Salesforce Managed Services Archives - gettectonic.com - Page 5
Data Collection
07Apr

Improved Engagement with Salesforce Personalization

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. Enter Salesforce Personalization to the rescue. Salesforce Personalization is a dynamic tool designed to enable companies to craft personalized experiences for their customers. By employing AI-driven automation, this solution caters to billions of individuals globally. By making each recipient feel valued and significant. And by capturing individual insights and delivering optimized experiences. Salesforce Personalization is instrumental in boosting conversion rates, enhancing engagement, and nurturing brand loyalty. How Salesforce Personalization Improves Engagement To comprehend how Salesforce Personalization operates, it’s essential to first define marketing ROI (Return on Investment). This metric gauges the effectiveness of a company’s marketing endeavors comparing the revenue generated against the campaign’s operational costs. Calculating marketing ROI empowers companies to identify the most successful campaigns and allocate resources accordingly. Salesforce Personalization initiates its process by capturing individual insights through comprehensive behavioral tracking, data aggregation, and affinity modeling. These insights are then processed by marketer-friendly, customizable algorithms that make real-time decisions in less than 30 milliseconds, ensuring relevance at a 1-to-1 level in every interaction. With Salesforce Personalization, companies gain the ability to synchronize engagement across all channels. Information gathered about a customer’s interactions on one channel can be utilized to enhance their experiences on the same channel or any other. This seamless integration results in a personalized customer experience, regardless of the current engagement channel. Furthermore, Salesforce Personalization empowers companies to conduct tests and analyses of experiences. With continuous A/B testing, reporting, and analysis, companies can optimize personalization campaigns and customer engagement strategies. This iterative process allows you to enhance your marketing ROI continually and deliver increasingly personalized experiences to their customers. Get improved engagement with Salesforce Personalization. Salesforce Personalization is as a targeted tool for companies to elevate conversion rates, amplify engagement, and cultivate customer loyalty. By capturing individual insights and delivering optimized experiences, it establishes a seamless, personalized journey for customers across all channels. With ongoing optimization and analysis, companies can refine their marketing ROI, delivering ever more personalized experiences. Connect with Tectonic today to explore how Salesforce Personalization can elevate engagement with your customers, community, constituents, patients, or anyone you communicate with. Like Related Posts Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Advantages of a Cloud Managed Service Provider Considering outsourcing your IT management to a cloud managed service provider? Here are several benefits of opting for a cloud Read more Best CPQ for Salesforce Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic Read more

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April 7, 2022in Salesforce Managed Services, Salesforce Personalization
Salesforce Service Cloud
03Mar

Improved Agent Efficiency With Salesforce Service Cloud Customization

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 console app for your customer service teams yet, you’re overlooking valuable time-saving functionalities. Console features differ slightly between Lightning and Classic. This guide focuses on the Service Cloud Lightning Console – for Classic feature details, refer to Salesforce Help or contact Tectonic. Split View with Salesforce Service Cloud Customization: Console Navigation: Workspace Tabs and Subtabs: Utility Bar Features: 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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March 3, 2022in Data, Salesforce, Salesforce Managed Services, Salesforce Service Cloud
Salesforce Sales Cloud
11Jan

Planning for Einstein Sales Cloud

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 for the implementation of Sales Cloud Einstein. The enormous potential of the Einstein Platform is a potential gamechanger. Launched in 2016, during the Dreamforce conference, Einstein is a solution that combines AI, CRM data, and processes assisted with analytical techniques. It optimizes the capabilities of the entire Salesforce platform. By offering multiple functions and tools based on machine learning and deep learning in order to make processes more intelligent. Planning for Einstein Sales Cloud shortens your time to success. In the pre-enablement phase, a comprehensive understanding of your business challenges and priorities is imperative. Armed with this knowledge, you can identify the specific Sales Cloud Einstein features that align with your organizational goals. Ensuring alignment across your teams facilitates the measurement of success throughout the implementation process. Identifying challenges within the organization, such as data overload, time constraints, vague processes, and difficulty in recognizing opportunities at risk, sets the stage for a strategic implementation. Beginning with a small, diverse group of users allows you to test and fine-tune the selected Sales Cloud Einstein features. A Partner for Planning for Einstein Sales Cloud Leverage Salesforce or your implementation partner’s tools to ensure the richness, utility, and cleanliness of your CRM data. Transitioning into the enablement stage involves setting up Sales Cloud Einstein in your sandbox org, activating chosen features, and testing compatibility with existing architecture, workflows, and Lightning components. Effective communication with users is crucial during this stage, outlining the goals and features of Sales Cloud Einstein. Providing SMART goals—specific, measurable, achievable, relevant, and time-bound—facilitates the measurement of implementation success. Key performance indicators may include lead conversion rate increases, closed-won rate increases, opportunity pipeline growth, or reduced time to close opportunities. As you prepare to go live in your Salesforce org, assign Sales Cloud Einstein licenses to a diverse user group, including power users, a pilot group, and representatives from various departments. A successful post-enablement stage involves gathering feedback from users, measuring return on investment (ROI), and expanding user groups. Essential stages for a successful Sales Cloud Einstein implementation encompass: Planning for Sales Cloud Einstein Plan your Sales Cloud Einstein rollout in three stages: pre-enablement, enablement, and post-enablement. For those without an implementation partner, Salesforce’s setup guide offers a step-by-step walkthrough of the above stages. 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 11, 2022in Salesforce Managed Services, Salesforce Sales Cloud
Salesforce
02Aug

Mobile Connect Salesforce

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 as payments, sharing only the personal data that’s essential for completing the transaction. A list of essential tasks to help you get started using MobileConnect. 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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August 2, 2021in Salesforce, Salesforce Managed Services, Salesforce Optimization
Salesforce
16Jul

Approval Process Salesforce

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. Users can’t see which approval process is triggered when they click Submit for Approval. Familiarize users on the criteria for each approval process and what each approval process does. If the record doesn’t meet the entry criteria or if they’re not an allowed submitter for any approval processes, Salesforce displays an error. Terminology Approval Actions An approval action occurs when all required approvers approve a step. Approval Process 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. Approval Request An approval request is an email, Salesforce app notification, Lightning Experience notification, or Chatter post. The approval request notifies the recipients that a record was submitted for them to approve. Approval Steps Approval steps define the chain of approval for a particular approval process. Each step determines: The first step specifies what to do if a record doesn’t advance to that step. Later steps specify what happens if an approver rejects the request. Assigned Approver The assigned approver is the user responsible for responding to an approval request. Delegated Approver A delegated approver is someone appointed by an assigned approver as an alternate for approval requests. Email Approval Response Email approval response lets users respond to approval requests by replying to an email notification. Initial Submission Actions An initial submission action occurs when a user first submits a record for approval. By default, the record is locked. Final Approval Actions Final approval actions occur when all required approvals are obtained. Final Rejection Actions A final rejection action occurs when an approver rejects the request and it moves to the final rejection state. Outbound Message An outbound message sends information to a designated endpoint, like an external service. You can configure outbound messages from Setup. Configure the external endpoint and use SOAP API to create a listener for the messages. Process Instance A process instance represents one instance of an approval process. A new process instance is created each time a record is submitted for approval. Process Instance Node A process instance node represents an instance of an approval step. The system creates a process instance node each time a record enters a step in an approval process. The system doesn’t create a process instance node when the record doesn’t meet the step criteria, or the approval process instance is completed without entering the step. Recall Actions A recall action occurs when a submitted approval request is recalled. By default, the record is unlocked. Record Locking Record locking prevents users from editing a record, regardless of field-level security or sharing settings. By default, Salesforce locks records that are pending approval. Only admins can edit locked records. 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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July 16, 2021in Salesforce, Salesforce Development Services, Salesforce Managed Services, Salesforce Sales Cloud
public sector and tribal governent
10Jun

What is BI in Salesforce?

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 decision every time using analytics that go beyond business intelligence software. See why Gartner named Salesforce (Tableau) a Leader in the Gartner® Magic Quadrant™ for Analytics and Business Intelligence Platforms for the 11th consecutive year. Data and analytics leaders must use analytics and BI platforms to support the needs of IT, analysts, consumers and data scientists. While integration with cloud ecosystems and business applications is a key selection requirement, buyers also need platforms to support openness and interoperability. Analytics and business intelligence (ABI) platforms enable less technical users, including business people, to model, analyze, explore, share and manage data, and collaborate and share findings, enabled by IT and augmented by artificial intelligence (AI). For several years, the Magic Quadrant for Analytic and Business Intelligence Platforms has emphasized visual self-service for end users augmented by AI to deliver automated insights. While this remains a significant use case, the ABI platform market will increasingly need to focus on the needs of the analytic content consumer and business decision makers. To achieve this, automated insights must be relevant in context of a user’s goals, actions and workflow. Many platforms are adding capabilities for users to easily compose low-code or no-code automation workflows and applications. This blend of capabilities is helping to expand the vision for analytics beyond simply delivering datasets and presenting dashboards. Today’s ABI platforms can deliver enriched contextualized insights, refocus attention on decision-making processes and ultimately take actions that will deliver business value. In addition to the increasing consumer design focus trend, we see other key market trends, including the need for improved governance of analytic content creation and dissemination, and the demand for a headless, open architecture. For example, a headless ABI platform would decouple the metrics store from the front-end presentation layer, enabling more interoperability with competitive products. ABI platform functionality includes the following 12 critical capabilities, which have been updated to reflect areas of market change, differentiation and customer demand: Gartner added three new critical capabilities as part of our metrics store evaluation criteria this year:  ABI platforms have always been about measurement. For decades, the slicing and dicing of measures by their dimensional attributes was synonymous with the act of performing business intelligence. However, over the last decade, the focus on metrics and measurement was overshadowed by data visualization. As data visualization became the most conspicuous capability, some business executives began to conflate ABI platforms with data visualization — as if ABI platforms are glorified chart wizards. This misconception minimizes much of the work performed and the business value delivered by ABI platforms. Establishing metrics stores as a critical capability to execute makes it clear that defining and communicating performance measures throughout an organization is one of the key purposes of an ABI platform. Analytics collaboration is a combination of many features (such as Slack/Teams integration, action frameworks) that collectively improve an organization’s ability to make decisions with consensus. Data science integration reflects the increasing likelihood that a business analyst may want to use data science to test certain hypotheses, and that data scientists will need to leverage features such as data prep and data visualization. In addition, Gartner is changing “catalogs” to “analytic catalogs” to emphasize a set of requirements that are not being met by ABI platform vendors today. Most large enterprises have thousands of reports built across multiple ABI platforms, but consumers in these organizations have no easy way to access these reports. The name change to analytic catalogs reflects the need for ABI platform vendors to deliver analytic content with the consumer in mind. Three critical capabilities were removed from our evaluation criteria: security, natural language generation (NLG; rolled into data storytelling) and cloud analytics (which will no longer be considered a platform capability, but instead a go-to-market strategy covered in the Magic Quadrant). And one of the security sub-criteria, about the granularity of authorization (e.g., row-based security) has been moved to the enterprise reporting capability. Salesforce (Tableau) Tableau, a Salesforce company, is a Leader in this Magic Quadrant. Its products are mainly focused on visual-based exploration that enables business users to access, prepare, analyze and present findings in their data. CRM Analytics, formerly Tableau CRM, provides augmented analytics capabilities for analysts and citizen data scientists. Tableau has global operations and serves clients of all sizes. In 2022, Tableau reinforced its augmented consumer vision to provide contextualized insights with deeper integration with Salesforce Data Cloud. IT also improved decision intelligence by bringing domain-aware insights into action with Revenue Intelligence and other Salesforce-native apps. The extensible design and x-platform integrations (Salesforce Flow, MuleSoft, UiPath and Looker) further enable composable analytics to bring insights into workflow with agility. Strengths Cautions 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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June 10, 2021in Artificial Intelligence, Data, Enterprise, Google, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Salesforce Flow, Salesforce Managed Services, Technology
Salesforce Service Cloud Voice
05Apr

Salesforce Service Cloud Voice Explained

At times, communication is more convenient over the phone. Your customers know that. And they expect you to know it too. Salesforce Service Cloud Voice enables agents to handle calls, address customer concerns, and make outbound calls directly from the Service Console. This feature allows companies to efficiently manage customer phone interactions within the Salesforce platform and the Omni-Channel. Despite the growing prevalence of digital engagement across multiple channels, a significant 93% of customers still prefer using the phone to seek assistance. Salesforce Service Cloud Voice offers several advantages, including the streamlined centralization of communication channels. Businesses can integrate their phone systems, such as Interactive Voice Response (IVR) and Automatic Call Distribution (ACD), seamlessly into the Sales Cloud with this powerful platform. Key features of Salesforce Service Cloud Voice include: Salesforce continuously enhances its Service Cloud CRM platform, introducing new tools for Contact Center as a Service (CCaaS). Service Cloud Voice, digital engagement, and omnichannel routing are among the recent additions to the platform, offering advanced telephony capabilities natively integrated within Salesforce. To enable Salesforce Service Cloud Voice with Partner Telephony: Service Cloud Voice integrates seamlessly into the Service Console alongside other channels. This virtual help desk provides a 360-degree view of each customer and their requests. Agents utilize Service Cloud Voice to capture customer information from voice calls and various digital channels, including email, chatbots, web chat, social media, online communities, and SMS messaging. The combination of the console and Voice creates a unique experience, bringing together telephony, digital conversations, and customer relationship management (CRM) data in one unified platform. Salesforce also offers Einstein Bots, AI-powered chatbots integrated directly into the CRM through the Einstein 1 Platform. These chatbots automate personalized and intelligent service, enabling faster resolutions and task automation by leveraging Salesforce data. Content updated January 2024. Like1 Related Posts 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. 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 Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more

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April 5, 2021in Einstein 1 Platform, Salesforce Einstein, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Service Cloud
20Mar

Managed Salesforce IT Services

Retaining managed Salesforce services is the process of hiring a team to support the day-to-day management of your Salesforce application or CRM environment. It allows an organization to find a highly skilled team of Salesforce specialists that will act as an extension of their in-house IT team. Without adding extra headcount. Why should you use Salesforce managed services? Managed IT services for Salesforce are the best solution for businesses regardless of their size and scope. It empowers organizations to reduce operational costs while aligning more specialized experts for implementation, training, administration, and support of their Salesforce instance. Why do businesses need MSPs? In today’s fast-paced and ever-changing business landscape, organizations need to stay competitive and agile. One way to achieve this is by partnering with a Managed Service Provider (MSP) A managed service provider (MSP) delivers services, such as network, application, infrastructure and security, via ongoing and regular support and active administration on customers’ premises, in their MSP’s data center (hosting), or in a third-party data center. MSPs may deliver their own native services in conjunction with other providers’ services (for example, a security MSP providing sys admin on top of a third-party cloud IaaS). Pure-play MSPs focus on one vendor or technology, usually their own core offerings. Many MSPs include services from other types of providers. The term MSP traditionally was applied to infrastructure or device-centric types of services but has expanded to include any continuous, regular management, maintenance and support. As your business evolves, your Salesforce instance needs have a tendency to grow with it.  Salesforce org management has traditionally been handled by a single admin with some basic development support.  Managed services is the practice of outsourcing the responsibility for maintaining, and anticipating need for, a range of processes and functions, ostensibly for the purpose of improved operations and reduced budgetary expenditures through the reduction of directly-employed staff. Managed Salesforce IT Services  With managed salesforce services you have a highly scalable and economical way to maintain and grow your Salesforce investment.  Without the need to hire additional staff.  Your Salesforce MSP provides all the talent required to manage your Salesforce instance.  Have an administrator, business analyst, architect, developer, project manager, trainer, and more all at your disposal without hiring a single employee. If you are considering retaining a Salesforce managed service provider rather than hiring new employees contact Tectonic today. 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 20, 2021in Salesforce, Salesforce Managed Services
Cloud First
09Jun

A Salesforce Architect’s Thoughts on User Experience

The intersection of Salesforce User Experience (UX) Design and Architecture in the Salesforce ecosystem is making traction. As User Experience Designer and Strategy Designer certifications were launched by Salesforce, architects are increasingly venturing into UX to create comprehensive and well thought out solutions. This collaboration, emphasizing the importance of user experience, has the potential to increase project success through efficient, scalable, and sustainable designs, particularly for Certified Technical Architects (CTAs). User Interaction and Adoption are important considerations for architects, requiring a focus on understanding user interactions to guide effective decisions. The method of creating a user story, showing what the user needs to accomplish, assists the designers in creating solutions that are user friendly By mapping the user journey and data flow through process and journey mapping, architects gain insights into necessary objects, relationships, and high-touchpoint objects influencing Large Data Volumes (LDV). Understanding user expectations informs architects about necessary record ownership changes, conversions, security, and data visibility requirements. Salesforce UX Certifications The recent emphasis on UX design in Salesforce, marked by certifications like Strategy Designer and User Experience Designer, has prompted useful discussions within the Salesforce architect community. Personal experience completing these certifications underscores the importance of architects embracing UX design, especially on the path to becoming a Certified Technical Architect. The incorporation of journey mapping into solution design, as discovered through creating process and journey maps from CTA scenarios, has proven invaluable. The synergy between architects and UX designers manifests as they collaborate to seamlessly integrate visual and technical elements. Thus resulting in cohesive, user-friendly solutions. Despite distinct areas of expertise, both roles converge on considering user needs, business requirements, and personas, fostering pivotal collaboration that ensures functional and aesthetically pleasing systems. A user-centric approach is crucial for architects in solving problems and ensuring holistic solutions. Process mapping facilitates identifying record ownership changes, conversions, security, and data visibility requirements. Higher Probability of Success is achieved by considering the users’ interactions. Building solutions that prioritize simplicity, reducing project complexity and enhancing user understanding. Performance, Scalability, and Usage must be factored into architectural considerations. Architects need to understand system usage, scalability needs, and performance to create efficient systems capable of handling increased usage. Additionally, architects should prioritize efficiency by identifying large data volume objects and designing for scalability. Return on Investment (ROI) through Sustainability is a key factor for project success. Architects should consider both adoption and sustainable design, ensuring long-term value. ROI-driven decisions should permeate the design process. Minimizing potential rework and supporting evolving technology and business requirements. Salesforce UX in Design Process Incorporating user experience design early in the design process enhances project success by avoiding costly redesigns and ensuring the final product meets user needs. Architects must prioritize sustainability. Then they can create designs that maximize ROI and provide long-term value to the organization. User experience design is integral for architects. While providing a framework for understanding user interactions and optimizing the Salesforce solutions the arcitects design and build. Embracing UX design and collaborating effectively, architects can create systems that are not only functional and efficient but also intuitive and enjoyable to use. When designing custom Salesforce solutions, the architect should always consider the end user. At Tectonic, our entire team of Salesforce consultants focus on delivering an application that meets everyone’s expectations. Contact us 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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June 9, 2020in Salesforce, Salesforce Development Services, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions
Salesforce Big Data and Travel and Hospitality
06Jan

Important Characteristics to Look for in a Salesforce Partner

There are some important characteristics of a Salesforce partner to look for Salesforce consulting and integration partners as well as digital services agencies drive significant results fast by managing the development, coding, configuration, user training, and integration of Salesforce products within your operating systems. Some of the important characteristics of a Salesforce partner to look for are outlined in this insight. These partners bring industry expertise and can help you and your employees customize Salesforce according to your unique business needs. It’s no surprise that these experts are in high demand! More than 170,000 certified individuals are ready to bring you strategic guidance and the very best technical skill sets. Salesforce partners undergo a comprehensive verification and credentialing process to ensure they’re providing the most trusted technology and services to customers. Salesforce consulting partners, for example, are defined by distinct levels of expertise via their Partner Navigator credentials. Navigator lets you evaluate partners based on three aspects of implementation experience, which combine into a measure of expertise that is Salesforce-validated and verified on the AppExchange. Consulting partners tailor Salesforce solutions to unique business needs, from initial setup to ongoing optimization. They provide comprehensive support, training, and strategic guidance for a seamless Salesforce experience. A Salesforce consulting partner is a company authorized by Salesforce to develop and provide custom solutions, as well as project implementations and integrations. These companies are trained to lead the innovation phase and help companies connect with their customers in new ways. 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 6, 2020in Data, Salesforce, Salesforce Development Services, Salesforce Implementation Services, Salesforce Managed Services, Technology
09Oct

Box and Salesforce Integration

What is Box and Salesforce integration? Together, Box and Salesforce integration bring you seamless solutions that make it easy for teams to securely collaborate on the most critical content in Box, without leaving Salesforce. It easily connects with other Apps to share and store the data. Box allows users to create, edit, update, and share files/folders with Salesforce. It has a highly secured authentication process and a customizable user permission to access the files/folders. Your teams and customers expect amazing digital experiences, no matter what tools they use — which means you must deliver a consistent content experience across every app. Together, Box and Salesforce bring you seamlessly integrated solutions. The result? Better customer engagements, faster resolution on support cases, and seamless signatures so organizations can quickly go from quote to cash. Content is at the core of business today — and a driving force for your sales teams. Our integration empowers sales reps to collaborate on content directly in Salesforce, while your organization’s documents are centralized in Box to streamline processes, engage customers, and accelerate sales cycles. With Box for Salesforce, account teams can easily and securely access and share relevant files from any device, no matter if they’re at home, in the office, or out in the field. 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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October 9, 2019in Data, Google, Salesforce, Salesforce Managed Services
Salesforce formula fields
07May

Formula Fields in Salesforce

Formula Fields are an out-of-the-box Salesforce feature that enables you to manipulate (get more out of) your existing Salesforce data. Since most of us are familiar with Excel, these fields actually allow us to create simple and complex formulas based on data from a record and from its related records. Your custom formula fields require special attributes. AND( /*competitor field is required, check to see if field is empty */ LEN(Competitor__c) = 0, /* rule only enforced for ABCD record types */ RecordType.Name = “ABCD Value”, /* checking for any closed status, allows for additional closed picklist values in the future */ CONTAINS(TEXT(StageName), “Closed”) ) Math Operators OPERATOR DESCRIPTION + (Add) Calculates the sum of two values. – (Subtract) Calculates the difference of two values. * (Multiply) Multiplies its values. / (Divide) Divides its values. ^ (Exponentiation) Raises a number to the power of a specified number. () (Open Parenthesis and Closed Parenthesis) Specifies that the expressions within the open parenthesis and close parenthesis are evaluated first. All other expressions are evaluated using standard operator precedence. Logical Operators OPERATOR DESCRIPTION = and == (Equal) Evaluates if two values are equivalent. The = and == operators are interchangeable. <> and != (Not Equal) Evaluates if two values aren’t equivalent. < (Less Than) Evaluates if a value is less than the value that follows this symbol. > (Greater Than) Evaluates if a value is greater than the value that follows this symbol. <= (Less Than or Equal) Evaluates if a value is less than or equal to the value that follows this symbol. >= (Greater Than or Equal) Evaluates if a value is greater than or equal to the value that follows this symbol. && (And) Evaluates if two values or expressions are both true. Use this operator as an alternative to the logical function AND. || (Or) Evaluates if at least one of multiple values or expressions is true. Use this operator as an alternative to the logical function OR. Text Operators OPERATOR DESCRIPTION & and + (Concatenate) Connects two or more strings. Date and Time Functions FUNCTION DESCRIPTION ADDMONTHS Returns the date that is the indicated number of months before or after a specified date. If the specified date is the last day of the month, the resulting date is the last day of the resulting month. Otherwise, the result has the same date component as the specified date. DATE Returns a date value from the year, month, and day values that you enter. Salesforce displays an error on the detail page if the value of the DATE function in a formula field is an invalid date, such as February 29 in a non-leap year. DATEVALUE Returns a date value for a date/time or text expression. DATETIMEVALUE Returns a year, month, day, and GMT time value. DAY Returns a day of the month in the form of a number from 1 through 31. DAYOFYEAR Returns the day of the calendar year in the form of a number from 1 through 366. FORMATDURATION Formats the number of seconds with optional days, or the difference between times or dateTimes as HH:MI:SS. HOUR Returns the local time hour value without the date in the form of a number from 1 through 24. ISOWEEK Returns the ISO 8601-week number, from 1 through 53, for the given date, ensuring that the first week starts on a Monday. ISOYEAR Returns the ISO 8601 week-numbering year in 4 digits for the given date, ensuring that the first day is a Monday. MILLISECOND Returns a milliseconds value in the form of a number from 0 through 999. MINUTE Returns a minute value in the form of a number from 0 through 60. MONTH Returns the month, a number between 1 and 12 (December) in number format of a given date. NOW Returns a date/time representing the current moment. SECOND Returns a seconds value in the form of a number from 0 through 60. TIMENOW Returns a time value in GMT representing the current moment. Use this function instead of the NOW function if you only want to track time, without a date. TIMEVALUE Returns the time value without the date, such as business hours. TODAY Returns the current date as a date data type. UNIXTIMESTAMP Returns the number of seconds since 1 Jan 1970 for the given date, or number of seconds in the day for a time. WEEKDAY Returns the day of the week for the given date, using 1 for Sunday, 2 for Monday, through 7 for Saturday. YEAR Returns the four-digit year in number format of a given date. Logical Functions FUNCTION DESCRIPTION AND Returns a TRUE response if all values are true, and returns a FALSE response if one or more values are false. BLANKVALUE Determines if an expression has a value, and returns a substitute expression if it doesn’t. If the expression has a value, it returns the value of the expression. CASE Checks a given expression against a series of values. If the expression is equal to a value, it returns the corresponding result. If it isn’t equal to any values, it returns the else_result. IF Determines if expressions are true or false. Returns a given value if true and another value if false. ISBLANK Determines if an expression has a value, and returns TRUE if it doesn’t. If it contains a value, this function returns FALSE. ISCLONE Checks if the record is a clone of another record, and returns TRUE if one item is a clone. Otherwise, returns FALSE. ISNEW Checks if the formula is running during the creation of a new record, and returns TRUE if it is. If an existing record is being updated, this function returns FALSE. ISNULL Determines if an expression is null (blank), and returns TRUE if it is. If it contains a value, this function returns FALSE.You must use ISBLANK instead of ISNULL in new formulas. ISBLANK has the same functionality as ISNULL, but also supports text fields. Salesforce continues to support ISNULL, so

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May 7, 2019in Salesforce, Salesforce Managed Services, Salesforce Optimization
Salesforce Sales Cloud
09Apr

Salesforce Sales Cloud Explained

Salesforce Sales Cloud is Salesforce’s premier product, originating with the company’s birth in 1999, and currently commands the largest market share among all available Customer Relationship Management (CRM) solutions. With a core mission to expedite the sales cycle, Sales Cloud furnishes companies with an array of tools for efficient management of leads, opportunities, businesses, and individual contacts. While it predominantly caters to Business-to-Business (B2B) enterprises, Sales Cloud encompasses features like quoting, product management, and forecasting tailored to meet the needs of sales managers. In addition to its foundational features, Sales Cloud offers a suite of add-on products that further enhance its capabilities. These include Sales Cloud Einstein, Inbox, Salesforce Maps, Lightning Dialer, Lightning Scheduler, Salesforce Engage, Einstein Sales Analytics, and Revenue Analytics. These supplementary products provide advanced functionalities and analytics, elevating the overall sales experience for businesses utilizing Sales Cloud. What does Salesforce do? It helps teams work better together. Your business may use a single Customer 360 app, or a combination of many. By improving team communications, automating repetitive tasks, and surfacing more insights with the help of AI, our customers drive greater business success. Connect the dots between marketing and sales. Bring all your customer data together in one place to inform campaign strategy, audiences, and content. Use generative AI to create personalized messages and send them to prospects right where they are most likely to engage with them. When customers click on your ad or website, an automated message is sent to sales, notifying the team of a new lead. Tectonic is please to announce our Sales Cloud Implementation Solutions. 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 9, 2019in Data, Enterprise, Generative AI, Salesforce, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Sales Cloud

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