Insights - gettectonic.com - Page 142
revenue cloud
01Oct

CPQ for Salesforce

Formerly known as Salesforce CPQ, Revenue Cloud empowers your sales team to generate precise quotes for customers. Automate the entire Quote-to-Cash process across all business models and expedite your growth, fostering a seamless buying and selling experience with minimal hassle. CPQ for salesforce is an essential sales tool. Salesforce CPQ, or Configure, Price, Quote Software, is a sales tool that enables companies to provide accurate pricing for any product configuration scenario. CPQ applications consider optional features, customizations, quantities, and discounts, allowing sales representatives to quickly and accurately quote prices. Accessible on any device through its cloud-based platform, Salesforce Revenue cloud offers user-friendly software for sales teams, establishing a direct link with your CRM within the Sales Cloud platform. In the Salesforce context, CPQ refers to any Configure Price Quote Software that enables sales reps to create customized quotes based on the buyer’s needs, syncing all interactions with a deal’s documents within the Salesforce CRM. Salesforce Revenue Cloud plays a crucial role in reducing wasted time, aligning with lean manufacturing principles applied to sales tactics. Streamlining the sales process becomes essential in the evolving sales landscape, focusing on delivering value to the customer. CPQ contributes by offering insights, sharing requested information, or providing details on pricing and configuration, ensuring every interaction with the buyer adds value. While many salespeople excel in their industry, CPQ for Salesforce becomes valuable when technical insights into complex products or the supply chain are lacking. CPQ, with product specifications and options programmed directly, leverages subject matter expertise, aiding salespeople in asking the right questions and resulting in more significant deals. CPQ for Salesforce Salesforce CPQ accelerates selling processes, minimizing the impact of delays in the sales pipeline. Users have reported faster quote delivery and approval times, with notable examples like Domino Printing Sciences experiencing an 80% reduction in quote delivery time and Cloudera’s quoting process being three times faster post-CPQ implementation. Assessing the value of Salesforce CPQ involves considering time and cost savings against licensing and implementation expenses. While CPQ technology can enhance efficiency and accuracy, a guaranteed ROI is not assured. Proper deployment, customization, training, and support are crucial for CPQ’s success in saving time, increasing accuracy, and securing larger deals. CPQ for Salesforce is not just a sales solution; it serves as a tool for the entire company to streamline sales processes into lean, productive systems. Integrating Salesforce CPQ with existing services defines sales as a process, enabling teams to maximize time and resources, ultimately making the sales process efficient and lean. Content updated May 2022. Content updated November 2023. Like1 Related Posts Best CPQ for Salesforce Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic Read more Acronyms for Quote-to-Cash Here is a helpful glossary of quote-to-cash acronyms you will hear in the Salesforce Ecosystem. AcronymMeaningDefintionACVAnnual Contract ValueThe annual revenue Read more 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 Read more Asset Management Salesforce Can Salesforce do asset management? You can manage assets in Consumer Goods (desktop) and in the Consumer Goods offline mobile Read more

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October 1, 2018in Salesforce CPQ, Salesforce Revenue Cloud
Sales Cloud Einstein Forecasting
23Sep

Sales Cloud Einstein Forecasting

Salesforce, the global leader in CRM, recently unveiled the next generation of Sales Cloud Einstein, Sales Cloud Einstein Forecasting, incorporating AI into every phase of the sales cycle, from pipeline building and deal closing to business growth. The new Einstein Forecasting tool enhances visibility and intelligence, enabling sales leaders to more accurately predict sales revenue at each stage. Additionally, Einstein Opportunity Scoring prioritizes high-value opportunities, and Einstein Email Insights identifies critical emails, allowing sales reps to sell faster and smarter. Introducing Einstein Forecasting Einstein Forecasting revolutionizes business predictability, benefiting everyone from the head of sales to the CFO. Traditional forecasting methods, often reliant on incomplete spreadsheets and outdated systems, result in inaccurate projections, underperformance, and business disconnection. In fact, less than half of deals close as forecasted, leading to missed quotas and revenue shortfalls. Sales Cloud Einstein Forecasting Einstein Forecasting is a fully automated, out-of-the-box solution utilizing a company’s historical CRM data to eliminate guesswork. By combining data mining and machine learning, it analyzes factors like seasonality and historical performance to deliver highly accurate, individualized sales forecasts. Its self-learning algorithms assess individual and team forecasting behaviors, adjusting for optimism or pessimism to provide unbiased analysis. Moreover, Einstein translates forecast data into human language, helping sales leaders understand pipeline expectations and reasons. For example, a regional manager for a trucking company can use a dashboard to see if the team is on track or if any deals are in jeopardy of not closing or being lost. This foresight allows for timely intervention. Similarly, a CFO considering expansion can use Einstein Forecasting to predict funding availability for new regions. Enhancing Sales Reps’ Efficiency with AI In addition to Einstein Forecasting, Salesforce introduced Einstein Opportunity Scoring and Einstein Email Insights to keep sales reps focused on vital deals. Einstein Opportunity Scoring Einstein Opportunity Scoring identifies, surfaces, and prioritizes the most valuable deals within Sales Cloud, such as those with large deal sizes and significant executive engagement. It monitors deals in progress, flagging high-value deals at risk, allowing reps to concentrate on building the pipeline and closing deals efficiently. For instance, sales reps can focus on the most promising deals instead of spending hours sifting through opportunities. Einstein Email Insights Einstein Email Insights acts as a personal email assistant for sales reps, powered by natural language processing (NLP). It identifies crucial emails and recommends actions or responses, helping reps prioritize their inbox and quickly address customer needs. This proactive approach ensures that deals continue moving forward, from scheduling meetings to sending quotes. For example, a sales rep returning from a day of meetings can quickly find and address important emails without sifting through their inbox. Benefits of Einstein Forecasting Einstein Forecasting leverages AI technology to bring certainty and visibility to forecasts, enhancing accuracy, predicting outcomes, and tracking team performance. Salesforce Einstein Celebrates One Year of Innovation Since its launch in September 2016, Salesforce Einstein has brought AI capabilities to every business user, transforming customer experiences across the Customer Success Platform. Today, Einstein delivers over 475 million daily predictions, enabling companies like U.S. Bank, Room&Board, FareCompare, Silverline, and Black Diamond to operate smarter and more productively. Additionally, Einstein Platform Services empower developers to build AI-powered CRM apps using computer vision and NLP, with over 7,000 developers already creating Einstein-powered apps. Under Chief Scientist Dr. Richard Socher, Salesforce Research has published 10 academic papers, advancing deep learning technology for Salesforce customers. Einstein Predictions Enabling Einstein Forecasting displays the Einstein prediction column on the forecasts page, showing median predicted amounts for each manager’s team based on opportunities within the Best Case and Commit forecast categories. Predictions may not appear if there is insufficient historical data or a large prediction range. Predictions are typically in US dollars unless multiple currencies are used, in which case amounts are converted based on the static conversion rate set by the Salesforce admin. Selecting a prediction value reveals detailed information in the side panel, including the prediction range, a breakdown of wins from existing and new deals, and top factors contributing to the prediction. The Forecast Changes Chart offers a visualization of predicted closings within a forecast period, highlighting key performance indicators. New Salesforce AI Innovation Fund To foster next-generation AI solutions, Salesforce Ventures announced a $50 million Salesforce AI Innovation Fund. Fast-growing AI startups Highspot, Squirro, and TalkIQ are the first recipients, accelerating their development of transformative AI solutions on Salesforce. Additionally, Salesforce Ventures has invested in All Turtles, an AI startup studio partnering with founding teams to create AI-centric products. Salesforce will collaborate with All Turtles to co-create advanced AI solutions on the Salesforce platform. 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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September 23, 2018in Salesforce Einstein
HIPAA
02Aug

What is HIPAA?

What is HIPAA? Health Insurance Portability and Accountability Act Description The Health Insurance Portability and Accountability Act of 1996 is a United States Act of Congress enacted by the 104th United States Congress and signed into law by President Bill Clinton on August 21, 1996. The HIPAA act required the creation of national standards to protect sensitive patient health information from being disclosed without the patient’s knowledge or consent. The Health Insurance Portability and Accountability Act of 1996 (HIPAA) is a federal law that required the creation of national standards to protect sensitive patient health information from being disclosed without the patient’s consent or knowledge. The US Department of Health and Human Services (HHS) issued the HIPAA Privacy Rule to implement the requirements of HIPAA. The HIPAA Security Rule protects a subset of information covered by the Privacy Rule. HIPAA Privacy Rule The Privacy Rule standards address the use and disclosure of individuals’ health information (known as protected health information or PHI) by entities subject to the Privacy Rule. These individuals and organizations are called “covered entities.” The Privacy Rule also contains standards for individuals’ rights to understand and control how their health information is used. A major goal of the Privacy Rule is to make sure that individuals’ health information is properly protected while allowing the flow of health information needed to provide and promote high-quality healthcare, and to protect the public’s health and well-being. The Privacy Rule permits important uses of information while protecting the privacy of people who seek care and healing. Covered Entities The following types of individuals and organizations are subject to the Privacy Rule and considered covered entities: Exception: A group health plan with fewer than 50 participants that is administered solely by the employer that established and maintains the plan is not a covered entity. 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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August 2, 2018in Data, Salesforce Development Services
UI and Data Loss
27Jul

UI and Data Loss

For years, the primary stumbling block hindering organizations from embracing cloud adoption has been the concern over data security, solutions, and safety. However, recent surveys indicate a significant shift, with cloud service providers like Salesforce playing a pivotal role in building trust, with adoption rates soaring as high as 65%. UI and Data Loss-user interfaces may be the weak link in your data security. As the leading CRM platform and a top-tier cloud solution boasting over 99% uptime, Salesforce instills confidence in its users. Yet, a lingering question remains: is your data truly secure? The resounding answer is yes; Salesforce’s service disruptions are exceptionally rare. However, the risk of data loss often stems from how companies interact with their Salesforce environment and handle cloud data manipulation. Each organization operates within its own instance of Salesforce, accessing data via standard applications like CRM or third-party tools. However, each interaction with this cloud data carries the potential for inadvertent errors and unwanted outcomes. Let’s dive into the primary causes of data loss within Salesforce in this insight: To mitigate the risk of accidental data loss, enhancing the Salesforce user interface (UI) is paramount. The UI’s design and flexibility, largely controlled by administrators and developers, significantly influence user interaction and data integrity. Benefits of an optimized Salesforce UI include: Here are strategies to optimize the Salesforce UI and minimize the risk of accidental data loss: While Salesforce offers robust data management capabilities, human error remains a risk factor. By implementing thoughtful UI enhancements and adhering to best practices, organizations can minimize the likelihood of data loss and ensure data integrity. 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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July 27, 2018in Salesforce, Salesforce Managed Services
Salesforce Government Cloud
17Jul

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 sites for effective communication, creating dynamic application forms, and streamlining approval processes for licenses and permits are among the capabilities offered. Public sector Salesforce solutions. A government CRM system minimizes manual admin tasks, allowing public servants to focus on enhancing citizens’ lives. Utilize flexible dynamic assessments, care plans, and referrals to assist families and individuals seamlessly. Salesforce recommends exploring a trial org to understand setup recommendations and prepare for implementation. Discover how the Salesforce platform, with a dedicated data model and common components, enables tailored solutions for municipalities, states, provinces, or federal agencies. Public Sector Solutions eschews a one-size-fits-all approach, allowing the combination of various components to address specific agency needs. The cloud-based Salesforce platform, encompassing Sales Cloud, Service Cloud, and Experience Cloud, serves as the foundation for Public Sector Solutions. Providing relationship management, case management, collaboration, integration, and data insight capabilities, it offers a 360-degree view of constituents while adhering to stringent data security regulations. The Public Sector Solutions data model is designed for government agencies, accommodating diverse tasks such as issuing licenses, conducting inspections, managing grants, and handling emergency programs. Dynamic features include License and Permit Management, Inspection Management, Grantmaking, Emergency Program Management, and Employee Experience. Configurations for Public Sector Solutions include prebuilt apps, granting licenses for specific Salesforce editions with varying usage limits. Additional add-ons, such as CRM Analytics, Intelligent Document Reader, Einstein Relationship Insights, and Business Rules Engine, allow customization to meet specific functionality requirements. Salesforce public sector solutions use standard Salesforce objects to structure and store data related to licensing, permitting, inspections, assessments, case and program management, benefit management, grantmaking, and more. Salesforce is used across various sectors, including technology, retail, insurance, banking, and industrial industries. It is utilized by businesses of all sizes, from small enterprises to large corporations, for CRM purposes. Tectonic looks forward to assisting you with Public Sector Salesforce Solutions. Content updated December 2023. Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more Salesforce 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 Integration With Salesforce What is Salesforce Integration? Integration is the process of establishing connections between two or more applications within an enterprise system. Read more

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July 17, 2018in Mulesoft, Salesforce Government Cloud, Salesforce Public Sector Solutions
Cybersecurity
13Jul

What is Cybersecurity?

When we hear the term “cybersecurity,” images of hackers in dimly lit rooms breaching digital fortresses may come to mind. However, the reality of cybersecurity is intricate and multifaceted. Digital thieves capturing credit card numbers and going on shopping sprees put consumers and companies at risk. While threats can emanate from cunning hackers, they also arise from unintentional employee mistakes. The primary avenues through which cybercriminals can access organizations include stolen credentials, phishing, and exploiting vulnerabilities. Cybersecurity is the responsibility of everyone. Let’s look at the definition of cybersecurity, how it operates, and explore ways to enhance digital defense within your company. What is Cybersecurity? Cybersecurity serves as an organization’s defense against the constant onslaught of digital threats, safeguarding against online criminals, manipulation, and deceit from both internal and external sources. It extends beyond data protection, encompassing the preservation of business integrity and reputation. Investing in robust security measures ensures organizational resilience and trustworthiness. How does Cybersecurity Work? While physical office spaces have boundaries, the digital realm is seemingly limitless, and so are the associated threats. With each custom application, cloud service, customer account, and remote work log-in, risks multiply. A robust cybersecurity strategy combines technology and human vigilance, securing data and preserving the core of business operations. Effective protocols include technology deployment for: Human workforce, equipped and trained with the right skill sets and tools, acts as the secret weapon. Addressing security skills gaps empowers employees to actively contribute to the organizational shield, reducing the likelihood of errors that could lead to breaches. Why is Cybersecurity Important? Similar to securing physical offices against intruders, protecting digital assets is crucial. Cyberattacks, projected to cause $10.5 trillion in damage by 2025, are sounding alarms. Key factors driving this increase include remote and hybrid work vulnerabilities, expanding digital footprints, insufficiently vetted third-party vendors, and adaptive cybercriminals. Cybersecurity is not a luxury but a lifeline for businesses. It is increasingly vital to safeguarding information and reputation in the digital stratosphere.  And it is of vital importance for compliance in many industries. The Benefits of Cybersecurity The primary benefit of security is keeping data safe. A comprehensive strategy protects valuable data from theft and manipulation, including intellectual property and customer information. Strong cybersecurity practices enable organizations to: Effective cybersecurity practices ward off cybercriminals, safeguarding assets, customers, and brand. Different Types of Security Just as locks protect physical offices, cybersecurity aims to protect data. Common practices include: Adopting these measures requires regular updates and patches to stay ahead of evolving security hazards. Ongoing workforce training is crucial to maintaining robust cybersecurity protocols. Cybersecurity is a dynamic defense against digital threats, and its significance cannot be overstated in today’s, or tomorrow’s, digital landscape. If you are concerned about your Salesforce security, contact Tectonic today to learn about Salesforce Shield. 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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July 13, 2018in Salesforce
Salesforce Success Story
27Jun

Case Study: Health Payer/Provider Onboarding/Network Growth

After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce in a basic capacity, being a predominantly SAP and Microsoft shop. Fast forward to about a year ago, with a change in leadership, Salesforce became the desired platform to build and expand on. With the need to support multiple lines of business, provide more accurate forecasting and quoting and close the gap between sales and supply chain there was a lot to tackle both immediately and long term.

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June 27, 2018in Salesforce, Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
Salesforce Objects
27Jun

Types of Objects and Fields in Salesforce

Salesforce relies heavily on objects, which serve as a fundamental component by offering a framework for data storage and integration into the user interface. Thereby resembling the structure of a database table. Object fields, akin to database columns, and records, resembling database rows, play crucial roles in this system. Standard Objects Salesforce provides standard objects as a foundational CRM structure, encompassing entities like account, contact, opportunity, lead, and campaign. These standard objects act as tables containing records accessible through standard tabs such as Accounts, Contacts, Opportunities, Leads, Campaigns, and more. Industry specific Salesforce Clouds have additional standard objects Custom Objects In addition to standard objects, Salesforce permits the creation of custom objects tailored to specific organizational data needs that may not be accommodated by standard objects. For instance, creating a custom object to manage employee checking and saving account details for processing biweekly salary, ensuring privacy by restricting access to the system administrator and the employee who initiated the record. Reports and dashboards can be generated based on data stored in custom objects, typically identified by a __c suffix. Standard vs. Custom Objects The distinctions between standard and custom objects are highlighted in the following table: Standard Object Custom Object Cannot be deleted Can be deleted Grant Access Using Hierarchies sharing access cannot be changed Grant Access Using Hierarchies sharing access can be changed Truncating standard objects is not possible Truncating custom objects is possible Custom fields can be created on standard objects Custom objects include some standard fields like Name, Created by, Last modified by, etc. External Objects Similar to custom objects, external objects enable the mapping of data stored outside the Salesforce organization. These objects rely on an external data source definition, such as Salesforce Connect or OData, to establish connections with external system data. Each external object corresponds to a data table in the external system, with fields mapping to table columns. External objects are typically denoted by a __x suffix. Standard and Custom Fields Both standard and custom objects include standard fields like Name, CreateDate, LastModifiedDate, and Owner fields. Standard fields are predefined and integral to the Salesforce application, while custom fields are tailored to meet specific business needs, allowing addition, modification, and deletion. Custom fields are often identified by a __c suffix and can include custom help text for user guidance. 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 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 27, 2018in Salesforce, Salesforce Development Services, Salesforce Implementation Services
Event Monitoring in Salesforce
22Jun

Event Monitoring Salesforce

Event Monitoring Salesforce: Leveraging API for Insights Event monitoring, an API-exclusive feature, isn’t accessible via the Setup area; instead, each organization’s event log files are stored in the API object called EventLogFile. Salesforce offers Workbench, an API tool enabling access to EventLogFile objects, facilitating tracking for various event types, including logins, logouts, URI, Lightning, Visualforce page loads, API calls, Apex executions, and report exports. Key Points: Exploring EventLogFile with Workbench: Understanding SOAP vs. REST: Downloading Event Log Files: 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 22, 2018in Salesforce, Salesforce Optimization
Consent Management Analytics and Data Quality
12Jun

Consent Management Analytics and Data Quality

Understanding Data Analytics Consent and Consent Management Why Consent Management is Crucial Consent Management Analytics and Data Quality. With laws like GDPR and CCPA imposing stringent data processing requirements, an effective consent management strategy is essential for compliance and building user trust. A Consent Management Platform (CMP) simplifies this process, offering comprehensive solutions for managing consent and user preferences. Emerging trends such as AI, blockchain, and browser-based preference signals like Global Privacy Control (GPC) are shaping the future of consent management, pushing for more dynamic, user-centric models that prioritize control and privacy. What is Data Analytics Consent? Data analytics consent involves obtaining and managing individuals’ permission to collect, store, and use their personal data for specific purposes. With an entire generation accustomed to constant data collection and analysis, consent management has become a vital component of digital operations. This discipline focuses on the practices and processes organizations use to handle and record user consent for data collection and processing. The Role of a Consent Management Platform (CMP) A CMP is a software tool designed to help websites comply with cookie regulations. It plays a crucial role by: How is Consent Managed in Data Privacy? Consent management in data privacy is a procedural approach ensuring compliance by informing users about data collection and usage practices. An effective process logs and tracks consent, enhancing data quality and relevance. Users who actively consent to data use are more likely to provide accurate and relevant information, which is vital for informed business decisions and personalized services. Why Consent Management is Essential for Data Protection Compliance Compliance with data protection regulations requires explicit consent for data processing, especially for sensitive data. Consent management: Informed Consent and Data Strategy Informed consent is crucial for ensuring participants voluntarily engage in data collection and understand its purpose. Implementing a consent management system involves: Explicit vs. Implicit Consent The Future of Consent Management Emerging trends like AI, blockchain, and GPC are influencing the evolution of consent management, necessitating more dynamic, user-centric models that prioritize user control and privacy. Businesses must refine their data strategies for increased transparency and prepare for a future without third-party cookies, ensuring that user consent is respected in all marketing activities. Content updated February 2024. 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 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 Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to Read more

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June 12, 2018in Salesforce Marketing Automation
Cloud Managed Services
17May

Cloud Products

Cloud solutions, also known as cloud computing, cloud products or cloud services, deliver IT resources on demand over the Internet. What is a cloud product? What is a cloud product? Cloud products provide a wide range of cloud-based services including computation, storage, databases, analytics, networking, mobile, developer tools, management tools, Internet of Things (IoT), security, and enterprise applications. There are several examples of cloud computing applications used by both businesses and individuals. One type of cloud service would be streaming platforms for audio or video, where the actual media files are stored remotely. Another would be data storage platforms like Google Drive, Dropbox, OneDrive, or Box. Even personal storage like iCloud. What is cloud in simple words? The definition for the cloud can seem murky, but essentially, it’s a term used to describe a global network of servers, each with a unique function. The cloud is not a physical entity, but instead is a vast network of remote servers around the globe which are hooked together and meant to operate as a single ecosystem. Why do they call IT the cloud? The name comes from the fact that the data gets stored on servers – in the cloud. So, I guess it’s safe to assume that the cloud is a slang term used by tech industry people to describe the servers and networking infrastructures that allow users to store and access data through the internet. 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 17, 2018in Salesforce
salesforce inbox
15May

Salesforce Inbox Explained

Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether they’re on the move or at their desk. Available in: Lightning Experience Certain features are accessible with Sales Cloud and included in Starter, Professional, Enterprise, Performance, and Unlimited Editions. All features are accessible with Inbox, Sales Engagement, or Sales Cloud Einstein. An Inbox license grants access to Inbox features within the Outlook integration, Gmail integration, and Lightning Experience, and also provides entry to the mobile app. Outlook and Gmail Integration Features Email integrations empower sales reps to interact with Salesforce data directly within Microsoft Outlook and Gmail or through the Salesforce Inbox mobile app. The Outlook integration (with or without Inbox) is accessible as a Salesforce Outlook add-on from the Office Store. The Gmail integration (with or without Inbox) is available as a Salesforce Chrome Extension from the Chrome Web Store. The Inbox mobile app can be obtained from the Apple Store or Google Play Store. Certain Inbox features are also accessible when sending emails from Lightning Experience. Setting Up Inbox To configure Salesforce Inbox, enable the application for desktop, mobile, or both, designate users permitted to use Inbox, and customize Inbox features. All features are accessible with Inbox, Sales Engagement, or Sales Cloud Einstein. Using Inbox Features Boost productivity and efficiency with Inbox. View pertinent Salesforce records alongside your emails and events, and link email messages to Salesforce, keeping your colleagues informed about your communications. Access productivity features wherever you send emails. Once Salesforce Inbox is configured for your organization, Inbox users can install any or all Inbox clients. During installation, users link their email and calendar to Salesforce. Inbox Clients Each user requires an Inbox client to access Inbox features. The app offers various client options to support common Google™ and Microsoft® email platforms for desktop and mobile devices. Choose the client that aligns with your environment. Installing Inbox Clients To utilize Inbox, install the client that is compatible with your platform and email account. Utilizing Inbox Features in Outlook and Gmail Maximize productivity and efficiency with Inbox features directly within Microsoft Outlook® or Gmail™. Using Inbox Mobile Enhance productivity and efficiency while on the move with the Inbox mobile app. Salesforce Inbox Mobile Release Notes Inbox mobile was retired as of February 1, 2024. An Inbox license grants access to Inbox features within the Outlook integration, Gmail integration, and Lightning Experience, and also provides entry to the Inbox mobile app. Legacy Salesforce Inbox Legacy versions of the Salesforce Inbox Outlook add-in and Chrome extension have been retired. Inbox features are now accessible via the Salesforce add-in available in the Microsoft AppSource Store and the Chrome Web Store. An Inbox license unlocks the Inbox features you currently use. To continue utilizing Inbox features in Outlook and Gmail, obtain the Salesforce add-in for Outlook or the Chrome Extension for Gmail. Ensure to uninstall the legacy add-in or extension after installing the new version. Obtain the Salesforce add-in for Outlook Obtain the Salesforce add-in for Gmail (G Suite or Google Workspace email required) Content updated January 2024. 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 15, 2018in Salesforce, Salesforce Implementation Services, Salesforce Sales Cloud
Salesforce analytics insurance
03May

Business Analysis and Project Management Acronyms

Here is a helpful glossary of business analysis and project management acronyms you may encounter when discussing business analysis and project management. Acronym Meaning Definition BPMN Business Process Management Notation “A flow chart method that models the steps of a planned business process from end to end. Its purpose is to model ways to improve efficiency, account for new circumstances or gain competitive advantage.” (source) CCMP Certified Change Management Professional CCMP (Certified Change Management Professional) is aimed at change management professionals, which includes Salesforce Consultants, Business Analysts, Project Managers, Salesforce Admins, and other similar roles. CIO Chief Information Officer The member of the C-suite who takes responsibility for IT systems, especially an organization’s data. DoD Definition of Done “Definition of done” relates to one of the requirements that the user story must adhere to for the Development Team to call it complete. This is following the acceptance criteria being met. FRS Functional Requirements Specification The project documentation where the business requirements are defined from an end user or business perspective. It will specify the expected outcomes. INVEST Independent, Negotiable, Valuable, Estimable, Small, Testable Use the INVEST checklist to assess the quality of a user story. Have you met all the criteria? JTBD Jobs To Be Done JTBD is a methodology for determining what problems users are trying to solve, focused on understanding users in terms of functional, emotional and social needs. JTBD is a core concept in the Strategy Designer Certification. PM Project Manager Project Managers oversee Salesforce projects end-to-end on a variety of Salesforce ‘clouds’ and levels of complexity. Their priority is to ensure the project is successful – delivered on time, and within budget.The responsibilities of a Salesforce Project Manager range from typical organizational tasks and technical acumen, through to work that requires emotional intelligence, tact, solid communication, and many other ‘soft’ skills. PMO Project Management Officers Project Management Officers work with the organization’s leaders to fulfill the same responsibilities as project managers. In addition, PMOs will carry out pre-project planning, such as risk analysis and opportunity analysis. PMP Project Management Professional Project Management Professional (PMP) equips project managers with up-to-date trends and practices with project management tools, processes, and methods. PPM Portfolio Project Management A category of technology that enables project managers to outline, track, and collaborate on a set of ongoing projects. PSA Professional Services Automation A category of technology that combines project management, time tracking, invoicing, resource planning, and more. PSM Professional Scrum Master Scrum helps people and teams deliver value incrementally in a collaborative manner. The entry level PSM-1 is aimed at understanding Scrum best practice when working on Agile projects. You will find this very useful on Salesforce projects. RACI Responsible, Accountable, Consulted, Informed A matrix that delineates who is responsible for what in the context of the business analysis effort. Responsible (person who performs an activity or does the work), Accountable (person who is ultimately accountable for the outcome), Consulted (person who needs to provide feedback or contribute to the activity), Informed (person who needs to know of a decision or action). RFI Request for Information Requests For Information (RFIs) and Requests for Proposal (RFPs) are a useful approach for teams evaluating Salesforce tooling – they allow you to quickly source information on features, workflows, and pricing from a range of vendors. RFP Request for Purchase Requests For Information (RFIs) and Requests for Proposal (RFPs) are a useful approach for teams evaluating Salesforce tooling – they allow you to quickly source information on features, workflows, and pricing from a range of vendors. SIPOC Supplier, Inputs, Process, Outputs, and Customers SIPOC is a type of process map that shows the key elements of a process such as Suppliers, Inputs, Process, Outputs, and Customers. SoW Statement of Work The SoW is a legal document that outlines the work to be carried out (the scope), what’s excluded (out of scope), the client-side responsibilities, and the project schedule and fees. SRS System Requirements Specification The project documentation that details how the complete system should function and enumerates hardware, software, and functional and behavioral requirements of the system. UML Unified Modeling Language Diagramming that uses “a common visual language in the complex world of software development that would also be understandable for business users and anyone who wants to understand a system”. (source) UPN Universal Process Notation A simpler and more engaging diagramming notation that has been designed to be easily understood by all the stakeholders and viewed online. As a hierarchical diagram, you are able to drill down to give more detail (with no limit to the number of levels you can go down). business analysis and project management acronyms 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 3, 2018in Salesforce

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