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Configuring Revenue Management
24Jan

Configuring Revenue Management

Configuring Revenue Management for Automated Population of Recognition Templates and GLAs Revenue Management can be set up to automatically populate the recognition template and GLAs on your source records based on their revenue recognition treatment. How It Works Revenue Management assigns the correct recognition template to a source record by following these steps: Setting Up the Flow To use this functionality, you must build a Salesforce flow that triggers an Apex action. Follow these steps to create a flow for each source object: Below is an outline for creating a flow for the Order Product (OrderItem) source object: Creating the Flow for Order Product (OrderItem) The flow will trigger when you save or update an order product that meets the conditions for inclusion in recognition processes. Repeat for Other Source Objects Repeat the above procedure to create flows for each of the remaining source objects: Invoice Line, Credit Note Line, and Usage Summary (if used). Ready? By following these steps, you can efficiently configure Revenue Management to automate the population of recognition templates and GLAs, streamlining your revenue recognition processes. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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January 24, 2022in Salesforce Development Services, Salesforce Optimization, Salesforce Revenue Cloud
Salesforce Webhooks
14Dec

What Are Salesforce Webhooks?

Salesforce webhooks are a real-time communication method that allows Salesforce to send notifications to external applications when specific events occur: Webhooks are event-driven, meaning they are sent automatically when an event is triggered in the source system. They can be used to: Integrate data in real-time, Send data back into Salesforce, Facilitate data flowing into Salesforce, and Trigger actions and workflows in external systems. Webhooks can streamline business processes and reduce the need for manual intervention. They can be set up using Salesforce Sites or Experience Cloud.  To set up webhooks in Salesforce, you can: Content updated November 2024. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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December 14, 2021in Data
Salesforce Connect
27Oct

Salesforce Connect

Salesforce Connect is a comprehensive integration tool, offering users access to external data through the utilization of external objects and three distinct adapters: cross-org, OData, and Apex custom adapter. This tool ensures seamless data integration across system boundaries, allowing users to view, search, and modify data stored outside the Salesforce org. For instance, if data resides in an on-premises enterprise resource planning (ERP) system, instead of duplicating it within the org, external objects facilitate real-time data access through web service callouts. Salesforce Connect Salesforce Connect, as a robust App Cloud integration service, empowers Salesforce application users to effortlessly interact with and manage data from external sources without leaving the native Salesforce environment. It enables fetching data from both on-premise applications and cloud-based sources. Users can establish connections to external data sources for all Salesforce org users through a single login account or create separate login accounts for individual users. This native Salesforce integration tool is designed to connect legacy databases, ERP systems, and various data sources to Salesforce. Unlike traditional methods involving data copying into the Salesforce org using ETL tools, Salesforce Connect maps external objects directly to data tables in external systems, providing on-demand and real-time access without unnecessary data duplication. It is particularly recommended when dealing with large volumes of data that shouldn’t be copied into the Salesforce org, requiring small amounts of data at any given time, or necessitating real-time access to the latest data. SFDC Connect and Lightning Despite external data storage, Salesforce Connect seamlessly integrates with the Lightning Platform, making external objects available for use in Salesforce tools, such as global search, lookup relationships, record feeds, and the Salesforce mobile app. These external objects can also be accessed through Apex, SOSL, SOQL queries, Salesforce APIs, and deployed via the Metadata API, change sets, and packages. For example, if you have product order information stored in an ERP system, SFDC Connect facilitates the creation of a lookup relationship between the customer object and the external object for orders. This enables the display of order-related lists on each customer record. Additionally, you can update orders directly from the related list on the customer record by configuring the external data source to allow writable external objects. Two Capabilities Two notable capabilities of Salesforce Lightning Connect include the ability to read/write from anywhere, allowing real-time interaction with external sources, and the provision of custom adapters for any web API, enabling developers to link Salesforce with various web APIs. SFDC Connect also offers connectors to connect multiple Salesforce orgs across the company. MuleSoft Contrasting SFDC Connect with MuleSoft, during real-time data retrieval, Salesforce enforces validation rules for incoming data, while MuleSoft applies necessary transformations, such as field mappings and conversions, to the datasets. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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October 27, 2021in Mulesoft
Salesforce Document Generation
18Aug

Apex Salesforce

Apex is a strongly typed, object-oriented programming language that enables developers to execute flow and transaction control statements on Salesforce servers in conjunction with calls to the API. Using syntax that looks like Java and acts like database stored procedures, Apex helps developers add business logic to most system events, including button clicks, related record updates, and Visualforce pages. Apex Salesforce code can be initiated by Web service requests and from triggers on objects. As a language, Apex is: Integrated Apex provides built-in support for common Lightning Platform idioms, including: Easy to use Apex is based on familiar Java idioms, such as variable and expression syntax, block and conditional statement syntax, loop syntax, object and array notation. Where Apex introduces new elements, it uses syntax and semantics that are easy to understand and encourage efficient use of the Lightning Platform. Apex produces code that is both succinct and easy to write. Data focused Apex Salesforce is designed to thread together multiple query and DML statements into a single unit of work on the Salesforce server. Developers use database stored procedures to thread together multiple transaction statements on a database server in a similar way. Like other database stored procedures, Apex does not attempt to provide general support for rendering elements in the user interface. Rigorous Apex is a strongly typed language that uses direct references to schema objects such as object and field names. It fails quickly at compile time if any references are invalid. It stores all custom field, object, and class dependencies in metadata to ensure that they are not deleted while required by active Apex code. Hosted Apex is interpreted, executed, and controlled entirely by the Lightning Platform. Multi Tenant aware Like the rest of the Lightning Platform, Apex runs in a multitenant environment. So, the Apex runtime engine is designed to guard closely against runaway code, preventing it from monopolizing shared resources. Any code that violates limits fails with easy-to-understand error messages. Easy to test Apex provides built-in support for unit test creation and execution. It includes test results that indicate how much code is covered, and which parts of your code could be more efficient. Salesforce ensures that all custom Apex code works as expected by executing all unit tests prior to any platform upgrades. Versioned You can save your Apex code against different versions of the API. This enables you to maintain behavior. Apex is included in Salesforce Performance Edition, Unlimited Edition, Developer Edition, Enterprise Edition, and Database.com. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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August 18, 2021in Salesforce
Python Alongside Salesforce
17Jun

Salesforce and Python

Python is not essential for Salesforce, but it can be extremely useful for various tasks, such as data analysis, automation, and integration: Salesforce’s Primary Programming Languages Salesforce’s primary programming language is Apex, which is used for backend development. For the frontend, Visualforce is used to build the user interface. Apex is similar to Java and allows developers to embed business logic within system events. Automating Data Extraction for Analysis In many organizations, analysts often need to automate the process of extracting data from Salesforce objects to perform data analysis or build reports locally. Previously, analysts followed a manual and time-consuming process to create KPI reports, which included: This method was prone to errors and inefficiencies. Fortunately, Python scripts and Salesforce’s API can automate the entire process. Retrieving Salesforce Data Using Python To get started, install the Simple Salesforce package, an open-source Python library that enables easy interaction with Salesforce’s REST API. This allows users to either download pre-built reports directly from Salesforce or create custom datasets using SOQL (Salesforce Object Query Language). Set Up Your Python Package and API Access Accessing Salesforce Data There are two primary methods for retrieving Salesforce data into a Python DataFrame: Automating Data Processing and Reporting Once you have your data in a DataFrame, you can perform data wrangling and aggregation tasks. You can export the results to a Google Sheet using the Google Sheets API and the pygsheets package, or ingest the data into a database table. aFurthermore, you can schedule your Python script to run automatically using a tool like Apache Airflow, which will run the script at designated intervals, aggregate the data, and update dashboards with the latest information. This approach automates the entire reporting process, saving time and reducing the likelihood of errors in your workflow. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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June 17, 2021in Data, Google, Salesforce
Sensitive Information De-identification
02Feb

Sensitive Information De-identification

Using Google Cloud Data Loss Prevention with Salesforce for Sensitive Data Handling This insight discusses the transition from detecting and classifying sensitive data to preventing data loss using Google Cloud Data Loss Prevention (DLP). Sensitive Information De-identification for Salesforce is used as the data source to demonstrate how personal, health, credential, and financial information can be de-identified in unstructured data in near real-time. Overview of Google Cloud DLP Google Cloud DLP is a fully managed service designed to help discover, classify, and protect sensitive data. It easily transitions from detection to prevention by offering services that mask sensitive information and measure re-identification risk. Objective The goal was to demonstrate the ability to redact sensitive information in unstructured data at scale. Specifically, it aimed to determine whether sensitive data, such as credit card numbers, tax file numbers, and health care numbers, entered into Salesforce communications (Emails, Files, and Chatter) could be detected and redacted. Constraints Tested De-identifying Data with Google Cloud DLP API Instead of detailing the setup, this section focuses on the key areas of design. Google Design Decisions Supporting Disparate Data Sources with Multiple Integration Patterns and Redundant Design Salesforce Data Source De-identification targets include email addresses, Australian Medicare card numbers, GCP API keys, passwords, and credit card numbers. Credit card numbers are masked with asterisks, while other sensitive data is replaced with information types for readability (e.g., jane@secretemail.com becomes [redacted-email-address]). Sample Requests to Google De-identification Service JSON Structure to De-identify Text Using Google Cloud DLP API jsonCopy code{ // JSON structure } JSON Structure to De-identify Images Using Google Cloud DLP API jsonCopy code{ // JSON structure } Salesforce Design Decisions Redundancy and Batch Processing A scheduled batch job allows for recovery by polling unprocessed records. To handle large data volumes (e.g., 360,000 records over 5 days), the Salesforce BULK API is used to process queries and updates in large batch sizes, reducing the number of API calls. Sensitive Information De-identification Google Cloud Data Loss Prevention allows detecting and protecting assets with sensitive information, supporting a wide range of use cases across an enterprise. Proven Capabilities: Considerations and Lessons Learned Enhanced Email: Redacting tasks and EmailMessage records, handling read-only EmailMessage records by deleting and recreating them. Files: The architecture assumes files with sensitive data can be deleted and replaced with redacted versions. Audit Fields: Ensure setting CreatedDate and LastModifiedDate fields using original record dates. Field History Tracking: Avoid tracking fields intended for de-identification, tracking shadow fields instead. Image De-identification: Limited to JPEG, BMP, and PNG formats, with DOCX and PDF not yet supported. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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February 2, 2021in Salesforce
Salesforce Document Generation
18Jul

Generating Documents in Salesforce

Salesforce document generation poses a challenge for businesses, given the intricacies of integration involved. Fortunately, a variety of tools are available for generating documents in Salesforce, and Tectonic is well-equipped to assist in their successful implementation. Salesforce Industries Document Generation empowers businesses to craft and manage accurate documents linked to standard Salesforce objects, encompassing contracts, opportunities, orders, quotes, and custom objects. For a more dynamic approach, Salesforce OmniStudio Document Generation facilitates the creation of documents using Microsoft Word and Microsoft PowerPoint templates. These templates can incorporate values from any JSON-based data within the text, including data sourced from various Salesforce objects. This versatile tool enables the generation of contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and more. Salesforce Industries Document Generation seamlessly integrates with Vlocity Insurance, Vlocity Health, communications, media, energy, utilities, government, and beyond. Vlocity Analytics, another valuable component, offers pre-built measurement tools that seamlessly integrate with Salesforce Reports, Dashboards, and Einstein. The Salesforce AppExchange boasts an extensive array of over 200 document generation tools. Your Salesforce partner can assist in selecting, installing, and implementing the most suitable options based on your business requirements. With Document Generation, you can generate contracts, proposals, quotes, reports, non-disclosure agreements, job offers, service agreements, and so on. You can generate documents using the specified sample client-side or server-side OmniScripts. You can also create your own OmniScripts by cloning and customizing the sample OmniScript to generate documents. Client-Side document generation is a synchronous process that results in a downloadable preview of the generated documents. You can generate documents from Microsoft Word (.docx), Microsoft PowerPoint (.pptx), and Web templates. These templates can include values from any JSON-based data in the text, including data from any Salesforce object. You can optionally convert the resulting documents to .pdf format. Server-Side document generation is available in both the OmniStudio Foundation and Salesforce Industries packages. Server-Side document generation is an asynchronous process that’s best for large and rendering-heavy documents and for document generation in batches. The Server-Side document generation service is secure and scalable and is hosted on Salesforce Hyperforce. The generated document is stored in your Salesforce org, and is attached to the object for which it’s generated. You can use Apex Classes, sample Integration Procedures, or a sample OmniScript to generate documents. Client-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using client-side OmniScripts. Server-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using the singleDocxServersideLwc server-side OmniScript. With the right licenses, Document Generation is available in the Salesforce Industries package. Metering measures resource utilization levels and throttling controls resource access and use based on defined rules. Metering measures the number of server-side documents that are generated by an org hourly and daily. The default hourly and daily limits for processing server-side document generation requests are 1,000 per org and 24,000 per org respectively. Throttling maintains consistency and resilience of the server-side document generation service by managing incoming server-side document generation requests from multiple orgs. Throttling can also prevent service degradation caused by high volume of requests at peak hours by blocking requests that exceed the default limits. The request details are saved in the Document Generation Processes entity. You can retrieve the blocked requests and later retry the server-side document generation. No matter what your specific document generation needs, Tectonic simplifies the process of getting your system up and running seamlessly, whether it’s through Salesforce Quickstarts or comprehensive implementation services. Content updated in 2February 2024, Shannan Hearne. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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July 18, 2019in Data, Hyperforce, Salesforce, Salesforce Reports, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Listview
16Jun

Listview in Salesforce

What is a listview in Salesforce? A list view is a filtered list of records where you can view records for one object at a time. For example, a list of Contacts, Accounts, or Opportunities. What are the benefits of list view in Salesforce? In a list view, you see only the data that you have access to. You can see records that you own, have read or write access to, or are shared with you. List views also include records owned by or shared with users in roles below you in the Salesforce hierarchy. What is the difference between report and Listview in Salesforce? While List Views are ideal for day-to-day tasks and offer quick access to relevant data, they cannot perform data analysis or generate summary reports. Reports, on the other hand, require an understanding of the data structure to create, and they’re only available to Salesforce users with the appropriate permissions enabled. Why use ListView? ListView builder is useful when you have a large number of items that can change dynamically, as it only builds the child records that are currently visible. It also allows you to easily scroll through the list of items. Column , on the other hand, is a layout widget that arranges its children vertically. What is the limitation of Listview in Salesforce? Due to SOQL limitations, list views are limited to first 2,000 records returned by the filter criteria. To confirm that the list view contains more than 2000 records you can create a report with the same criteria as list view to get the exact record count. Can you share a list view in Salesforce? Name the Public Group via the “Label” field. Select Users under the “Search” drop-down. Add the specific user(s) with whom you want to share the list view. Click Save. Content updated July 2025, Shannan Hearne Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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June 16, 2019in Data, Salesforce, Salesforce Sales Cloud
Salesforce
10Jun

What is Salesforce?

Salesforce is cloud-based CRM software. It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new, personalized way, so they can provide them with amazing service at scale. Salesforce, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management software and applications focused on sales, customer service, marketing automation, e-commerce, analytics, and application development. According to Wikipedia… Salesforce brings together all your data, from any source. Customer 360, the complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information. With artificial intelligence integrated across all products, SFDC helps everyone in your company work more productively and better deliver the personalized experiences customers love. To explore all Salesforce has to offer for your business, contact Tectonic today. Salesforce is cloud-based CRM software (What is CRM?). It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new way, so they can provide them with amazing service at scale. Salesforce brings together all your data, from any source. Customer 360, our complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information. With artificial intelligence integrated across all products, SFDC helps everyone in your company work more productively and better deliver the personalized experiences customers love. Content updaed February 2025, Shannan Hearne Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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June 10, 2019in Artificial Intelligence, Data, Marketing Automation, Salesforce
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