App Archives - gettectonic.com - Page 57
09Oct

Box and Salesforce Integration

What is Box and Salesforce integration? Together, Box and Salesforce integration bring you seamless solutions that make it easy for teams to securely collaborate on the most critical content in Box, without leaving Salesforce. It easily connects with other Apps to share and store the data. Box allows users to create, edit, update, and share files/folders with Salesforce. It has a highly secured authentication process and a customizable user permission to access the files/folders. Your teams and customers expect amazing digital experiences, no matter what tools they use — which means you must deliver a consistent content experience across every app. Together, Box and Salesforce bring you seamlessly integrated solutions. The result? Better customer engagements, faster resolution on support cases, and seamless signatures so organizations can quickly go from quote to cash. Content is at the core of business today — and a driving force for your sales teams. Our integration empowers sales reps to collaborate on content directly in Salesforce, while your organization’s documents are centralized in Box to streamline processes, engage customers, and accelerate sales cycles. With Box for Salesforce, account teams can easily and securely access and share relevant files from any device, no matter if they’re at home, in the office, or out in the field. 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 9, 2019in Data, Google, Salesforce, Salesforce Managed Services
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 2022. 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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July 18, 2019in Data, Hyperforce, Salesforce, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Quickstart
06Jul

Step By Step Guide to a Salesforce Quickstart

Salesforce Implementation with a Tectonic Quickstart: Step-by-Step Salesforce Quickstart Guide. Step 1: Define Your Business Requirements Step 2: Choose the Appropriate Salesforce Products Step 3: Choose the Right Salesforce Quickstart Package Step 4: Prepare Your Data Step 5: Customize Your Quickstart Package Step 6: Train Your Users Step 7: Monitor and Optimize Your Processes Benefits of Salesforce Implementation with QuickStart Package Is it time for your business to get up and running on Salesforce? Contact Tectonic about our Salesforce Quickstart solutions today. Salesforce quickstarts are also known as Salesforce Implementation Solutions. Content updated April 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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July 6, 2019in Data, Salesforce, Salesforce Implementation Services, Technology
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 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. 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 10, 2019in Artificial Intelligence, Data, Marketing Automation, Salesforce
salesforce asset management
06Jun

Asset Management Salesforce

Can Salesforce do asset management? You can manage assets in Consumer Goods (desktop) and in the Consumer Goods offline mobile app in Salesforce. Let’s understand the process in detail. Create Asset Templates and Asset Types: Before you create assets, ensure that admins have created asset templates and asset types. Assets are items, such as refrigerators or freezers, that you place at a customer location (retail store) to increase your sales. Assets are also items you use in your business such as vehicles or computers. As an asset’s owner, you’re responsible for the maintenance, repair, or any other services required for the asset. Managing assets efficiently can help reduce customer complaints and, in turn, increase your brand value. By actively tracking your assets’ conditions, you can budget better, reduce losses, and ensure employee safety. What is the use of asset object in Salesforce? So, Assets are used quite frequently by sales, customer service in your back office. Assets are a standard object. It comes out-of-the-box with Salesforce. And being a standard object we can add custom fields, validation rules, record types, multiple page layouts. How do I create an asset for a product in Salesforce? Create an Asset What is the asset state period in Salesforce? An asset state period represents a time span when an asset has the same quantity, amount, and monthly recurring revenue (MRR). An asset has as many asset state periods as there are changes to it (asset actions) during its lifecycle. The dashboard and related pages show the current asset state period. What is the difference between subscription and asset in Salesforce? Use subscriptions to keep records of subscription products you’ve quoted or sold. Use assets to keep records of stand-alone products you’ve quoted or sold. You can use these records later to manage amendments and renewals to your opportunities and orders. How do I enable assets in Salesforce? Enable Asset Scheduling in Salesforce Scheduler How do I create an asset in Salesforce CPQ? Salesforce CPQ creates assets when you click Contracted on an opportunity or order. The asset creation process varies based on your account’s renewal model and the value of the asset conversion field on the product you’re contracting. How do you renew assets in Salesforce CPQ? Select the assets you want to renew, and then click Renew. Salesforce CPQ creates a renewal quote, associates it with a renewal opportunity, and opens the quote line editor. Edit the quantities of the assets from your original quote as needed. You can also add new products. What is an asset state? Asset State denotes the different states of assets in the organization such as assets in Use, In Store, Expired and so on. Apart from the default asset states, you can create custom ones. You can also enable or disable ownership and scan for custom asset states you create. Note that Salesforce also has a Digital Asset Management (DAM) capability. Where is asset library in Salesforce? To view asset files in Files home, select Libraries and then select Asset Library . To view and edit asset files in Setup, enter Asset Files in the Quick Find box, then select Asset Files. For more information on Salesforce Asset Management, contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 6, 2019in Data, Salesforce, Salesforce Asset Management, Salesforce CPQ, Salesforce Financial Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud
AI-driven propensity scores
20May

AI-Driven Propensity Scores

AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables through machine learning, without explicit programming. This insight has gone through numerous updates as the information and use of AI-driven propensity scores evolved. In many cases, writers give a brief overview of the what of a tool. Today, we are going way beyond “what the sausage tastes like” to “how the sausage is made” Tectonic hopes you will enjoy learning how propensity models and AI driven propensity scores improve your data. Propensity Model in Artificial Intelligence: Propensity modeling generates a propensity score, representing the probability that a visitor, lead, or customer will take a specific action. For instance, a propensity model, using data science or machine learning, can help predict the likelihood of a lead converting to a customer. AI-driven propensity scores take an existing data model and improve its predictions, speed, and analysis with AI. Propensity Score in CRM: In CRM, a propensity score is the model’s probabilistic estimate of a customer performing a specific action. Grouping customers by score ranges allows for effective comparison and analysis within each bucket. Enhancing Propensity Modeling with AI: Traditional statistical propensity models might lack accuracy, but integrating machine learning technologies, as demonstrated by Alphonso, can significantly optimize ad spend and increase prediction accuracy from 8% to 80%. That’s a whopping 72% improvement. Propensity Modeling Overview: Propensity modeling involves predictive models analyzing past behaviors to forecast the future actions of a target audience. It identifies the likelihood of specific actions, aiding in personalized marketing. Role of Machine Learning in Propensity Models: Propensity models rely on machine learning algorithms, acting as binary classifiers predicting whether a certain event or behavior will occur. Logistic regression and Classification and Regression Tree Analysis are common methods for calculating propensity scores. Characteristics of Effective Propensity Models: For robust predictions, propensity models should be dynamic, scalable, and adaptive. Dynamic models adapt to trends, scalable for diverse predictions, and adaptive with regular data updates. Propensity Modeling Applications: Propensity models find applications in predicting customer behavior, such as purchasing, converting, churning, or engaging. Real-time predictions, data analysis, and AI integration contribute to successful implementations. AI-driven propensity scores are extremely useful in that they can be coupled with many other models to give additional insights to your data. Types of Propensity Score Models: Various models include propensity to purchase/convert, customer lifetime value (CLV), propensity to churn, and propensity to engage. Combining models can enhance the effectiveness of marketing campaigns. When to Use Propensity Scores: Propensity scores are beneficial when random assignment of treatments is impractical. They help estimate treatment effects in observational studies, providing an alternative to traditional model-building methods. Limitations of Propensity Score Methods: While propensity scores help achieve exchangeability between exposed and unexposed groups, they do not claim to eliminate confounding due to unmeasured covariates. Findings from observational studies must be interpreted cautiously due to potential residual confounding. Content updated October 2021. Content updated February 2024. Like3 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 20, 2019in Artificial Intelligence, Data, Salesforce, Salesforce Einstein
Salesforce
24Apr

Salesforce Objects and Fields

Salesforce objects and fields are analogous to database tables and the table columns. Objects and fields structure your data. For example, the central object in the Salesforce data model represents accounts—companies and organizations involved with your business, such as customers, partners, and competitors. The term “record” describes a particular occurrence of an object (such as a specific account like “IBM” or “United Airlines” that is represented by an Account object). A record is analogous to a row in a database table. Objects already created for you by Salesforce are called standard objects. Objects that you create in your organization with the user interface or with the Metadata API are called custom objects. Objects you create that map to data stored outside your organization are called external objects. While this insight describes all of the objects available in the API, your applications work with only the objects that you are authorized to access. Programmatic access to objects is determined by the objects defined in your organization, your organization configuration, your user permissions and access settings (which are configured by your organization’s Salesforce admin), your data sharing model, and other factors related specifically to the object. Most of the objects accessible through the API are read-write objects. However, there are a few objects that are read-only. This fact is noted in the description for the object. For details about the data types and size restrictions for each object’s fields, see the Salesforce Field Reference Guide. Resources: 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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April 24, 2019in Data, Enterprise, Salesforce
Salesforce Job-Training Initiative
13Apr

Salesforce Job-Training Initiative

Salesforce.com Inc, a San Francisco-based cloud software company, announced on Thursday that it is joining a White House Salesforce Job-Training Initiative to provide new skills training for U.S. workers. The company, known for its internet-based software used by sales and marketing departments, plans to offer online training to up to 500,000 workers for jobs involving Salesforce’s software systems. However, the company did not disclose the financial commitment for this effort. The White House’s “Pledge to America’s Workers” initiative, launched last year, has over 200 participating companies. Salesforce CEO Marc Benioff is set to announce the news at an event in Indiana with Ivanka Trump, where Salesforce employs nearly 2,000 people. Benioff, who purchased Time magazine last year, is recognized for his support of progressive policies. Notably, he supported a tax increase on large businesses in San Francisco to fund homelessness solutions, a measure that San Francisco voters approved. Salesforce faced criticism from a Texas immigrant rights group last year for providing software to U.S. Customs and Border Protection. In response, Benioff highlighted that the company’s philanthropic arm donated over $1 million to organizations aiding migrant families at the U.S.-Mexico border. 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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April 13, 2019in Salesforce
Salesforce Sales Cloud
09Apr

Salesforce Sales Cloud Explained

Salesforce Sales Cloud is Salesforce’s premier product, originating with the company’s birth in 1999, and currently commands the largest market share among all available Customer Relationship Management (CRM) solutions. With a core mission to expedite the sales cycle, Sales Cloud furnishes companies with an array of tools for efficient management of leads, opportunities, businesses, and individual contacts. While it predominantly caters to Business-to-Business (B2B) enterprises, Sales Cloud encompasses features like quoting, product management, and forecasting tailored to meet the needs of sales managers. In addition to its foundational features, Sales Cloud offers a suite of add-on products that further enhance its capabilities. These include Sales Cloud Einstein, Inbox, Salesforce Maps, Lightning Dialer, Lightning Scheduler, Salesforce Engage, Einstein Sales Analytics, and Revenue Analytics. These supplementary products provide advanced functionalities and analytics, elevating the overall sales experience for businesses utilizing Sales Cloud. What does Salesforce do? It helps teams work better together. Your business may use a single Customer 360 app, or a combination of many. By improving team communications, automating repetitive tasks, and surfacing more insights with the help of AI, our customers drive greater business success. Connect the dots between marketing and sales. Bring all your customer data together in one place to inform campaign strategy, audiences, and content. Use generative AI to create personalized messages and send them to prospects right where they are most likely to engage with them. When customers click on your ad or website, an automated message is sent to sales, notifying the team of a new lead. Tectonic is please to announce our Sales Cloud Implementation Solutions. 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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April 9, 2019in Data, Enterprise, Generative AI, Salesforce, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Sales Cloud
Salesforce XML
26Mar

XML-Based Messaging Protocol

The primary focus of the XML based messaging Protocol Working Group is to establish a framework for XML-based messaging systems. This framework encompasses the specification of a message envelope format and a method for data serialization. While the emphasis is on RPC applications, the framework adheres to the specified principles, catering not exclusively but primarily to RPC applications. XML messaging represents a rapidly growing, dynamic area of IT, a situation that makes it exciting and tiresome at the same time. As B2B exchanges and other forms of inter-business electronic communication grow, XML messaging will be more widely deployed than ever. Dirk Reinshagen, Javaworld What are XML messages? XML Messaging format is designed to facilitate the exchange of structured information in the implementation of Web Services within computer networks. An XML interface serves as the foundational layer of a web services protocol stack, providing a fundamental messaging framework upon which web services can be constructed. How can XML text messages be read? XML files are encoded in plaintext, allowing them to be easily opened and read in any text editor. To do so, right-click the XML file and select “Open With.” A list of programs to open the file will appear, and you can choose “Notepad” (Windows) or “TextEdit” (Mac) for clear readability. SOAP API (Simple Object Access Protocol) is a protocol used for accessing web services in Salesforce. It enables developers to interact with the Salesforce platform using a standardized messaging format and receive data in the form of XML. is 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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March 26, 2019in Data, Salesforce
Brandbuilder
18Mar

Brandbuilder

BrandBuilder:Enhance the visual identity of your Marketing Cloud account by incorporating your company logo and adjusting the default color scheme. In Enterprise 2.0, the flexibility extends to creating multiple brands that can be assigned to distinct business units. When crafting your email template, leverage the chosen color scheme to ensure consistent brand representation. Additionally, Experience Builder provides branding options, allowing the creation of Branding Sets. These sets serve as comprehensive collections, encompassing images, fonts, and colors, profoundly transforming the appearance of your site. The Experience Builder‘s Theme panel serves as the focal point for managing Branding Sets. Utilizing these sets, you can swiftly modify the site’s look for diverse audiences, seamlessly transitioning between brands or presentations for various campaigns or events. It’s noteworthy that if you are using a pre-built theme, the branding set won’t impact the header and hero areas of your site. Brandbuilder Each site can be associated with multiple branding sets, offering the flexibility to maintain and manage various collections of colors and elements. These sets can be applied manually or programmatically through Audiences. Should you not find options to control specific aspects of your site in the Theme panel or component properties, you have the ability to create custom CSS overrides. Content updated September 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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March 18, 2019in Enterprise, Salesforce
Tectonic Salesforce Services
06Mar

Salesforce Core API Calls

Here’s a list of Salesforce core API calls for your handy reference. List of Salesforce Core API calls: Call Description convertLead() Converts a Lead into an Account, Contact, or (optionally) an Opportunity. create() Adds one or more new individual objects to your organization’s data. delete() Deletes one or more individual objects from your organization’s data. deleteByExample() Deletes objects from your organization’s data using an sObject as a template for what to delete. All data in a big object matching the values in the sObject templates are deleted. emptyRecycleBin() Delete records from the recycle bin immediately. executeListView() Executes a list view’s SOQL query to retrieve data, labels, and actions from a list view. findDuplicates() Performs rule-based searches for duplicate records. The input is an array of sObject, each of which specifies the values to search for and the type of object that supplies the duplicate rules. The output identifies the detected duplicates for each object that supplies the duplicate rules. findDuplicates() applies the rules to the values to do the search. The output identifies the detected duplicates for each sObject. findDuplicatesByIds() Performs rule-based searches for duplicate records. The input is an array of IDs, each of which specifies the records for which to search for duplicates. The output identifies the detected duplicates for each object that supplies the duplicate rules. findDuplicatesByIds() applies the rules to the record IDs to do the search. The output identifies the detected duplicates for each ID. getDeleted() Retrieves the IDs of individual objects of the specified object that have been deleted since the specified time. For information on IDs, see ID Field Type. getUpdated() Retrieves the IDs of individual objects of the specified object that have been updated since the specified time. For information on IDs, see ID Field Type. invalidateSessions() Ends one or more sessions specified by sessionId. login() Logs in to the login server and starts a client session. logout() Ends the session of the logged-in user. merge() Merges records of the same object type. performQuickActions() Executes quick actions of type create or update. process() Submits an array of approval process instances for approval, or processes an array of approval process instances to be approved, rejected, or removed. query() Executes a query against the specified object and returns data that matches the specified criteria. queryAll() Same as query(), but includes deleted and archived items. queryMore() Retrieves the next batch of objects from a query. retrieve() Retrieves one or more objects based on the specified object IDs. search() Executes a text search in your organization’s data. undelete() Undelete records identified with queryAll(). update() Updates one or more existing objects in your organization’s data. upsert() Creates objects and updates existing objects; matches on a custom field to determine the presence of existing objects. 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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March 6, 2019in Data, Salesforce, Salesforce Development Services
marketing automation
04Mar

Marketing Automation

Marketing automation is software tool that handles routine marketing tasks without the need for human action or intervention. Common marketing automation workflows include email marketing, behavioral targeting, lead prioritization, and personalized advertising. Marketing automation is the use of technology to automatically perform marketing tasks, such as: email campaigns, social media advertising, behavioral targeting, re-targeting, lead prioritization, and personalized advertising.  Marketing automation can help teams: become more efficient, improve the customer experience, increase traffic, engage audiences, and acquire new customers.  Some benefits of marketing automation include:  Some marketing automation tools include:  With the emergence of artificial intelligence (AI), marketing automation is enabling marketers to deliver more targeted and personalized content.  What are marketing automation strategies? An automation strategy is a playbook for a brand’s automated marketing tactics. It should answer the who, what, where, when and how of your automation plan. Your plan should tell you: Who your audience is. Include detailed information on your target audience and each of the audience segments. Does marketing automation really work? Marketing automation can be a real game-changer for small businesses. It helps you score, sort, and nurture leads throughout the sales cycle, boosting conversions by targeting customers with the highest purchasing potential. All without the need for human intervention. This frees your marketing and sales professionals up to do other work. Customer journeys are the sum of individual personalized experiences with your brand. With automation, you can tailor every interaction based on customer data to create ongoing, seamless journeys through every brand touchpoint. 5 Steps to Getting Started with Marketing Automated Campaigns Here are some best practices to keep in mind when designing your marketing automation strategy: Tectonic has extensive experience launching automation solutions running in the Salesforce ecosystem. If you are ready to automate the marketing process in Salesforce, contact Tectonic today. Content updated December 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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March 4, 2019in Data, Marketing Automation, Salesforce, Salesforce Development Services, Salesforce Implementation Services, Salesforce Marketing Automation
Salesforce Quote-to-Cash
27Feb

Acronyms for Quote-to-Cash

Here is a helpful glossary of quote-to-cash acronyms you will hear in the Salesforce Ecosystem. Acronym Meaning Defintion ACV Annual Contract Value The annual revenue generated from each customer contract, each year. ARR Annual Recurring Revenue The annual revenue generated from all customer contracts (ie. the company-level revenue), a metric used by subscription-based businesses (such as those offering SaaS – software as a service). CLM Contract Lifecycle Management CLM tools manage the complexities of the contract lifecycle: the creation of the contract itself, which can range from a simple, single-page agreement to a massive list of specifications and amendments. Then you have the negotiation process and the approval process. And finally, you must manage the post-approval period, which generally consists of administering the contract, enforcing terms, and data reporting (source). CPQ Configure Price Quote CPQ tools enable sales teams to quickly and accurately generate quotes. Salesforce CPQ is an add-on product that sits on top of Sales Cloud. There are multiple CPQ tools that can be integrated with Salesforce. MDQ Multi-Dimensional Quoting Commonly used for quoting with multiple years/terms/segments where you may have a ramp-up in price over the course of the segments and/or a ramp-up in the quantity of the product being sold. SKU Stock Keeping Unit “A unique number assigned by a retailer to items in their inventory” (source). A SKU in the computer system ties directly to a physical product through a bar code. TCV Total Contract Value The total revenue generated from each customer contract, for all years. For example, a 3-year contract with $1 mil ACV will be $3 mil in TCV. 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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February 27, 2019in Data, Salesforce, Salesforce CPQ, Salesforce Financial Cloud, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Revenue Cloud, Salesforce Sales Cloud

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