Salesforce Tools Archives - Page 22 of 24 - gettectonic.com
Salesforce Heroku

Heroku Explained

Heroku functions as a cloud-based platform-as-a-service (PaaS) tool, streamlining the deployment, management, and scalability of contemporary applications. While the Salesforce Platform excels in developing apps for internal users, this tool specializes in crafting customer-facing applications. Leveraging its container-based cloud platform, Heroku enables developers to create apps seamlessly integrating with Salesforce data through readily available connectors.

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Salesforce Dialer

Lightning Dialer Salesforce

What is Lightning Dialer Salesforce? Lightning Dialer Salesforce offers an outbound calling product with the option to add inbound calling functionality. You can pay for just the total number of minutes your entire org uses (in blocks of 1,000 minutes).  Salesforce recommends first choosing the right Sales Dialer edition for your business needs. Is Salesforce

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Salesforce analytics insurance

Cool Ways to Use Surveys With Salesforce

Leveraging survey forms is an effective way to gather real-life insights from individuals crucial to your organization. Salesforce facilitates survey integration either through Salesforce Surveys and Feedback Management (add-on license) or by seamlessly integrating web forms with Salesforce. Storing feedback in your CRM, linked to comprehensive contact information, is an obvious advantage. Salesforce surveys give

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Salesforce Quip Sales Cloud Service Cloud

What is Quip for Salesforce?

What is Salesforce Quip? Quip is collaborative documents, spreadsheets, slides, and chat rooms directly within Salesforce objects and records. Quip can be attached to Sales Cloud and Service Cloud – and when combined with Chatter. Learn more about Quip for Customer 360 Admin Foundations. What is Quip for Salesforce? Quip helps your users collaborate to

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Salesforce Document Generation

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,

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Salesforce Content Builder

Salesforce Content Builder

Salesforce Content Builder empowers you to craft compelling emails and landing page templates, complete with reusable and interactive content blocks. This cross-channel content management tool serves as the central hub for consolidating images, documents, and content, streamlining your marketing efforts. Curious about the content possibilities? With Salesforce Content Builder, you can gather images, documents, and

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Salesforce Asset Managment

Asset Management Salesforce

Can Salesforce do asset management? You can manage assets in Consumer Goods (desktop) and in the Consumer Goods offline mobile app in Salesforce. Let’s understand the process in detail. Create Asset Templates and Asset Types: Before you create assets, ensure that admins have created asset templates and asset types. Assets are items, such as refrigerators

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Salesforce formula fields

Formula Fields in Salesforce

Formula Fields are an out-of-the-box Salesforce feature that enables you to manipulate (get more out of) your existing Salesforce data. Since most of us are familiar with Excel, these fields actually allow us to create simple and complex formulas based on data from a record and from its related records. Your custom formula fields require

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Cooking with Salesforce

Cooking with Salesforce

Restaurant Management Platform Onboards Thousands of Customers Monthly Using Salesforce for Seamless Sales and Service Management SAN FRANCISCO—April 23, 2019—Salesforce (NYSE: CRM), the global leader in CRM, announced today that Toast, the fastest-growing restaurant management platform in North America, has chosen Salesforce to deliver a cohesive and consistent experience for its community of restaurateurs across

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