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Shifting KPIs With Real-Time Intelligence
25Apr

Shifting KPIs With Real-Time Intelligence

Marketing without metrics is akin to driving blindfolded. To gauge the effectiveness of their efforts, marketers are investing in analytics capabilities to gain a precise understanding of how their messages, campaigns, and marketing expenditures impact their objectives. The ability to swiftly unlock these insights empowers marketers to promptly address customer needs and make well-informed decisions to propel business growth. This is bringing about Shifting KPIs With Real-Time Intelligence In contrast to 61% of underperforming marketers, a significant 72% of high-performing marketers can analyze marketing performance in real time. This real-time analysis provides them with a distinct advantage in responding to and optimizing campaign performance. However, a notable 33% of marketers still rely on manual processes for marketing attribution, a figure that has seen marginal improvement from 34% in 2020. In 2022, 68% of marketers claim they can analyze marketing performance in real time. For organizations aiming to enhance efficiency and maximize value, identifying the right metrics to track is imperative. As marketing budgets face rigorous scrutiny, analytics offer leaders the insights needed to optimize spending and reduce acquisition costs, reinforcing the value of marketing efforts. Shifting KPIs With Real-Time Intelligence The landscape of analytics has expanded, with marketers now monitoring a comprehensive set of metrics, including year-over-year revenue and customer satisfaction. Personalization and customer touchpoints have gained prominence, leading to increased tracking of web/mobile analytics, content engagement, and customer lifetime value. Marketers are now monitoring an extensive array of key performance indicators (KPIs), encompassing revenue, customer satisfaction metrics (CSAT), web and mobile analytics, customer acquisition costs, B2B sales funnel statistics, content engagement, customer retention rates, customer referral rates, and customer lifetime value. Despite the growing sophistication in tracking various metrics, marketers highlight measuring marketing ROI/attribution as their second most significant challenge. This indicates a continued need for streamlining the reporting process to enhance efficiency and effectiveness. 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 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 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

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April 25, 2023in Salesforce Einstein
New Nonprofit Cloud
23Apr

The New Nonprofit Cloud

Salesforce.org recently announced the “New Nonprofit Cloud,” and Lori Freeman shared this update in the Trailblazer Community. Here’s a summary of the key points: Salesforce.org is rolling out an entirely new suite of technology solutions for nonprofits over the next few years, collectively named “Nonprofit Cloud.” These solutions will not be based on, nor compatible with, current offerings like NPSP. For now, there is no immediate need to focus on “Nonprofit Cloud.” Importantly, Nonprofit Pricing remains unchanged, with ten free licenses still available. However, licenses for the 11th and subsequent users under Nonprofit Cloud will be more expensive than standard licenses. There’s much more to this announcement, some of which wasn’t included in the official communication. It’s worth discussing these aspects in detail. Pricing Salesforce’s value for nonprofits lies in the Power of Us program, which donates the first ten licenses free of charge, and in the discounts applied to other Salesforce products. This remains unchanged. Before TrailblazerDX, assurances were given that this would not change. A question was raised during True To The Core, seeking a public commitment from Salesforce. Parker Harris’ response, along with Lori’s post and other communications, provide confidence in Salesforce’s ongoing support for nonprofits, though one should always remain cautious when relying on corporate commitments. However, pricing beyond the free licenses is not straightforward, likely due to Salesforce.org’s integration with Industries. Even Salesforce.org staff might not fully grasp the intricacies of licensing and pricing yet. What’s understood is that Nonprofit Cloud will be its own SKU, essentially bundling a Sales Cloud license, a Service Cloud license, and access to Industries-based functionality. All ten licenses granted to new organizations on the Nonprofit Cloud will include this entire bundle. This means that the P10 License Grant has expanded, as this bundle is more expensive and comes with additional technology. For the 11th license and beyond, organizations can choose: This pricing reflects no change from current rates. The uncertainty lies in what functionality will be unavailable to users with only a Lightning Enterprise Edition license compared to those on a Nonprofit Cloud license, and even more so for users on Platform licenses. The extent of “Industries” functions these users will lose, and what parts of the yet-to-be-seen Nonprofit Cloud application will be inaccessible, remain unknown. The Technology The newly announced Nonprofit Cloud is not yet ready for immediate use. Migration to this new platform should not be rushed, as it will be a significant undertaking with no immediate benefits. It’s expected that most organizations will delay this transition for several years, possibly more. If your current system is functioning well, there’s no need to fix it. If you are ready to make the jump, Tectonic is here to assist. For organizations starting fresh, the decision is challenging: This is not an easy choice, and one might be torn between the first and third options. To the extent that “it” can be purchased, few have seen what “it” truly is. When released, it will be a “minimum viable product,” with some cynics possibly viewing it as a “paid beta.” While one might hope for a “minimum lovable product,” it’s best not to hold your breath. Initial rollouts will include program management, followed by impact measurement, with fundraising features not expected until fall. It’s likely none of these will have full feature parity with their current equivalents, although they should offer some new, appealing features. Salesforce has also stated there are no plans for a new payment processing platform akin to Elevate. There’s still much uncertainty about what the actual Nonprofit Cloud product will offer. It’s barely available for anyone to test. Although there’s some way for partners to access a learning environment, it’s clear that what’s coming in the next few releases will be minimum viable, so there’s no urgency to adopt it. The only certainty is that Nonprofit Cloud will use Person Accounts, marking a significant data model shift. While this may require some adjustment, it’s not likely to be a major issue for most organizations due to storage increases in recent years. The plan is to ignore Nonprofit Cloud for at least a year, possibly two or three. Eventually, it might mature enough to consider adoption. Timing of Announcements It’s important to note that many did not learn of this on 3/14. Salesforce.org had embargoed meetings with Salesforce MVPs, partners, and possibly larger nonprofit customers starting in late fall 2022. Salesforce.org made some communication missteps that caused significant concern. There were initial fears about whether the Power of Us donation would disappear or if certain offerings would become more expensive. Then there were technical concerns about compatibility and the costs associated with migrating to the new platform, compounded by uncertainty over whether organizations would be forced to migrate. The layoffs at Salesforce, which seemed to disproportionately impact Salesforce.org, added to the anxiety. The absorption of Salesforce.org, the integration of the Power of Us Hub into the broader Trailblazer Community, the shift to Industries core architecture, and the layoffs all raised questions about whether nonprofits are now viewed as “just another industry vertical” by Salesforce. However, it’s clear from the above discussion that those fears and questions have been addressed. This detachment didn’t come immediately, so it’s understandable if others need time to reach this level of perspective. Holding this information under NDA was challenging, as it was more of a discussion opener than a concrete announcement. It’s a relief to finally discuss this openly. What Does this Announcement Signal About Salesforce.org? Salesforce—or even Salesforce.org—has never been an altruistic entity. Marc Benioff, in his books and keynotes, positions himself as a capitalist, believing that “business is the greatest force for good.” Salesforce is a capitalist enterprise, a multi-billion dollar corporation that exists to make money. It’s essential to recognize this reality. The 1-1-1 model and Salesforce’s support for nonprofits are commendable, but it’s crucial to see these actions for what they are—noblesse oblige. Salesforce.org was once a “social enterprise,” but perhaps its evolution has made this term

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April 23, 2023in Salesforce for Nonprofits, Salesforce Nonprofit Cloud, Salesforce Optimization
Google Sheets to Synchronize Salesforce Data
22Apr

Google Sheets to Synchronize Salesforce Data

Synchronize Salesforce Data with Google Sheets: A Step-by-Step Guide This is Google Docs Editors complete explanation of using Google Sheets to Synchronize, add, and delete data to Salesforce. There are also instructions for doing this from an Android or IPhone here. To seamlessly import, edit, and sync Salesforce data with Google Sheets, follow these steps to set up and use the add-on. Step 1: Download the Add-on Step 2: Connect to Salesforce Importing Data Updating and Deleting Data Important: Exercise caution as changes made in Google Sheets can update or delete data in your Salesforce account. Updating Data: Refreshing Data: Deleting Data: Important: Exercise caution as this action will delete records from Salesforce. Visit the Salesforce Help Center to learn how to restore deleted data if needed. By following these steps, you can efficiently manage Salesforce data within Google Sheets, ensuring seamless synchronization and data management capabilities. Here are some tools that can synchronize Salesforce data with Google Sheets: Should you need assistance with any of these Google Sheet Salesforce solutions, contact Tectonic today. 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

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April 22, 2023in Salesforce
Salesforce
21Apr

Salesforce User Management

The user object holds significant importance as a fundamental standard Salesforce component regularly utilized in day-to-day operations. Proficiency in Salesforce user management, combined with a comprehensive understanding of the complexities of the user object, is crucial. This article explores the responsibilities of a Salesforce Administrator, offering insights into maintaining controlled access to Salesforce and its associated data. It also outlines strategies for optimizing functionality for Salesforce users. Types of Users in Salesforce: Salesforce encompasses both internal and external users based on integrated products, leading to two primary license types: Salesforce User License and Experience Cloud License, each with specific functionalities. A thorough understanding of these licenses and their capabilities is essential for effective user management. Additionally, consider feature or permission set licenses for specific functionalities, such as CPQ or Tableau CRM, which may incur additional costs. Explore Salesforce User Management Settings: Regularly visiting the User Management Settings page during Salesforce releases is crucial. The Field-Level Security for Permission Sets during Field Creation, available in beta, proves to be a valuable tool, streamlining the process for admins. The upcoming mandatory implementation of multi-factor authentication (MFA) starting Summer ’24 can be explored early on to ensure a smooth transition for users. Automate Permission and Group Assignment: User access policies, currently in beta, introduce criteria-based automation for granting or revoking permission sets, licenses, groups, and queue memberships. Admins can set up policies based on user creation, update, or both. Before enabling this feature, carefully review considerations and determine situations where it makes sense to revoke permission sets using policies. Muting Permissions?: Permission set groups are instrumental in defining combinations for different personas or functions. Admins can reuse the same permission sets in multiple groups without maintaining identical access. The introduction of a “muting permission set” within the group allows for impacting only that group without altering the actual permission sets. Know your Org-Wide Defaults: The sharing settings page, following object and field access, is a priority in Salesforce user management. Org-wide defaults set the baseline access level for users to view others’ records. Record access can also be controlled using account or opportunity teams, enabling users to define and add others as needed. Freeze!: The Freeze/Unfreeze button on the user record provides a useful feature for administrators. It allows the temporary “freezing” of a user who has left the organization but cannot be deactivated immediately. During the freeze period, the user cannot access Salesforce, while the license remains unavailable for further use. Empower Your Users: User enablement is crucial for a successful Salesforce user experience. Training users on out-of-the-box and custom functionalities ensures faster adoption. Sharing productivity tips, such as customizing the navigation bar, empowers users to tailor their experience. A user-friendly interface allowing customization enhances overall usability. Effective Salesforce user management is integral to the overall experience (UX). From creating permission sets to extending object and field access, Salesforce Administrators play a crucial role in ensuring a seamless and secure interaction with key business information. 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

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April 21, 2023in Salesforce, Salesforce Managed Services
What is Zig
20Apr

What is Zig?

Zig is an up-and-coming systems-oriented language that could one day replace C. Here’s what you need to know about Zig. Zig, an emerging systems-oriented programming language with the potential to replace C. Zig, initiated by Andrew Kelley in 2015, is gaining momentum, aiming to combine the strengths of languages like C, C++, Rust, and Go while providing enhanced developer experiences and comparable performance. In the realm of systems-oriented development, where languages like C and Rust prevail, Zig strives to offer a safer, less buggy, and more maintainable alternative. The language’s ambitious goal is to become the successor to the long-standing C programming language, serving as a portable low-level language and a benchmark for comparison. Before delving into Zig’s programming specifics, the article explores its role in the broader programming language ecosystem. While Zig is categorized as a “low-level systems language,” its versatility extends beyond systems programming, making it suitable for embedded devices, WebAssembly targeting, game development, and various other tasks. This insight draws parallels between Zig and C, emphasizing Zig’s potential to be a safer replacement for C with improved memory safety features and a more straightforward syntax. Despite competition with C, the article acknowledges a coexistence phase before Zig might supplant C on a broader scale. Zig’s design goals focus on simplicity and ease of use. With a small feature footprint and a commitment to a single obvious way of doing things, Zig distinguishes itself. The language’s minimalism appeals to programmers, offering a focused syntax that aids in quick learning and application. Zig’s memory handling stands out as it eschews direct memory allocation in favor of explicit handling in the standard library. The article emphasizes how this approach leads to clearer denotation of memory engagement, reducing hidden allocations and benefiting resource-limited and real-time environments. Conditional compilation in Zig eliminates the need for a preprocessor, a departure from C’s macro-based approach. Zig’s compiler determines code evaluation at compilation time, enhancing readability and paving the way for optimizations. Notably, Zig introduces the comptime keyword, enabling compile-time execution for enforcing types against generics. Highlighting Zig’s interoperability with C and C++, the article underscores its capability to compile and interoperate with these languages. Zig aims not only to replace C in syntax but also absorb C into itself, offering improved cross-compilation support and interaction with C libraries. Zig’s error-handling system diverges from traditional exceptions, opting for a unique approach that avoids hidden control flow. The language incorporates a union type for error handling, providing explicit mechanisms for handling errors without relying on throw functions. Zig’s toolchain includes a build tool that replaces traditional build tools like make and cmake, offering cross-platform functionality. The language’s testing support is integrated directly, simplifying the development and testing process. Built on LLVM initially, Zig now considers LLVM an optional component, enhancing portability and freestanding builds. Despite not reaching version 1.0, Zig’s active community, extensive documentation, and evolving ecosystem make it a noteworthy project with anticipated production readiness. In conclusion, Tectonic observes Zig’s gradual progress toward becoming a compelling language choice for developers, with its 1.0 release expected in 2025 or later. The language’s distinctive features, design goals, and community support position it as an intriguing project to monitor in the evolving landscape of programming languages. Zig is a very active project. It was started by Andrew Kelley in 2015 and now seems to be reaching critical mass. Zig’s ambition is rather momentous in software history: to become the heir to the C programming language, which has reigned for decades as the go-to portable low-level language and as a standard to which other languages are compared. Before we dive into the specifics of programming with Zig, let’s consider where it fits within the larger programming language ecosystem.  Zig is perhaps easiest to understand in relation to C, as a general purpose, non-garbage collected, and portable language with pointers. Today, virtually all programming infrastructure rests on C in various ways, including being the foundation of other programming languages like Java, JavaScript, and Python. Imagine the ripple effect of evolving to a language that is like C, but safer, less buggy, and easier to maintain. If Zig were to be adopted broadly as an archetypal replacement for C, it could have enormous systemic benefits.  Zig’s design goals and syntax Zig is a “close to the metal” language in that it allows developers to work directly with system memory, a requirement for writing code that can be maximally optimized to its task. Direct memory allocation is a characteristic shared by the C family, Rust, and other low-level systems languages. Zig offers similar capabilities but aims to improve on them in several ways. Zig seeks to be a simpler systems-oriented language than its predecessors and make it easier to write safe, correct code. It also aims for a better developer experience by reducing the sharp edges found in writing C-like software. On the first review, Zig’s features might not come across as earth-shattering, but the overall effect is of a safer platform that developers are finding easier to master and use. Zig differs from most other languages in its small feature footprint, which is the outcome of an explicit design goal: Only one obvious way to do things. Zig’s developers take this goal so much to heart that for a time, Zig had no for loop, which was deemed an unnecessary syntactic elaboration upon the already adequate while loop. How Zig handles memory A distinctive feature of Zig is that it does not deal with memory allocation directly in the language. There is no malloc keyword like in C and C++. Instead, access to the heap is handled explicitly in the standard library. When you need such a feature, you pass in an Allocator object. This has the effect of clearly denoting when memory is being engaged by libraries while abstracting how it should be addressed. Instead, your client code determines what kind of allocator is appropriate. Making memory access an obvious library characteristic is meant to avoid hidden allocations, which

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April 20, 2023in Salesforce
Cloud First
19Apr

Advances in Generative AI

What is generative AI?  Generative AI focuses on creating new and original content, chat responses, designs, synthetic data or even deepfakes.  While predictive AI worked on predefined, human supplied rules, generative AI functions somewhat autonomously. Advances in Generative AI have been groundbreaking. Advances in generative AI represent a significant advancement beyond established technologies like predictive AI, and business leaders are eagerly embracing its potential. A remarkable 91% recognize generative AI as a major advantage, driven by its diverse applications, from content creation to software development. Despite its novelty, generative AI is rapidly progressing, causing over three-quarters of business leaders to express concerns about potentially missing out on its benefits. In particular, marketing leaders are apprehensive about not fully leveraging generative AI in their workflows, with 88% worried that their companies are lagging behind. Insight Generation and Decision-Making: Going beyond traditional data analysis, generative AI excels by not only analyzing existing data but also generating potential scenarios. This predictive modeling empowers businesses to anticipate market shifts, understand consumer preferences, and identify potential risks, fostering proactive strategies over reactive ones. Generative AI’s Global Impact: Generative AI has captivated global attention, with ChatGPT becoming the fastest-growing software program in history, reaching a hundred million users within two months of its public debut. This surge has sparked an arms race among tech giants like Microsoft and Google, and AI chip maker Nvidia has witnessed increased business. Unlike previous AI programs that provided numeric scores, generative AI, including programs like Stability AI’s Stable Diffusion and OpenAI’s DALL-E, reproduces elements of the real world. Amazon announced in 2023 that its voice assistant Alexa now comes with generative AI capabilities. Apple is developing a large array of features that use generative AI, including a new version of Siri expected to launch in 2024. Mixed Modality in AI: The concept of mixed modality or “multi-modality” is taking center stage, enabling programs to fuse text, images, physical space representations, sounds, video, and entire computer functions as smart applications. This approach enhances program capabilities and contributes to continuous learning, potentially advancing the goal of “embodied AI” and robotics. Evolution of Generative AI: Generative AI will continue evolving, contributing to advancements in translation, drug discovery, anomaly detection, and the generation of new content, spanning text, video, fashion design, and music. A generative AI chatbot, for example, is a type of conversational AI system that uses deep learning and natural language processing techniques to generate human-like text responses in real-time. These chatbots can hold text-based conversations with users, understand user input, and generate contextually relevant responses. Transformative Trends in Marketing and Sales Operations: Generative AI is reshaping marketing and sales operations with key trends, including hyper-quick sales and marketing content creation, automation of repetitive tasks (e.g., keyword research, administrative work, content formatting, and data analysis), and the facilitation of sales enablement and custom materials. What is the Main Goal of Generative AI? The answer likely would vary depending on who you ask, but commonly we expect generative AI tools to change the calculus of knowledge work automation. Generative AI isn’t going to eliminate the need for human workers, but it will assist them with the ability to produce human-like writing, images, audio, or video in response to plain-English text prompts. The potential to collaborate with human partners to generate contact that represents practical work is exciting. Curious how generative AI could help your business? Contact Tectonic today to learn more. 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 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

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April 19, 2023in Salesforce Einstein
Slack for Financial Services
18Apr

Salesforce Slack for Financial Services

Enhance collaboration and streamline workflows in the financial services sector with Slack integration. “We believe that to become the number one bank, we need to be the number one tech team. To deliver on the expectations of our clients, we need to give our employees access to the best tools, and Slack is one of them.” Martin Wildberger, Executive Vice President of Innovation and Technology, RBC Access Records with Ease: Efficient Shortcuts and Slash Commands: Financial Services Cloud for Slack: Salesforce Financial Services Cloud: Modernize Operations: Accelerate Decision-Making: Deliver Exceptional Customer Experiences: Unite Teams: Slack connects with all your favorite tools, such as Salesforce, Smarsh, Global Relay and more. 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 Event Monitoring Salesforce Event Monitoring Salesforce: Leveraging API for Insights Event monitoring, an API-exclusive feature, isn’t accessible via the Setup area; instead, each Read more

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April 18, 2023in Salesforce Financial Cloud, Salesforce Financial Services Solutions, Salesforce Optimization, Salesforce Slack
Salesforce Announces Public Sector Compliance Certifications
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

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April 18, 2023in Salesforce, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Public Sector Solutions
Sales Cloud Einstein
17Apr

Salesforce Einstein Explained

Einstein serves as Salesforce’s integrated AI layer, intricately woven into nearly every Salesforce Cloud. Salesforce Einstein Explained. While certain features, like Opportunity Scoring in Salesforce, are now offered at no cost, many Einstein functionalities are premium add-ons for essential Salesforce products like Sales, Service, Commerce, and Marketing Cloud. A notable development came in March 2023 when Salesforce introduced Einstein GPT, an extension of the Einstein product. This groundbreaking application leverages the ChatGPT platform from OpenAI, renowned for its widespread popularity, and is anticipated to be released later this year. Thereby incorporating generative AI into many Salesforce cloud features. Salesforce AI delivers trusted, extensible AI grounded in the fabric of our Platform. Utilize our AI in your customer data to create customizable, predictive, and generative AI experiences to fit all your business needs safely. Bring conversational AI to any workflow, user, department, and industry with Einstein. Salesforce Einstein is the only comprehensive Artificial Intelligence for CRM. It is data ready to work in your Salesforce org and clouds. Einstein is an integrated set of AI technologies that make the Customer Success Platform smarter. Einstein is the only comprehensive AI for CRM. It is: Einstein enables you to become an AI-first company so you can get smarter and more predictive about your customers. What can you do with Einstein? Drive productivity and personalization with predictive and generative AI across the Customer 360 with Salesforce Einstein. Create and deploy assistive AI experiences natively in Salesforce, allowing your customers and employees to converse directly with Einstein to solve issues faster and work smarter. Empower sellers, agents, marketers, and more with AI tools safely grounded in your customer data to make every customer experience more impactful. Build and customize a conversational AI assistant for CRM. Einstein Copilot is a trusted, generative-AI powered assistant built into the user experience of every Salesforce application. Whether employee-facing or customer-facing, Einstein Copilot can automatically reason through tasks based on pre-built skills. Use prompts, APIs, apex, and more to customize your own AI assistant. 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

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April 17, 2023in Einstein Insights, Salesforce Einstein
Salesforce Shield Data Monitoring and Encryption
16Apr

Salesforce Shield

Salesforce Shield is tailored for companies with heightened security and compliance considerations. Comprising four products that layer onto existing Salesforce products, it provides additional protection.  Shields are used to intercept specific attacks.  Shield is no different. Salesforce Shield is a trio of security tools that helps you build extra levels of trust, compliance, and governance right into your business-critical app. These components include: Is Salesforce Shield necessary? In this sense, Shield gives you a helping hand through tools like event monitoring and field audit trails. Not only do these features practically help you maintain the security of your Salesforce environment, but they’re also proof of your compliance. How do I use shield in Salesforce? What are the benefits of Salesforce Shield? Shield can help you protect your apps. Salesforce Shield is basically a set of security solutions that allows you to incorporate additional layers of trust, compliance, and governance into your mission-critical apps. Shield Platform Encryption, Event Monitoring, and Field Audit Trail are all included. Does Shield work with marketing cloud? You can use Salesforce Shield and Field-Level Encryption with Sales and Service Clouds. The Marketing Cloud does not offer Audit Trail or Event Monitoring via the Marketing Cloud app. However, Field-Level Encryption does encrypt data at rest and can support Platform Encryption users. Like Related Posts Salesforce SOAP API Salesforce provides programmatic access to your org’s information using simple, powerful, and secure application programming interfaces (APIs). Before reading more Read more Overlooked Costs of a Salesforce Implementation Let’s look at some frequently overlooked Salesforce costs. The goal is to provide businesses and decision-makers with a comprehensive understanding Read more Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more What is Cybersecurity? When we hear the term “cybersecurity,” images of hackers in dimly lit rooms breaching digital fortresses may come to mind. Read more

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April 16, 2023in Salesforce Shield
Personalization and Third-Party Apps
15Apr

Personalization and Third-Party Apps

Marketing Cloud Personalization: Integration Capabilities Marketing Cloud Personalization seamlessly integrates with various third-party solutions beyond Salesforce. These integrations span data management platforms, email service providers, third-party campaign detection tools, analytics products, content management systems, social media platforms, and tag managers. Personalization and Third-Party Apps. Data Management Platforms (DMP) Examples: Adobe Audience Manager, BlueKai, Neustar Functionality: Email Service Providers (ESP) Examples: Yes Lifecycle Marketing, Silverpop, Cheetah Mail, Adobe Campaign Functionality: Third-Party Campaign Detection Integration Type: UTM parameter mapping Functionality: Analytics Examples: Adobe Analytics, Google Analytics Functionality: Content Management Systems (CMS) Examples: Various CMS solutions Functionality: Social Integration Type: Generic segment sync Functionality: Tag Managers Integration Type: Custom implementation based on your needs Functionality: By leveraging these integration options, Marketing Cloud Personalization enables seamless data synchronization and enhanced targeting across multiple platforms and channels. 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

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April 15, 2023in Google Analytics, Salesforce, Salesforce Optimization
Designing the Salesforce Approval Request Page
14Apr

Designing the Salesforce Approval Request Page

Designing the Salesforce Approval Request Page The approval request page allows approvers to respond to approval requests. Customize which fields appear on the page and their order specifically for this approval process. Required Editions: Options for Designing the Salesforce Approval Request Page: Designing the Approval Request Page 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

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April 14, 2023in Salesforce
Sending Emails Through Salesforce
13Apr

Email Segmentation

How to Initiate Email Segmentation: A Guide to Personalized Marketing Illustration depicting email segmentation: Three individuals seated on envelopes of different colors. Email segmentation serves as your marketing GPS, directing your message precisely to its intended destination. Customers increasingly seek personalized, relevant messages from brands. Here’s how a robust email segmentation strategy can achieve just that. Personalization is paramount in effective email marketing. While it’s widely acknowledged, executing it is another matter entirely. This is where email segmentation becomes invaluable. By categorizing your email list effectively, you lay the groundwork for delivering targeted content to the right audience. But what exactly entails segmentation, and how can you ensure its efficacy? Let’s dig into the details. Explore how brands like Mastercard and Grammarly leverage email marketing to foster enduring customer relationships. What Is Email Segmentation? Segmentation involves organizing your email recipients into smaller groups to deliver tailored information. These groups are typically based on behavioral or demographic data, such as geographical location, past purchases, or specific website interactions. For instance, imagine I’m an enthusiastic fitness buff residing in California who recently subscribed to a fitness newsletter. The segmentation possibilities abound: California residents, new subscribers, fitness enthusiasts, and those interested in particular workout types. As a member of such a segmented group, I might receive emails about exclusive California-based fitness events, personalized workout plans for beginners (reflecting my recent subscription), or promotions on fitness gear tailored to my preferences. This targeted approach fosters a more engaging and relevant experience for recipients. Segments can vary in scope, ranging from all individuals who purchased a product via your business’s Instagram site to more nuanced groups. Regardless, segmentation enables personalized and targeted content delivery, leading to increased conversions and a more satisfied customer base. Why Is Email Segmentation Important? Think of segmentation as your marketing GPS, guiding your message directly to its intended destination. By tailoring content to specific segments, you ensure that your audience receives information aligned with their interests, behaviors, and preferences. For instance, a large fashion retailer planning a sneaker sale can exclusively target an audience segment interested in athletic footwear. However, even small businesses can leverage segmentation effectively. Consider my local bakery, which identified my fondness for their cinnamon rolls. Instead of bombarding my inbox with irrelevant promotions, they sent me a coupon for a complimentary treat during my birthday month. This gesture transformed me from a casual customer into a loyal one, as it demonstrated care and personalized attention. Segmentation enables brands to speak their customers’ language. Different segments may respond better to varied tones, styles, or promotional offers. For instance, loyal customers may appreciate exclusive early access to sales, while new subscribers may value welcome discounts. Whether it’s appointment reminders from healthcare clinics or personalized shopping tips, segmentation facilitates meaningful conversations with each audience member. In the digital marketing realm, such interactions translate into lasting connections and business growth. Primary Types of Email Segmentation Several segmentation types warrant attention as you embark on your email marketing journey: Demographic segmentation: Organizing your email list based on attributes like age, income, gender identity, language, or ethnicity. For instance, a travel company may segment subscribers by age groups to tailor offerings, such as adventurous backpacking trips for younger demographics and relaxing cruises for older ones. Behavioral segmentation: Categorizing recipients based on actions and interactions, including purchase history, website interactions, and email engagement. For example, frequent purchasers of running shoes might belong to a “Running Enthusiasts” segment, receiving emails about the latest running gear. Geographic segmentation: Tailoring emails based on recipients’ locations to ensure content relevance. For instance, a clothing retailer may target customers in colder regions with promotions for winter apparel. Psychographic segmentation: Focusing on lifestyle, interests, values, and attitudes to deliver personalized content. For instance, a tech sales company may craft emails promoting gaming devices for one segment and productivity tools for another. Customer lifecycle segmentation: Recognizing subscribers’ positions in the customer journey to deliver appropriate content. For instance, new subscribers may receive onboarding emails, while loyal customers receive exclusive rewards. Waterfall segmentation: Prioritizing segments based on importance, ensuring targeted messaging without overwhelming recipients. Explore Email Segmentation Tools: Discover how customer relationship management (CRM) systems, analytics tools, and email marketing platforms facilitate effective segmentation. Key Tools for Email Segmentation Effective email segmentation relies on robust tools for data gathering, analysis, and execution: Customer relationship management (CRM) systems: Centralize and manage customer data, facilitating targeted campaigns. Analytics tools: Extract meaningful insights from data to inform segmentation strategies.Email marketing platforms: Utilize advanced segmentation features for creating targeted campaigns.Marketing automation tools: Streamline workflows based on segmentation criteria for efficient campaign execution. Integration between these tools ensures seamless data flow, enabling precise and personalized segmentation strategies. Harness the Power of AI for Segmentation Artificial intelligence (AI) enhances segmentation efforts through predictive analytics and machine learning: Predictive analytics: Forecast customer behaviors based on vast datasets, guiding segmentation strategies. Machine learning: Analyze customer interactions to identify patterns and predict future actions.AI-driven segmentation simplifies the process, allowing marketers to create segments effortlessly. Natural language prompts enable intuitive segmentation instructions without technical complexity. AI also enables dynamic and responsive strategies, continuously refining segmentation based on changing trends and customer preferences. By leveraging AI, marketers can adapt to evolving landscapes and ensure campaign relevancy. Future Trends in Email Segmentation As privacy regulations render cookies obsolete, email segmentation will rely on first-party data obtained directly from customers. Personalized, relevant content based on willingly shared information will be pivotal in building trust and comfort with customers. AI-driven tools will continue to revolutionize segmentation, offering predictive capabilities and automation for enhanced precision and efficiency. Predictive AI will forecast customer behaviors, enabling proactive targeting and refined segmentation. Email segmentation will remain a powerful force multiplier in the digital marketer’s pocket, amplifying the impact of personalization and customer journey mapping. By tailoring content to nuanced segments, marketers can foster deeper engagement and navigate the digital landscape with award winning customer experiences. Email segmentation empowers marketers to deliver personalized, relevant content to targeted audiences, fostering

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April 13, 2023in Distributed Marketing
Salesforce Data Cloud
12Apr

Salesforce Data Cloud vs Salesforce CDP

Salesforce Genie, hailed as the most significant innovation in Salesforce’s history, has morphed into Salesforce Data Cloud. Operating on a grand scale, Data Cloud seamlessly processes and stores real-time data streams, integrating them with Salesforce data to unlock highly personalized customer experiences. Salesforce Data Cloud vs Salesforce CDP – which one is for me? You might wonder if this aligns with what Data Cloud (formerly Salesforce CDP) accomplishes—unifying versions of individuals across applications and providing customer experiences based on diverse data sources. To clarify, while Data Cloud shares similar goals and benefits with CDP, it represents an evolution beyond the technology of the former Salesforce CDP. In the words of Eric Stahl, EVP Marketing at Salesforce, “With [Data Cloud], we moved the real-time data capabilities into the [Salesforce] platform so we can ingest, manage and activate data from anywhere. It’s also nested with Einstein for AI and Flow for automation.” Data Cloud vs. Salesforce CDP: Key Differences Data Cloud inherits the capabilities of Salesforce CDP but extends its benefits across the entire “Customer 360,” covering Salesforce’s product portfolio. Here are key differences: Data Cloud, the successor to Salesforce CDP, extends beyond traditional CDP definitions. With a focus on diverse use cases beyond marketing and a zero-data copy architecture, Data Cloud stands as one of Salesforce’s most promising products. While Data Cloud shares purposes and benefits with CDPs, it represents a new era in Salesforce’s commitment to customer data unification, activation, and insight generation. Salesforce CDP remains available and operational, providing users with distinct options tailored to their specific needs. If it is time to explore the power of Salesforce Data Cloud to your sales and marketing efforts, contact Tectonic today. Like2 Related Posts 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 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 Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Consent Management Analytics and Data Quality Understanding Data Analytics Consent and Consent Management Why Consent Management is Crucial Consent Management Analytics and Data Quality. With laws Read more

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April 12, 2023in Salesforce Data Cloud, Salesforce Marketing Automation

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