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Salesforce Objects

Lookup Relationship in Salesforce

What is Lookup relationship in Salesforce? Salesforce’s lookup relationships is a significant capability that allows users to connect two objects and establish a parent-child relationship between them. To effectively manage records, this feature is essential for organizing your data. What are the different types of lookup relationships in Salesforce? A Lookup relationship is a type

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Salesforce Asset Managment

Asset Management Salesforce

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

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Ensuring Salesforce Customer Satisfaction

Tectonic’s Successful Salesforce Track Record

Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, and Health Life Sciences.  Read on about Tectonic’s successful Salesforce track record. Our primary focus is assisting clients with their Salesforce needs to solve business challenges.  We work at the intersection of CRM, Marketing, Big

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AI-driven propensity scores

AI-Driven Propensity Scores

AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables through machine learning, without explicit programming. This insight has gone through numerous updates as the information and use of AI-driven propensity scores evolved. In many cases, writers give a brief overview of the what of

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Financial Services Sector

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 Services Cloud with Einstein Analytics. This amalgamation, known as Einstein Analytics for Financial Services, harnesses Salesforce’s robust query engine and interpretation layers, fueled by the enterprise data analytics prowess acquired through BeyondCore in 2016. Salesforce

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Salesforce Marketing Cloud

Salesforce Marketing Cloud Transactional Emails

Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order confirmation emails, shipping notifications, confirmations, etc. The Transactional Messaging API in Marketing Cloud, an upgraded version of Triggered Sends in Email Studio, offers enhanced scalability and flexibility. However, with increased flexibility comes the responsibility of

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Salesforce

Who is Salesforce?

Who is Salesforce?  Here is their story in their own words. From our inception, we’ve proudly embraced the identity of a customer-centric company. Since the very day we opened our doors, customer focus has been the guiding force behind every decision we make. It’s the catalyst for our growth and the driving factor behind our

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Salesforce

Salesforce Objects and Fields

Salesforce objects and fields are analogous to database tables and the table columns. Objects and fields structure your data. For example, the central object in the Salesforce data model represents accounts—companies and organizations involved with your business, such as customers, partners, and competitors. The term “record” describes a particular occurrence of an object (such as

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Cooking with Salesforce

Cooking with Salesforce

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

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Quip Joins Sales and Service Clouds

Quip Joins Sales and Service Clouds

Salesforce has integrated Quip into its Sales and Service Cloud platforms, marking a significant shift since acquiring the collaboration tool in 2016. Previously a standalone product, Quip’s functionality is now embedded directly into Salesforce, enabling teams to collaborate seamlessly within the context of their business workflows. Quip Joins Sales and Service Clouds. Alan Lepofsky, VP

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Lead Generation Strategy

Lead Generation Strategy

What Is Lead Generation? Lead generation strategy is not just about driving quality leads into the sales funnel or pipeline, but also managing the growth of your company through inbound marketing. So why is lead generation important? Most businesses depend on the inbound flow of leads, so the ability to appropriately manage that inbound flow

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Salesforce Job-Training Initiative

Salesforce Job-Training Initiative

Salesforce.com Inc, a San Francisco-based cloud software company, announced on Thursday that it is joining a White House Salesforce Job-Training Initiative to provide new skills training for U.S. workers. The company, known for its internet-based software used by sales and marketing departments, plans to offer online training to up to 500,000 workers for jobs involving

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