Insights - gettectonic.com - Page 85
Salesforce Einstein Product Recommender
06Nov

Configure Einstein Wait Before Recommending an Already Purchased Product

Customize the Duration for Einstein’s Recommendation of Past Purchases. If you Configure Einstein Wait proactively you can effectively send recommendations to customer. And send them right as they are about to run out of your product. What is Einstein product recommendations? Einstein Recommendations deliver the next-best product, content, or offer to every individual through product and content recommendations for email and web. Enable every customer interaction to be an insight. With every click, download, view, and purchase, customers are giving data about their preferences. Data that you can use. Data that teaches Einstein. Einstein Web Recommendations use Einstein’s capabilities to observe behavior, build preference profiles, and deliver the next-best personalized content to each website visitor. Configure Einstein Wait allows you to deliver the next best content. Provide the right content at the right time. Use scenarios within the application to refine recommendations to match your specific business scenarios. The Einstein Configurator: The Einstein Configurator now enables you to specify the number of days a recommender should wait before suggesting products that were previously purchased. You have the flexibility to choose between 7, 30, 60, or 90 days, with the default option set at 30 days. Previously, the Einstein Configurator had a fixed 30-day waiting period for recommending previously purchased products, which was not always suitable for all customers in terms of wait time. How do you Configure Einstein Wait: Adjust the wait time for product recommendations on an individual recommender basis using the Einstein Configurator. Utilize the “Don’t recommend products purchased” option in the General tab of any recommender to make your preferred selection. 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’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 Sales Cloud Einstein Forecasting Salesforce, the global leader in CRM, recently unveiled the next generation of Sales Cloud Einstein, Sales Cloud Einstein Forecasting, incorporating Read more

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November 6, 2023in Salesforce Einstein
ethical ai consumer trust vs expectations
06Nov

Ethical AI-Consumer Trust Vs Expectations

Consumer Trust and Responsible AI Implementation Ethical AI Consumer Trust vs Expectations Research indicates that while consumers have low trust in AI systems, they expect companies to use them responsibly. Around 90% of consumers believe that companies have a duty to contribute positively to society. However, despite guidance on responsible technology use, many consumers remain apprehensive about how companies are deploying technology, particularly AI. ethical ai consumer trust vs expectations A global survey conducted in March 2021 revealed that citizens lack trust in AI systems but still hold organizations accountable for upholding principles of trustworthy AI. To earn customers’ trust in AI and mitigate brand and legal risks, companies need to adopt ethical AI practices centered around principles such as Transparency, Fairness, Responsibility, Accountability, and Reliability. Developing an Ethical AI Practice Over the past few years, industry professionals like have focused on maturing AI ethics practices within companies like Salesforce. This journey toward ethical AI maturity often begins with an ad hoc approach. Ad Hoc Stage In the ad hoc stage, individuals within organizations start recognizing unintended consequences of AI and informally advocate for considering bias, fairness, accountability, and transparency. These early advocates spark awareness among colleagues and managers, prompting discussions on the ethical implications of AI. Some advocates eventually transition to full-time roles focused on building ethical AI practices within their companies. Organized and Repeatable Stage With executive buy-in, companies progress to the organized and repeatable stage, establishing a culture where responsible AI practices are valued. This stage involves: Achieve Ethical AI Consumer Trust vs Expectations During this stage, companies must move beyond superficial “ethics washing” by actively integrating ethical principles into their operations and fostering a culture of responsibility. Additionally, the independence and empowerment of individuals in responsible AI roles are crucial for maintaining integrity and honesty in ethical AI practices. Final Insight Thoughts As companies progress through the maturity model for ethical AI practices, they strengthen consumer trust and mitigate risks associated with AI deployment. By prioritizing transparency, fairness, and accountability, organizations can navigate the ethical complexities of AI implementation and contribute positively to society. ethical ai consumer trust vs expectations 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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November 6, 2023in Salesforce Einstein
Salesforce Sales Enablement
05Nov

Salesforce Permissions for Sales Enablement Team

Assigning Permissions to Your Sales Enablement Team in Salesforce: Salesforce Permissions for Sales Enablement teams make everyone’s access safe. 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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November 5, 2023in Salesforce, Salesforce Sales Cloud
Government-Citizen Communication
05Nov

Government-Citizen Communication

Engaging Citizens and Influencing Behavior: A Public Sector Strategy Engaging citizens and influencing their behavior to achieve mission-critical outcomes follows a model similar to the traditional marketing funnel used in the private sector. By adapting this approach, government communicators can drive tangible results that contribute to the overall well-being of society. Government-Citizen Communication. Public Sector Communication Objectives: In today’s digital age, citizens expect timely, personalized communication. To meet this demand, government agencies must deliver the right message through the right channels at the right time. A failure to do so risks reduced engagement, which can negatively affect the success of public programs. Expanding Audience Reach To maximize citizen engagement, it’s crucial to focus on reaching a broader audience rather than narrowing it. A key question for communicators and their teams to ask is: “How broad is our audience?” This is an essential aspect of the funnel that ensures wider reach and greater impact. Communication Methods Public sector communication often utilizes a mix of channels, including radio, newspapers, television, and social media, to connect with the public. Collaboration is vital in this sector, requiring effective communication tools to coordinate across teams, departments, and agencies. As technology evolves, new tools are enhancing how public servants communicate and collaborate. Technology-Driven Collaboration Tools Several communication and collaboration tools are reshaping how the public sector operates: Best Practices for Government-Citizen Communication To foster effective engagement, government agencies should implement the following best practices: Secure, Customizable Citizen Communication Solutions Governments can benefit from a secure, open-source communication tool tailored to public sector needs. Such solutions ensure compliance with data protection laws and foster trust between citizens and government institutions, enhancing public service delivery and digital engagement. Tectonic’s Conclusion For optimal citizen engagement, government communicators must focus on expanding their audience reach and utilizing advanced communication tools. In doing so, they can enhance collaboration, drive citizen involvement, and ensure the success of critical public programs. 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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November 5, 2023in Data, Google, Laws, Public Sector Solutions, Technology
Fine Tune Your Large Language Model
04Nov

Fine Tune Your Large Language Model

Revamping Your LLM? There’s a Superior Approach to Fine Tune Your Large Language Model. The next evolution in AI fine-tuning might transcend fine-tuning altogether. Vector databases present an efficient means to access and analyze all your business data. Have you ever received redundant emails promoting a product you’ve already purchased or encountered repeated questions in different service interactions? Large language models (LLMs), like OpenAI’s ChatGPT and Google’s Bard, aim to alleviate such issues by enhancing information-sharing and personalization within your company’s operations. However, off-the-shelf LLMs, built on generic internet data, lack access to your proprietary data, limiting the nuanced customer experience. Additionally, these models might not incorporate the latest information—ChatGPT, for instance, only extends up to January 2022. To customize off-the-shelf LLMs for your company, fine-tuning requires integrating your proprietary data, but this process is costly, time-consuming, and may raise trust concerns. A superior alternative is a vector database, described as “a new kind of database for the AI era.” This database offers the benefits of fine-tuning while addressing privacy concerns, promoting data unification, and saving time and resources. Fine-tuning involves training an LLM for specific tasks, such as analyzing customer sentiment or summarizing a patient’s health history. However, it is resource-intensive and fails to resolve the fundamental issue of fragmented data across your organization. A vector database, organized around vectors that describe different types of data, can seamlessly integrate with an LLM or the prompt. By storing and organizing data with an emphasis on vectors, this database streamlines access to relevant information, eliminating the need for fine-tuning and unifying enterprise data with your CRM. This is pivotal for the accuracy, completeness, and efficiency of AI outputs. Unstructured data, comprising 90% of corporate data, poses a challenge for LLMs due to its varied formats. A vector database resolves this by allowing AI to process unstructured and structured data, delivering enhanced business value and ROI. Ultimately, a company’s proprietary data serves as the cornerstone for constructing an enterprise LLM. A vector database ensures seamless storage and processing of this data, facilitating better decision-making across all business 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 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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November 4, 2023in Salesforce Einstein
Salesforce Service Cloud Intelligence
03Nov

Salesforce Service Cloud Service Intelligence Enhancements

Service Intelligence, a data-centric solution, showcases vital performance metrics within the contact center. Recent Service Intelligence Enhancements have given even greater insights. In a significant launch, Salesforce introduced Service Intelligence. Service Intelligence an advanced analytics app for Service Clou. It is aimed at boosting agent efficiency, reducing costs, and elevating customer satisfaction. Service Intelligence Enhancements and updates within this Salesforce product aim to bolster operational efficiency and take customer satisfaction to unprecedented heights. Representing a new milestone for Service Cloud, the Winter ’24 innovations redefine how businesses approach customer service and optimize operations. Fueled by Data Cloud, Salesforce’s real-time hyperscale data engine, Service Intelligence provides users with direct access to all their data within Service Cloud, eliminating the need to switch between screens for information. Pre-built and customizable dashboards in Service Intelligence offer a comprehensive view of essential metrics, including customer satisfaction and individual and team workloads. With Einstein Conversation Mining, service professionals can leverage AI to analyze customer chat and email conversations, uncover insights, assess the likelihood of complaint escalation, and proactively address issues with customers. The relevance of AI is emphasized, with an 88% increase in AI adoption among service professionals from 2020 to 2022. With 63% acknowledging that AI will help them serve customers faster. Service professionals are embracing AI enabling to make informed decisions swiftly, gaining a competitive edge. Service Intelligence Enhancements As of 2023, Service Intelligence is now generally available. Key features include pre-built service dashboards offering AI-powered insights through Einstein Conversation Mining, providing visibility into key metrics across cases. Einstein Conversation Mining employs AI to analyze customer conversations. Einstein Conversation mining enables quick identification of trends and top customer issues. Tableau integration allows users to seamlessly explore data in Tableau directly from a Service Intelligence dashboard, maintaining data context from their service console. Service Intelligence encompasses Data Cloud, CRM Analytics, and Einstein Conversation Mining. There by offering a wealth of information such as customer data and key performance indicators (KPIs) to help service teams enhance operations and reduce costs. Einstein for Service accelerates customer communication and satisfaction by generating email responses based on knowledge articles. The Winter ’24 release introduces the Lightning Article Editor and Article Customization in Salesforce Service Cloud, marking a significant advancement in knowledge management. The Lightning Article Editor simplifies content creation and editing. Thus enabling support and customer service teams to produce informative material efficiently. These enhancements in Service Cloud streamline operations, empower agent performance, and usher in a new era of customer satisfaction. Explore these exciting updates to transform your organization’s strategy. Embrace the future of service excellence with the Winter ’24 release for Service Cloud. Like 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 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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November 3, 2023in Salesforce Data Cloud, Salesforce Einstein, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Tableau
Salesforce Success Story
02Nov

Case Study: Leading Provider of Branded, Designed Solutions Worldwide-Manufacturing-Salesforce Sales/Service/Experience Clouds

Leading provider of branded, designed solutions (laminate) for commercial and residential customers worldwide.  The company has been surfacing spaces for 110 years. Client struggled with no real ability to see a 360 degree view of the business.

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November 2, 2023in Salesforce, Salesforce Development Services, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
Salesforce Customer Service Analytics
31Oct

Salesforce Customer Service Analytics

Customer service analytics involves capturing and analyzing data from customer interactions to extract valuable insights, enhancing the overall customer experience. The customer behavior analytics aspect focuses on data derived from various touchpoints in customer relationships. In today’s complex customer journey, understanding and optimizing these interactions are more crucial than ever. Envision dedicating just 10 minutes each morning, whether as a service manager reviewing critical Key Performance Indicators (KPIs) or as a service agent predicting customer churn probabilities and taking preventive measures. These scenarios vividly showcase the practical applications of modern customer service analytics. On a daily basis, your contact center receives a plethora of customer inquiries, generating a substantial pool of data with the potential to drive business growth. The State of Service underscores that 94% of service leaders view real-time data as indispensable for meeting customer expectations, with a notable 60% increase in expectations observed during recent global events. These statistics lead to a clear conclusion: Service teams leveraging customer service analytics as a catalyst for championing customer satisfaction are well-positioned to secure brand loyalty and more. To harness these benefits, here’s what you need to know: Make your service analytics smarter Introducing Service Intelligence, an advanced analytics app for Service Cloud, empowering you with actionable insights and AI-driven recommendations for informed decision-making. Understanding customer service analytics Customer service analytics involves assessing data generated by service interactions, encompassing various sources like phone calls, emails, chats, social media, and customer surveys. This data falls into quantitative and qualitative categories, providing measurable facts and insights into sentiments, feedback, and customer preferences. As businesses grow, customer service analytics distills this data into valuable information, revealing customer preferences, potential improvements, and opportunities for increased operational efficiency. Salesforce’s analytics tool: Service Intelligence for Service Cloud Overcoming the challenges of data analysis is crucial, as highlighted in the State of Data and Analytics report. While 96% of service leaders acknowledge the importance of trustworthy data during change, only 44% consider themselves highly data-driven. Salesforce’s Service Intelligence addresses this gap, helping you quickly make sense of all your data and gain trusted insights. Service Intelligence encompasses various analytics types: Leveraging these analytics types allows you to optimize service operations, from understanding recent events with omni-channel analytics to forecasting staffing needs with predictive analytics. Turn customer interactions into insights that help your business improve with service intelligence. Every day, we generate 2.5 quintillion bytes of data (as recorded in 2020). Businesses use social media, algorithms, and other tools to organize this data, aiming to achieve their goals. Customer service analytics plays a crucial role in identifying patterns, understanding consumer behavior, increasing customer loyalty, and improving the overall customer experience. Seventy-six percent of business leaders, according to a Forbes Insights Survey, believe that a company’s ability to satisfy its customers is essential to survival. Measurement is the first step in strategizing and improving Customer Experience (CX). Your brand can enhance customer experience and build enduring relationships by measuring and analyzing client data wisely. AI and customer service analytics AI powers many analytics functions by rapidly analyzing vast amounts of customer data, offering insights into behavior, preferences, and trends. To unleash AI’s potential, ensure your customer data is connected and unified. AI transforms clean, reliable data into intelligent predictions and recommendations, enhancing service quality. AI’s ability to handle complex data aligns with future trends, as 68% of data professionals anticipate a significant increase in data volume in the next 12 months. Effective data management becomes crucial as data volumes surge. Benefits of tracking customer service analytics Customer service analytics offers several advantages: What to measure for customer service analytics While customer service analytics is broad, defining Key Performance Indicators (KPIs) is essential. Consider metrics such as Customer Satisfaction (CSAT), Net Promoter Score (NPS), Customer Effort Score (CES), Average Response Time (ART), Average Handle Time (AHT), First Contact Resolution, Case Deflection, Agent Case Volume, Customer Lifetime Value (CLV), Customer Retention Rate, and Sentiment Analysis. Salesforce Customer Service Analytics Use Cases Beyond individual teams, support conversation analysis has numerous use cases for customer experience research, CX enhancements, and time-saving procedures for the entire business. Common use cases include: Get started with customer service analytics Follow these steps to harness the power of customer service analytics: Customer service analytics, as a powerful tool, drives satisfaction and business success through data-driven decision-making. As 48% of customers admit to switching brands for better customer service, and 94% believe good service increases the likelihood of another purchase, prioritizing data-driven insights becomes crucial. Start with Salesforce Customer Service Analytics to deliver fast, efficient service Every customer interaction is full of data. Learn how to make sense of all that data to boost agent productivity, cut costs, and enhance customer satisfaction. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. 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 Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more 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 Read more

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October 31, 2023in Salesforce Service Cloud
Learn AI
31Oct

Learn AI

Achieving Excellence in Artificial Intelligence: The Path to Success-Learn AI In the rapidly evolving world of Artificial Intelligence (AI), quality and core skills are paramount for building a rewarding career. Merely possessing credentials won’t suffice in the highly competitive AI landscape. Employers are seeking knowledgeable employees. This is an industry so new, anyone can get involved. To embark on a trajectory of lifelong growth, investing in the right AI certification course is imperative. According to the Access Partnership Survey, 42% of employers seek individuals with AI development qualifications, a figure expected to rise to 51% in the next five years. This underscores the trust placed by global recruiters in renowned AI certification programs. Various specializations such as computer vision, machine learning, large language models, natural language processing, robotics, and AI software are witnessing significant profitability in the global market. For those seeking premier training in AI, a myriad of options awaits exploration, ranging from Generative AI to nuanced AI courses, paving the way for a flourishing career. Businesses across industries are actively seeking specialized AI professionals to drive amplified growth, while the workforce is keen on upskilling to seize lucrative AI job opportunities. As we gaze into 2024 and beyond, certain AI skills and roles will undoubtedly be in high demand, with AI emerging as one of the hottest job sectors. With Chat GPT’s rapid rise, mastering these leading AI skills has become essential. Let’s delve into the top free online AI certification programs for 2024, offering the best avenues for an illustrious AI career: While free courses are appealing, it’s essential to recognize that paid credentials often hold more weight. Enrolling in a rewarding paid AI certification program can provide a significant career boost. The United States Artificial Intelligence Institute (USAII®) stands out as a trusted choice among global recruiters. About the United States Artificial Intelligence Institute (USAII®): Renowned for its top-tier AI certification programs, USAII® is highly regarded among industry recruiters. Offering tailored certifications catering to diverse skill sets, it serves as a launchpad for AI aspirants worldwide. Explore the following AI certifications from USAII® to elevate your career: Embrace the best AI skills with globally recognized credentials, whether free or paid. Invest in an online AI certification to chart a course towards long-term career success. 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 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

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October 31, 2023in Generative AI, Salesforce Einstein
Salesforce enhanced domains
30Oct

Enhanced Domains in Salesforce

Enhanced domains are the current version of My Domain that meets the latest browser requirements. With enhanced domains, all URLs across your org contain your specific My Domain name. Including URLs for your Experience Cloud sites, Salesforce Sites, Visualforce pages, and content files. This feature changes domain suffixes (the part after the My Domain name) to meet the latest security standards. With no instance names, enhanced My Domain URLs are easier for users to remember and don’t change when your org is moved to another Salesforce instance. As enhanced domains meet the latest browser requirements, they’re deployed by default in new orgs and required in all orgs in Winter ’24. Potential Impact of Enhanced Domains If enhanced domains aren’t deployed in your Salesforce org before Salesforce deploys the feature for you, here are some issues that can arise. To avoid these issues, we recommend that you test and deploy enhanced domains in a sandbox. Deploy enhanced domains in production before Salesforce deploys the feature for you. When you deploy enhanced domains, your org’s My Domain name is used in all URLs that Salesforce hosts for your org. Key for memory and search engine optimization, this is one of the greatest Salesforce enhancements. What are the benefits of enhanced domains? Enhanced domains are designed to streamline access and improve security. Without them: Users might encounter errors accessing services like Experience Cloud sites, Salesforce Sites, and Visualforce pages. Showcase your company’s brand with a customer-specific subdomain name in your Salesforce org URLs. With My Domain, you can include your company name in your URLs, for example, https://mycompany.my.salesforce.com. With these org-specific URLs, you can set up a custom login page, set a custom login policy, offer single sign-on, and allow users to log in with a social account. My Domain allows you to work in multiple Salesforce orgs in the same browser at the same time. All Salesforce orgs get a My Domain with enhanced domains by default. If you don’t like your org’s My Domain name or circumstances warrant a change, you can rename it. Contact your Salesforce AE or Tectonic. Understand how to include your brand in the URL. When used to access your Salesforce org and its data with My Domain, Experience Cloud sites, Salesforce Sites, and custom domains. 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 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 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more

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October 30, 2023in Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Optimization
Tableau CRM Refresh Button With LWC
29Oct

Tableau CRM Refresh Button With LWC

Revitalize your Tableau CRM (formerly known as Einstein Analytics) dashboards with a custom Refresh button, enhancing user experience and analytical efficiency. This button serves as a simple yet powerful tool to reset applied filters and revert the dashboard to its default state, facilitating seamless exploration of data insights. Tableau CRM Refresh Button With LWC. What exactly is a Tableau CRM Refresh Button With LWC? It’s a user interface component that, upon activation, clears all applied filters, restoring the dashboard to its initial configuration. This feature proves particularly beneficial in scenarios where users seek to initiate fresh analyses or when dealing with intricate filter structures. To embark on this enhancement journey, you’ll require three essential components: Once equipped, follow these steps to integrate the Refresh button seamlessly: Step 1: Crafting a Lightning Web Component (LWC) Initiate the creation process by developing a Lightning Web Component (LWC) within Salesforce. This component will seamlessly embed into your Tableau CRM dashboard. Step 2: Designing the HTML Framework Within the HTML file of your LWC (let’s name it refreshButton.html), define the structural blueprint for your button. Below is a sample markup: phpCopy code<template> <div class=”reset-btn_container”> <lightning-button variant=”base” label=”&#xe912;” aria-label=”Clear Filters” onclick={clearFilters} class=”slds-m-right_x-small hpe-icon-button hpe-icon-bare” ></lightning-button> </div> </template> This markup establishes a container for the button, utilizing a lightning-button element to create the button itself. Key attributes such as label, variant, and onclick event handler are set accordingly. Step 3: Implementing JavaScript Logic In the JavaScript file of your LWC (refreshButton.js), define the logic to execute filter clearance upon button activation. Here’s an illustrative example: typescriptCopy codeimport { LightningElement, api, track } from ‘lwc’; export default class DceResetDashboardButton extends LightningElement { @api getState; @api setState; @api refresh; @track initialState = null; clearFilters() { const {state, pageId} = this.getState(); const newState = { state: { …state, datasets: this.initialState.state.datasets, steps: Object.fromEntries(Object.entries(state.steps).map(([k, v]) => { return [k, { …v, values: [] }] })), }, pageId, } this.setState({ …newState, replaceState: true }); } connectedCallback() { this.initialState = this.getState(); } } This JavaScript snippet encompasses crucial elements such as property definition, filter clearance methodology, and initialization of the dashboard’s initial state. Step 4: Deploying the Lightning Web Component With your LWC crafted, proceed to deploy it within your Salesforce organization. Step 5: Integrating the LWC into Your Dashboard Edit your Tableau CRM dashboard, adding a new “Custom Component” widget and configuring it to utilize your deployed LWC as the custom component. Step 6: Testing Your Refresh Button Upon completion, navigate to your Tableau CRM dashboard to confirm the presence of the Refresh Button. A simple click on this button will swiftly clear all filters, providing a seamless experience for resetting your analysis. By incorporating this Refresh button into your Tableau CRM dashboard, you enhance user satisfaction and analytical agility. Take advantage of this tutorial to elevate your dashboards and witness the appreciation from your users firsthand! If you need assistance building a refresh button in your Tableau CRM dashboard, contact Tectonic today. 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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October 29, 2023in Salesforce, Salesforce Tableau
How Good is Our Data
28Oct

How Data Cloud and Salesforce Success Depend on Data Quality

Optimizing AI’s Impact on Your Business: The Crucial Role of Data Quality in Salesforce In the ever-evolving digital landscape, the convergence of data quality and artificial intelligence (AI) is a linchpin for organizational success. Success depends on data quality within the Salesforce ecosystem. The synergy between Einstein, an advanced AI system, and Data Cloud underscores the pivotal role of high-quality, comprehensive, and real-time data. Thereby unleashing the full potential of AI-driven insights and interactions with customers and prospects. Let’s explore how data quality profoundly influences these two emerging features. This insight will be shedding light on the repercussions of poor data quality and how Einstein and Data Cloud can elevate your organization to greater levels of sales success. Understanding Data Value Depends on Data Quality: Quality data extends beyond merely addressing duplicate records or inaccurate phone numbers It isn’t just about ensuring the area code field doesn’t contain zip codes. It is more than aligning contacts to accounts. It encompasses factors such as completeness, accuracy, and timeliness in your CRM: Consequences of Bad Data: Poor-quality data leads to inefficiencies and wasted time. Oftentimes causing flawed decision-making and strains on organizational resources. More critically, these poor business decisions often lead to tangible financial losses.  Transforming bad data into quality data is imperative. Quality is key for relying on it to enhance company performance, requiring ongoing strategies rather than a one-stop solution. The Financial Impact of Accurate Data: Accurate data holds immense value. With data volumes projected to exceed 180 zettabytes by 2025, organizations must harness the power of their data. Proactive handling of data quality not only ensures higher data quality but also mitigates the financial impact of poor data quality. The sooner a plan is implemented to enhance and sustain data quality, the fewer negative repercussions organizations face in leveraging their data for growth.  Your next decision is based on your last data.  Is it going to help you or hurt you? Salesforce Einstein and the GIGO Principle: Salesforce Einstein, positioned as Artificial Intelligence for everyone, underscores trust as a core value. The system’s ability to create relevant and timely content and interactions is contingent on the quality of the data it operates on. Similar to the historical concept of “Garbage In, Garbage Out” (GIGO), AI results are only as reliable and valuable as the completeness and accuracy of the input data. No surprise, right? Introduction to Salesforce Data Cloud: Enter Salesforce Data Cloud, a platform allowing the organization and segmentation of customer data from any source. This open, extensible platform enables data enrichment from various sources, creating an optimal customer record. This enriched record empowers Sales, Service, and Marketing teams to perform intelligently and swiftly, ultimately driving enhanced results for the company. The WIIFM Factor: Amidst discussions about AI and Data Cloud, addressing the “What’s in it for me?” (WIIFM) question is crucial for organization adoption. Individual organizations must evaluate the reliability and accuracy of their data and determine forward-looking strategies for maintaining quality data, regardless of the source. The common theme remains: for data to yield valuable insights, it must be complete, timely, relevant, and accurate. Ultimately, success depends on data quality. Like2 Related Posts Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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October 28, 2023in Salesforce Data Cloud, Salesforce Einstein, Salesforce Financial Cloud, Salesforce Managed Services, Salesforce Sales Cloud
Salesforce Big Data and Travel and Hospitality
28Oct

Dynamic Components to Reduce User Record Page Size

Adapted from Kate Hughes Salesforce blog post October 2023 Effectively organizing and accessing the right information is crucial for Trailblazers in various roles, from Admins and Designers to Architects and Consultants. With dynamic components user record pages can be compact. Overcoming the challenge of simplifying the user experience of record pages is essential for optimizing productivity. We sought advice from #DreamDesigner Shahida Robertson on successful redesign strategies. Robertson collaborated with a donor relations team at a girls’ education nonprofit, recognizing that key donor information was buried in cluttered Salesforce page layouts. The initial issue involved up to 80 fields crowding a single page layout. Robertson conducted UX research to understand the root cause and discovered that users were creating new fields due to difficulty finding existing ones amidst the clutter. The solution was clear: reduce the field count by 40% and focus on displaying only what is essential at any given moment. Robertson emphasized the importance of the user experience, stating, “Let’s see only what we need to see, when we need to see it.” Her approach involved deprecating dozens of fields to declutter the interface. Most of her clients, including this nonprofit, utilize the Salesforce Nonprofit Success Pack, and Robertson typically assesses opportunities to simplify the user experience through page layouts and record types. However, in cases requiring more segmentation, she turns to Dynamic Lightning Pages. With Dynamic Components User Record Leads to Better UX To streamline the user experience further, Robertson implemented filter conditions. Using logic to control when specific components appeared. When a donor intends to make a donation, additional fields appear for specifying details. If a coordinator is checking the record of an anonymous donor, irrelevant fields are hidden. This dynamic control of component visibility ensures users see what they need when they need it, reducing clutter. The result of this redesign is a streamlined experience for coordinators who can now respond promptly to donors’ inquiries. They can easily access unified customer profiles. Profiles containing information on donation frequency, employer matching, previous communications, and more. This seemingly minor change in page layout has significantly improved user success. It has resolved pain points in the donor relations process. Thereby contributing to the organization’s overall strategies. Robertson emphasized the collaborative nature of the team highlighting the satisfaction of making the work less stressful. For those ready to design page layouts that prioritize user experience, her insights provide valuable guidance on creating efficient and clutter-free interfaces. 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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October 28, 2023in Salesforce, Salesforce for Nonprofits
Salesforce Backup and Recovery
27Oct

Cyber Incidents and Salesforce Backup

In a data age characterized by the exponential growth with the constant threats of cyber incidents, hardware failures, and human errors, the specter of data loss looms ever-present—and for good reason. The ramifications of losing essential data can be catastrophic for businesses, with the average cost of a data breach soaring to $9.44 million in 2022, more than double the previous year’s figure, according to IBM. Cyber Incidents and Salesforce Backup are phrases that go hand in hand. The data landscape is expanding rapidly; by 2025, the volume of generated and consumed data is expected to surpass 180 zettabytes. When data is lost, organizations face significant downtime in recovery or recreation efforts, resulting in decreased productivity and revenue loss. Gartner estimates that the average cost of IT downtime can be as high as $6,600 per minute or $400,000 per hour. Data Crisis Example In this scenario, a customer-controlled data backup and restore plan is as a critical lifeline for businesses. Such a plan allows organizations to spend less time on data recovery and more time on growth opportunities. It becomes especially pivotal in responding swiftly to crises, as demonstrated by the story of Alex, a software developer at a technology company. Despite an unexpected issue during the integration of a new system with the CRM, Alex’s implementation of backup and restore capabilities proved instrumental in quickly recovering deleted data, minimizing the impact on customers and the company’s reputation. This didn’t even involve a cyber incidents and Salesforce Backup still saved the day. Beyond crisis response, a robust backup and restore solution is essential for avoiding fines resulting from stringent privacy regulations. Non-compliance with data protection laws, such as GDPR, can lead to substantial legal consequences. For instance, GDPR fines alone have surpassed $4.4 billion. By utilizing a backup and restore product, companies like “TechTrends,” an EU-based e-commerce company dealing with sensitive customer data, can protect personal records, ensuring compliance with global data handling requirements and sidestepping penalties. Cyber Incidents and Salesforce Backup Investing in data resilience solutions not only shields businesses from financial and reputational consequences but also allows them to concentrate on growth and customer relations. Marla Hay, Vice President of Product for Security and Privacy at Salesforce, emphasizes the importance of a data resiliency strategy in protecting against threats, malicious activities, and human errors. In today’s digitally fraught landscape, a reliable backup and restore product addresses pain points like data loss, downtime, and compliance challenges, empowering organizations to secure critical information and maintain uninterrupted operations. In an era where data protection and cybersecurity have become top priorities, adopting a dependable backup and restore product emerges as a strategic imperative for building resilience and ensuring sustained growth and success. Like1 Related Posts Protecting Your Salesforce Data The landscape of Salesforce has undergone significant growth beyond its humble CRM origins, yet assumptions about the data within Salesforce Read more Retirement of Salesforce Data Recovery Service In July 2020, Salesforce announced that they were retiring their last-resort Data Recovery Service because it did not meet their Read more Updates to Salesforce’s Backup and Restore Services Announced March 2021 Due to extensive customer feedback in the early part of last year, we Salesforce reintroduced their Salesforce Data Recovery Service. Read more CloudAlly Backups and Recovery for Salesforce Salesforce Backup Solution Since 2011 – CloudAlly Backups and Recovery for Salesforce. Our enterprise-grade automated Salesforce backup and recovery solution Read more

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October 27, 2023in Salesforce Shield

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