud, formerly known as Salesforce CDP, has rapidly become Salesforce’s fastest-growing, organically-developed product. To understand the vision for Data Cloud, it’s essential to understand the foundational capabilities of CDPs. Salesforce CDP, now part of Data Cloud, has been delivering the following: Customer Disparate Data Consider the typical customer, leaving a robust data trail
In the pursuit of strengthening partner relationships and expanding market reach, the adoption of a robust partner portal is crucial. Salesforce Experience Cloud presents an optimal solution that empowers organizations to craft customized and collaborative partner portals. All with the security and flexibility you expect from Salesforce. Salesforce Partner Portals Built on Salesforce Experience Cloud.
Empower Digital Evolution — Traditional tools like shared spreadsheets and physical paper fall short in the face of modern digital solutions. At Tectonic, we specialize in delivering compelling digital experiences to both our clients and their customers. Our team of digital transformation consultants collaborates closely with you to conceive, construct, and expand genuinely transformative digital
Tectonic’s Salesforce Industry Experience spans 16+ years of work focused on certain industry areas. Tectonic has worked in all of the following industries implementing and customizing Salesforce: Put Tectonic’s Industry Experience to work for your organization. Our industry and Salesforce expertise will have you up and running in no time. Casino Case Study Government Case
Mastering Salesforce Customization with Tectonic As an official Salesforce Consulting Partner, Tectonic brings nearly two decades of experience in delivering Salesforce configuration and customization services. Our team includes over 80 Salesforce Certified Consultants dedicated to providing tailored solutions for nonprofits and membership associations. We specialize in customizing, configuring, and implementing Salesforce solutions to meet specific
What is a Salesforce Data Dictionary? A Salesforce data dictionary functions as a comprehensive repository containing names, attributes, and descriptions of data objects or business logic within a data model. Its primary purpose is to ensure consistency in the terminology used by business users or stakeholders, particularly regarding type/category, such as personally identifiable information (PII).
Salesforce’s Slack team collaboration tool extends beyond facilitating communication across channels; it empowers users to automate routine processes seamlessly through the Workflow Builder tool. This feature, available in Slack, offers a range of tools to streamline processes both within and outside Slack, all without the need for coding. Slack process automation improves the power and
At Tectonic, our aim is to enable you to concentrate on your business operations while we handle the intricacies of technology. Our team oversees all technology assets and evaluates your IT systems to ensure your employees have the necessary equipment to support their work. We work diligently in the background to maintain the seamless functioning
Salesforce Personalization: Transforming Engagement into Personal Connections. Gain improved engagement with Salesforce Personalization. In the current business environment, customers demand personalized experiences across various channels. They are seeking to be recognized and valued by the brands they choose. The absence of such tailored interactions can lead customers to opt for competitors who fulfill this expectation.
Are your service representatives finding the Lightning Service Console too cluttered? Salesforce Service Cloud customization to the rescue! Whether you’re planning to optimize your Service Cloud or seeking quick enhancements for your service team, there’s a plethora of features and tips available to boost the efficiency of your Service Cloud. If you haven’t implemented a
Salesforce Sales Cloud is a powerful catalyst for your organization’s business expansion, representing a significant investment in the growth of your enterprise. By incorporating Sales Cloud Einstein with your Sales Cloud instance, along with your sales and marketing teams, can operate at an enhanced level of efficiency. The key to success lies in meticulous planning
Create, send, receive, and track SMS and MMS text messages using MobileConnect. Send alerts and transactional messages to subscribers using templates and a drag-and-drop interface. How does mobile connect work? Simple. By matching the end user to their mobile phone number, Mobile Connect empowers the user to confirm his/her identity online, and authorize transactions such
Approval processes take automation one step further, letting you specify a sequence of steps that are required to approve a record. An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process.
Salesforce BI helps to create fast, digestible reports to help you make informed decisions at the right time. Salesforce Einstein is a leading business intelligence software solution that will help streamline your operations. Read on in this insight to learn how Salesforce BI capabilities including Tableau rank in the Gartner Magic Quadrant. Make the right
