Salesforce Tools

23Jan

Case Study: Manufacturing-Plumbing Fixture-Sales/Service/Marketing Clouds and Pardot/Partner Community/Informatica Integration

January 23, 2024in customer stories salesforce, Salesforce Customer 360, Salesforce Integration, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Pardot, Salesforce Reports and Dashboards, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Storiesby get-admin

One of the key players in plumbing fixture manufacturing adopts Salesforce platform to bring Consistency, Efficiency and Effectiveness into business processes throughout local and international operations. SAP and other systems were integrated with Salesforce to have consistent project quoting throughout the organization and provide exceptional after sales service to wholesalers and customers. salesforce sales service

16Jan

Spring ’24 Enhancements for Salesforce Mulesoft, Slack, and Salesforce Customer Success

January 16, 2024in Mulesoft, Salesforce Ecosystem, Salesforce Industries, Salesforce Slackby get-admin

Enhancements for Salesforce Mulesoft, Slack, and Salesforce Customer Success Spring ’24. Anypoint Code Builder for Desktop MuleSoft Design, develop, and deploy APIs and integrations from a single environment. RPA—Unified Flow MuleSoft The Spring ’24 release brings together features and enhancements that streamline business-IT collaboration, reduce time-to-value, and maximize efficiency. These include new I/O variables based

12Jan

Salesforce Forecasting with Reports and Dashboards

January 12, 2024in Sales, Salesforce Forecasting, Salesforce Reports and Dashboards, Salesforce Toolsby get-admin

Maximizing Salesforce Forecasting: A Comprehensive Guide Over the years, user skepticism has surrounded Salesforce Forecasting, with some dismissing it as too basic or unnecessary within the Salesforce ecosystem. Addressing these concerns poses fundamental questions: Do you aspire to predict revenue? Are you committed to accelerating deal closures for your sales team? Do you actively utilize

08Jan

Einstein AI Trust Layer Explained

January 8, 2024in Einstein Salesforce AI, Salesforce Copilot, Salesforce Einstein, Salesforce Tools, Technologyby get-admin

The Einstein Trust Layer is a secure AI architecture. It is natively built into the Salesforce Platform. Designed for enterprise security standards the Einstein Trust Layer continues to allow teams to benefit from generative AI. Without compromising their customer data, while at the same time letting companies use their trusted data to improve generative AI

salesforce einstein analytics and hospitality

03Jan

Important Information for Spring ’24 Release

January 3, 2024in Salesforce Heroku, Salesforce Newsby get-admin

Your Salesforce org gets upgraded to Spring ’24 Release in about 1 Month. The time and date for your organization’s five-minute upgrade window is listed on status.salesforce.com. During the upgrade window, your users receive a message stating that the service is momentarily unavailable. When the service becomes available, your Salesforce org is on the Spring

28Dec

What’s Included in Einstein Copilot Studio?

December 28, 2023in Einstein 1 Platform, Einstein Copilot Studio, Salesforce Copilot, Salesforce Customer Data Cloud, Salesforce Einstein, Salesforce News, Salesforce Prompt Builder, Salesforce Toolsby get-admin

Christmas came early this year with Salesforce’s announcement of Einstein Copilot Studio. Einstein Copilot Studio will encompass the following features: By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne 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

27Dec

How Do You Personalize the Customer Journey?

December 27, 2023in AI, Digital Experience, Email Marketing, Landing Pages, Marketing, Salesforce, Salesforce Customization Services, Salesforce Data Cloud, Salesforce Einstein, Salesforce Toolsby get-admin

Delight your customers with personalized moments at every touchpoint of their journey. Personalize the Customer Journey whether B2B or B2C, whether product or service, whether lead warming or customer loyalty, every journey is better with personalization. Enhance customer satisfaction by delivering personalized experiences at every touchpoint of the customer journey, whatever the context, with products

26Dec

Better Sales and Services with Salesforce Unlimited Edition

December 26, 2023in Customer Service, Sales, Salesforce, Salesforce Slackby wp-shannan

Unified+ Edition (UE+): Elevating Salesforce Integration and Capabilities: Better Sales and Services with Salesforce Unlimited Edition The menace of siloed applications and disjointed tech stacks can haunt any company’s operational efficiency. In a market flooded with diverse products and services, the seamless integration of technology and a transparent purchasing process can significantly impact the overall

20Dec

Copilot Capabilities

December 20, 2023in Einstein Copilot, Einstein Trust Layer, Generative AI, Salesforce, Salesforce Einstein Copilot, Salesforce Slackby get-admin

Einstein Copilot stands out from other AI assistants and copilots by leveraging Salesforce customers’ proprietary and trusted data to generate valuable responses. Unlike alternatives that lack access to relevant company data or require costly AI model training, Einstein Copilot capabilities provide answers, content summaries, task automation, and complex conversation interpretation—all while maintaining strict data governance.

19Dec

Engage the Donors of Your Nonprofit

December 19, 2023in Email Marketing, Salesforce for Nonprofits, Salesforce Nonprofit Cloud, Salesforce Surveysby get-admin

Explore these eight effective strategies for involving supporters in your nonprofit organization for improved engagement. The art of engaging nonprofit donors starts here: Customize Communication: Conduct Donor Research: Foster Trust to engage nonprofit donors: Extend Beyond Requests: Acknowledge Donors: Establish a Membership Program to engage nonprofit donors: Actively Engage on Social Media: Optimize Your Website

Salesforce Tools

Case Study: Manufacturing-Plumbing Fixture-Sales/Service/Marketing Clouds and Pardot/Partner Community/Informatica Integration

Spring ’24 Enhancements for Salesforce Mulesoft, Slack, and Salesforce Customer Success

Salesforce Forecasting with Reports and Dashboards

Einstein AI Trust Layer Explained

Important Information for Spring ’24 Release

What’s Included in Einstein Copilot Studio?

How Do You Personalize the Customer Journey?

Better Sales and Services with Salesforce Unlimited Edition

Copilot Capabilities

Engage the Donors of Your Nonprofit

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