Box Archives - gettectonic.com - Page 9
Flexpricer and Optional Salesforce Line Items

Flexpricer and Optional Salesforce Line Items

If sales users are wasting time with the standard product selector while adding line items on Quotes and Opportunities in Salesforce, but treating them as optional, use Flexpricer’s Optional Line Items interface instead. Flexpricer and Optional Salesforce Line Items let users designate any line item for an opportunity or quote as optional. Flexpricer Benefits Flexpricer and Optional Salesforce Line Items What are Optional Line Items and Why are They Useful? In Sales Cloud, adding products to a Quote or Opportunity using the basic interface can be time-consuming and limited. Sales Cloud doesn’t offer functionality to easily mark products as additional or alternate. Flexpricer enhances Sales Cloud with Optional Line Items for Opportunities and Quotes. Sales Users can: Create Accurate Quotes in Salesforce Without specialized tools, creating quotes with optional line items is challenging and prone to pricing errors. Flexpricer’s Optional Line Items provides: Optional Line Items as Alternates Using the standard product selector in Sales Cloud, users struggle with adding line items for products that can be swapped out with others. With Flexpricer, selecting line items as alternates for upsell or replacements is easy: Standard Sales Cloud Objects Flexpricer uses standard Sales Cloud objects. Your Optional Line Items aren’t locked in custom objects requiring additional licenses. Optional Line Items are commonly used by companies to present alternate or additional line items on Quotes in Salesforce without contributing to the total amount. 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

Read More
Use Salesforce Data Protection Services

Use Salesforce Data Protection Services

Ensuring Data Security in Salesforce: Use Salesforce Data Protection Services How is Data Protected in Salesforce? Salesforce.com employs cutting-edge Internet security technology, including Secure Socket Layer (SSL) with server authentication and data encryption, ensuring the protection of user information during access via supported web browsers. Why Use Salesforce Data Protection Services? Data Security is imperative to meet evolving privacy standards and safeguard sensitive information shared over the internet. Unauthorized access could pose significant risks to the entire organization, making data security a crucial aspect. Salesforce GDPR Certification: Yes, Salesforce is GDPR certified, as confirmed in Section 11 of the Data Processing Addendum, where Salesforce commits to providing reasonable assistance to customers. Salesforce CCPA Compliance with Customer 360: Salesforce 360 facilitates CCPA compliance by seamlessly connecting Marketing Cloud to Sales Cloud, ensuring a cohesive flow of customer data across the organization. Introduction to Salesforce Shield: Salesforce Shield comprises three security tools – Shield Platform Encryption, Event Monitoring, and Field Audit Trail – embedded into critical business applications to enhance trust, compliance, and governance. Data Protection and Privacy Regulations: Salesforce assists companies in complying with various data protection and privacy regulations, including GDPR, CCPA, PIPA, LGPD, PIPEDA, and more, offering guidance on common privacy principles. Guidance for Data Management and Privacy Compliance: Salesforce provides tools for efficient data management and privacy compliance, covering aspects such as data deletion, consent management, restriction of processing, data access and portability, and privacy center functionalities. Encryption of Data at Rest with Salesforce Shield Platform Encryption: Salesforce Shield Platform Encryption encrypts data at rest within servers, databases, search index files, and the file system, preserving functionality and ensuring secure storage. Use Salesforce Data Protection Services: To enable Data Privacy and Protection in Salesforce, users can navigate through Lightning Experience or Salesforce Classic, accessing the setup and entering “Data Protection and Privacy” in the Quick Find box. Various Data Security Settings in Salesforce: Salesforce offers multiple data security settings, including Object-Level Security through profiles, Permission Sets, Permission Set Groups, Ownership-Based Sharing Rules, Criteria-Based Sharing Rules, and Guest User Sharing Rules. Salesforce Data Ownership and Digital Chain of Custody: Salesforce Data Ownership involves maintaining a Digital Chain of Custody, ensuring meticulous tracking of data through each replication process. This guarantees data remains under control and protected at all times. Salesforce and DLP Functionality: Salesforce does not have built-in Data Loss Prevention (DLP) functionality. It relies on third-party apps like Nightfall to provide DLP capabilities, crucial for maintaining compliance with regulations such as HIPAA and PCI. 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

Read More
Slack and Salesforce

Amaze Your Customers With Slack and Service Cloud For Improved Customer Service

Surpass your customers’ expectations with the combined power of Service Cloud and Slack. Drive down operating costs, enhance team productivity, and exceed customer expectations by leveraging the capabilities of Service Cloud and Slack. Understanding the current service landscape: The digital transformation, accelerated by the pandemic, has propelled customers and businesses into a new era, marked by the extensive use of diverse tools for day-to-day operations. Since 2020, Salesforce’s data indicates that achieving transparency and fostering active engagement are crucial to meeting heightened customer expectations, evident in a notable 47% surge in video support. However, a significant number of organizations face a challenge as their technology systems do not fully align with these evolving expectations. We all know it’s hard to make a good paper mache airplane if you only have a piece of paper. And technology is no different. According to Intercom, 46% of support leaders express that their tech stack acts as a hindrance to achieving organizational goals. Operating across various applications diminishes team productivity and hinders business expansion. To effectively cater to your customers, service teams must innovate and adapt to the multitude of tools, contact channels, isolated teams, and fragmented data. Support operations personnel need to address key questions: The solution lies in adopting Slack as the productivity hub, coupled with Salesforce’s Service Cloud integration. This dynamic combination unlocks your full productivity potential, fostering increased customer loyalty. Break down organizational silos and expedite case resolution for enhanced customer experiences. In the ever-evolving digital marketplace, customers demand seamless service without being transferred between agents or repeating their information. A staggering 83% of customers expect complex issues to be addressed by a single point of contact. However, traditional tiered-support models fall short of meeting these expectations. The solution lies in providing teams with a comprehensive view of the entire customer journey. By leveraging the combined capabilities of Service Cloud and Slack, organizations can achieve significant cost reductions and enhance service team productivity. Service Cloud has been shown to lower support costs by 27%, while Slack increases employee productivity by 26%, according to the 2022 Salesforce Success Metrics Global Highlights study. Swarming Swarming, facilitated by Service Cloud and Slack, revolutionizes the support approach. Unlike traditional tiered support, swarming brings service agents, engineers, and issue analysts together in real-time, eliminating the need for case escalations and customer department bouncing. The swarm team collaborates efficiently, sharing information with customers proactively. The Field Service mobile app further facilitates instant connections with experts, reducing the need for unnecessary on-site visits. Service Cloud and Slack, working together, use out-of-the-box workflows to automatically assemble cross-functional experts and create Slack channels for collaborative efforts on complex cases. This approach eliminates messy handoffs and siloed decision-making, promoting transparency. Swarming ensures that everyone involved can access the entire conversation, participate in Slack huddles, and search for resolutions to similar cases. Automation and streamlined collaboration are paramount for providing exceptional service experiences. The time factor, particularly time to resolution and time on hold, is a significant barrier. Many service agents (78%) struggle to balance speed and quality due to the challenge of working across multiple systems. The integration of Service Cloud and Slack addresses this issue by extending workflows throughout the organization. Soon, Slack GPT will further enhance CRM and conversational data, providing AI-generated summaries and enabling the creation of no-code workflows. Workflow Builder and Flow Builder, no-code tools from Slack and Salesforce, respectively, collaborate seamlessly to automate daily tasks and enhance transparency, agility, and cross-team collaboration. Successful Integration The success of this integration is evident in the substantial improvements seen by service organizations using Slack, including a 32% increase in Net Promoter Score, 27% decrease in service/support costs, 30% increase in agent productivity, and a 30% increase in customer retention. The ever-changing level of customer expectations underscores the importance of service professionals as frontline ambassadors for your brand. With 88% of customers valuing their experience with a company as much as its products, swarming becomes a strategic approach to surpass expectations. Slack Connect facilitates direct access to support for partners, vendors, and B2B customers through a dedicated channel, fostering collaborative issue resolution. Slack clips and white-glove service further enhance the support process. Clips allow users to record audio, video, and screen shares, creating a searchable database of demonstrations. Private support channels in Slack provide key customers with white-glove service, allowing them to record and upload technical issues for prompt resolution. slack and service cloud In the current remote and decentralized business workforce, Service Cloud and Slack offer an opportunity to exceed customer expectations, transform service cases into lasting relationships, cut costs, and boost team productivity. If your average call handle time is too long, if your data is too siloed, or if your customer service teams are overwhelmed, contact Tectonic today to explore a Slack and Salesforce Service Cloud Integration. 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

Read More

Keys to Writing Meaningful Email Content

By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne Email marketing remains a powerful tool for businesses to engage with their prospects and customers. Writing meaningful email content takes time and practice. It’s essential to recognize that your recipients and subscribers face a constant barrage of emails. The challenge becomes making your email stand out in the inbox, prompt subscribers to open, read, and respond to your desired Call to Action.  Here are proven methods to enhance the interest, effectiveness, and credibility of your emails: Stay Relevant: Set a Content Hierarchy: Tell a Story: Keep it Simple: Trim it Back and Clean it Up: Grab Their Attention: Include a Preheader: Save Time with AI: Drive Results with a Strong CTA: Test. Test. Test Again: By adhering to these email content tips, you can create emails that are engaging, effective, and eagerly anticipated by your readers. Whether focusing on relevance, storytelling, simplicity, or testing, these strategies will highlight the interest, effectiveness, and trustworthiness of your brand. Start crafting those emails and monitor their success. If you are struggling with the challenge of writing meaningful email content, Tectonic consultants can help. Contact us 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

Read More

Eloqua Salesforce Integration

About Salesforce integration with Oracle Eloqua Synchronizes accounts, contacts, leads and opportunities in Salesforce with Oracle Eloqua. For more information, see Data imports from Salesforce to Oracle Eloqua. Uses contact data in Oracle Eloqua to update contacts and generate sales leads in Salesforce. However, the integration of Oracle Eloqua with Salesforce comes with certain limitations that can have adverse effects on businesses. In this blog post, we will explore these limitations and how Salesforce Marketing Cloud can serve as a solution. Limitations: 1. Integration Process 2. Flexibility and Customization 3. Data Synchronization 4. User Experience and Interface 5. API Limitations 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

Read More
What is Health Cloud

What is Health Cloud?

Salesforce Health Cloud, a specialized platform designed for healthcare organizations, aims to streamline operations and provide personalized care. By leveraging cloud technology, mobile capabilities, and social integration, Health Care Cloud enhances productivity, reduces costs, and offers a comprehensive view of patient data. Salesforce keeps electronic personal health information (ephi) safe and secure. Since its inception, Salesforce Health Cloud has evolved significantly to meet the unique and challenging needs of the healthcare sector. The introduction of Customer 360 for Health marks a milestone in fostering empathetic care and promoting collaboration among healthcare teams. What is Salesforce Health Cloud? At its core, Health Cloud facilitates seamless collaboration among healthcare teams to ensure optimal patient care. With robust security measures in place, patient data remains secure and accessible only to authorized personnel. Salesforce Health provides care teams with convenient access to both clinical and non-clinical patient information, including health conditions, medications, appointment history, communication preferences, and data from Electronic Health Records (EHRs). Categorized under Salesforce Industry Clouds, Health Cloud combines CRM capabilities with specialized features tailored for healthcare providers, payers, medical device companies, and pharmaceutical manufacturers. Its goal is to deliver personalized, connected care across the entire, sometimes disjointed healthcare ecosystem. Why Use Salesforce Health Cloud? Salesforce Health offers benefits to various stakeholders within the healthcare industry, including providers, payers, manufacturers, and research organizations. In a challenging healthcare landscape, Health Cloud addresses concerns such as managing complex patient data and enhancing patient experiences effectively. Success stories from organizations like New England Biolabs and John Muir Health highlight the impact of Health Salesforce in streamlining operations, improving customer satisfaction, and enhancing care coordination. Despite its transformative potential, widespread adoption and success require rebuilding patient trust, delivering empathetic care, and prioritizing data security. Tools like Health Cloud play a crucial role in achieving these goals. The Health Cloud Data Model Central to Salesforce Health is the flexible Health Cloud Data Model, built atop the Salesforce Platform. This model organizes diverse healthcare data sources, leveraging standard objects like Accounts and Contacts alongside custom objects tailored for healthcare applications. The data model revolves around organizing data around the patient, providing care teams with a holistic view for informed decision-making and personalized care. It supports interoperability and adheres to healthcare data standards like HL7 and FHIR, enabling seamless integration with EHRs and other healthcare applications. Key Features of Salesforce Health Salesforce Health Cloud offers a suite of robust features, including: Patient 360: Provides a unified view of the patient, consolidating demographics, clinical data, and interactions for informed decision-making and personalized care. Care Plans: Enables care teams to create, track, and manage personalized care plans, incorporating goals, tasks, and milestones to monitor patient progress. Care Coordination: Facilitates collaboration among care teams, supporting secure messaging and information sharing across providers. Health Timeline: Offers an interactive visualization of a patient’s medical history, including encounters, lab results, and medications, aiding in understanding and decision-making. Einstein Analytics for Healthcare: Utilizes AI to deliver advanced insights and predictions, empowering organizations to enhance patient outcomes and operational efficiency. Patient 360 for Health In addition to existing features, Salesforce introduces new innovations under Patient 360 for Health, powered by AI. These updates include: Advanced Therapy Management: Streamlines treatment processes for pharmaceutical companies, offering full visibility into patient treatment. Salesforce Genie for Healthcare: Integrates real-time clinical and non-clinical data to create comprehensive patient profiles. AI-Supported Health Timeline: Enhances navigation and accessibility of patient records and journeys through AI. Home Health: Automates intake and scheduling for in-home treatment, optimizing patient preferences. Data Cloud for Healthcare: Connects clinical and non-clinical patient data from multiple sources into a real-time patient profile. MuleSoft Direct for Health Cloud: Provides out-of-the-box connectors to access EHR data, facilitating smoother integration. Tableau Accelerators for Health Cloud: Offers ready-to-use dashboards for various use cases, empowering teams with data-driven insights. Integration With MuleSoft Salesforce Health seamlessly integrates with MuleSoft, enabling organizations to connect with existing EHRs, billing systems, and healthcare applications. MuleSoft’s Anypoint Platform provides pre-built connectors and APIs to simplify integration and unlock the full potential of healthcare data. Salesforce Health Cloud is not only a powerful platform for healthcare organizations but also a catalyst for positive change in patient care and operational efficiency. By leveraging HC’s capabilities, healthcare organizations can deliver exceptional patient experiences, streamline processes, and ensure data security and compliance. With continuous integration and innovation within the Salesforce ecosystem, Health Cloud remains positioned to drive transformative change in the healthcare industry, addressing challenges and paving the way for a brighter future in healthcare. Considering Salesforce Health Cloud for your practice? 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

Read More
Sales Cloud Einstein

Einstein Activity Capture

Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. Note: Starting in late 2023, existing EAC services and data are migrating to Hyperforce. What is the difference between Salesforce Inbox and EAC? Salesforce Inbox excels in providing a unified email and calendar management interface, while EAC automates activity tracking and delivers AI-driven insights. Assess your specific sales requirements, budget, and preferences to determine which solution aligns best with your needs. What is the difference between lightning sync and Einstein activity capture? EAC has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required. Does Einstein activity capture automatically log emails? Einstein Activity Capture (EAC) is part of the Sales Cloud family. It uses the power of AI to automatically log events and emails against their respective Salesforce records and can also sync Contacts from Gmail or Outlook. Why use Einstein activity capture? EAC is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. How long does EAC store emails? The default is 24 months. The amount can range from 3 months to 5 years. How do I delete emails from EAC? To delete activity by email address: Does EAC sync contacts? EAC can sync up to 50,000 contacts per user. An additional non-syncing contact is picked up for sync only when one of the 50,000 stops syncing. What is the difference between EAC and Gmail integration? The main difference between these two is that Salesforce Gmail integration and Salesforce Inbox are both designed to providing users with Salesforce data and functionality within their email interface, while EAC focuses on automating data entry. What is the limit of Einstein activity capture? If you have only standard EAC users, a maximum of 6 months of captured activity data is stored and displayed on the activity timeline. 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

Read More
Salesforce Telephony Integration

Aircall and Salesforce Integration

Aircall offers inbound screen-pop and automation call logging.  Run outbound list dialer campaigns from any Salesforce list of records or reports. Aircall and Salesforce Integration. Use the Aircall Salesforce integration to place and receive phone calls directly in Sales Cloud or Service Cloud. With the Aircall Salesforce integration all calls are automatically logged directly into Salesforce and each caller’s history is saved. You can now very easily connect Salesforce with Aircall to ramp-up your CRM. Log calls will be created for any type of calls and will be assigned to the person who picks up the call. Does Salesforce have VOIP? Telephony in Salesforce is done through a VOIP (voice over internet protocol) service. Many offerings on the market provide this, including RingCentral, Natterbox, and Salesforce’s own Service Cloud Voice. What makes Aircall different? Aircall uses cloud-based technology so no more physical desk phones. Set up whole teams, in moments, no matter where they’re based. Benefit from performance insights and integrate Aircall with all your existing systems for better productivity. Salesforce CTI, or Computer Telephony Integration, is a feature that allows you to integrate your telephone system with your Salesforce account. This integration enables you to make and receive calls, view call history, and log call information directly from within Salesforce. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Custom List Views With LWC and Apex

Custom List Views With LWC and Apex

Creating a Custom List View in Salesforce Using LWC and Apex In this blog post, we’ll guide you through the process of creating a custom list view in Salesforce using Lightning Web Components (LWC) and Apex. This will enable you to fetch, display, and print Task records based on specific filters. We’ll cover the step-by-step development of the Apex controller, LWC component, and the creation of a list layout button to enhance your Salesforce interface. Prerequisites Step 1: Create a Visualforce Page Start by creating a Visualforce page that connects to the LWC, named ListviewPage. htmlCopy code<apex:page standardController=”Task” recordSetVar=”tasks” extensions=”CustomListViewInLwcCtrl”> <apex:includeLightning /> <style> #lightning { height: 100vh; } @media print { #lightning { height: auto; overflow: visible; } .print-section { height: auto; overflow: visible; } } </style> <div id=”lightning”></div> <script> console.log(‘work6’); var filterId = ‘{!filterId}’; console.log(‘Filter ID:’, filterId); $Lightning.use( “c:ExampleLWCApp”, function() { $Lightning.createComponent( “c:listviewpage”, { ‘filterId’: filterId }, “lightning” ); } ); </script> </apex:page> Step 2: Create an Aura Component htmlCopy code<aura:application extends=”ltng:outApp”> <aura:dependency resource=”listviewpage” /> </aura:application> Step 3: Create an Apex Controller Next, you’ll need an Apex controller to manage the fetching of list views and their associated records. apexCopy codepublic with sharing class CustomListViewInLwcCtrl { private String filterId; public CustomListViewInLwcCtrl(ApexPages.StandardSetController controller) { filterId = controller.getFilterId(); System.debug(‘FilterId–> ‘ + filterId); } public String getFilterId() { return filterId; } @AuraEnabled(cacheable = true) public static List<ListView> fetchTaskListView(String objectApiName) { try { return [ SELECT Id, Name, DeveloperName FROM ListView WHERE SObjectType = :objectApiName ORDER BY DeveloperName ASC ]; } catch (Exception e) { System.debug(‘Error fetching list views: ‘ + e.getMessage()); return new List<ListView>(); } } @AuraEnabled(cacheable = true) public static List<sObject> getTaskListviewRecord(String objectName, String listViewId, String limitsize, String offsize) { // Logic to fetch Task records } @AuraEnabled(cacheable = true) public static List<Map<String, String>> getTaskListviewLabel(String objectName, String listViewId) { // Logic to fetch Task record labels } } Step 4: Create a Lightning Web Component Create the LWC listviewPage that will interact with the Apex controller. HTML Template htmlCopy code<template> <div class=”slds-grid slds-wrap” style=”width: 280px;”> <div class=”slds-m-around_medium”> <lightning-combobox name=”listViewSelect” label=”Select List View” value={selectedListView} placeholder=”Select a List View” options={listViewOptions} onchange={handleListViewChange}> </lightning-combobox> </div> </div> <br> <div class=”slds-grid slds-wrap”> <div class=”slds-col slds-size_1-of-4″></div> <div class=”slds-col slds-size_3-of-4 slds-text-align_right”> <lightning-button variant=”brand” label=”Print” onclick={handlePrint}></lightning-button> </div> </div> <br> <div if:true={isLoading}> <lightning-spinner alternative-text=”Loading”></lightning-spinner> </div> <template if:false={isLoading}> <div class=”print-section”> <template if:true={records.length}> <lightning-datatable key-field=”Id” data={records} columns={columns} hide-checkbox-column></lightning-datatable> <div class=”slds-m-top_medium slds-text-align_center”> <lightning-button-group> <lightning-button class=”previous” label=”Previous” onclick={handlePrevious} disabled={disablePrevious}></lightning-button> <lightning-button class=”next” label=”Next” onclick={handleNext} disabled={disableNext}></lightning-button> </lightning-button-group> </div> </template> <template if:false={records.length}> <div class=”slds-text-align_center”> No records to display </div> </template> </div> </template> </template> JavaScript Controller javascriptCopy codeimport { LightningElement, track, wire, api } from ‘lwc’; import fetchListView from ‘@salesforce/apex/CustomListViewInLwcCtrl.fetchTaskListView’; import getTaskListviewRecord from ‘@salesforce/apex/CustomListViewInLwcCtrl.getTaskListviewRecord’; import getTaskListviewLabel from ‘@salesforce/apex/CustomListViewInLwcCtrl.getTaskListviewLabel’; const PAGE_SIZE = 100; export default class ListviewPage extends LightningElement { @api filterId; @track listViewOptions = []; @track selectedListView = ”; @track records = []; @track columns = []; @track isLoading = true; @track limitsize = PAGE_SIZE; @track offset = 0; connectedCallback() { console.log(‘Filter ID:’, this.filterId); } @wire(fetchListView, { objectApiName: ‘Task’ }) fetchListViewHandler({ data, error }) { if (data) { this.listViewOptions = data.map(listView => ({ label: listView.Name, value: listView.Id })); this.selectedListView = this.filterId || this.listViewOptions[0].value; this.fetchRecords(); } else if (error) { console.error(‘Error fetching list views:’, error); } } fetchRecords() { this.isLoading = true; getTaskListviewRecord({ objectName: ‘Task’, listViewId: this.selectedListView, limitsize: this.limitsize.toString(), offsize: this.offset.toString() }) .then(result => { console.log(`${result.length} records`, result); this.records = this.formatRecords(result); this.fetchLabels(); }) .catch(error => { console.error(‘Error fetching records:’, error); this.records = []; this.isLoading = false; }); } formatRecords(records) { return records.map((record, index) => ({ …record, Count: this.offset + index + 1, // Additional field mappings })); } fetchLabels() { getTaskListviewLabel({ objectName: ‘Task’, listViewId: this.selectedListView }) .then(labels => { this.columns = [ { label: ‘ ‘, fieldName: ‘Count’, type: ‘number’ }, …labels.map(labelInfo => ({ label: labelInfo.label, fieldName: labelInfo.fieldApiName, type: ‘text’ })) ]; this.isLoading = false; }) .catch(error => { console.error(‘Error fetching labels:’, error); this.isLoading = false; }); } handleListViewChange(event) { this.selectedListView = event.detail.value; this.offset = 0; this.fetchRecords(); } handlePrint() { if (confirm(‘Are you sure you want to print?’)) { window.print(); } } handlePrevious() { if (this.offset >= PAGE_SIZE) { this.offset -= PAGE_SIZE; this.fetchRecords(); } } handleNext() { this.offset += PAGE_SIZE; this.fetchRecords(); } get disablePrevious() { return this.offset === 0; } get disableNext() { return this.records.length < PAGE_SIZE; } } Step 5: Handle Remote Site Settings To allow your Apex class to make callouts, add your Salesforce org’s URL to the Remote Site Settings: Step 6: Create a List Layout Button To create a button that opens your custom list view Visualforce page: Conclusion This custom list view component in Salesforce allows for enhanced record handling, display, and printing, offering greater flexibility than the standard list views. By leveraging LWC and Apex, you can create a tailored experience for your users, improving their efficiency and overall satisfaction. If this was tl;dr, contact Tectonic for assistance 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

Read More
Salesforce Big Data and Travel and Hospitality

Utilizing Generative AI

Taking advantage of generative AI requires complete, unified, and accurate data, according to over half of IT leaders. Yet roadblocks remain. A recent survey found most IT leaders don’t have a unified data strategy and can’t integrate generative AI into their current tech stack. Technical requirements aside, generative AI also surfaces serious ethical considerations. Utilizing Generative AI. Nearly three-quarters of IT leaders are wary of biased or inaccurate results, yet fewer than a third consider ethical use guidelines critical. As an IT practitioner, it’s your job to understand the tech landscape and educate your organization about the power and risks of certain technology solutions, regardless of their application. Generative AI is no different. At this stage, you should be thinking about generative AI from a board-level perspective, looking beyond the near term and well into the future. What are all the risks and rewards? What are the ways your organization might win or lose? How will your people react or respond? How might generative AI make your organization more competitive and effective? Don’t assume anyone within your organization is thinking strategically about how or where generative AI should be applied. Developing a proprietary generative AI solution will take months to deliver (if not longer), but if done correctly, the resulting model would be highly secure and likely very impactful for your specific organization. Most organizations will lean toward buying or leasing a base model and fine-tuning as needed. This approach would still consume time and resources but be optimized for use cases and maintain a level of security. Generative AI focuses on creating new and original content, chat responses, designs, synthetic data or even images. It’s particularly valuable in creative fields and for novel problem-solving, as it can autonomously generate many types of new outputs. How can we use generative AI? Generative AI models can create graphs that show new chemical compounds and molecules that aid in drug discovery, create realistic images for virtual or augmented reality, produce 3D models for video games, design logos, enhance or edit existing images, and more. Which tasks uses generative AI? Generative AI or generative artificial intelligence refers to the use of AI to create new content, like text, images, music, audio, and videos. Generative AI is powered by foundation models (large AI models) that can multi-task and perform out-of-the-box tasks, including summarization, Q&A, classification, and more. 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

Read More
Salesforce Customization Steps

Salesforce Customization Steps

Comprehensive Salesforce Customization Steps Executing a successful SFDC customization requires a structured approach. This detailed plan outlines the 12 essential steps to ensure project success. Following this structured customization plan ensures efficient project execution and maximizes the benefits of Salesforce customization for your organization. Each step contributes to the successful implementation and adoption of tailored Salesforce solutions. Salesforce Customization Steps. 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

Read More
Custom Campaign Types

Custom Campaign Types

Customizing Campaign Types in Salesforce The Type field in your campaigns indicates the overall method or channel used, such as Direct Mail or Referral Program. Customizing the picklist for this field helps to better organize the various campaign types your business runs. Marketers can use the Type field to track and compare the performance of different campaign methods, making it easier to optimize strategies. Available Editions User Permissions Required Default Values in the Type Field The Type field comes with a set of default values, including: Customizing Campaign Types Steps to Customize Campaign Types: Creating a Dependent Picklist You can also create dependent picklists to define subcategories under your main campaign types. Important Notes: How to Create a Dependent Type Picklist: Optimize Campaign Tracking By customizing and organizing campaign types, you can gain better insights into the effectiveness of various marketing strategies. Whether you’re using Lightning Experience or Salesforce Classic, tailoring campaign types helps you track performance and optimize future campaigns effectively. 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

Read More
Create Approval Process in Salesforce

Create Approval Process in Salesforce

Implementing a Salesforce Approval Process: Options and Considerations to Create Approval Process in Salesforce An approval process is necessary for: This insight explores top options for implementing a Salesforce approval process within your company. Option 1: Manual Email or Slack Notifications The classic approach involves emailing or using Slack to request approvals. It’s straightforward and free, making it accessible for teams handling fewer approval requests. Pros: Cons: Option 2: Google Sheets Integration Another method involves using Google Sheets to manage approvals. Sales reps and managers input deal details for approval and track status in a centralized document. Pros: Cons: The drawback of both methods is their manual nature and limited integration with Salesforce, which can hinder sales workflow efficiency and lead to approval delays. Option 3: Salesforce Approvals Salesforce provides a native approval functionality where users create processes (e.g., discount matrices) requiring multiple stakeholders to approve at designated levels. Pros: Cons: While Salesforce Approvals streamline the process compared to manual methods, they still rely on user actions for notifications and responses, lacking full automation. Choosing the Right Option Evaluate each method’s pros and cons to determine the best fit for your company’s needs. Consider: By establishing a dynamic approval process aligned with your business requirements, you can empower your sales team to focus more on client acquisition and less on administrative tasks. Choose wisely to optimize efficiency and decision-making within your organization. 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

Read More
Salesforce Slack

Enable Salesforce for Slack Integrations

Seamlessly integrate Salesforce and Slack to unlock enhanced collaboration through Slack apps, tools, and services. Follow these admin procedures to enable Salesforce for Slack integrations. Required User Permissions To set up and use Salesforce for Slack, ensure users have the appropriate permissions or permission sets: Action Required Permissions/Permission Sets Connect Salesforce and Slack Connect Salesforce with Slack (system permission on supported Salesforce licenses) Use the Sales Cloud for Slack app Slack Sales User Use the PRM for Slack app PRM for Slack app Salesforce User or PRM for Slack Partner app User Use the Service Cloud for Slack app Connect Salesforce with Slack, Slack Service User, Run Flows Use the CRM Analytics for Slack app Connect Salesforce with Slack Also recommended: Note: Salesforce for Slack apps are not supported in Government Cloud or Government Cloud Plus orgs. Do not enable this feature in such environments. Contact your Salesforce Account Executive for more details. Steps to Enable Salesforce for Slack Integrations Follow these steps to set up and enable the integration: 1. Navigate to Slack Apps Setup 2. Accept Terms and Conditions 3. Enable Applications 4. Set Up Required Permissions 5. Configure Object Permissions 6. Install Slack Apps 7. Complete Additional App Setup 8. Customize Field Access (Optional) For Individual Users After the integration is complete, instruct users to: By following these steps, you can ensure seamless Salesforce and Slack integration, enhancing productivity and collaboration across your organization. Content updated October 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

Read More
Revenue Cloud

Revenue Cloud

Salesforce Revenue Cloud serves as an all-encompassing platform meticulously crafted to enhance and simplify the entire revenue management process for businesses. This cloud-based solution provides a centralized system, facilitating effective management of pricing, quoting, and billing operations. The platform, introduced as part of the Salesforce Customer 360 Platform, integrates Configure, Price and Quote (CPQ), Billing, Partner Relationship Management, and B2B Commerce functionalities. Contrary to an out-of-the-box solution, Salesforce Revenue Cloud does not replace enterprise resource planning (ERP) systems but strives to bridge the gap between critical functional departments like sales, partners, operations, and finance. Its introduction at the end of 2020 aimed to assist businesses in better managing revenue streams, enhancing forecasting capabilities, improving efficiencies, and accelerating growth across all sales channels. Salesforce Revenue Cloud, often referred to as CPQ, enables organizations to unify direct sales, partner sales, and eCommerce, package product bundles, handle complex order configurations, produce invoices across multiple channels, collect payments, and manage dunning. The platform’s benefits include streamlined revenue management, improved business agility, real-time access to mobile inventory and data, and the generation of new revenue streams. In addition to these advantages, Salesforce Revenue Cloud offers better insight into customers, maximizes revenue efficiency, builds a superior buyer experience, and reduces missed opportunities by delivering the right product at the right time to the right place. The platform eliminates manual operations, integrates with existing systems and new applications, and expedites the quote-to-cash process. However, it’s essential to consider certain aspects when opting for Salesforce Revenue Cloud, such as its limitations in handling complex billing needs. While Salesforce provides substantial capabilities for recurring revenue and subscription models, it may face challenges with more intricate pricing models, such as dynamic pricing for one-time charges, usage, tiered, subscription, overages, minimum commitments, or others. In conclusion, the collaboration between CRM and marketing departments, fueled by Salesforce Revenue Cloud, propels an increase in sales and enables a comprehensive view of the customer. As businesses demand a 360-degree perspective, the product-specific gap is expected to narrow further, emphasizing the importance of a unified approach across all company departments. 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

Read More
gettectonic.com