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Salesforce Success Story
03Feb

Case Study: A Marquis Resort Hotel in Hawaii-Hospitality-Salesforce Service/Marketing Clouds and Interaction Studio

Transforming the Guest Experience for Modern Luxury Resort hotel builds loyalty and drives sales increase across all sites using data and segmentation: Hospitality Salesforce Service Marketing Marketing Cloud Interaction Studio Service Cloud Hospitality Salesforce Service Marketing This oceanfront resort has over 400 rooms and cottages/villas, spa, golf and a variety of restaurants. PROBLEM: SOLUTION: RESULTS: 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 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 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 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

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February 3, 2023in Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Personalization, Salesforce Service Cloud, Salesforce Success Stories
Salesforce Government Cloud
01Feb

Government Cloud Authorized and Interoperable Products

Government Cloud Authorized and Interoperable Products The following table outlines the: Note: Interoperability may be blocked or adversely impacted by network access limitations for U.S. Government customers on restricted access networks such as the Non-Classified Internet Protocol Routing Network (NIPRNet) or other restricted enclaves. Customers are responsible for following safe software deployment best practices and testing the functionality of interoperable products in a non-production environment. Government Cloud Authorized and Interoperable Products For a description of Salesforce’s current product offerings, please see http://www.salesforce.com/products/. For more detailed information on Salesforce’s security and compliance posture for, the Salesforce Government Cloud and Salesforce Government Cloud Plus, please contact your Salesforce Account Executive. Disclaimer: The information provided below is strictly for the convenience of our customers and is for general informational purposes only. Salesforce does not warrant the accuracy or completeness of any information, text, graphics, links, or other items in this document. Salesforce advises its customers that though a product may be included within the FedRAMP Moderate, FedRAMP High, DoD IL2, or DoD IL4 Authorization Boundaries, specific features of such product may or may not be included within such boundaries. Salesforce does not guarantee that you achieve any specific results if you utilize this document. It may be advisable for you to consult with a professional, such as an agency authorization official, agency counsel, accountant, architect, business advisor or professional engineer to get specific advice that applies to your particular situation. This document is subject to change at any time without notice. Because Salesforce continues to innovate by providing each customer multiple major release upgrades each year, we cannot guarantee that these answers will remain the same over time. The rights and responsibilities with regard to your use of Salesforce’s online software services shall be set forth in a negotiated agreement that does not incorporate the attached document. Resolution Government Cloud Plus Government Cloud Plus – Defense FedRAMP High / IL4 Interoperable(but not authorized) FedRAMP High / IL5 CRM Lightning Field Service (+, Contractor, Contractor +, Dispatcher & Field Technician) ✓ Sales Cloud ✓ ✓ Service Cloud ✓ ✓ Applications CPQ (+, Customer Community, Partner Community) ✓ Employee Apps and Community (Add-on) ✓ ✓ Heroku ✓ High Velocity Sales ✓ Identity Connect ✓ Identity for Employee ✓ ✓ Identity-Only ✓ ✓ Lightning External Apps Plus ✓ ✓ Lightning External Apps Starter ✓ ✓ Lightning Platform Plus ✓ ✓ Lightning Platform Starter ✓ ✓ Salesforce Customer Identity ✓ ✓ Analytics Case Classification ✓ CRM Analytics for Education Cloud ✓ ✓ Einstein Activity Capture ✓ Einstein Analytics Growth ✓ ✓ Einstein Article Recommendations ✓ Einstein Discovery in Tableau ✓ Einstein Prediction Builder ✓ Einstein Predictions ✓ Einstein Predictions (No 3rd Party) ✓ ✓ Einstein Recommendation Builder ✓ Einstein Relationship Insights ✓ Einstein Reply Recommendations ✓ Einstein Search ✓ Sales Analytics App ✓ ✓ Service Cloud Einstein – Gov Cloud ✓ Service Cloud Voice ✓ Service Cloud Voice – BYOT ✓ Tableau CRM for Community ✓ Tableau CRM Plus ✓ Tableau CRM Plus (no 3rd party) ✓ ✓ Tableau CRM for Financial Services ✓ Tableau CRM for Financial Services (no 3rd party) ✓ ✓ Tableau CRM for Health Care ✓ Tableau CRM for Health Care (no 3rd party) ✓ ✓ Tableau CRM for Manufacturing ✓ Tableau CRM for Manufacturing (no 3rd party) ✓ ✓ Tableau CRM for Net Zero Cloud ✓ Tableau CRM for Public Sector ✓ Tableau CRM for Public Sector (no 3rd party) ✓ ✓ Communities Customer Community (Public Sector and Financial Services) ✓ ✓ Customer Community Plus (Experience Cloud Learner Success, Financial Services, Health Cloud, Public Sector) ✓ ✓ Experience Cloud for Consumer Goods ✓ External Apps for Health Cloud ✓ ✓ Partner Community ✓ ✓ Provider Self Service for Public Sector ✓ Public Sector Application Forms ✓ ✓ Industry Solutions Benefit Management ✓ ✓ Education Cloud (including Student Success Hub and Admissions Connect) ✓ ✓ Energy & Utilities Cloud ✓ ✓ Financial Services Cloud ✓ ✓ Health Cloud ✓ ✓ Health Cloud for Life Sciences ✓ Health Cloud: Home Health ✓ Manufacturing Cloud ✓ Net Zero Cloud ✓ ✓ Net Zero Cloud – Affiliate Pack ✓ Non-Profit Cloud ✓ Public Sector Solutions ✓ ✓ Revenue Intelligence (only on GovCloud Plus) ✓ Salesforce Functions (only on GovCloud Plus) ✓ Other Appointment Assistant ✓ Backup and Restore ✓ B2B Commerce Platform ✓ Business Rules Engine ✓ ✓ CMS ✓ ✓ Code Builder ✓ Data Mask ✓ Devops Center ✓ Digital Engagement (Chat) ✓ Digital Engagement (Broadcast Messaging) ✓ Digital Engagement (Messaging, Social, Bots) ✓ Digital Process Automation ✓ Document Generation (Client Side) ✓ ✓ Document Generation (Server Side) ✓ Employee Experience – IT Service Center ✓ Employee Experience – Public Sector ✓ Employee Productivity ✓ Employee Service – Agent ✓ Employee Survey Response Pack ✓ Files Connect ✓ Feedback Management ✓ ✓ Force.com – Cross Product ✓ ✓ Gmail Integration ✓ Grants Management ✓ HR Service Center ✓ Intelligent Doc Reader ✓ Identity Verification Credits ✓ Key Account Management for CGC ✓ Knowledge ✓ ✓ Lightning Console ✓ ✓ Lightning Scheduler ✓ ✓ Loyalty Management ✓ Medication Management ✓ Mobile App Security ✓ Mobile Publisher ✓ Marketing Cloud (CDP, Connect, Data Sync, Interaction Studio and Canvas Activities) ✓ Microsoft Teams Integration (with Commercial Office 365) ✓ Mulesoft* ✓ Sales Enablement ✓ In-App Walkthroughs (No 3rd party terms) ✓ ✓ OmniStudio ✓ ✓ Order Management ✓ Outlook Integration ✓ Privacy Center ✓ ✓ Private Connect ✓ Salesforce Anywhere (Quip) ✓ Salesforce AppExchange Apps** ✓ Salesforce Authenticator ✓ Salesforce Connect ✓ ✓ Salesforce Contracts ✓ Salesforce Inbox ✓ Salesforce Maps ✓ Salesforce Mobile ✓ Salesforce Shield (Platform Encryption, Field Audit Trail, and Event Monitoring) ✓ ✓ Salesforce Shield (Einstein Data Detect, Threat Detection (subset of Event Monitoring event streams)) ✓ Salesforce Surveys ✓ ✓ Security Center ✓ ✓ Shift Management ✓ Vlocity Insurance Package ✓ ✓ Vlocity Communications and Media Package ✓ Workflow Orchestration ✓ ✓ Workplace Command Center ✓ ✓ *The Mulesoft Government Cloud is listed under a separate FedRAMP Moderate authorization here. **Apps listed

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February 1, 2023in Salesforce Government Cloud, Salesforce Public Sector Solutions
31Jan

Improving Customer Experiences with Salesforce

In 2023, sustaining competitiveness demands businesses to prioritize personalization and agility in their customer experience (CX) strategy. Brands need to build customer relationships and provide experiences that exceed expectations. If not, your connected customer will find a competitor who can. Improving Customer Experiences with Salesforce begins with initial implementation. Salesforce plays a critical role in achieving customer success as it serves as a central hub for customer data, streamlines communication, and offers valuable insights for customized customer interactions. It also allows for the tracking of customer behavior and preferences, enabling proactive and personalized support. Salesforce did not invent Customer Success, but the company quickly built what has become the number one customer relationship management platform to help their customers provide great experiences to their customers. Here are strategies to enhance your customer experience program: Enhancing Customer Experience for Brand Loyalty: Advance Personalized Experiences: By concentrating on these core areas, organizations can navigate the evolving CX landscape, delivering exceptional customer experiences. Tectonic is poised to collaborate, customizing Salesforce tools to craft remarkable customer experiences. If a friend ignores a call, text, or email, it probably doesn’t bode well for the relationship. As with friendships, customer relationships bloom when individuals feel understood. Relationships weaken when customers feel that businesses don’t appreciate their personal preferences, whether that’s remembering they enjoy romantic comedies, or that they would rather be contacted by email. Improving Customer Experiences with Salesforce The customer experience is broader and deeper than just the level of service received. Customer experience is the total perception of the company, interaction by interaction, from the first touchpoint to the last. This may include navigating the website, talking to sales reps over the phone, visiting a store, sampling a product or service, and experiencing an onboarding phase after a purchase. CRM may be a modern term, but the importance of nurturing customer relationships is age-old. The role of the customer experience has shifted in recent years, becoming one of the most crucial brand differentiators. Let’s explore how leveraging Salesforce can create customer experiences that surpass expectations and foster long-term relationships. As products become less distinguishable by brand and price, a great customer experience has become essential for companies to differentiate themselves. What are the 4 E’s of customer experience? Then come the 4Es – Economic, Efficient, Emotional, and Empathetic experiences, which focus on making your customers’ journey worthwhile. Every interaction should offer value for money (Economic), be easy for the customer (Efficient), generate positive feelings (Emotional), and show customers you get them (Empathetic). Like2 Related Posts 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 Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. 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

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January 31, 2023in Salesforce Experience Cloud, Salesforce Sales Cloud
Salesforce Slack
30Jan

Windows for Slack

With the Slack app your team is never farther than a click away.  Slack is now available for Android and iOS mobile devices. Slack takes up where email left off, working for today’s demands more than ever before.  And now Slack, and Slack for Windows, offers a whole fresh approach to productivity. With the new Slack you can sign in to multiple workspaces, get desktop notifications, and stay in touch with your team on the go. How do I download Slack app on Windows? If you want to download Slack, there are various options. For Windows, visit Slack.com/downloads. You’ll find the option to download Slack for Windows 7 or above. Click download then launch the Slack setup.exe file. How do I start Slack on Windows? To join us all on Slack: The Slack application is a proprietary business communication that is used by many multi-national corporations so that the team members in a team could talk to each about the needs and the responsibilities of the project in a organization. It was developed by Slack Technologies which is now acquired by Salesforce Inc. It is the most popular business communication application that facilitates the communication of thought process and idea flow of various tasks and processes while completing a project by the various members in team. Like1 Related Posts Salesforce Integrations How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity Read more Salesforce Acquires Slack The buzz surrounding the Salesforce Acquires Slack announcement has been ongoing, culminating in the official approval on December 1, 2020, Read more Salesforce and Project Management First of all, we need to begin this section by clarifying that Salesforce is not primarily intended as a project Read more Salesforce Updates Sustainability Cloud with Slack Salesforce has unveiled its updated Sustainability Cloud, integrating the newly acquired Slack, alongside the achievement of net zero emissions across Read more

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January 30, 2023in Salesforce Slack
Salesforce DevOpps
28Jan

Salesforce DevOpps Engineer Explained

Salesforce DevOps aligns with traditional DevOps principles but focuses on leveraging Salesforce at scale. Its core objective is to assist development teams in proactively identifying problems, detecting bugs, and resolving issues before implementing changes for customers. Salesforce DevOpps Engineer Explained. Salesforce DevOps Engineers play a crucial role in ensuring the seamless deployment of Salesforce changes throughout the software development lifecycle, minimizing bugs, and avoiding disruptions for users. Contrary to requiring extensive coding skills, our no-code Salesforce DevOps platform accelerates Salesforce deployments by 50-75%, providing the flexibility to automate Continuous Integration/Continuous Deployment (CI/CD) pipelines with a preferred choice of tools. The responsibilities of a Salesforce DevOps Engineer are unique to the Salesforce ecosystem and necessitate a specialized understanding of Salesforce. The role can be categorized into entry-level, mid-level, and senior based on experience. Salesforce DevOpps Engineer Explained The demand for Salesforce DevOps is on the rise. More teams recognizing the advantages of reliable deployments and automated releases. While not all job titles explicitly mention “DevOps,” the practices are integrated into various roles such as administrators and developers. Senior Salesforce DevOps Engineers, with a minimum of 5+ years of experience, typically serve as Team Leads in multidisciplinary teams. They oversee the entire DevOps process, delegate responsibilities, define KPIs, review code coverage and quality, and mentor others within the team. Hiring a Salesforce partner like Tectonic often involves incorporating a Salesforce DevOps Engineer into the team structure. If your core Salesforce team is missing a solid Salesforce DevOps Engineer, reach out to Tectonic today for assistance. 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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January 28, 2023in Salesforce, Salesforce Implementation Services
Slack's Next Gen Platform Released
27Jan

Slack’s Next Gen Platform Released

The Salesforce Slack platform lets you extend, expand, and automate your workspaces all while collaborating. Slacks Next Gen Platform Released. Slacks Next Gen Platform Released Slack’s advanced platform, initially in the beta phase for developers, is now progressively rolling out to all teams. Following nearly three years of community-driven experimentation, development, and testing, Slack is excited for you to explore the possibilities it unlocks for your teams: Modular Architecture: Introduce yourself to a new modular architecture rooted in building blocks like functions, triggers, and workflows. These elements are remixable, reusable, and seamlessly connect to the data flow within Slack. Enhanced Developer Experience: Enjoy a faster, more intuitive developer interface with new tools such as the Slack CLI and TypeScript SDK. These tools simplify and clarify the often tedious aspects of building atop the Slack platform. Secure Infrastructure: Benefit from secure deployment, data storage, and authentication powered by Slack-managed serverless infrastructure. The fast Deno-based TypeScript runtime keeps your focus on coding and user experience. Flexible User Experience: Experience a flexible user interface that facilitates easy sharing of your creations within Slack. Introduce a link trigger to make your workflow portable—share it in messages, add it to bookmarks, incorporate it into a canvas, and more. Slack Seeks Feedback Acknowledging the importance of feedback from developers, admins, and users, Slack understands the challenges encountered while building custom integrations. From ensuring enterprise readiness to keeping integrations up-to-date with new Slack features, your input has guided every decision, leading them to this point. The platform’s distinction lies in its extensive options and robust support, offering a fluid and expansive development experience. This approach has allowed Salesforce and Slack to explore innovative ways to integrate support structures directly within Slack, as echoed by Tyler Beckett, SaaS Operations Engineer at Workiva. Slacks Next Gen Platform Released to Include More Automation Slack’s platform is also designed to make workflows automatically extensible to the Slack surfaces of today and tomorrow. Focus on business logic, and Slack will ensure your functions and workflows seamlessly work in any new experience introduced in Slack. For example, the canvas is a new persistent surface where teams can create, curate, and share essential information like text, files, link unfurls, and more in a single view. From day one, you can embed workflows too, making it easy to discover and use them in a relevant context, such as adding an IT request workflow to an onboarding canvas. Talk to Tectonic today about adding Salesforce Slack to your Salesforce ecosystem. 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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January 27, 2023in Salesforce Slack
Salesforce Data Cloud
25Jan

Data Cloud Salesforce

What is the data cloud in Salesforce? A hyperscale data platform built into Salesforce. Activate all your customer data across Salesforce applications with Data Cloud. Empower teams to engage customers, at every touchpoint, with relevant insights and contextual data in the flow of work. What is the benefit of data cloud? With Data Cloud, your company can feel confident in your customer information, and know that you’re taking the right steps to engage with your customer base across channels. The team at Tectonic can help you bring value to your wealth of customer data when you leverage Data Cloud. Data Cloud enables you to build a comprehensive, 360-degree view of your customers across all products, services, and interactions, ensuring all of your employees can quickly access and easily act on centralized, real-time information about their customers. Natively integrated into the Einstein1 Platform, companies can power automation, activation, analytics, and action across the world’s #1 AI CRM. Data has always been the foundation of CRM. But the connection between enterprise data and CRM is broken. Companies are collecting more data and signals about their customers than ever before, yet that data sits in siloes and is disconnected from the customer experience. And while most companies have invested in centralizing their data, it’s trapped. Over time, data strategies and customer strategies have diverged. Data Cloud isn’t just about bringing data together. It’s about unlocking your data in service of the customer. Deeply integrated into the Einstein1 Platform, Data Cloud makes all your data natively available across all Salesforce applications — Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Tableau, and MuleSoft — to power automation and business processes and inform AI. Like Related Posts 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 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 Advantages of a Cloud Managed Service Provider Considering outsourcing your IT management to a cloud managed service provider? Here are several benefits of opting for a cloud Read more

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January 25, 2023in Salesforce Data Cloud, Salesforce Managed Services
Salesforce for Retail
24Jan

Salesforce for Retail

Salesforce for retail is widely utilized, offering a tailored CRM solution that empowers users to efficiently manage inventory, orders, and deliveries from a customized platform. With insights into customer purchase patterns and history, businesses can craft personalized shopping experiences, fostering loyalty and satisfaction. The platform facilitates the integration of diverse revenue streams, enabling the creation of a seamless omnichannel experience that harmonizes with all facets of the business. Mobile support ensures that employees can assist customers from anywhere, fostering accessibility and responsiveness. Additionally, Salesforce keeps the entire team aligned on the sales process, promoting collaboration and maximizing results. In the retail industry, Salesforce is indispensable for maintaining inventory visibility across different levels, minimizing leaks, and ensuring timely order tracking and delivery management. Its smart targeting capabilities drive awareness and acquisition, making marketing efforts more effective. Leveraging the commerce cloud, Salesforce transforms shoppers into buyers faster, delivering a seamless experience across web, social media, mobile, and physical stores. By automating manual tasks, Salesforce boosts the productivity of sales teams, allowing them to access crucial information via mobile devices even amidst busy schedules. Companies utilizing Salesforce CRM in retail harness the platform to understand and prioritize customer needs, develop targeted marketing strategies, and deliver timely and relevant messages. For businesses seeking to leverage Salesforce CRM effectively, a Salesforce CRM users list provides case studies from leading companies in the retail sector, such as Pepe Jeans and Loreal. 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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January 24, 2023in Salesforce
Snowflake Database
23Jan

Snowflake Database

What is Snowflake Database? Snowflake Database serves as the repository for an organization’s structured and semi-structured data sets, facilitating processing and analysis. It offers automated management of various aspects of data storage, including organization, structure, metadata, file size, compression, and statistics. Snowflake: The Global Data Cloud Platform Snowflake stands as a unified global platform powering the Data Cloud, connecting businesses worldwide across diverse data types, scales, and workloads, fostering seamless data collaboration. Understanding Snowflake Database Snowflake, a relational database hosted in the cloud, serves as a data warehousing solution. Leveraging infrastructure from Google Cloud Platform, Azure, and AWS, it combines traditional database features with innovative functionalities. Snowflake: More Than Just a Data Warehouse Snowflake’s Data Cloud encompasses a pure cloud-based SQL data warehouse, uniquely engineered to handle all data and analytics aspects. It offers high performance, concurrency, simplicity, and affordability unmatched by other data warehousing solutions. Snowflake Database’s Role in ETL Processes Snowflake streamlines data loading, transformation, and storage, eliminating the need for additional ETL tools. Its unique features, scalability, and security have led many organizations worldwide to adopt it as their primary Data Warehousing solution. Snowflake’s Integration with SQL and Python Built on a new SQL database engine, Snowflake’s data warehouse architecture is tailored for the cloud. Moreover, Snowflake provides first-class Python APIs for managing core resources, enabling seamless integration without SQL queries. Challenges and Advantages of Snowflake Despite its advantages such as scalability, performance tuning, and data security, Snowflake faces challenges like higher costs and limited support for unstructured data. Snowflake’s Position in Comparison to Other Databases Snowflake offers faster, easier-to-use, and more flexible data storage and analytic solutions compared to traditional offerings. It is not built on existing database technology or big data software platforms like Hadoop. Ownership and Integration Snowflake operates on major public clouds like AWS, Azure, and GCP, offering pre-warmed virtual machines to support rapid compute. Salesforce had a stake in Snowflake but sold its holdings, making Snowflake an independent entity. Snowflake vs. Salesforce: Choosing the Right Solution Snowflake is preferable for businesses requiring a versatile data platform, whereas Salesforce Data Cloud suits organizations already using Salesforce products due to its seamless integration. Some companies utilize both platforms for diverse needs. 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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January 23, 2023in Salesforce, Salesforce Data Cloud, Salesforce Development Services, Salesforce Implementation Services, Snowflake
Salesforce Data Cloud
18Jan

Key Components of Salesforce Data Cloud

Salesforce Data Cloud organizes and unifies data across Salesforce and other external data sources.  After ingestion, it can drive personalization and engagement. Components of Salesforce Data Cloud to explore. Data Cloud expands Salesforce capabilities by using the best pieces of the developer-friendly Salesforce Platform and adding a highly scalable infrastructure. Data Cloud is an evolution of Customer Data Platform—which was originally designed for marketers but now caters to broader use cases beyond marketing.  The magic of Data Cloud is in creating experiences that wow customers. Key features and components of Salesforce Data Cloud include: Like 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 Capture Initial Traffic Source With Google Analytics To ensure the proper sequencing of Tags, modify the Tag sequencing in the Google Analytics preview Tag settings. The custom Read more Snowflake and Salesforce with Embed Snowflake has deepened its partnership with investor Salesforce by introducing two tools that seamlessly connect their cloud-native systems. Snowflake and Read more

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January 18, 2023in Salesforce Data Cloud
Salesforce GoTo Call Dispositions
17Jan

Salesforce GoTo Call Dispositions

How do I set up custom call dispositions in the Salesforce integration? Create a picklist of custom call dispositions in Salesforce Classic and Salesforce Lightning and then link them to the GoTo Connect integration. Important: These steps need to be completed by your organization’s Salesforce admin. Salesforce Product How-to Salesforce Classic Create the Custom Call DispositionsGo to Setup > Customize > Activities > Activity Custom Fields.Click New and then go to Picklist > Next.Enter the custom call disposition’s Name, Label and Values.Click Next > Next > Save.Add the new call disposition to your call log by going to Settings > Create > Global Actions > Global Actions > Log a Call > Layout and then drag and drop the new call disposition into Log a Call.Click Save.Link New Call Disposition to GoTo Connect for SalesforceGo to Setup > Develop > Custom Settings.Go to GoTo ConnectSettings and then click Manage.Click New and then enter the new call disposition’s name from step 3 in create the custom call disposition above.Click Save and then navigate to Sales and refresh your browser. Salesforce Lightning Create the Custom Call DispositionsGo to Setup > Object manager > Activity > Fields & relationships.Click New and then go to Picklist > Next.Enter the custom call disposition’s Name, Label and Values.Click Next > Next > Save.Add the new call disposition to your call log by going to Settings > User Interface > Global actions > Log a Call > Layout and then drag and drop the new call disposition into Log a Call.Click Save.Link New Call Disposition to GoTo Connect for SalesforceGo to Setup > Custom code > Custom Settings.Go to GoTo ConnectSettings and then click Manage.Click New and then enter the new call disposition’s name from step 3 in create the custom call disposition above.Click Save and then navigate to Sales and refresh your browser. Salesforce GoTo Call Dispositions 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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January 17, 2023in Salesforce
Salesforce Einstein and Einstein Automate
12Jan

Einstein Lead Scoring is Based on:

Understanding What Lead scoring looks at explains how Einstein gives each lead a score based on how well the lead matches the company’s conversion patterns. Einstein Scoring Model considers: Einstein Lead Scoring uses data science and machine learning to discover the patterns in your business’ lead conversion history, and to predict which current leads to prioritize. By using machine learning, Einstein Lead Scoring provides a simpler, faster, and more accurate solution than traditional rules-based lead scoring approaches. The Scoring Model Einstein analyzes your past converted leads, including custom fields and activity data, to determine your conversion patterns. It then identifies which of your current leads have the most in common with your prior converted leads. Based on this analysis, Einstein builds one or more scoring models for your organization. During setup, Salesforce admins can choose to score all of your leads together, or group leads into segments based on field criteria. Einstein builds a separate scoring model for each lead segment. For each lead segment, admins can also choose to omit certain lead fields. When Einstein builds your scoring model, the omitted fields are ignored. When you score all leads together without creating segments, and you don’t have enough lead conversion data to build your own predictive model, Einstein uses a global model. The global model uses anonymous data from many Salesforce customers. When you accumulate enough lead data, Einstein builds a scoring model with your data and uses the model with the better results. Einstein models are refreshed every 10 days, or whenever the admin updates how Lead Scoring is configured. Lead scores are updated at least every six hours as needed. Factors That Contribute to Scores With each lead score, Einstein displays the lead’s field values that have the most significant positive and negative effects on its score. These fields are the lead’s top positives and top negatives. Sometimes, a lead’s score is due to a combination of several fields with only slight positive or negative effects, rather than a few very positive or very negative fields. In this case, Einstein doesn’t display top positives or top negatives for the lead. Like Related Posts 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 Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more Salesforce AI Einstein Next Best Action Salesforce AI Einstein Next Best Action is a feature designed to identify the most effective actions available to agents and Read more

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January 12, 2023in Einstein Insights

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