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Salesforce and LiveRamp Integration
09Jun

Salesforce and LiveRamp Integration

Salesforce Marketing Cloud empowers you to maximize every customer interaction by providing tools to manage the customer journey across all channels. With Salesforce’s Customer Data Platform (CDP), you get a comprehensive view of each customer through unified profiles. This platform integrates data from the world’s #1 CRM, creating a single source of truth. Salesforce and LiveRamp Integration. Partnership with LiveRamp Salesforce Customer Data Platform users can leverage LiveRamp’s Distribution application to deliver their customer audiences to LiveRamp. This enables the orchestration of targeted, people-based advertising campaigns powered by RampID across 500+ publishers, including walled garden platforms. A walled garden platform, also known as a closed ecosystem or closed platform, is a software system that restricts access to content, applications, and media. The provider of the platform has complete control over what is shared, and users can only access what the provider allows. Walled gardens are often used in the marketing and tech industries, and can be used to improve cybersecurity by isolating users from external threats. Benefits for LiveRamp Customers: Key Features: Earlier this week, Dreamforce 2022 returned to San Francisco, where Salesforce introduced its new real-time data platform, Genie. LiveRamp was highlighted as a key partner in Genie’s launch, playing a crucial role in delivering highly personalized customer experiences by enriching and activating data across the advertising ecosystem. Salesforce users can now access LiveRamp technology through the LiveRamp Distribution App, available on the AppExchange. Marketers utilize platforms like Genie as their single source of truth to drive personalization. LiveRamp Distribution equips Salesforce customers with tools to build more accurate audiences powered by RampID, a people-based identifier. This integration allows direct access to over 500 platforms and partners for activation, enabling impactful, personalized, and relevant marketing programs across the ecosystem. All activations through LiveRamp ensure privacy by avoiding the sharing of hashed or raw directly identifiable personal data with any activation platform. “Customer data platforms are transforming the advertising ecosystem to be more customer-first. By providing a single, real-time view of the customer and centralizing customer knowledge, Salesforce Genie delivers unparalleled consistency and effectiveness across all customer touchpoints throughout the media ecosystem,” said Travis Clinger, SVP of Activations and Addressability, LiveRamp. According to Salesforce’s Fifth Edition of the State of the Connected Consumer report, 62% of respondents expect companies to anticipate their needs. However, data fragmentation across the ecosystem hinders this personalized customer experience. Brands require advanced segmentation and activation capabilities to successfully engage customers with the right message at the right moment on the right channel. Our partnership empowers marketers to take more control over their data, offering capabilities such as: Supporting CDPs with Activation To remain competitive and grow, businesses must find innovative ways to engage their customers and deliver personalized, relevant messages through preferred channels. The powerful combination of platforms like Genie and LiveRamp enables the transformation of personalized experiences and enhances the reach and accuracy of marketing programs while respecting consumer privacy. 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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June 9, 2022in Salesforce
Salesforce AI Propensity Scores
08Jun

Salesforce AI Propensity Scores

AI-driven propensity scores take an existing data model and improve its predictions, speed, and analysis with AI. Salesforce AI Propensity Scores in CRM: In CRM, a propensity score is the model’s probabilistic estimate of a customer performing a specific action.  A propensity model is a mathematical formula that takes into account all of the known factors that are associated with conversion. The model then uses this information to estimate the likelihood that a given lead will convert to a customer. In super geeky terms, The propensity score is the probability of a unit (e.g., person, classroom, school) being assigned to a particular treatment given a set of observed covariates. How do you calculate propensity score? Propensity scores are generally calculated using one of two methods: a) Logistic regression or b) Classification and Regression Tree Analysis. a) Logistic regression: This is the most used method for estimating propensity scores. It is a model used to predict the probability that an event occurs. Why do we need propensity score? Propensity score analysis (PSA) arose as a way to achieve exchangeability between exposed and unexposed groups in observational studies without relying on traditional model building. Exchangeability is critical to our causal inference. Get Accurate Predictions by Defining the Target Variable Defining the target variable is crucial for accurate model predictions. Your model needs a primary focus for analysis and predictions. Scoring models uncover relationships between features and the target variable, providing insights on how to maximize or minimize this variable. For example, to predict the likelihood of opportunities converting into accounts, define a target variable that indicates this conversion. You can also apply custom logic to refine this target variable further. Make Informed Business Decisions Based on Historical Trends Generate predictions for specific periods to make informed business decisions and maximize revenue based on historical trends. For example, to determine which accounts sales representatives should focus on in the next 30 days, select a 30-day prediction duration. Then, use CRM Analytics datasets with historical data to identify revenue trends from accounts in the past 30 days. Effortlessly Build and Deploy Propensity Models Utilize the Scoring Framework to build and deploy generic propensity models for various industries without coding. Configure and deploy Einstein Discovery models through the AI Accelerator, which displays predictions and Einstein Next Best Action recommendations on record pages using the AI Accelerator—Einstein Predictions & Recommendations component. Scoring Framework Features AI Accelerator and Scoring Framework Integration Get real-time predictions across multiple industries by integrating AI Accelerator. Build generic propensity models without writing code using the Scoring Framework. Configure and deploy Einstein Discovery models, and showcase predictions and Next Best Action recommendations on record pages. AI Accelerator Functionality Salesforce Einstein’s Role Salesforce Einstein integrates robust AI technologies within the Lightning Platform, offering administrators and developers a comprehensive set of platform services to build smarter apps and customize AI for their businesses. Scoring Framework and CRM Analytics Use the Scoring Framework, based on CRM Analytics, to quickly build and deploy propensity models for various industries. Define template configurations, create CRM Analytics apps, and develop Einstein Discovery models and recipes effortlessly. Validating Input Features and Prediction Accuracy Train your model to validate input features and prediction accuracy. Then, deploy the model based on these predictions. Predictions Based on Standard or Custom Objects Build predictive models using standard or custom objects, enhancing business processes with smarter and more predictive capabilities. Making Business Decisions from Historical Trends Generate predictions based on historical trends to help make informed business decisions aimed at maximizing revenue. Enhancing Analysis with Additional Input Features Improve data analysis by incorporating features from CRM Analytics datasets along with object data. Focused Predictions with Defined Target Variables Improve prediction accuracy by defining the primary focus variable for your model. Customize input features to ensure valuable and accurate predictions for your use case. Targeted Predictions with Data Subsets Enhance prediction relevance by focusing on specific data subsets using filter conditions. Contextual Predictions by Storing in Records Store predictions in records to view them within the context of your use case, facilitating informed decision-making. Real-Time Predictions with AI Accelerator Integrate the Scoring Framework with AI Accelerator for real-time predictions, suggestions, and insights. Template Configuration and Data Requirements Ensure data requirements are met while configuring templates, confirming that there are enough records in the dataset. Quick Access to CRM Analytics and AI Accelerator Easily access CRM Analytics apps or AI Accelerator use cases by clicking the relevant button on the template configuration card. Handling Template Configuration and AI Accelerator Issues Retry template configuration activation or deactivation if unsuccessful. Similarly, retry creating or deleting AI Accelerator use cases as needed. Exploring New Metadata Types and Tooling API Objects Explore new metadata types and use the Tooling API to work with Scoring Framework setup objects, enhancing your capabilities within the Scoring Framework. Content updated April 2024. 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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June 8, 2022in Salesforce Einstein
industry
07Jun

Digital BSS

Digital BSS, which stands for Digital Business Support System, refers to a set of software solutions and platforms designed to enable and enhance the operational and business support capabilities of a telecommunications service provider. These systems play a crucial role in managing and monetizing telecommunications services in the digital era. Digital BSS solutions are part of the broader digital transformation initiatives undertaken by telecom companies to adapt to changing market dynamics and customer expectations. Key components and functionalities of Digital BSS include: Digital BSS Adoption The adoption of Digital BSS is driven by the need for telecom operators to stay competitive in a rapidly evolving digital landscape. It allows them to launch new services quickly, improve customer experience, and streamline their internal processes. The shift towards 5G, IoT, and other emerging technologies further emphasizes the importance of advanced BSS systems in the telecommunications industry. 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 Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more

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June 7, 2022in Salesforce Revenue Cloud
pardot change its name
06Jun

Pardot AddThis

Pardot AddThis, is an analytics tool for tracking the contents shared through any of the social media has been maintained in this tool. AddThis share buttons, targeting tools and content recommendations help you get more likes, shares and followers and keep them coming back. Pardot’s AddThis feature’s primary functionality for emails is to allow prospects to share your content through their own social media accounts (ex: Tweet a link to an online version of your email). However, the AddThis feature can be tweaked to add links to your company’s social media sites (Twitter, Facebook, LinkedIn pages). These social media images are the same icons that many companies like to include in emails to encourage their prospects or clients to follow them on various social media sites. For example, you could include a link to encourage your prospects to become a fan of your company’s Facebook page. Oracle has made the decision to discontinue the AddThis service effective May 31, 2023. Consequently, the Account Engagement AddThis connector will be removed, and the Add Social Media Button on emails will no longer be available, as it relied on the AddThis service. It will be helpful if Salesforce adds this Feature. Replacement options for Pardot AddThis include: Content updated June 2023. 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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June 6, 2022in Salesforce
Heroku and Go
03Jun

Heroku and Go

Heroku makes it easy to deploy and scale Go apps. Whether you prefer frameworks like Negroni or Gin, or getting your hands dirty with the standard library, Heroku helps you build things your way with the tools you love. You use the CLI to manage and scale your applications, provision add-ons, view your application logs, and run your application locally. When you create an app, a git remote (called heroku) is also created and associated with your local git repository. Heroku generates a random name (in this case polar-inlet-4930) for your app, or you can pass a parameter to specify your own app name. Deploying and scaling Go apps on Heroku is a breeze. Whether you lean towards frameworks like Negroni or Gin, or prefer diving into the standard library, Heroku empowers you to build your way, using the tools you love. Manage and scale your applications effortlessly using the CLI. From provisioning add-ons to viewing application logs and running your app locally, using Heroku simplifies the process. When you create an app, Heroku automatically sets up a git remote called “heroku” associated with your local repository. Additionally, it generates a random name for your app, or you can specify your own. Heroku treats logs as streams of time-ordered events from all your app and Heroku components, providing a unified channel for all events. You can view log information using commands like heroku logs –tail. To explicitly declare how your app should be started, use a Procfile in the root directory of your application. This file specifies the command to be executed, such as web: go-getting-started. Scaling your app is simple. By default, your app runs on a single web dyno, but you can easily scale it up by specifying the number of dynos to run your web process type. Heroku recognizes that your app is a Go application by the presence of a go.mod file in the root directory, which specifies dependencies and build configurations. Running your app locally requires compiling it and ensuring it’s available on your $PATH. You can achieve this with go install -v . followed by heroku local. To propagate local changes, follow the standard Git workflow: add, commit, and push your changes. Heroku supports add-ons, which are third-party cloud services providing additional functionality for your app, from logging to monitoring. Configuration variables (config vars) store sensitive data and environment-specific information, accessible to your app at runtime. Heroku’s built in logging system aggregates events from all processes into Logplex, facilitating real-time monitoring and debugging. Heroku provides a comprehensive platform for developing, deploying, and running scalable applications, offering seamless integration with various tools and services. Manage and scale your applications effortlessly using the CLI. From provisioning add-ons to viewing application logs and running your app locally, Heroku simplifies the process. Scaling your app is simple. By default, your app runs on a single web dyno, but you can easily scale it up by specifying the number of dynos to run your web process type. Configuration variables (config vars) store sensitive data and environment-specific information, accessible to your app at runtime. In summary, Heroku provides a comprehensive platform for developing, deploying, and running scalable applications, offering seamless integration with various tools and services. Understanding How Heroku Works Heroku’s operational framework encapsulates the intricate process of developing, configuring, deploying, and running applications on its platform. Defining Applications Heroku facilitates the deployment, execution, and management of applications scripted in various computer languages including Ruby, Node.js, Java, Python, Clojure, Scala, Go, and PHP. An application encompasses the source code written in one of these languages, potentially accompanied by a framework, and a dependency description specifying the additional dependencies necessary for building and running the application. Understanding Execution Executing an application on Heroku typically requires minimal modifications. However, it’s necessary to inform the platform about the runnable components of the application. This can often be automatically inferred for established frameworks, while for others, explicit declaration is necessary through a text file called a Procfile. Each line in the Procfile designates a process type, defining a named command executable against the built application. Deployment Process Heroku primarily employs Git as the means for deploying applications, associating a new Git remote, usually named “heroku,” with the local Git repository upon application creation. Consequently, deploying code involves a familiar Git command: git push heroku main. Building Applications Upon receiving the application source, Heroku then initiates a build process tailored to the specific language. This typically involves retrieving specified dependencies and generating necessary assets, culminating in the creation of a “slug” – a bundled package containing the compiled, assembled application ready for execution. Running Applications on Dynos The program executes applications by running specified commands on “dynos” – isolated, virtualized Unix containers preloaded with the prepared slug. Dynos serve as the operational environment for the application, with the ability to scale dynamically based on demand. Configuring Applications Application configuration, encompassing environment-specific variables and credentials, is stored in config vars, accessible as environment variables at runtime. Changes to config vars necessitate the creation of a new release. Add-ons Integration Heroku allows the integration of add-ons, third-party services extending application functionality, seamlessly attached to the application. Add-ons play a crucial role in providing backing services such as databases, queueing systems, and storage. Monitoring and Logging Heroku’s built in logging system collates time-stamped events from all processes and components into Logplex, facilitating real-time monitoring and debugging. Dyno scaling and HTTP routing are crucial components of Heroku’s operational framework, ensuring efficient resource allocation and request handling. Summary The operational framework of Heroku encompasses the development, deployment, and runtime aspects of applications. From defining applications and executing processes to managing configurations and integrating add-ons, Heroku provides a robust platform for deploying and running scalable applications. 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

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June 3, 2022in Salesforce Shield
Tableau vs Datorama
02Jun

What is the Difference Between Datorama and Tableau?

In the current business environment, customer and prospect data serve as the driving force in most everything we do, emphasizing the importance of analyzing, understanding, and acting on accurate data for informed decision-making. Business Intelligence (BI) tools like Datorama and Tableau play an important role in facilitating these processes. This insight conducts a comparative analysis of Datorama vs. Tableau, covering features, capabilities, pricing, support, and training options. Tectonic’s goal is to assist businesses in making informed decisions aligned with their specific needs. If you are choosing between these two tools, contact Tectonic for assistance. Overview of Datorama: Datorama, a cloud-based BI platform, specializes in providing insights into data across a variety of marketing channels. Offering real-time analytics and pre-built connectors for various marketing platforms, Datorama serves as a comprehensive tool for marketing analytics. Its dashboard provides a centralized view of marketing data, automates real-time processing, and incorporates AI-powered insights generated by Salesforce Einstein. Overview of Tableau: Tableau, a widely used BI platform, facilitates easy data connection and visualization. With a user-friendly interface, it allows users to build interactive dashboards and visualizations without coding expertise. Tableau’s adaptability enables it to connect to various data sources, create interactive visualizations, offer data blending, and include forecasting capabilities. Key Features of Datorama and Tableau: Datorama Features: Tableau Features: Pricing Models: Datorama: Custom plans with varying costs based on specific business needs, starting at $3,000 USD per month. Tableau: Tiered plans with pricing ranging from $12 to $70 per user per month. Support and Training: Datorama: Knowledge base, community forums, training courses, and a certification program. Tableau: 24/7 support, online courses, and live training sessions. Choosing the Right BI Solution: Datorama: Suited for businesses with complex data integration needs, ideal for multi-channel marketing analytics and forecasting, offers advanced AI-powered insights. Tableau: Suited for businesses with data visualization and reporting needs, ideal for ad-hoc data analysis and dashboarding, offers powerful visualization capabilities. Benefits of Integration: Final Thoughts: Both Datorama and Tableau excel as BI tools, offering unique strengths. Datorama is tailored for marketing analytics with real-time insights, while Tableau provides versatility in connecting and visualizing data from various sources. Choosing the right solution depends on specific business needs, goals, and budget considerations. Contact Tectonic today for assistance. Like2 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 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 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

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June 2, 2022in Salesforce Einstein
Marketing Cloud Intelligence
01Jun

Salesforce Marketing Cloud Intelligence Explained

What is Marketing Cloud Intelligence? Salesforce’s Marketing Cloud Intelligence, formerly known as Datorama, is an analytics tool designed to integrate and visualize marketing performance data across various platforms. It caters to analytically driven marketers and seasoned analysts, providing an easy-to-use interface while offering connections to traditional BI tools like Tableau. Marketing efforts generate extensive data across multiple platforms, and Marketing Cloud Intelligence consolidates all these marketing tools into a centralized source. It serves as a comprehensive solution for reporting, measurement, and optimization. Market intelligence involves gathering real-time data from the market to understand customers, trends, behaviors, and more, enabling a company to stay competitive and meet market demands. By leveraging out-of-the-box connections, Marketing Cloud Intelligence seamlessly links platforms like Google, YouTube, Instagram, and others without the need for complex coding. The tool, now known as Marketing Cloud Intelligence, reveals trends, tracks progress against goals, and quantifies the ROI of marketing initiatives once connected. The system features a connected library of over 170 connectors for acquiring data from major advertising, commerce, CRM, and database vendors. The unique universal connector, powered by AI, allows effortless connection of any data stream within minutes, even from sources lacking an API connection. Marketing Cloud Intelligence addresses the challenge of data consistency by providing an out-of-the-box marketing data model. It helps organize data into a clear and consistent taxonomy, enriching it with naming conventions, data classification, and automated maintenance alerts for trustworthy decision-making. Beyond reporting and dashboards, Marketing Cloud Intelligence, with the assistance of Einstein, provides actionable insights. Marketers can select a KPI to improve and create a perpetual pipeline of AI insights, addressing overarching questions or specific areas like reducing spend or analyzing creative impacts. What can marketers do with Marketing Cloud Intelligence? Marketers can efficiently compile multiple sources of data in Marketing Cloud using various KPIs, creating at-a-glance and visually appealing dashboards and reports. Marketing Cloud Intelligence, powered by Datorama, facilitates the organization and analysis of diverse data within Marketing Cloud. What does Marketing Cloud Intelligence do? Marketing Cloud Intelligence integrates data from marketing and advertising platforms, web analytics, CRM, e-commerce, and more. It offers a unified view for optimizing campaign performance and real-time insights. The tool optimizes marketing spend and customer engagement with unified performance data, automated reporting, and AI-driven insights. Why is marketing intelligence important in Salesforce? Marketing intelligence tools help businesses gather and analyze market data. CRM and CDP tools, such as Salesforce Marketing Cloud Intelligence, unite data from disparate sources to provide a fuller picture of their customers and the marketplace. Like 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 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 Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

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June 1, 2022in Salesforce Marketing Cloud
Salesforce Slack Integration
30May

Salesforce Slack Integration

Salesforce Slack Integration gives you a powerful collaboration tool fully integrated with the Salesforce platform. Which Salesforce Slack App Is Right for Me? Salesforce for Slack apps bring Salesforce data and collaboration together in powerful new ways. But which apps best meet your use case? Refer here. 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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May 30, 2022in Salesforce, Salesforce Slack
AWS Salesforce
27May

AWS Salesforce

The world’s leading cloud provider and foremost CRM platform are joining forces to empower customers in the efficient and secure management of their data across Salesforce CRM and Amazon Web Services. This collaboration ensures the responsible integration of cutting-edge generative artificial intelligence (AI) technologies into applications and workflows. Enhanced integrations between AWS technologies and Salesforce products include unified data management, seamless deployment of AWS’s voice, video, and AI services, and simplified purchasing options through AWS Marketplace. AWS Salesforce The collaborative innovations between Salesforce CRM and AWS aim to elevate data management, enhance customer experiences, and empower AI-driven applications. Salesforce is adopting an AWS-native approach for its Salesforce Data Cloud, expanding its use of AWS across its entire portfolio. Simultaneously, AWS is broadening its adoption of Salesforce CRM offerings company-wide, including the utilization of Data Cloud for managing unified customer profiles. Trusted, Integrated Platforms Salesforce announces it is now accessible on AWS Marketplace, streamlining the deployment of Salesforce products for joint customers through seamless buying and billing experiences. This partnership signifies a significant milestone, uniting the top AI CRM provider with the leading cloud provider to deliver a trusted, open, integrated data, and AI platform. Customers can securely leverage Amazon Bedrock within Salesforce Einstein Copilot Studio to develop generative AI-powered skills, apps, and experiences across the Salesforce Customer 360. The seamless and secure unification of data across Salesforce Data Cloud and Amazon Web services like Amazon Redshift and Amazon EMR allows the utilization of foundation models in Amazon Bedrock and Amazon SageMaker. Salesforce Service Cloud Voice seamlessly integrates with Amazon connect, empowering contact center agents with comprehensive tools within their workspace to deliver enhanced customer service. Amazon Connect is chosen as Salesforce’s preferred contact center technology, available through its new offering, Service Cloud Voice. The collaboration between Tableau and AWS leverages resources, technical expertise, and data knowledge to maximize the value of end-to-end data and analytics investments. This collaboration facilitates the secure deployment and scaling of cloud analytics, resulting in faster time to value and reduced costs. The partnership between Mulesoft and AWS accelerates cloud adoption and facilitates seamless connection with data and workflows from various systems. Out-of-the-box connectors for key AWS services and business systems overcome data silos, allowing builders to focus on innovation rather than integration. Slack, powered by AWS, serves as the digital headquarters for engineering, providing an integrated ChatOps environment. IT professionals can enhance cloud-centric workflows by monitoring and managing AWS environments from Slack, bringing together tools and professionals for faster code deployment, reduced incident response time, and increased visibility. Additionally, the partnership enables the virtualization of data from AWS services in Salesforce objects for low-code development. Users can sign into AWS from Salesforce Setup or into Salesforce from the Amazon Management Console, simplifying service authorization, user identity, security, and governance between Salesforce and AWS. Content updated December 2023. 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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May 27, 2022in Salesforce
Different Ways to Create Cases in Salesforce
26May

Salesforce Email to Case

Configure your Email to Case settings to tailor Salesforce’s handling and case creation from incoming emails. If you’ve completed the Guided Setup flow, some settings may already be populated. Salesforce email to case provides a quick creation of cases when emails are sent in. Salesforce employs logic to match the ‘From’ field email address in incoming emails to a Contact’s email address. If a match is found, the system associates the created Case with the corresponding Contact record. To enable Email-to-Case, follow these steps: Click on Setup, enter “Email-To-Case” in Quick Find, select Email-to-Case, and click the edit button. By default, Email-to-Case creates Cases and associates them with a Contact if the sender’s email address exists on one Contact. However, automatic association doesn’t occur if the email exists on multiple Contacts. Benefits of Email-to-Case in Salesforce include faster response times, allowing organizations to prioritize and promptly assign cases. Case assignment rules based on specific criteria help automate assignments to appropriate support agents or teams. Access Email-to-Case settings through Setup, then enter “Email-to-Case” in the Quick Find box. We recommend selecting all settings. Some key settings include enabling Email-to-Case, notifying case owners on new email, enabling HTML email, setting case source to email, and more. Configure additional settings like saving Email-to-Case attachments as Salesforce files, eliminating duplicate email attachments, invoking triggers on status change, and replying with new content only. Enable on-demand service to allow Salesforce to process incoming emails unless using a custom solution. Set actions for emails exceeding the organization’s daily processing limit and unauthorized sender actions. Customize Email-to-Case in Salesforce from Setup by entering “Email-to-Case” in the Quick Find box. In the Routing Addresses list, edit the routing address created in the Email-to-Case guided setup flow and select the case record type. Limitations of Email-to-Case include a default limit of 2500 cases created within an organization, which cannot be increased and resets at midnight GMT. Email-to-Case in Salesforce is unique to each instance, and when a sandbox is refreshed, the email service addresses in the Email-to-Case section must be manually enabled and created again. 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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May 26, 2022in Salesforce
formula fields
25May

Bucket Field in Salesforce

The Bucket Field in Salesforce feature facilitates rapid categorization of values for a field in a report without requiring the creation of a custom formula field at the object level. In reporting, a bucket represents a customized category crafted by users and serves as a tool within Salesforce for reporting and documentation purposes. What is the purpose of the Bucket Field tool? The Bucket Field tool simplifies the process of organizing data and enhances reporting capabilities. By grouping records based on specific criteria, users can delve deeper into their data, enabling them to make more informed decisions. Is it possible to bucket a formula field in Salesforce? To utilize in another report, a Bucket Field must be recreated for each additional report, or a separate formula field must be created for the object depending on the bucket. Custom Summary Formulas cannot be applied to Bucket Fields. Limitations of Bucket Fields Each Bucket Field allows a maximum of 20 buckets. Bucket Fields cannot be created against Custom Summary Formulas. Reports can incorporate a total of 5 bucket fields. Can you filter on a bucket field in Salesforce? Bucketing can be utilized to group, filter, or organize report data. When creating a bucket field, users define multiple categories (buckets) used to group values in the report. 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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May 25, 2022in Salesforce
Salesforce the Pioneer of CRM
24May

Salesforce – The Pioneer of CRM

Salesforce was one of the pioneers in offering a cloud-based CRM solution. This means that users can access the platform anywhere, anytime, with an internet connection. Not only does this reduce technical debt in terms of IT software management, but it saves technical debt in hardware as well. This cloud-based design enables teams to collaborate effectively from different locations, increasing efficiency and productivity. Salesforce – The Pioneer of CRM. The platform provides a highly customizable solution that allows you to tailor CRM to your specific requirements and is renowned for its flexibility, offering users a wide range of customizable features and functionalities. The key aspect of Salesforce’s flexibility is its extensive customization options. Salesforce – The Pioneer of CRM Salesforce services allow businesses to use cloud technology to better connect with partners, customers, and potential customers. Using the Salesforce CRM, companies can track customer activity, market to customers, and many more services. 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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May 24, 2022in Salesforce, Salesforce Optimization
Salesforce Slack Integration
23May

Slack and Salesforce Announce Industry Specific Solutions

As the pace of digital transformation accelerates, businesses seek solutions to enhance productivity, foster connection and collaboration, and automate workflows in an increasingly digital-centric environment. Slack and Salesforce Industry Specific Solutions are leading the charge. Every company, regardless of size, can benefit from a digital platform that dismantles silos, fostering connectivity among people, tools, and customers—an approach we refer to as a digital HQ. However, embarking on digital transformation is a complex undertaking, demanding expertise and a profound understanding of trends shaping the business landscape and workforce. To address these challenges, we have collaborated with Slack and Salesforce consulting partners to introduce the initial phase of Slack Partner Industry Solutions. Slack and Salesforce Industry Solutions is the result! Earlier this year, we expanded Slack’s global consulting partner ecosystem. As the adoption of Slack continues to grow, our partners have invested in crafting solutions tailored to meet specific industry requirements, seamlessly integrating Slack into diverse work methodologies. Today, a broader array of solutions and services is available, empowering Slack and Salesforce customers to optimize their digital tools further. For those seeking a personalized solution aligned with their industry’s unique characteristics, Slack-certified consulting partners have developed tailored solutions for industries such as financial services, manufacturing, communications, retail, media, technology, and more. This development is particularly advantageous for Slack customers aiming to establish a digital HQ that aligns with the specific needs of their businesses. Customers will benefit from cutting-edge technologies offered by Slack and Salesforce’s Customer 360, complemented by invaluable services from our partners, encompassing advisory, strategy, organizational transformation, and change management. This collaborative effort aims to dismantle data silos, enabling organizations to collaborate productively in a work-from-anywhere paradigm. Our partners also provide strategic guidance, helping create digital HQs that address industry-specific challenges, such as intelligent case swarming for lapsing insurance policies, predicting customer churn in wealth management, streamlining manufacturing supplier onboarding and management, transforming contact centers for retail and consumer goods companies, or enhancing advertisement sales for communications and media businesses. “The world’s largest and most influential consultancies have recognized that every customer needs a digital HQ. Slack and Salesforce are a key enabler to make that happen. Having these partners engaged and primed to deliver these industry solutions is a big step in our ability to bring the digital HQ to market.” Richard Hasslacher, VP of Slack Alliances & Channels Like2 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 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

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May 23, 2022in Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Slack
Salesforce and Healthcare
21May

Personalized Experiences in Healthcare

Customization plays a pivotal role in elevating engagement and fostering trust between healthcare providers and patients. By crafting personalized communications and experiences grounded in patient demographics, health status, and preferences, healthcare organizations can position themselves as reliable partners in their patients’ health journeys. The arrival of Salesforce Personalization brings a whole new set of tools to create engaging, personalized experiences in healthcare. Salesforce Health Cloud extends Service Cloud’s capabilities by allowing healthcare practitioners to form Care Teams composed of patients’ care community members. Primary care physicians, specialists, household caregivers, and anybody involved in a patient’s healthcare journey could make up this group. Personalized Healthcare Experiences with Salesforce 360-Degree Customer View An effective approach to achieve personalization involves leveraging data insights to access comprehensive audience information, optimize physician relationships, and enhance acquisition. Salesforce’s Health Cloud facilitates the connection of disparate systems, enabling healthcare providers to establish a 360-degree view of their patients and deliver more individualized care. Furthermore, marketing automation tools can efficiently deliver personalized communications to the physician community at scale. Tailoring journeys, employing omni-channel communication, and automating workflows emerge as effective strategies for personalizing the healthcare experience. Through the utilization of these methods, healthcare providers can enhance trust and customer retention, ultimately leading to improved health and business outcomes. In essence, personalization stands as a key tool for healthcare providers to cultivate trust and enhance patient outcomes. The ideal digitally supported personalized patient experience includes: Patients’ care needs are clearly identified based on their demographic, clinical, and psychosocial data as well as past behaviors, so that they are matched with the right set of services. Connect everyone in the ecosystem around the patient to increase efficiencies. Surface insights by integrating data silos across R&D, manufacturing, and supply chain to deliver therapies. Create, scale, and track therapy-specific support programs with personalized experiences and real-time analytics. Research shows that personalized care does indeed improve patient experience and outcomes. The same study showed that as much as one-third of high-cost unplanned follow-up care was preventable. What is personalization in healthcare? A personalized approach requires a dynamic customization of care that is specifically relevant to the individual, based on factors such as medical conditions, genome, needs, values, and circumstances. Today’s most innovative providers personalize every facet of patient care at every stage of the wellness journey. Here’s how you can deliver personalized experiences that are secure, compliant, agile, and interoperable — for every moment that matters. Get patients on therapy faster. Raise trial awareness and create trusted relationships through personalized interactions. Collaborate to improve outcomes. Connect teams to improve productivity and efficiency as you ensure compliance with trusted and advanced integrations. Make data-driven improvements and drive cross-team efficiencies. Find new opportunities to make program improvements with valuable patient and healthcare provider insights. Book coordinated appointments easily. Built-in lead times and site capacity information let you schedule apheresis, manufacturing entry, and infusion appointments smoothly. Reschedule full appointment chains effortlessly. Respond to adjustments in manufacturing turnaround times and the patient’s availability to keep development and administration progressing. Configure multiple therapies on one flexible platform. Allow multiple organizations to configure, deliver, and scale various therapies, while maintaining regulatory compliance. Contact Tectonic today to discover how Salesforce can improve your personalized experiences in health care and life sciences. 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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May 21, 2022in Life Sciences Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Personalization

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