Salesforce Public Sector Solutions

20Jul

Case Study: Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition

Military congressionally chartered, federally supported non-profit corporation that sustains and equips the armed forces. Client employs nearly 170,000 professionals to support and sustain the global mission of the armed forces. Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition. Industry: Federal – Military Process Gaps: Client’s lack of a digital processes for talent acquisition hindered their ability to find and develop top-tier employees. The repository was incomplete, inaccurate, disconnected from other departments within the business ecosystem with no checks & balances in place – resulting into inefficient talent acquisition lifecycle that could not be tracked. Implemented : Technologies integrated : Our solution? Tectonic assisted with the successful implementation of Salesforce Sales Cloud, Experience Cloud, API Integrations and Advanced SF Security. Key activities included: Results: With Salesforce Public Sector Solutions, you can improve the provision of public services, expedite processes, and promote community trust and well-being. These solutions, which are specifically designed for government enterprises, use state-of-the-art technology to streamline workflows, guarantee compliance, and expedite operations. Discover the revolutionary potential of Salesforce in the areas of emergency program Salesforce offers digital transformation technology for government and public sector industries. If you are considering a Salesforce recruiting solution, contact Tectonic today. 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 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

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

01Jul

Understanding Salesforce Field Service

Salesforce Field Service is an expansive addition to Salesforce Service Cloud, offering a 360 degree perspective on workforce management, especially in scenarios where services extend beyond the office or work site into the field. This typically involves mobile employees such as service technicians, alongside service agents, dispatchers, and service managers. Let’s dive into the nuances of Salesforce Field Service, addressing key aspects like its definition, user roles, reporting, scheduling, optimization, and more. Salesforce Field Service is also a popular tool in public sector solutioning. Understanding Salesforce Field Service will help to decide if it is right for your service teams. Understanding Salesforce Field Service: Salesforce Field Service, formerly known as Field Service Lightning (FSL), is an extension of Service Cloud designed to provide a comprehensive workforce management view. It seamlessly manages services delivered in the field, such as a electrical installer arriving to fulfill a customer’s order. Field Service Lightning evolves with each Salesforce release, continually enhancing functionality. Salesforce Field Service enhances customer engagement with real-time personalization, optimization of field teams with a scheduling engine, and access to offline data. Components of Salesforce Field Service: Field Service comprises various components, including Service Appointments, Salesforce Service Cloud integration, Territory and Scheduling functionalities, the Field Service Dispatcher Console, and the Field Service Mobile App for Android and iOS with offline capabilities. A detailed data model diagram illustrates the relationship between Service Cloud and Field Service. Users of Salesforce Field Service: Salesforce Field Service is particularly valuable for organizations with mobile field technicians supporting customers. It excels in scenarios with intricate service delivery involving multiple individuals like dispatchers, field technicians, service agents, and service managers. Each user persona interacts with Salesforce Field Service in distinct ways, utilizing tools like the Dispatcher Console or Field Service Mobile App tailored to their roles. Use Cases for Salesforce Field Service: Field Service proves beneficial in diverse service scenarios, including repairs, maintenance, sales visits, and healthcare care visits. It facilitates efficient coordination among dispatchers, field technicians, service agents, and service managers, streamlining processes and enhancing customer satisfaction. Key Terms in Salesforce Field Service: Understanding key terms such as Work Orders, Service Appointments, Contracts, Entitlements, Work Types, Service Territories, Operating Hours, Resources, and Scheduling Policies is essential. These terms collectively form the foundation of Salesforce Field Service’s robust data model and optimized usability. Scheduling and Optimization: Scheduling in Salesforce Field Service is managed through the Dispatcher Console, empowering dispatchers to make informed decisions. Various methods, from manual to fully automated, enable the creation of service appointments, optimizing resource allocation and ensuring efficient service delivery. Forecasting and Planning: Use real-time data to quickly assess the impact of global or in-day optimization on travel time and resource utilization. Refine scheduling policies, get an instant view of optimization results, and KPI changes. Asset Service Management: Move from reactive to proactive service with real-time asset tracking. Monitor service outcomes and create preventive maintenance plans based on asset use, condition, age, and specific criteria. Service Territory Design: Service Territories, categorized as Primary, Secondary, and Relocation Territories, define where teams can perform work. Well-defined territories are crucial for efficient dispatcher satisfaction, requiring thoughtful initial design and ongoing maintenance. Field Service Mobile App: The Salesforce Field Service Mobile app is essential for on-the-move workforces, offering technicians essential information to optimize job execution. Offline capabilities ensure uninterrupted work, and the Visual Remote Assistant feature enables two-way video and audio communication between agents, technicians, and customers. Slack for Field Service: Empower your mobile workforce with seamless connectivity and timely assistance whenever it is needed. Mobilize for service appoints and tap into the expertise of colleagues throughout the organization with the user-friendly Slack interface. Reporting in Salesforce Field Service: Monitoring service efficiency and success involves leveraging Salesforce reports, list views, and other platform analytics. Work Order List Views and Field Service Report Types provide insights into service call-outs and overall performance. Enabling Field Service Lightning: Setting up Salesforce Field Service involves installing it as a Managed Package, assigning licenses to users, and configuring standard objects like Products, Assets, Service Contracts, and Entitlements. Creating records for Service Territories, Service Resources, and Operating Hours establishes the framework for the service model. Field Service Deployments: Deployments in Salesforce Field Service can be time-consuming due to its reliance on object data. Considerations for complex relational data movement between environments and potential risks, such as resistance to automation, require careful attention. Tectonic, as a Salesforce Consulting Partner, can assist your company in deploying Salesforce Field Service. Salesforce Field Service projects, while intricate, can be highly valuable when executed correctly providing a large ROI. Adequate planning, phased implementations, and a long-term perspective contribute to the success of organizations leveraging the capabilities of Salesforce Field Service. If you are looking for a more robust solution, consider Field Service Plus combining dispatch and technician functionality along with Service Cloud and Sales Cloud. Tectonic looks forward to helping your field service team utilize this Salesforce tool. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. 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 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 Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more

July 1, 2023in Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Service Cloud

07Jun

Salesforce Sales Cloud GPT

What is Salesforce Sales Cloud GPT? Salesforce’s Einstein GPT is a robust AI tool that seamlessly integrates both public and private AI models with CRM data. This unique synergy allows users to articulate natural-language queries directly within the Salesforce CRM environment, resulting in continuously adapted AI-generated content tailored to evolving customer information and requirements. Salesforce Sales Cloud GPT The suite encompasses a suite of powerful Artificial Intelligence (AI) products, including the Einstein service, the workplace-messaging app Slack, and the data analysis software Tableau. Notably, it unveils a compelling array of natural language tools slated for release in 2023, such as Sales GPT for personalized emails, Service GPT for service messages and chatbots, and Marketing GPT for refined audience targeting. Furthermore, the AI Cloud is meticulously crafted to host extensive language models from various providers such as AWS, Anthropic, and Cohere. Salesforce’s commitment to AI startups is further underscored by a substantial $500 million injection into its venture capital fund. Impact on Sales Cloud with AI and EinsteinGPT: Sales Cloud undergoes a transformative impact through AI, notably EinsteinGPT. Anchored in principles of Trust, Security, and Privacy, Salesforce introduces the Einstein Trust Layer within its AI Cloud offering to assuage privacy concerns. This layer ensures adaptability and transparency while upholding stringent standards for data privacy, security, and compliance. EinsteinGPT for Sales Cloud emerges as a game-changing innovation, serving as a personalized assistant within Salesforce CRM to streamline sales processes. Leveraging Generative AI, it transcends mere data analysis by generating novel content, ideas, and approaches. Key features encompass Einstein GPT, Einstein Conversation Insights, and Einstein Relationship Insights. Industries Experience Tangible Impact: Salesforce’s substantial investments in AI are reshaping the landscape of sales and customer engagement. As EinsteinGPT becomes an integral part of the platform, the anticipation of new and innovative use cases signals a significant leap forward in AI accessibility. Tectonic is please to announce our Sales Cloud Implementation Solutions. Like Related Posts 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 Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more

June 7, 2023in Salesforce Einstein, Salesforce Financial Services Solutions, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud

19May

Amaze Your Customers With Slack and Service Cloud For Improved Customer Service

Surpass your customers’ expectations with the combined power of Service Cloud and Slack. Drive down operating costs, enhance team productivity, and exceed customer expectations by leveraging the capabilities of Service Cloud and Slack. Understanding the current service landscape: The digital transformation, accelerated by the pandemic, has propelled customers and businesses into a new era, marked by the extensive use of diverse tools for day-to-day operations. Since 2020, Salesforce’s data indicates that achieving transparency and fostering active engagement are crucial to meeting heightened customer expectations, evident in a notable 47% surge in video support. However, a significant number of organizations face a challenge as their technology systems do not fully align with these evolving expectations. We all know it’s hard to make a good paper mache airplane if you only have a piece of paper. And technology is no different. According to Intercom, 46% of support leaders express that their tech stack acts as a hindrance to achieving organizational goals. Operating across various applications diminishes team productivity and hinders business expansion. To effectively cater to your customers, service teams must innovate and adapt to the multitude of tools, contact channels, isolated teams, and fragmented data. Support operations personnel need to address key questions: The solution lies in adopting Slack as the productivity hub, coupled with Salesforce’s Service Cloud integration. This dynamic combination unlocks your full productivity potential, fostering increased customer loyalty. Break down organizational silos and expedite case resolution for enhanced customer experiences. In the ever-evolving digital marketplace, customers demand seamless service without being transferred between agents or repeating their information. A staggering 83% of customers expect complex issues to be addressed by a single point of contact. However, traditional tiered-support models fall short of meeting these expectations. The solution lies in providing teams with a comprehensive view of the entire customer journey. By leveraging the combined capabilities of Service Cloud and Slack, organizations can achieve significant cost reductions and enhance service team productivity. Service Cloud has been shown to lower support costs by 27%, while Slack increases employee productivity by 26%, according to the 2022 Salesforce Success Metrics Global Highlights study. Swarming Swarming, facilitated by Service Cloud and Slack, revolutionizes the support approach. Unlike traditional tiered support, swarming brings service agents, engineers, and issue analysts together in real-time, eliminating the need for case escalations and customer department bouncing. The swarm team collaborates efficiently, sharing information with customers proactively. The Field Service mobile app further facilitates instant connections with experts, reducing the need for unnecessary on-site visits. Service Cloud and Slack, working together, use out-of-the-box workflows to automatically assemble cross-functional experts and create Slack channels for collaborative efforts on complex cases. This approach eliminates messy handoffs and siloed decision-making, promoting transparency. Swarming ensures that everyone involved can access the entire conversation, participate in Slack huddles, and search for resolutions to similar cases. Automation and streamlined collaboration are paramount for providing exceptional service experiences. The time factor, particularly time to resolution and time on hold, is a significant barrier. Many service agents (78%) struggle to balance speed and quality due to the challenge of working across multiple systems. The integration of Service Cloud and Slack addresses this issue by extending workflows throughout the organization. Soon, Slack GPT will further enhance CRM and conversational data, providing AI-generated summaries and enabling the creation of no-code workflows. Workflow Builder and Flow Builder, no-code tools from Slack and Salesforce, respectively, collaborate seamlessly to automate daily tasks and enhance transparency, agility, and cross-team collaboration. Successful Integration The success of this integration is evident in the substantial improvements seen by service organizations using Slack, including a 32% increase in Net Promoter Score, 27% decrease in service/support costs, 30% increase in agent productivity, and a 30% increase in customer retention. The ever-changing level of customer expectations underscores the importance of service professionals as frontline ambassadors for your brand. With 88% of customers valuing their experience with a company as much as its products, swarming becomes a strategic approach to surpass expectations. Slack Connect facilitates direct access to support for partners, vendors, and B2B customers through a dedicated channel, fostering collaborative issue resolution. Slack clips and white-glove service further enhance the support process. Clips allow users to record audio, video, and screen shares, creating a searchable database of demonstrations. Private support channels in Slack provide key customers with white-glove service, allowing them to record and upload technical issues for prompt resolution. slack and service cloud In the current remote and decentralized business workforce, Service Cloud and Slack offer an opportunity to exceed customer expectations, transform service cases into lasting relationships, cut costs, and boost team productivity. If your average call handle time is too long, if your data is too siloed, or if your customer service teams are overwhelmed, contact Tectonic today to explore a Slack and Salesforce Service Cloud Integration. Like 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 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 Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. 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

May 19, 2023in Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Service Cloud, Salesforce Slack

16May

The Zero Trust Architecture Mandate

President Biden’s recent executive directive, mandating “all federal agencies and executive departments [to] transition to a zero trust architecture to bolster defenses against … cyber threats,” demands swift action from your agency. Zero Trust Architecture Mandate. As the landscape of remote work and cloud-based assets continues to evolve, traditional IT security strategies like VPNs and firewalls are proving less effective and increasingly perilous. These strategies, relying on perimeter defense, are becoming inefficient for organizations confronting diverse cyber threats. With remote work at its pinnacle and assets predominantly in the cloud, the demand for secure remote access to applications, data, and services has surged. Conventional security measures may no longer suffice in thwarting increasingly sophisticated cyber attacks. The paradigm shift in government cybersecurity is evident; perimeter defense is no longer adequate. The surge in hybrid working environments among government employees and inter-agency collaborations introduces new cybersecurity challenges and risks. The escalating frequency, cost, and impact of cyberthreat actions necessitate a robust cybersecurity posture. Cybercriminals, now targeting smaller agencies, underscore the urgency for enhanced network security and more effective remote access solutions than legacy VPNs. Enter zero trust architecture. For government agencies embarking on the zero trust journey, unwinding legacy security processes poses challenges but promises substantial benefits. To initiate this transformation, agencies should consider the following steps: Engage your IT team in a conversation about zero trust architecture: Recognize the importance of zero trust architecture—right now: Develop a checklist of questions to map your zero trust architecture: Educate your organization about the importance of data security: Emphasize the significance of data security, particularly in the context of multifactor authentication (MFA), a crucial component of zero trust architecture. Mitigate “security fatigue” among employees by ensuring a clear understanding of data security policies and the rationale behind them. Consider moving to a Zero Trust tool like Salesforce. Salesforce CRM is one of foremost cloud services today, delivered with a comprehensive security and compliance approach, and via platform which incorporates a number of Zero Trust best practices. On the Salesforce corporation side, Zero Trust helps us all become better protected against advanced persistent threats, nation-state actors, or other attacks, so that we are all more resilient. And as a product to customers, you should have comfort knowing that your data is better protected. The benefits that Zero Trust brings to our organization are the same benefits it brings to our customers. Salesforce also has introduced Salesforce Shield. Salesforce Shield allows you to encrypt your Salesforce data with AES 256-bit encryption at the field-level, as well as manage your own encryption keys. Key takeaways of platform encryption include: AES 256-bit: The highest level of encryption available within Salesforce. Zero Trust Architecture Mandate Executive order May 12, 2021 Content updated November 2023. 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 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

May 16, 2023in Salesforce, Salesforce Government Cloud, Salesforce Public Sector Solutions, Salesforce Shield

12May

Revolutionizing Public Sector Efficiency

Salesforce: Transforming and Revolutionizing Public Sector Efficiency Salesforce, known worldwide as the premier CRM solution, continues to innovate with its adaptable features tailored to diverse audiences. It excels in delivering cutting-edge solutions, addressing unique needs across various industries and sectors. Particularly, the public sector stands to gain substantial benefits from Salesforce’s capabilities, offering a suite of solutions poised to optimize operations within any public office setting. Understanding the Role of Salesforce in the Public Sector The public sector encompasses the administrative segment responsible for managing essential citizen concerns at state, local, federal, and governmental agency levels. While carrying out critical tasks, these entities can significantly enhance efficiency with the right tools. Salesforce is dedicated to optimizing and streamlining processes within the public sector, recognizing its vital importance. Government offices face similar expectations to private enterprises, with citizens anticipating service quality on par with commercial experiences. Therefore, public entities must deliver efficiency, agility, and direct engagement to demonstrate proximity to the populace. In response to these expectations, Salesforce has developed a range of solutions tailored to the specific demands of the public sector. Revolutionizing Public Sector Efficiency Salesforce’s offerings for the public sector include meticulously crafted applications designed to meet its unique requirements. These flexible and secure e-government tools aim to revolutionize the sector’s experience, providing a comprehensive view of citizens and enhancing the efficacy of public employees. By simplifying processes and fostering innovation, these solutions drive efficiency at both organizational and individual levels, facilitating smoother operations. Integrated into Public Sector Solutions, these offerings leverage Salesforce’s standard functionalities and Service Cloud capabilities. Additionally, they enable the creation of an Experience Cloud site, allowing citizens seamless access to government services. Known as a Citizen Portal. Some of the available solutions cater to general tasks managed by public sector agencies, including: Thanks to these solutions, citizens can effortlessly navigate various processes, such as applying for licenses or permits. Through an online portal accessible at all times, individuals can interact seamlessly with public service agencies. Intelligent forms dynamically adjust based on user input, simplifying the submission process. From an employee standpoint, work processes are streamlined, with all citizen requests conveniently consolidated in one location. The system offers recommendations to guide employees, simplifies task delegation, and ensures seamless collaboration across departments. Key Advantages of Salesforce Solutions for the Public Sector Salesforce solutions offer numerous advantages to the public sector, aligning with citizens’ and employees’ current demands. These include: Salesforce emerges as an invaluable ally in the public sector’s modernization journey, transforming processes to be more agile and efficient. For organizations seeking to implement Salesforce solutions tailored for the public sector, the Tectonic team stands ready to assist. In the ever-evolving landscape of public administration and government services, the need for advanced, secure, and user-friendly technology solutions has never been more crucial. Enter Salesforce Public Sector Cloud—a dynamic platform designed to transform how government agencies engage with citizens, deliver services, and drive efficiency in their operations. Overview of Salesforce Public Sector Cloud: Salesforce Public Sector Cloud is a specialized offering tailored to meet the unique needs of government entities at all levels. Whether it’s federal, state, or local government agencies, the platform is engineered to enhance collaboration, streamline processes, and ultimately improve the delivery of public services. Key Features and Capabilities: Real-World Impact: Several government agencies have already embraced Salesforce Public Sector Cloud, realizing tangible benefits in their day-to-day operations. From improved citizen satisfaction to streamlined internal processes, the impact of this cloud solution is evident across various use cases. Challenges and Considerations: While Salesforce Public Sector Cloud offers numerous advantages, it’s essential to consider potential challenges. These may include customization complexities, data migration issues, and the need for comprehensive training for government personnel. A thoughtful and well-executed implementation strategy is crucial to overcoming these challenges. Salesforce Introduces Public Sector Einstein 1 for Service: Salesforce today announced Public Sector Einstein 1 for Service, including CRM, trusted AI, and data capabilities. What’s new in compliance: Salesforce also now offers several Federal Risk and Authorization Management Program (FedRAMP) compliant tools to help government agencies drive efficiency and productivity while meeting regulatory requirements. These tools include: Content updated April 2024. 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 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

May 12, 2023in Einstein 1 Platform, Public Sector Solutions, Salesforce, Salesforce Einstein, Salesforce Experience Cloud, Salesforce Government Cloud, Salesforce Public Sector Solutions, Salesforce Slack

24Apr

Enhance public service efficiency with tailor-made solutions for government operations with Salesforce Public Sector Solutions. Streamline government digital service delivery, leveraging automation and AI for accelerated services. Deploy ready-to-use applications designed for government service, and expand your digital service capabilities with a flexible and scalable cloud platform. Automate workflows to deliver immediate value while preparing for future needs. Customer Experience Place your constituents at the core of your operations. Deliver customer-centric experiences across services and outreach using apps and digital tools crafted specifically for the public sector. Employee Engagement Revamp the employee experience from recruitment to collaboration and personnel action requests. Enable employees to succeed from any location with accessible resources and digital-first tools. IT Innovation Develop, integrate, and deploy government apps aligned with mission objectives. Connect legacy systems securely on a cloud platform, empowering IT teams, system integrators, partners, and program leads to transform technical challenges into opportunities for innovation. Government Health and Human Services Transform your system of record into a system of engagement to manage critical programs effectively. Incorporate apps connecting EHR data, treatment plans, and patient preferences for better long-term outcomes. Salesforce Government Cloud Scale and secure your applications on a compliant government cloud. Leverage commercial CRM capabilities meeting compliance standards like FedRAMP, DoD IL2/4, SOC, and more. Enable stakeholders to access critical information securely on any device, allowing IT to focus on innovation and employees to engage effectively. Empower public sector employees and agents to handle inquiries and provide superior service. A comprehensive view of customer data enables employees to deliver impactful and immediate services. Self-Service Portals and Communities Meet constituent expectations for easy-to-use, self-service experiences. Salesforce community portals enable customers to request services, track status, and collaborate with service providers on their preferred channel. Relationship Management Discover, track, and nurture relationships with employees, customers, and partners. Create a 360-degree view of constituent interactions for relevant communications and exceptional service. Emergency Response Management Prepare for the future with tools to report, track, and coordinate emergency communications. Reimagine emergency response with an agile platform for better response and recovery. License, Permit, and Inspection Management Digitally accelerate every step in the license and permit approval lifecycle. Empower constituents and employees to collaborate effectively and remove application approval bottlenecks. Employee Productivity and Collaboration Focus on creative problem-solving and improving core processes. Automate clerical tasks to reduce paperwork and maximize collaborative capabilities. Outreach and Engagement Reinforce your mission through timely and personalized messages. Use a multichannel marketing platform to engage with constituents and customize their experience. Digital Commerce Capture additional revenue with unified digital commerce channels. Provide a consistent ecommerce experience across web, store, mobile, and social transactions for your government organization. Advanced Analytics Enhance every interaction with customer-centric data and analytics. Examine engagement patterns to improve the experience for both citizens and employees. With improved resolution and service levels, caseworkers and employees can allocate time to other essential programs. Salesforce understands the significance of industry-leading security practices to protect customer data. Our security practices, embedded across technology, programs, and processes, ensure high levels of data integrity, confidentiality, and availability. For over two decades, we have partnered with organizations in highly regulated industries, such as government, financial services, healthcare, and utilities, earning their trust in securing their data. Salesforce Government Cloud Plus, built on AWS GovCloud (US), adheres to security and privacy controls for compliance with FedRAMP High, DoD IL4, and additional frameworks like IRS 1075, NIST SP 800-171, and DoD Privacy Overlays. Security Measures: Salesforce Government Cloud Plus is a dedicated instance of Salesforce’s industry-leading Platform as a Service (PaaS) and Software as a Service (SaaS) multi-tenant public cloud infrastructure. It is specifically isolated for use by U.S. federal, state, and local government customers, U.S. government contractors, and Federally Funded Research and Development Centers (FFRDCs). Hosted on infrastructure provided by Amazon Web Services, Inc. (“AWS”), Salesforce Government Cloud Plus ensures the security and separation of customer data through its innovative multi-tenant database architecture. Multi-tenancy: Salesforce’s multi-tenant database architecture delivers operational and cost efficiencies without compromising the security of each organization’s data. This architecture, coupled with secure logical controls, ensures the separation of customer data. Salesforce Public Sector Solutions: Transform public service delivery with flexible and secure e-government tools that support both online and in-person transactions. Public employees and administrators manage a vast number of transactions daily, enhancing service delivery for constituents. Content updated February 2024. Like1 Related Posts 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 Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more

April 24, 2023in Salesforce Einstein, Salesforce Experience Cloud, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Public Sector Solutions

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 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

April 18, 2023in Salesforce, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Public Sector Solutions

23Feb

Review Benefit Eligibility When Circumstances Change

Benefits management involves the comprehensive process of identifying, planning, measuring, and tracking benefits from the inception of a program or project investment until the realization of the final projected benefit. Its aim is to ensure that the desired benefits are specific, measurable, agreed upon, realistic, and time-bound. Review Benefit Eligibility When Circumstances Change. Reviewing benefit eligibility should occur when circumstances change, enabling adjustments to disbursements. Constituents can be easily referred to providers using a guided flow, while gaining insights into caseload trends and community impact can boost caseworker efficiency. Additionally, expediting complaint filing for judicial and investigative cases, and allowing constituents to raise service requests on the public portal, can reduce administrative burdens. Review Benefit Eligibility When Circumstances Change To address the needs of eligible constituents, offer monetary benefits in various forms, such as social insurance, tax benefits, subsidies, food and housing assistance, or direct cash assistance. This assistance can be provided through direct or indirect transfers of resources or credits for a specified period. Eligibility criteria for benefits may include factors like age, income, expenses, household size, and others. Applications are reviewed and screened to approve eligible ones. Benefits are then assigned to eligible applicants, specifying details such as the amount and frequency of the benefit. Configuration options allow benefits to be disbursed automatically for upcoming payment schedules or manually. Constituents should be enabled to search for benefits they are eligible for, apply for them, and track the status of their applications and assigned benefits. They should also have access to view a schedule of payments they can expect to receive, along with explanations for decisions made. To set up benefits management: Reviewing applications for benefit eligibility involves: 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 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

February 23, 2023in Salesforce, Salesforce Public Sector Solutions

01Feb

Government Cloud Authorized and Interoperable Products

Government Cloud Authorized and Interoperable Products The following table outlines the: Note: Interoperability may be blocked or adversely impacted by network access limitations for U.S. Government customers on restricted access networks such as the Non-Classified Internet Protocol Routing Network (NIPRNet) or other restricted enclaves. Customers are responsible for following safe software deployment best practices and testing the functionality of interoperable products in a non-production environment. Government Cloud Authorized and Interoperable Products For a description of Salesforce’s current product offerings, please see http://www.salesforce.com/products/. For more detailed information on Salesforce’s security and compliance posture for, the Salesforce Government Cloud and Salesforce Government Cloud Plus, please contact your Salesforce Account Executive. Disclaimer: The information provided below is strictly for the convenience of our customers and is for general informational purposes only. Salesforce does not warrant the accuracy or completeness of any information, text, graphics, links, or other items in this document. Salesforce advises its customers that though a product may be included within the FedRAMP Moderate, FedRAMP High, DoD IL2, or DoD IL4 Authorization Boundaries, specific features of such product may or may not be included within such boundaries. Salesforce does not guarantee that you achieve any specific results if you utilize this document. It may be advisable for you to consult with a professional, such as an agency authorization official, agency counsel, accountant, architect, business advisor or professional engineer to get specific advice that applies to your particular situation. This document is subject to change at any time without notice. Because Salesforce continues to innovate by providing each customer multiple major release upgrades each year, we cannot guarantee that these answers will remain the same over time. The rights and responsibilities with regard to your use of Salesforce’s online software services shall be set forth in a negotiated agreement that does not incorporate the attached document. Resolution Government Cloud Plus Government Cloud Plus – Defense FedRAMP High / IL4 Interoperable(but not authorized) FedRAMP High / IL5 CRM Lightning Field Service (+, Contractor, Contractor +, Dispatcher & Field Technician) ✓ Sales Cloud ✓ ✓ Service Cloud ✓ ✓ Applications CPQ (+, Customer Community, Partner Community) ✓ Employee Apps and Community (Add-on) ✓ ✓ Heroku ✓ High Velocity Sales ✓ Identity Connect ✓ Identity for Employee ✓ ✓ Identity-Only ✓ ✓ Lightning External Apps Plus ✓ ✓ Lightning External Apps Starter ✓ ✓ Lightning Platform Plus ✓ ✓ Lightning Platform Starter ✓ ✓ Salesforce Customer Identity ✓ ✓ Analytics Case Classification ✓ CRM Analytics for Education Cloud ✓ ✓ Einstein Activity Capture ✓ Einstein Analytics Growth ✓ ✓ Einstein Article Recommendations ✓ Einstein Discovery in Tableau ✓ Einstein Prediction Builder ✓ Einstein Predictions ✓ Einstein Predictions (No 3rd Party) ✓ ✓ Einstein Recommendation Builder ✓ Einstein Relationship Insights ✓ Einstein Reply Recommendations ✓ Einstein Search ✓ Sales Analytics App ✓ ✓ Service Cloud Einstein – Gov Cloud ✓ Service Cloud Voice ✓ Service Cloud Voice – BYOT ✓ Tableau CRM for Community ✓ Tableau CRM Plus ✓ Tableau CRM Plus (no 3rd party) ✓ ✓ Tableau CRM for Financial Services ✓ Tableau CRM for Financial Services (no 3rd party) ✓ ✓ Tableau CRM for Health Care ✓ Tableau CRM for Health Care (no 3rd party) ✓ ✓ Tableau CRM for Manufacturing ✓ Tableau CRM for Manufacturing (no 3rd party) ✓ ✓ Tableau CRM for Net Zero Cloud ✓ Tableau CRM for Public Sector ✓ Tableau CRM for Public Sector (no 3rd party) ✓ ✓ Communities Customer Community (Public Sector and Financial Services) ✓ ✓ Customer Community Plus (Experience Cloud Learner Success, Financial Services, Health Cloud, Public Sector) ✓ ✓ Experience Cloud for Consumer Goods ✓ External Apps for Health Cloud ✓ ✓ Partner Community ✓ ✓ Provider Self Service for Public Sector ✓ Public Sector Application Forms ✓ ✓ Industry Solutions Benefit Management ✓ ✓ Education Cloud (including Student Success Hub and Admissions Connect) ✓ ✓ Energy & Utilities Cloud ✓ ✓ Financial Services Cloud ✓ ✓ Health Cloud ✓ ✓ Health Cloud for Life Sciences ✓ Health Cloud: Home Health ✓ Manufacturing Cloud ✓ Net Zero Cloud ✓ ✓ Net Zero Cloud – Affiliate Pack ✓ Non-Profit Cloud ✓ Public Sector Solutions ✓ ✓ Revenue Intelligence (only on GovCloud Plus) ✓ Salesforce Functions (only on GovCloud Plus) ✓ Other Appointment Assistant ✓ Backup and Restore ✓ B2B Commerce Platform ✓ Business Rules Engine ✓ ✓ CMS ✓ ✓ Code Builder ✓ Data Mask ✓ Devops Center ✓ Digital Engagement (Chat) ✓ Digital Engagement (Broadcast Messaging) ✓ Digital Engagement (Messaging, Social, Bots) ✓ Digital Process Automation ✓ Document Generation (Client Side) ✓ ✓ Document Generation (Server Side) ✓ Employee Experience – IT Service Center ✓ Employee Experience – Public Sector ✓ Employee Productivity ✓ Employee Service – Agent ✓ Employee Survey Response Pack ✓ Files Connect ✓ Feedback Management ✓ ✓ Force.com – Cross Product ✓ ✓ Gmail Integration ✓ Grants Management ✓ HR Service Center ✓ Intelligent Doc Reader ✓ Identity Verification Credits ✓ Key Account Management for CGC ✓ Knowledge ✓ ✓ Lightning Console ✓ ✓ Lightning Scheduler ✓ ✓ Loyalty Management ✓ Medication Management ✓ Mobile App Security ✓ Mobile Publisher ✓ Marketing Cloud (CDP, Connect, Data Sync, Interaction Studio and Canvas Activities) ✓ Microsoft Teams Integration (with Commercial Office 365) ✓ Mulesoft* ✓ Sales Enablement ✓ In-App Walkthroughs (No 3rd party terms) ✓ ✓ OmniStudio ✓ ✓ Order Management ✓ Outlook Integration ✓ Privacy Center ✓ ✓ Private Connect ✓ Salesforce Anywhere (Quip) ✓ Salesforce AppExchange Apps** ✓ Salesforce Authenticator ✓ Salesforce Connect ✓ ✓ Salesforce Contracts ✓ Salesforce Inbox ✓ Salesforce Maps ✓ Salesforce Mobile ✓ Salesforce Shield (Platform Encryption, Field Audit Trail, and Event Monitoring) ✓ ✓ Salesforce Shield (Einstein Data Detect, Threat Detection (subset of Event Monitoring event streams)) ✓ Salesforce Surveys ✓ ✓ Security Center ✓ ✓ Shift Management ✓ Vlocity Insurance Package ✓ ✓ Vlocity Communications and Media Package ✓ Workflow Orchestration ✓ ✓ Workplace Command Center ✓ ✓ *The Mulesoft Government Cloud is listed under a separate FedRAMP Moderate authorization here. **Apps listed

February 1, 2023in Salesforce Government Cloud, Salesforce Public Sector Solutions

10Oct

Salesforce Partner Portals Built on Salesforce Experience Cloud

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. To realize the full potential of this platform and ensure a seamless implementation, adhering to best practices aligned with specific business objectives is necessary. Let’s explore key strategies and recommendations for a successful Salesforce Experience Cloud partner portal implementation, guiding you on the journey to unlocking the portal’s comprehensive capabilities. Exploring Salesforce Experience Cloud Partner Portals: Within Salesforce Experience Cloud, partner portals, also known as Salesforce PRM portals, play a pivotal role in fostering collaboration and communication between companies and their external partners. These dedicated gateways offer secure access to resources, information, and tools, facilitating seamless data sharing, streamlined processes, and effective management of partner relationships. Utilizing Salesforce PRM Portals: The Salesforce PRM portal facilitates the following functions: Salesforce Partner Portals Built on Salesforce Experience Cloud Key Features and Functionalities: Experience Cloud partner portals incorporate a range of components and functionalities designed to adapt to the evolving partner ecosystem. Essential standard features include: Best Practices for Implementation Success: Define Clear Goals and KPIs: Engage with Your Partners: If you are looking for a partner portal solution for your business, contact Tectonic today. Like1 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 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 Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. 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

October 10, 2022in Salesforce Experience Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Public Sector Solutions

15Jul

Healthcare Technology Solutions

Healthcare institutions have the golden opportunity to enhance the technology systems implemented over the past few pandemic years, particularly in the realm of virtual rounding—where clinicians utilize collaboration technologies to interact with patients remotely. This approach gained significant traction during the pandemic and is now poised for further growth and refinement. Healthcare Technology Solutions. Healthcare technology solutions refer to the use of technology to improve both healthcare delivery and outcomes. These solutions encompass a wide range of technologies from electronic health records to wearable devices to mobile applications. Many believe the solution to better healthcare is data and collaboration. The right software can help. Healthcare Technology Solutions Here are ways to maximize the impact of virtual rounding specifically in your healthcare organization: Devices: Collaboration Software: Telehealth Peripherals: Electronic Medical Records: Patient Experience APIs: Asset Tracking: Business Intelligence: Mobility Management: Whether your organization requires healthcare technology hardware, software, or cloud-based solutions, Tectonic is well-equipped to expedite the implementation process with numerous healthcare implementations under our belt. Five Exciting and emerging healthcare technology solutions coming in 2023 and beyond: 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 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

July 15, 2022in Salesforce Development Services, Salesforce Government Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Implementation Services, Salesforce Public Sector Solutions

23May

Slack and Salesforce Announce Industry Specific Solutions

As the pace of digital transformation accelerates, businesses seek solutions to enhance productivity, foster connection and collaboration, and automate workflows in an increasingly digital-centric environment. Slack and Salesforce Industry Specific Solutions are leading the charge. Every company, regardless of size, can benefit from a digital platform that dismantles silos, fostering connectivity among people, tools, and customers—an approach we refer to as a digital HQ. However, embarking on digital transformation is a complex undertaking, demanding expertise and a profound understanding of trends shaping the business landscape and workforce. To address these challenges, we have collaborated with Slack and Salesforce consulting partners to introduce the initial phase of Slack Partner Industry Solutions. Slack and Salesforce Industry Solutions is the result! Earlier this year, we expanded Slack’s global consulting partner ecosystem. As the adoption of Slack continues to grow, our partners have invested in crafting solutions tailored to meet specific industry requirements, seamlessly integrating Slack into diverse work methodologies. Today, a broader array of solutions and services is available, empowering Slack and Salesforce customers to optimize their digital tools further. For those seeking a personalized solution aligned with their industry’s unique characteristics, Slack-certified consulting partners have developed tailored solutions for industries such as financial services, manufacturing, communications, retail, media, technology, and more. This development is particularly advantageous for Slack customers aiming to establish a digital HQ that aligns with the specific needs of their businesses. Customers will benefit from cutting-edge technologies offered by Slack and Salesforce’s Customer 360, complemented by invaluable services from our partners, encompassing advisory, strategy, organizational transformation, and change management. This collaborative effort aims to dismantle data silos, enabling organizations to collaborate productively in a work-from-anywhere paradigm. Our partners also provide strategic guidance, helping create digital HQs that address industry-specific challenges, such as intelligent case swarming for lapsing insurance policies, predicting customer churn in wealth management, streamlining manufacturing supplier onboarding and management, transforming contact centers for retail and consumer goods companies, or enhancing advertisement sales for communications and media businesses. “The world’s largest and most influential consultancies have recognized that every customer needs a digital HQ. Slack and Salesforce are a key enabler to make that happen. Having these partners engaged and primed to deliver these industry solutions is a big step in our ability to bring the digital HQ to market.” Richard Hasslacher, VP of Slack Alliances & Channels 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 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 Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. 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

May 23, 2022in Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Slack

13May

Workflows for Salesforce Slack

We all rely on processes to keep our teams organized and propel work forward. However, manual processes can be cumbersome, with work often getting lost in the chaos of Slack DMs or crowded team channels. Imagine if there were a way to structure processes into forms within Slack, allowing people to fill them out and automatically route requests to the appropriate individuals for follow-up. This is where Slack workflows come into play. What are Workflows for Salesforce Slack? A workflow is a multi-step process within your company, representing the sequence of tasks undertaken to achieve a business objective. Examples of Workflows for Salesforce Slack include: Workflows have a sequence of steps: Each workflow consists of multiple stages that typically occur in a specific order. Workflow Automation: Workflow automation is the use of software to streamline multi-step, multi-team workflows, ensuring the correct steps are followed, and tasks are completed efficiently. Types of Workflow Automation: Benefits of Workflow Automation in Slack: By incorporating workflow automation into Slack, teams can enhance efficiency, maintain structure, and reduce the risk of tasks getting lost or delayed. Contact Tectonic to learn more about Slack integration. 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 Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. 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

May 13, 2022in Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Slack

07May

Salesforce FAQ

Salesforce FAQ – Salesforce CRM: 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 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

May 7, 2022in Life Sciences Cloud, Marketing Automation, Mulesoft, Salesforce Commerce Cloud, Salesforce Communications Cloud, Salesforce Data Cloud, Salesforce Experience Cloud, Salesforce Financial Cloud, Salesforce Government Cloud, Salesforce Health Cloud, Salesforce Manufacturing Cloud, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Marketing Cloud Advertising, Salesforce Nonprofit Cloud, Salesforce Revenue Cloud, Salesforce Sales Cloud, Salesforce Tableau