Salesforce Service Cloud Archives - gettectonic.com - Page 9
Salesforce Communications Cloud
10Nov

Salesforce Communications Cloud for Service Providers

Salesforce’s Communications Cloud facilitates the delivery of digital-first journeys. With seamless order processes, offering time and cost savings while enhancing internal operational efficiencies. In collaboration with Tectonic, this Salesforce tool empowers the creation of straightforward yet powerful digital experiences. It aids in streamlining product and service launches and adhering to industry standards.. With architectures, and leveraging predictive analytics to reduce email churn. Built on the world’s leading CRM platform – Salesforce, Communications Cloud, formerly known as Vlocity for communications. It empowers B2C, B2B, and wholesale communications service providers (CSPs) to transition to a catalog-driven digital BSS (digital business support system).  Purpose Built Industry Functionality With purpose-built industry functionality and the comprehensive capabilities of Sales Cloud and Service Cloud, service providers can swiftly adapt to changing customer expectations. The tool to achieve faster time-to-value, and integrate every aspect of their organization, from marketing and retail channels to customer care and operations. Salesforce Communications Cloud ensures businesses exceed customer expectations across B2B, B2C, and multiple channels. It seamlessly integrates with Salesforce Marketing, Sales, and Service Clouds, offering industry-specific functionality. Utilizing analytics and artificial intelligence (AI), it delivers personalized services, enabling omnichannel marketing across various channels. Collaborating with Tectonic ensures the seamless integration of Communications Cloud functionality with other Salesforce systems, promoting smooth data flow and cohesive organizational processes. Properly implemented Salesforce Communications Cloud makes omnichannel communications easy. For specific business operations, like number reservation systems or credit check applications, that are not directly supported by Salesforce Customer 360, OmniStudio and APIs can be employed to integrate third-party applications. This solution provides industry-standard APIs, including TMF620 and TMF645 APIs, automating processes for faster and more accurate service. Communications Cloud allows tailoring customer interactions based on individual preferences, providing notifications about promotions, service activations, outages, billing information, product changes, and feedback opportunities. Each communication is tracked on the customer account, enabling Einstein Analytics to monitor interactions for efficient and personalized service. Collaboration with Salesforce Communications Cloud Commercial and technical teams collaborate using a shared catalog to design and develop customer-specific offers. With reusable components in the shared catalog, teams can efficiently build, test, and connect offer elements, reducing time-to-market. Customers can order products and services through various channels, and Communications Cloud, being omnichannel, processes and stores information using a master data source. It ensures that products and services offered are relevant, correctly configured, priced, available, and deliverable before the order is placed. Integration with Marketing and Service Clouds facilitates order fulfillment, service scheduling, and customer communication. Call center interactions become opportunities to build relationships and make informed suggestions, enhancing the customer experience.  Communications Cloud makes every connection with a customer a positive experience properly tracked in your CRM. Communications Cloud in the Communications Industry In the communications industry, changes to plans and services, known as move, add, change, delete (MACD), are managed through Communications Cloud integration with Salesforce Service and Marketing clouds. Sales reps create MACD orders with industries CPQ, keeping customers informed of progress and scheduling relevant service appointments. Tectonic, as a Salesforce Consulting Partner, assists companies in utilizing Communications Cloud effectively. Through the discovery process, roles and responsibilities are mapped to determine how key employees can best leverage Salesforce Communications Cloud. Tectonic comprises a skilled team of Salesforce-certified Consultants, Developers, Analysts, and Project Managers. Specializing in innovative Salesforce solutions, the team brings custom Salesforce technology to various business aspects, ensuring strategic services align with specific needs. Reach out to the Tectonic team today to explore how Salesforce Communications Cloud can improve your customer communications. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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November 10, 2021in Salesforce Communications Cloud, Salesforce Development Services, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Marketing Cloud for Nonprofits
05Aug

Marketing Cloud for Nonprofits

Introducing Marketing Cloud for Nonprofits: A Comprehensive Overview A brand-new edition of Salesforce Marketing Cloud tailored specifically for nonprofit organizations has arrived – Marketing Cloud for Nonprofits. This specialized edition comes with discounted licensing and includes pre-defined email templates and journeys crafted for nonprofit use cases, with more exciting features planned for future releases. So, how can nonprofits leverage Salesforce Marketing Cloud? What sets Marketing Cloud apart from other digital marketing tools? And most importantly, is Marketing Cloud the right fit for your nonprofit? Marketing Cloud for Nonprofits Utilizing Marketing Cloud for Nonprofits For those involved in nonprofit work, this offering brings significant advantages: Why Choose Marketing Cloud Over Other Tools? Salesforce Marketing Cloud (SFMC) stands out for leveraging your supporter data effectively for marketing purposes. Is Marketing Cloud for Nonprofits Suitable for You? Consider using Salesforce Marketing Cloud if your nonprofit: Pricing and Investment The introductory pricing for Marketing Cloud for Nonprofits starts at £400/€500 per month and offers flexibility to scale as your marketing needs grow. Explore additional contact allowances and sending capabilities as you expand your fundraising efforts. In the nonprofit sector, value for money is essential. The Marketing Cloud for Nonprofits edition provides an opportunity to explore SFMC’s potential with an initial investment. As you witness the fundraising benefits, consider scaling up and exploring advanced features offered by SFMC. Engage with Salesforce partners to navigate your Marketing Cloud journey effectively, and consult with your Salesforce Account Executive (AE) to assess if Marketing Cloud for Nonprofits aligns with your organization’s goals. To learn more about Salesforce products tailored for nonprofits, visit Salesforce.org and kickstart your journey towards impactful fundraising and supporter engagement. To discuss installing and implementing Marketing Cloud for Nonprofits, contact Tectonic today. 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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August 5, 2021in Salesforce for Nonprofits, Salesforce Marketing Cloud, Salesforce Nonprofit Cloud, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Service Cloud
04Aug

Salesforce Service Cloud Quickstart

Salesforce Service Cloud stands out as the premier Customer Service platform suitable for companies of all sizes from the number one CRM provider – Salesforce. Boasting a robust console to centralize and handle cases from various channels, coupled with a predictive Knowledge base and seamless integration with phone systems through CTI, launching your new Service Cloud might seem like a daunting task, especially after investing in licenses. The need to realize a return on investment (ROI) weighs heavy on the Salesforce team. Salesforce Service Cloud Quickstart is the solution for you. A Salesforce Service Cloud quickstart plan is great, but it has to be executed correctly or all your work will be in vain and you will never achieve user buy-in on the platform. Salesforce Quickstarts have become a bit of a buzzword in the Salesforce ecosystem. When selecting a quickstart implementation partner you want to ensure they aren’t just doing a cookie cutter roll out of the platform but customizing it to work with your business model. For a swift and efficient start, we advocate opting for an official Salesforce.com Implementation Partner (SI) for your Service Cloud implementations. In house attempts are not uncommon, and unfortunately, they can result in less-than-optimal outcomes. Choosing a Salesforce Consulting Partner ensures access to certified professionals with substantial experience in Service Cloud implementation. Some, like Tectonic, provide Service Cloud Quickstarts tailored to expedite company setups in as little as two weeks, all at a fixed price. Tectonic Salesforce Service Cloud Quickstart Our Salesforce Service Cloud Quickstart encompasses essential elements such as case queues, assignment and escalation, web-to-case, email-to-case, configuration of the Service Console, and visibility into Sales Cloud Account and Contact data (with reciprocal Sales visibility into cases). Equally critical for implementation success is comprehensive user training, guaranteeing smooth user adoption, and ongoing support to address any necessary adjustments and respond to subsequent queries. To ensure that Service Cloud implementations align seamlessly with the evolving needs of the companies they serve, Tectonic additionally offers a managed services solution. This encompasses continuous support, administration, and customization throughout the entire lifecycle of the product. The Servicve Cloud Quickstart is now known as the Service Cloud Salesforce Implementation Solution. Content updated April 2024. 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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August 4, 2021in Salesforce, Salesforce Implementation Services, Salesforce Service Cloud
Case Management in Salesforce
19May

Case Management in Salesforce

What does Salesforce Case Management entail? Salesforce Case Management, as explained in the Service Cloud Introduction session, provides a platform for recording, tracking, and resolving customer issues across sales, service, and support. Advantages of utilizing a case management system: Case Management in Salesforce Salesforce Case Management allows the automatic collection of cases from various sources like email, social media, support centers, or web forms. It provides tools for categorizing, filtering, and adding notes to cases stored in the database. How can I establish case management in Salesforce? Utilize queues and automated rules to assign cases to your team without constant monitoring. By assigning cases to a queue, specific team members can select cases from a list, helping prioritize work. Auto-assign cases to queues or team members based on conditional rules. Distinguishing case management from CRM: While both case management and CRM assist in managing customer data and interactions, the key distinction lies in the fact that case management is tailored to monitor the progress of individual cases. Visibility of cases in Salesforce: If the organization-wide sharing default access for Cases is set to ‘Private,’ and ‘Grant Access Using Hierarchies’ is enabled, only the Case owner, the owner’s managers in the role hierarchy, Salesforce admins, and user profiles with the ‘View All’ object permission on Cases can view a Case. Can leads have cases in Salesforce? To associate a Lead with a Case, create a custom lookup field on Cases to the Leads object. This allows for a Cases related list on the Lead record. 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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May 19, 2021in Data, Salesforce, Salesforce Service Cloud
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 Salesforce Unveils Einstein: AI Built into Every Cloud The Next Era of CRM Intelligence Salesforce is taking AI beyond standalone features—introducing Einstein, an embedded AI layer across its 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

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April 5, 2021in Einstein 1 Platform, Salesforce Einstein, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Service Cloud
Cloud Computing for NGOs
22Mar

Cloud Computing for NGOs

As cloud computing becomes more prevalent and accessible, nonprofits are increasingly leveraging its benefits to enhance operations, boost fundraising efforts, and adapt to changing circumstances. Cloud Computing for NGOs. Despite this transition trend, some organizations remain hesitant to adopt cloud technology due to perceived costs, technical expertise gaps, and concerns about security. However, the advantages of cloud computing are pplentiful and can significantly impact nonprofit efficiency and effectiveness. Cloud Computing for NGOs For nonprofits, especially those impacted by the ongoing pandemic, cloud computing offers transformative advantages. It allows organizations to conserve resources by freeing up in-house IT teams or reducing their reliance on them altogether. Furthermore, cloud technology enables nonprofits to enhance digital experiences for donors and volunteers, particularly for those accustomed to in-person fundraising events. Beyond these benefits, cloud computing drives digital transformation within nonprofits, revitalizing processes and enhancing marketing efforts. Here are some specific advantages of cloud computing for nonprofits: Process Advantages: Marketing Advantages: For nonprofit organizations striving to create awareness, raise funds, recruit volunteers, and advocate for change, cloud computing offers a cost-effective solution to enhance operational efficiency, improve marketing strategies, and ensure compliance and security. By embracing cloud technology, nonprofits can thrive in today’s digital landscape while focusing on their core mission of serving communities and effecting positive change. 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 22, 2021in Cloud Computing, Salesforce for Nonprofits, Salesforce Nonprofit Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Service Cloud
11Mar

Salesforce Service Acronyms

Here is a helpful glossary of terms you will hear when discussing Salesforce and Salesforce Service Cloud. ACW After Call Work Tasks that the agent needs to complete after the customer call has ended. Your job as a Salesforce Admin/Service Cloud Consultant is to make completing these tasks (eg. entering data, call outcome notes), as efficient as possible for the user. AHT Average Handle Time The average amount of time it takes for an agent to resolve a customer call/case. CTI Computer Telephony Integration Telephony (phone communication) can be directly integrated into Salesforce. This is a great win for Service (and Sales) departments who rely heavily on their phone, with features such as click to dial, call recording and screen pop available from 3rd party vendors. FCR First Contact Resolution Measures the % of cases that are solved on the first touchpoint with customer service.READ MORE: Create a Service Metrics Strategy. FSL Field Service (Lightning) An extension (add-on product) of Service Cloud that provides a comprehensive view of workforce management. Field Service involves providing services to customers beyond your office or site – which is referred to as in the “field”. Think about mobile employees, like service technicians, who carry out the service in-person; other people involved are service agents, dispatchers, and service managers. Salesforce dropped the “Lightning” from the product name, but the acronym is still widely used. IVR Interactive Voice Response An automated telephony system that interacts with callers, gathers information and routes calls to the appropriate recipients (source). People often refer to this as speaking to a bot before they get through to a human agent. KCS Knowledge-Centered Support A knowledge base that documents service agents’ experiences when solving cases, curated and made accessible to customers for self-service support should they encounter the same question or problem.Salesforce Experience Cloud is praised for encouraging collaboration and improvement between customers and agents in this way. PBX Private Branch Exchange System that routes calls to different agents. SLA Service-level Agreement A formal or informal contract between an organization and its customers which outlines what service they will receive and how long they will need to wait to receive that service each time. SLAs can be configured into Salesforce to prioritize cases and work orders. 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 11, 2021in Data, Salesforce, Salesforce Experience Cloud, Salesforce Service Cloud

Digital BSS for Telecom Profits

Digital Business Support Systems (BSS) play a critical role in managing essential functions such as billing, rating and charging, customer experience, CRM, fulfillment, and revenue management within communications service providers (CSPs). However, the scope of a comprehensive digital BSS stack extends beyond these core functionalities to enable, monetize, and manage new digital services and partnerships. This transformation is particularly crucial for CSPs transitioning into digital service providers (DSPs), especially in anticipation of the 5G era. Let’s delve into how a robust digital BSS transformation solution can drive profitability. Anticipating Customer Churn Telecom companies can leverage advanced analytics across BSS, OSS, CRM, and other systems to extract actionable insights from customer usage, transactions, complaints, billing, and social media data. Predictive modeling identifies potential churners, enabling targeted offers, promotions, and services aimed at retaining and nurturing loyal customers. Personalizing Customer Experiences Today’s digital consumers expect personalized interactions. Implementing a digital BSS stack empowers telecom companies to capture and utilize interaction data for tailored customer engagements. Whether resolving network issues, rewarding loyalty, or suggesting relevant offers, AI and deep learning algorithms ensure real-time responses that enhance customer satisfaction and increase ARPU (Average Revenue Per User). Innovating Service Offerings Cloud-based services are increasingly popular among consumers and businesses. A robust BSS solution allows operators to seamlessly integrate these services with traditional offerings, fostering innovation and boosting ARPU. Driving Agility and Efficiency A cloud-based BSS solution enhances business agility to support emerging technologies such as IoT and M2M systems. It streamlines partnership management and product launches in complex market landscapes, enabling providers to swiftly seize new opportunities. Retaining Profitable Customers Customer acquisition costs highlight the importance of retaining profitable customers. Integrated BSS and OSS applications provide telecom companies with comprehensive insights into customer behavior, facilitating convergent billing, tiered pricing models, and targeted incentives that enhance customer loyalty and lifetime value. Boosting Average Revenue Per User (ARPU) Telecom companies strive to increase ARPU by introducing compelling new services. Integration of customer-facing BSS systems with service delivery mechanisms accelerates provisioning and enables the launch of innovative offerings that drive revenue growth. In conclusion, a modernized and robust BSS infrastructure is indispensable for telecom companies looking to differentiate their services, elevate customer experiences, and capitalize on evolving market dynamics. By harnessing advanced analytics, embracing cloud-based solutions, and integrating diverse systems, telcos can unlock growth opportunities and enhance profitability in a competitive marketplace. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 5, 2021in Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Order Management
10Jun

Salesforce Order Management Explained

An Entire Solution for Commerce In addition to both B2B and B2C Commerce Cloud, Salesforce has introduced Order Management, an application constructed on the core Salesforce platform. This application facilitates order fulfillment through automated workflows. What is Salesforce Order Management? It’s a platform for managing orders, customer records, fulfillment, inventory visibility, payments and invoicing, and customer care. Since Order Management is integrated with Salesforce CRM, it enables seamless integration with Service Cloud, assisting in handling customer requests and returns. Moreover, the Salesforce Platform can be leveraged to address any specific custom requirements you may have. Use Order Management with Service Cloud to give service agents a single view of order and service history to ensure timely processing of requests. Order Management is your central hub for handling all aspects of the order lifecycle, including order capture, fulfillment, shipping, payment processing, and service. The entire batch of data involved is all in one place, one single system of truth. With the Order Management app: Salesforce Mobile App The Salesforce mobile app is designed for easy data access on the go. You can view Salesforce Order Management record pages on the mobile app, but you can’t access its console features, like screen flows. Use Order Management to automate and manage the order lifecycle from order capture through fulfillment and post-fulfillment service. You can also store data for orders that are managed outside of Order Management. Order Management objects, together with existing objects, represent the elements of an order as the order progresses through the order lifecycle. The process for creating records in Order Management depends on your storefront. For example, if you use Salesforce B2C Commerce, the B2C Commerce Integration imports order data into Order Management. The terms “item” and “product” are used interchangeably throughout Order Management. Usually, technical areas like APIs and flow actions use “item,” while the user interface uses “product.” Order Management works with Salesforce Flow, which makes it easy for you to create manual and automated functions. We provide out-of-the-box flow templates for processes such as order summary creation, placing orders on behalf of shoppers, order fulfillment, and order servicing. Salesforce Order Management QA Is Salesforce Commerce cloud an Order Management System? The Salesforce Order Management System is the heart of Commerce Cloud, handling everything from processing orders, accepting payments online, communicating with suppliers, tracking orders, coordinating shipment schedules, and processing returns. Is Salesforce an OMS? Salesforce’s Order Management System enables businesses to make their selling process more efficient and improve the overall customer experience. What is the difference between CRM and order management? A customer relationship management (CRM) is a tool that handles customer data like contact information and past purchases. On the other hand, an order management system (OMS) tracks orders and automates order management tasks. What are the benefits of Salesforce OMS? One of the key benefits of integrating Salesforce OMS with e-commerce is that it enables companies to cut costs. The integration allows companies to manage their logistics processes more efficiently and better align their inventory levels with customer demand. Contact Tectonic today to explore an OMS solution for your business. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 10, 2020in Salesforce Automotive Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Manufacturing Cloud, Salesforce Public Sector Solutions, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Quickstart
03Feb

Salesforce Quickstarts Explained

What is a Salesforce Quickstart? Salesforce Quickstarts are great for individual departments or small sales & customer service teams who want to get the most out of their Salesforce investment from day one. Tectonic refers to these as Salesforce Implementation Solutions. Small to medium-sized businesses who are looking for quick deployment and want to get started with Salesforce as soon as possible benefit greatly from Salesforce quickstarts. Quickstart packages have also been called Salesforce Jumpstarts, a program to help businesses quickly and efficiently implement Salesforce. In either case, these programs are an all-in-one solution including everything from initial setup and configuration to training and support. What is a Salesforce Quickstart Package from Tectonic? A Salesforce Quickstart Package is a streamlined implementation process designed for companies seeking swift implementation of Salesforce. This limited engagement focuses on crucial planning, decision-making, standard and custom configurations, and essential user and admin training. It is tailored for small to medium-sized businesses aiming for a prompt Salesforce deployment, covering sales, marketing, service, and more. A QuickStart Implementation is the fastest way to get your organization using Salesforce. It is a limited engagement that provides immediate benefits and a foundation for future digital transformation. Key Benefits What you’ll receive .Partner Assistance in Implementing Salesforce with Quickstart A Salesforce consulting partner, like Tectonic, can assist in assessing needs, configuring Quickstart packages, providing training and support, adopting best practices, and optimizing the Salesforce environment. Tectonic offers ready-to-launch Quickstart packages and Accelerators, ensuring faster system fulfillment, cost reduction, secure scaling, and enhanced customer experience. How do I use trailhead to learn Salesforce after a quickstart? In Trailhead, learning topics are broken down into modules and each module contains units. At the end of a unit, you’ll complete a quiz or hands-on challenge that will earn you points. Once you’ve completed all the units in a module, you’ll get a badge that is displayed on your profile.  Salesforce Trailhead is your first, free choice for Salesforce training.  Trailhead is a fantastic learning platform for new Trailblazers coming into the Salesforce ecosystem and existing Salesforce professionals who want to improve their skills and knowledge. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. Content updated April 2024. 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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February 3, 2020in Data, Salesforce, Salesforce Service Cloud
Salesforce Scheduler
16Oct

Salesforce Scheduler

Utilize our Setup Assistant’s step-by-step guide for Salesforce Scheduler to configure locations, hours, and resources. Set your teams up for successful appointments by assigning skills, making it effortless for any resource or customer to schedule, edit, and cancel appointments. What is Salesforce Scheduler? Salesforce Scheduler offers tools for managing data related to scheduling appointments. Embed appointment scheduling into standard Salesforce workflows, including leads, referrals, cases, opportunities, and accounts. Available at an extra cost in Lightning Experience, this scheduler tool, formerly Lightning Scheduler, simplifies appointment scheduling in Salesforce. Meet customers on various channels and empower them to schedule appointments seamlessly. Enhance the customer experience with the Chronos Bot embedded on your website. Efficiently deliver personalized appointments by leveraging customer information stored in Salesforce. Book multiple resources and assets in a single appointment when different areas of expertise are required. Empower customers with Inbound Scheduling on your website, creating a unique experience with customizable Flows. Capture new customers by automatically generating leads through appointments. Salesforce Scheduler, Action Plans, and Salesforce Surveys empower employees with process automation, analytics, and AI, strengthening the customer experience. Modernizing legacy systems and undergoing digital transformation can be challenging. Salesforce’s new government apps simplify this process, offering guidance on the journey. Salesforce Scheduler, Action Plans, and Salesforce Surveys enhance efficiency and productivity, serving constituents better. Natively built on the Salesforce Platform, these apps fit your mission and have FedRamp Medium Authority to Operate out of the box. They enable faster, informed decisions by leveraging process automation, analytics, and AI. Organizations often draw resources from various departments and locations. With Scheduler, ensure meaningful engagement between the right people. Embed Scheduler into workflows, allowing appointment scheduling based on specific criteria like service resources, branch locations, and appointment types. Scheduling can be managed in outbound and inbound ways. Outbound scheduling assists customers, while inbound scheduling allows customers to set up appointments. Optimize appointments, eliminate complexity, and manage tasks from casework to recruiting to inspections with Salesforce Scheduler. Automate notifications and reminders with Scheduler to keep customers and resources informed about upcoming appointments, changes, or cancellations. Enhance communication, reduce no-shows, and elevate the overall customer experience. Salesforce Scheduler provides the objects required for appointment scheduling and an app that makes it easy to set up Scheduler. It provides preconfigured, customizable flows and rules that provide appointment booking experience. It also provides business APIs to create appointment booking experiences. 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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October 16, 2019in Salesforce Experience Cloud, Salesforce Government Cloud, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Service Cloud
Salesforce Document Generation
18Jul

Generating Documents in Salesforce

Salesforce document generation poses a challenge for businesses, given the intricacies of integration involved. Fortunately, a variety of tools are available for generating documents in Salesforce, and Tectonic is well-equipped to assist in their successful implementation. Salesforce Industries Document Generation empowers businesses to craft and manage accurate documents linked to standard Salesforce objects, encompassing contracts, opportunities, orders, quotes, and custom objects. For a more dynamic approach, Salesforce OmniStudio Document Generation facilitates the creation of documents using Microsoft Word and Microsoft PowerPoint templates. These templates can incorporate values from any JSON-based data within the text, including data sourced from various Salesforce objects. This versatile tool enables the generation of contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and more. Salesforce Industries Document Generation seamlessly integrates with Vlocity Insurance, Vlocity Health, communications, media, energy, utilities, government, and beyond. Vlocity Analytics, another valuable component, offers pre-built measurement tools that seamlessly integrate with Salesforce Reports, Dashboards, and Einstein. The Salesforce AppExchange boasts an extensive array of over 200 document generation tools. Your Salesforce partner can assist in selecting, installing, and implementing the most suitable options based on your business requirements. With Document Generation, you can generate contracts, proposals, quotes, reports, non-disclosure agreements, job offers, service agreements, and so on. You can generate documents using the specified sample client-side or server-side OmniScripts. You can also create your own OmniScripts by cloning and customizing the sample OmniScript to generate documents. Client-Side document generation is a synchronous process that results in a downloadable preview of the generated documents. You can generate documents from Microsoft Word (.docx), Microsoft PowerPoint (.pptx), and Web templates. These templates can include values from any JSON-based data in the text, including data from any Salesforce object. You can optionally convert the resulting documents to .pdf format. Server-Side document generation is available in both the OmniStudio Foundation and Salesforce Industries packages. Server-Side document generation is an asynchronous process that’s best for large and rendering-heavy documents and for document generation in batches. The Server-Side document generation service is secure and scalable and is hosted on Salesforce Hyperforce. The generated document is stored in your Salesforce org, and is attached to the object for which it’s generated. You can use Apex Classes, sample Integration Procedures, or a sample OmniScript to generate documents. Client-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using client-side OmniScripts. Server-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using the singleDocxServersideLwc server-side OmniScript. With the right licenses, Document Generation is available in the Salesforce Industries package. Metering measures resource utilization levels and throttling controls resource access and use based on defined rules. Metering measures the number of server-side documents that are generated by an org hourly and daily. The default hourly and daily limits for processing server-side document generation requests are 1,000 per org and 24,000 per org respectively. Throttling maintains consistency and resilience of the server-side document generation service by managing incoming server-side document generation requests from multiple orgs. Throttling can also prevent service degradation caused by high volume of requests at peak hours by blocking requests that exceed the default limits. The request details are saved in the Document Generation Processes entity. You can retrieve the blocked requests and later retry the server-side document generation. No matter what your specific document generation needs, Tectonic simplifies the process of getting your system up and running seamlessly, whether it’s through Salesforce Quickstarts or comprehensive implementation services. Content updated in 2022. 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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July 18, 2019in Data, Hyperforce, Salesforce, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Objects
08Jun

Lookup Relationship in Salesforce

What is Lookup relationship in Salesforce? Salesforce’s lookup relationships is a significant capability that allows users to connect two objects and establish a parent-child relationship between them. To effectively manage records, this feature is essential for organizing your data. What are the different types of lookup relationships in Salesforce? A Lookup relationship is a type of relationship that simply joins two things together such that you may “look up” one object using the associated elements on another object. There are two types of lookup relationships in salesforce that is: one-to-one and one-to-many. A one-to-one relationship might be a contact related to an account. A one-to-many relationship might be locations related to an account. What does a lookup relationship do? With a lookup relationship, you can: Link two different objects. Link an object with itself (except for the user object; see the Hierarchical section in this topic). For example, link a custom object called Bug with itself to show how two different bugs are related to the same problem. What is the basic difference between lookup relationship and master detail relationship? It does not depend on any other objects, whereas a master-detail relationship has an association with other records. On the other hand, the lookup relationship is just a reference. It can be even blank or NULL. In the database, we can pull the data from particular fields based on the reference keys easily. How many Lookup relationships are allowed in an object in Salesforce? You can have a maximum of 40 lookups on an object. You can have a maximum of two master details on an object. No cascade delete. How does lookup work in Salesforce? Lookup fields appear with the search icon on record edit pages. Clicking the icon opens a lookup search dialog that allows you to search for the record that you want to associate with the record you’re editing. There are two main types of lookups: standard and enhanced. 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 8, 2019in Salesforce, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud

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