Salesforce Insights - gettectonic.com

Tectonic's Salesforce Insights

Explore Salesforce Insights by Topic or Search

Salesforce Slack and AI

Salesforce Slack and AI

Salesforce, the customer relationship management software giant, has announced the availability of Slack AI to all paid Slack customers with...

wp-shannanby wp-shannan April 18, 2024 2 Min read
Read More
Summer 24 Release Flow Enhancements

Summer 24 Release Flow Enhancements

Summer ’24 is approaching fast! Discover the latest enhancements in Flow Builder, such as the Automation App, Action Button (beta),...

wp-shannanby wp-shannan April 18, 2024 3 Min read
Read More
Approvers and Approver Groups in Salesforce

Approvers and Approver Groups in Salesforce

Approvers and Approver Groups in Salesforce. An approver in Salesforce CPQ Advanced Approvals is a user who receives approval request...

wp-shannanby wp-shannan April 17, 2024 3 Min read
Read More
Manage Sales Cloud Users Access to Einstein Features

Manage Sales Cloud Users Access to Einstein Features

In order to Manage Sales Cloud Users Access to Einstein Features, follow these steps. Duplicate the Sales Cloud Einstein For...

get-adminby get-admin April 16, 2024 2 Min read
Read More
Salesforce in a Mega-Data Deal with Informatica

Salesforce in a Mega-Data Deal with Informatica

Since Salesforce announced its acquisition of Slack for $27.7B in late 2020, the cloud software mega-giant has paused its acquisition...

get-adminby get-admin April 15, 2024 2 Min read
Read More
Configure and Use Action Plans in Public Sector Solutions

Configure and Use Action Plans in Public Sector Solutions

Develop plans to accomplish tasks essential for business processes, such as application reviews and approvals. When you configure and use...

get-adminby get-admin April 15, 2024 3 Min read
Read More
Government CRM System

Government CRM System

Explore How Governments Can Modernize Services for Citizens with Government CRM System What is CRM in Government? CRM (Customer Relationship...

get-adminby get-admin April 12, 2024 3 Min read
Read More
A charity auction to have lunch with Salesforce CEO Marc Benioff to launch in early May

A charity auction to have lunch with Salesforce CEO Marc Benioff to launch in early May

A charity auction to have lunch with Salesforce CEO Marc Benioff launches in May carrying on a long tradition. The...

get-adminby get-admin April 11, 2024 4 Min read
Read More
Predictive Lead Scoring

Predictive Lead Scoring

Traditional lead scoring relies on predefined criteria and subjective assumptions, whereas predictive lead scoring (PLS) harnesses machine learning algorithms to...

get-adminby get-admin April 11, 2024 3 Min read
Read More
Salesforce Summer ’24 Sandbox Preview Announced

Salesforce Summer ’24 Sandbox Preview Announced

The Salesforce Summer '24 release is coming soon. Salesforce Summer '24 Sandbox Preview announced this week. Use your sandbox to...

get-adminby get-admin April 10, 2024 8 Min read
Read More
AI in Slack

AI in Slack

Introducing AI in Slack If you are unfamiliar with the Slack collaboration tool, learn more here. Incorporating Artificial Intelligence (AI)...

get-adminby get-admin April 10, 2024 3 Min read
Read More
What is Salesforce Einstein 1?

What is Salesforce Einstein 1?

The bold new future of enterprise AI requires a new type of platform. What is Salesforce Einstein 1? One platform...

get-adminby get-admin April 9, 2024 7 Min read
Read More
Salesforce Insights

Managing Your Nonprofit with NGO Tools from Salesforce-Salesforce Insights

SALESFORCE INSIGHTS

Tectonic is the premier global big data analytics, marketing automation, customer relationship management, and cloud consulting services provider headquartered in Denver. We serve clients across all industries and around the world.

Salesforce CPQ and Billing for Order-to-Cash

Maximize Order-to-Cash Efficiency with Salesforce CPQ and Billing – Salesforce CPQ and Billing for Order-to-Cash Is your business seeking a streamlined order-to-cash (OTC) process? Unlock the potential of Salesforce CPQ and Billing to revolutionize your OTC efficiency. Dive into the details below to discover how. Quick Insights: The OTC process encompasses everything from order initiation

Salesforce Implementation Partner

Tectonic’s certified consultants are ready to assist with your Salesforce project and provide ongoing support. We offer a range of services, including Salesforce implementation, development, administration, integration, and training. Our implementation services cover configuration, customization, migration, integration, and support across various industries. An implementation partner is an organization licensed by Salesforce to help users select

KPIs of Digital Transformation

If 2020 marked the onset of the pandemic and 2021 was a year of adapting business strategies despite the ongoing challenges, 2022 and the years beyond emerge as the era of digital transformation. If you are currently reading this article, chances are you’ve either initiated, evaluated, or are assessing the value of your digital transformation

Who Are Your Salesforce Stakeholders?

Understanding the intricacies of Salesforce and using it effectively to support business processes is crucial for admins and developers. However, the significance of communication skills is often overlooked in technical training. Beyond technical expertise, vital non-technical skills, such as active listening and extracting relevant information from business stakeholders, play a pivotal role in addressing Salesforce

Salesforce Service Cloud Quickstart

Salesforce Service Cloud stands out as the premier Customer Service platform suitable for companies of all sizes from the number one CRM provider – Salesforce. Boasting a robust console to centralize and handle cases from various channels, coupled with a predictive Knowledge base and seamless integration with phone systems through CTI, launching your new Service

Salesforce and Project Management

First of all, we need to begin this section by clarifying that Salesforce is not primarily intended as a project management system. While the cloud-based CRM platform is great at supporting your sales team, it was not designed as a project management solution. Salesforce and Project Management still go hand in hand. That being said,
gettectonic.com