Salesforce Tools Archives - Page 6 of 23 - gettectonic.com
Salesforce Einstein Copilot

Introducing Salesforce Einstein Copilot

Einstein Copilot introduces a cutting-edge generative A. Powered by a conversational assistant seamlessly embedded within every Salesforce application. Its strategically enhancing workflow and yielding substantial gains in productivity.  Announced at Dreamforce 2023, in case you missed it, read on. The newly integrated Einstein 1 Data Cloud, part of the Einstein 1 Platform, allows customers to

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Amazon Salesforce

The world’s leading cloud provider and the #1 CRM platform are making it easier for customers to seamlessly and securely manage their data across Salesforce and AWS. Now able to safely and responsibly use the latest generative artificial intelligence (AI) technologies in their applications and workflows. AWS and Salesforce support customers through new and enhanced

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Salesforce Shield Data Monitoring and Encryption

Salesforce Shield Encryption

Salesforce Uses a symmetric encryption key to encrypt the customer data that it stores. (The symmetric encryption used isAES with 256-bit keys using CBC mode, PKCS5 padding, and random initialization vector (IV).) Salesforce Shield Encryption works in this way. 1) There are three channels to enter data into Salesforce.com. One: user via desktop using a

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CPQ Called in Salesforce

What is CPQ Called in Salesforce?

What is the term for CPQ Called in Salesforce? Formerly known as Salesforce CPQ (Configure, Price, Quote), it is now referred to as Revenue Cloud. This tool assists sales representatives in generating precise quotes for customers, surpassing basic Opportunities Products and Quotes. It is designed to facilitate the selling of intricate product sets and bundles.

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Salesforce the Pioneer of CRM

Salesforce Sales Cloud Maps Lite

Keep your sales representatives focused on meeting and surpassing sales targets by utilizing Salesforce Maps Lite for planning in-person and virtual visits with accounts, contacts, and leads in key geographic areas. This location intelligence and map visualization tool streamlines territory management, aiding reps in planning routes with fewer miles and appointments with fewer schedule gaps.

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Get to know CPQ

Get to Know CPQ

Salesforce CPQ earned a spotlight in our Salesforce specializations rundown due to the scarcity of CPQ-knowledgeable individuals, paving the way for substantial earning potential and opportunities to collaborate with innovative companies. Get to know CPQ in this Tectonic insight. Distinguishing Salesforce CPQ from Products and Pricebooks Get to know CPQ for Salesforce Subscription Products in

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Tectonic Salesforce Services

Are You Ready for an End to Salesforce for Outlook?

Embracing Salesforce Change: Navigating the Transition from Salesforce for Outlook Salesforce has recently announced the sundowning of Salesforce for Outlook, presenting a significant shift that opens avenues for sales teams to reinvent their sales processes and discover new solutions that increase productivity. An end to salesforce outlook forces us to re-evaluate. As the transition looms

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Tableau CRM Refresh Button With LWC

Tableau CRM Refresh Button With LWC

Revitalize your Tableau CRM (formerly known as Einstein Analytics) dashboards with a custom Refresh button, enhancing user experience and analytical efficiency. This button serves as a simple yet powerful tool to reset applied filters and revert the dashboard to its default state, facilitating seamless exploration of data insights. Tableau CRM Refresh Button With LWC. What

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Salesforce Big Data and Travel and Hospitality

Dynamic Components to Reduce User Record Page Size

Adapted from Kate Hughes Salesforce blog post October 2023 Effectively organizing and accessing the right information is crucial for Trailblazers in various roles, from Admins and Designers to Architects and Consultants. With dynamic components user record pages can be compact. Overcoming the challenge of simplifying the user experience of record pages is essential for optimizing

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