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Necessary Salesforce Admin Skills
28Oct

Necessary Salesforce Admin Skills

In 2023, Salesforce Admins created 230,000 objects, generated over 2.7 billion reports monthly, and performed 1 trillion AI predictions weekly. These figures highlight the critical role of an Admin in the Salesforce ecosystem. However, becoming an expert Salesforce Admin requires more than just technical know-how. A blend of both technical and soft skills is essential to truly excel in this role. Whether you’re new to the role or looking to enhance your skills, learning the right abilities is key to thriving as a Salesforce Admin. In this guide, we’ll cover the essential Salesforce Admin skills you need to effectively manage the platform and drive business success. Key Takeaways 14 Essential Salesforce Admin Skills to Master These are some of the key skills outlined in Salesforce’s “Admin Skills Kit” that will help you secure top Salesforce Admin positions. 1. Communication Strong communication skills are critical for Salesforce Admins, who act as the link between technical teams, stakeholders, and users. You’ll need to explain complex processes clearly so that all parties can understand. Why It Matters: Clear communication ensures users can effectively engage with the platform and make informed decisions based on Salesforce data. How To Improve: Practice simplifying technical concepts, actively listen to others’ needs, and refine your ability to convey information clearly. 2. Problem Solving Challenges will arise in your role, from system errors to user issues. Having strong problem-solving skills allows you to identify the root cause of issues and quickly implement effective solutions. Why It Matters: Efficient problem resolution minimizes downtime and keeps the Salesforce platform running smoothly. How To Improve: Break down problems into manageable parts, brainstorm solutions, and always evaluate the impact of your decisions. 3. Attention to Detail Salesforce admins deal with complex data and processes that require accuracy. From maintaining data integrity to configuring processes, attention to detail is crucial. Why It Matters: Even small errors can result in inaccurate data, security risks, or inefficient processes. How To Improve: Double-check your work, use Salesforce validation tools, and ensure all workflows are correctly configured before launching. 4. Learner’s Mindset Salesforce evolves constantly, with frequent updates and new features. A learner’s mindset helps you stay on top of these changes and continuously improve your skills. Why It Matters: The more you know, the more value you bring. Keeping up with updates ensures you’re using the latest tools to benefit your organization. How To Improve: Engage with Salesforce communities, complete Trailhead modules, and attend webinars to stay current. 5. User Management As an Admin, you’ll be responsible for managing users, creating profiles, setting roles and permissions, and ensuring proper access to data. Why It Matters: Proper user management boosts productivity while ensuring data security. How To Improve: Learn the ins and outs of Salesforce profiles, roles, and permission sets, and practice managing users in a sandbox environment. 6. Security Management In today’s digital age, data security is a top priority. Salesforce Admins are responsible for safeguarding organizational data from unauthorized access or breaches. Why It Matters: Poor security can lead to data leaks, damaging the company’s reputation and finances. How To Improve: Master security settings, understand field-level permissions, and stay informed on two-step verification and audit tracking. 7. Business Analysis Admins need to understand the business needs of their organization. Business analysis skills help you gather requirements, understand workflows, and tailor Salesforce to meet those needs. Why It Matters: The better you understand the business, the more effectively you can customize Salesforce to add value. How To Improve: Collaborate with stakeholders to identify pain points and design solutions that address specific business needs. 8. Data Analysis Working with large data sets is a regular part of being a Salesforce Admin. Knowing how to analyze data and generate insights is essential. Why It Matters: Data analysis drives informed decision-making, streamlines workflows, and improves communication. How To Improve: Familiarize yourself with Salesforce’s reporting tools, dashboards, and data export features. 9. Data Management Effective data management is critical to maintaining a well-functioning Salesforce system. This involves data transfers, cleaning, deduplication, and archiving. Why It Matters: Clean and organized data supports accurate reporting and better decision-making. How To Improve: Learn best practices for data imports, validation rules, and data maintenance tools like Data Loader. 10. Designer’s Mindset Admins with a designer’s mindset can create user-friendly interfaces and workflows that enhance the system’s usability. Why It Matters: A well-designed interface improves the user experience, making work more efficient and enjoyable. How To Improve: Use the Lightning App Builder to create custom page layouts and optimize user flows. 11. Change Management When implementing new processes or updates, effective change management is key. This includes communication, ensuring smooth transitions, and training users on new features. Why It Matters: Proper change management ensures high adoption rates and a smooth transition to new features or updates. How To Improve: Develop communication plans, conduct training, and gather user feedback during transitions. 12. Process Automation Salesforce’s automation capabilities allow admins to streamline repetitive tasks. Automation skills help you create workflows, approval processes, and automated communications. Why It Matters: Automating repetitive tasks saves time and ensures that critical business processes are followed consistently. How To Improve: Learn how to use Flows, Process Builder, and Workflow Rules to automate business operations. 13. Product Management A product management mindset helps Admins align the platform with users’ and stakeholders’ needs, ensuring Salesforce delivers value to the organization. Why It Matters: Meeting evolving business needs ensures you continue to add value as an Admin. How To Improve: Collect user feedback, prioritize requests, and align updates with overall business goals. 14. Project Management Salesforce Admins often lead projects such as implementing new features or migrating data. Strong project management skills are essential to execute these tasks effectively. Why It Matters: Good project management ensures that goals are met on time and within budget. How To Improve: Get comfortable with project management tools, scheduling, resource management, and stakeholder communication. Conclusion The role of a Salesforce Admin combines both technical and soft skills like communication,

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October 28, 2024in Data, Salesforce
Metadata and Salesforce
14Jul

Metadata and Salesforce

How do I manage metadata in Salesforce? Search Setup for Custom Metadata Types. On the All Custom Metadata Types page, click Manage Records next to the custom metadata type for which you want to add or modify records. On the list of custom metadata records, click New, or click Edit to modify an existing custom metadata record. Fill out the fields. Use Metadata API to retrieve, deploy, create, update or delete customization information, such as custom object definitions and page layouts, for your org. This API is intended for managing customizations and for building tools that can manage the metadata model, not the data itself. Understanding Metadata Metadata encompasses various elements such as database objects and fields, screen layouts, automation rules, reporting structures, and access permissions. These elements, among others, form the overall configuration of an application for an organization. In large organizations, there can be over 100,000 metadata configurations with numerous dependencies between them. The Importance of Metadata Management As configurations grow, effective metadata management becomes crucial. Without it, the ability to make swift changes diminishes. Forrester describes this challenge as the “Salesforce@scale dilemma,” highlighting the complexities organizations face when scaling their use of Salesforce. This issue isn’t unique to Salesforce but applies to any metadata-driven enterprise application: “Every app change risks breaking one of hundreds of data and process customizations, integration links, and third-party add-ons. The result: Every change requires long and expensive impact-analysis and regression testing projects—killing the responsiveness that made Salesforce attractive at the start.” The Change Intelligence Report Series from Elements.cloud quantified Forrester’s observations: 50% of custom databases are never used, and 41% of custom-created fields are never populated. This leads to wasted effort and increased technical debt. Reducing this debt requires better metadata control. Establishing a Metadata Dictionary At the core of any metadata-driven app is a metadata dictionary, which AI can significantly enhance. A metadata dictionary is a comprehensive list of all metadata, grouped by type, with detailed attributes for each item such as version, usage, and dependencies. It can also include third-party content like business analysis, design specifications, and training materials. Managing applications without a metadata dictionary can be inefficient and risky. The common alternative, using spreadsheets, is hard to maintain and lacks support for impact analysis. Enterprise application vendors should include a metadata dictionary in their platforms, though many do not, often leaving it to third parties to create one via APIs. Steps to Establish a Metadata Dictionary Creating a metadata dictionary involves several actionable steps that streamline data management and boost productivity. Salesforce Metadata Salesforce metadata defines how objects and records behave and the “look and feel” of your Salesforce org. It includes: Metadata and Salesforce It’s essential to distinguish between metadata and data: For example, metadata can define schema properties (e.g., fields in a standard object like Address) and how business data is presented and processed. Metadata API Functionality The Metadata API allows you to manage and move metadata between Salesforce orgs during development. It supports: Use Metadata API for the final stages of development, and source push and pull commands for intermediate stages. These methods ensure efficient and accurate metadata management, enhancing the overall agility and scalability of your Salesforce environment. By effectively managing metadata, organizations can minimize technical debt, streamline operations, and maintain the flexibility and responsiveness that make platforms like Salesforce valuable. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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July 14, 2024in Salesforce
Build a Culture of Data
04Apr

Build a Culture of Data

What is a Data Culture? A Data Culture is the collective behaviors and beliefs of people who value, practice, and encourage the use of data to improve decision-making. As a result, data is woven into the operations, mindset, and identity of an organization. Why is a data culture important?  It enables more informed decision-making. With a data culture in place, decisions at all levels of the organization are based on data-driven insights rather than intuition or guesswork. This leads to more effective strategies and better outcomes. What is the difference in data culture and data strategy? Gartner defines data strategy as “a highly dynamic process employed to support the acquisition, organization, analysis, and delivery of data in support of business objectives.” In contrast, the culture around data comes together with data talent, data literacy, and data tools. Build a Culture of Data Building a data culture is crucial for companies to unlock valuable insights and make smarter, more strategic decisions. Here’s what leaders need to know to foster a data-driven environment: By following these steps and prioritizing the development of a data culture, leaders can empower their organizations to make informed decisions, drive growth, and stay ahead of the competition in today’s data-driven world. Data Maturity Understanding data maturity is crucial for organizations as it provides a framework for assessing their current state of data management and analytics capabilities. It serves as a tool to guide decision-making and prioritize initiatives aimed at advancing the organization’s data capabilities. By evaluating data maturity, organizations can identify gaps, set goals, and determine the necessary steps to progress along their data journey. Data maturity assessment typically involves evaluating various aspects of data management, including data governance, data quality, data infrastructure, analytics capabilities, and organizational culture around data. Based on the assessment, organizations can identify areas of strength and weakness and develop a roadmap for improvement. Furthermore, understanding data maturity enables organizations to track their progress over time. By periodically reassessing data maturity, organizations can measure how much they have advanced and identify areas that still require attention. This iterative process allows organizations to continuously improve their data capabilities and adapt to evolving business needs and technological advancements. In summary, understanding data maturity allows organizations to: 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 4, 2024in Einstein 1 Platform, Salesforce
crm analytics
26Jan

Build Better Tableau Dashboards

The effort made to build better Tableau dashboards pays tenfold in there readability and usability. “Dashboard design is not about making dashboards ‘pretty. It’s making them functional and helping the user to get the information they need as efficiently as possible.” ALEXANDER WALECZEK, ANALYTICS PRACTICE LEAD AND TABLEAU AMBASSADOR Effective communication with your audience involves considering their needs from start to finish. The key lies in posing the right questions. To convey information to your readers in an engaging manner, it is crucial to grasp fundamental aspects, such as: Possibly, when tailoring content for a time-pressed salesperson with only 15 seconds to spare for crucial performance indicators, it is imperative to present the most vital information in a glance. Additionally, ensuring that the dashboard is mobile-friendly and loads swiftly becomes essential. On the other hand, if your target audience consists of a team set to review quarterly dashboards over an extended period, offering more detailed views of the data might be advisable. Build Better Tableau Dashboards for Your Audience Take into account the expertise level of your audience. Gain a deeper understanding of their skill set by inquiring about their priorities and data consumption habits. This insight is crucial for determining the most effective way to present data, guiding key design decisions. For instance, a novice may require more action-oriented labels for filters or parameters compared to an advanced user. Here are four effective methods to assess the dashboard and data proficiency of your audience: Adjust Your Narrative Adjust your narrative accordingly. Tailoring your dashboards to suit the intended audience enhances their impact. Below are three visualizations depicting the distribution of tornadoes in the United States for the first nine months of the year. The distinction lies in the level of visual information employed to convey the narrative. There might e an extremely minimal presentation, progressing in complexity towards the right. None of these approaches is inherently superior to the others. The minimal visualization on the left might be ideal for audiences well-versed in the subject matter, appreciating simplicity and the elimination of redundancy. On the other hand, for newcomers or individuals viewing the visualization just once, the explicitness of the visualization on the right could be more effective. Determining what constitutes clutter versus essential information is where collaboration with colleagues becomes crucial. Crafting persuasive dashboards involves making a lasting impact on partnership. By closely collaborating with line-of-business stakeholders, you can secure the buy-in and engagement needed to tailor the dashboard to their specific requirements and expectations. This collaborative approach forms the essence of dashboard persuasion. A Work in Progress Demonstrate your process and embrace iterative refinement. Establishing a culture of analytics should be accompanied by a culture of supportive and frequent critique. Creating multiple versions of your work and actively seeking feedback throughout the process will contribute to a superior final product. Avoid isolation and stagnation; share your progress with others, use the feedback to refine your work, and repeat the process until you achieve a satisfactory result. Much like the formation of a diamond requiring extraordinary heat, pressure, and time, the outcome is worth the effort. Encouraging critiques is essential for cultivating a culture of constructive feedback. Trust among colleagues is important, arguably it enables mutual respect and trust in each other’s feedback. Developing a thick skin is also necessary, focusing on designing dashboards that cater to users and clients’ needs rather than personal preferences. Similar to writers who must “kill their darlings,” designers must prioritize the overall effectiveness of the dashboard, making honest assessments and adjustments when needed. “It also helps to have a public place—on a real or virtual wall—for sharing work. Making work public creates constant opportunities for feedback and improvements.” Tableau 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 26, 2024in Salesforce, Salesforce Tableau
Customer Satisfaction
09Jan

Tectonic’s Approach to Ensuring Salesforce Customer Satisfaction

by Tectonic’s Sean McSkimming Scenarios of Assorted Levels of Customer Satisfaction – Ensuring Salesforce Customer Satisfaction Are you having satisfaction issues during or after your Salesforce implementation? Are you not happy with the Salesforce solution or implementation provided to you? Or are you seeing low user adoption after the implementation has gone live? This can be caused by any of the following: At Tectonic we take approaches to avoid the causes and effects above. We understand that every Salesforce implementation and initiative is unique, because every customer is unique. Ensuring Salesforce customer satisfaction is at the heart of everything we do. Tectonic has been involved in multiple points of an implementation project to help customers maximize their Salesforce investment. Even if their initial Salesforce experience was not perfect. We take a simple yet effective approach. Transparency and Trust are at the core of everything we do for every client. Every interaction with our prospects and our customers is filtered through the lens of transparency and trust. Customers in flight, whether the project has started or not are given: Live customers who aren’t happy with their current Salesforce solution due to low user adoption or a Salesforce solution that is not meeting their needs are given: If your are intrigued by Tectonic’s commitment to customer satisfaction, or perhaps not currently enjoying this level of satisfaction, we would love to talk to you today about your Salesforce implementation. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 9, 2024in Salesforce, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy
Salesforce Customer Service Analytics
31Oct

Salesforce Customer Service Analytics

Customer service analytics involves capturing and analyzing data from customer interactions to extract valuable insights, enhancing the overall customer experience. The customer behavior analytics aspect focuses on data derived from various touchpoints in customer relationships. In today’s complex customer journey, understanding and optimizing these interactions are more crucial than ever. Envision dedicating just 10 minutes each morning, whether as a service manager reviewing critical Key Performance Indicators (KPIs) or as a service agent predicting customer churn probabilities and taking preventive measures. These scenarios vividly showcase the practical applications of modern customer service analytics. On a daily basis, your contact center receives a plethora of customer inquiries, generating a substantial pool of data with the potential to drive business growth. The State of Service underscores that 94% of service leaders view real-time data as indispensable for meeting customer expectations, with a notable 60% increase in expectations observed during recent global events. These statistics lead to a clear conclusion: Service teams leveraging customer service analytics as a catalyst for championing customer satisfaction are well-positioned to secure brand loyalty and more. To harness these benefits, here’s what you need to know: Make your service analytics smarter Introducing Service Intelligence, an advanced analytics app for Service Cloud, empowering you with actionable insights and AI-driven recommendations for informed decision-making. Understanding customer service analytics Customer service analytics involves assessing data generated by service interactions, encompassing various sources like phone calls, emails, chats, social media, and customer surveys. This data falls into quantitative and qualitative categories, providing measurable facts and insights into sentiments, feedback, and customer preferences. As businesses grow, customer service analytics distills this data into valuable information, revealing customer preferences, potential improvements, and opportunities for increased operational efficiency. Salesforce’s analytics tool: Service Intelligence for Service Cloud Overcoming the challenges of data analysis is crucial, as highlighted in the State of Data and Analytics report. While 96% of service leaders acknowledge the importance of trustworthy data during change, only 44% consider themselves highly data-driven. Salesforce’s Service Intelligence addresses this gap, helping you quickly make sense of all your data and gain trusted insights. Service Intelligence encompasses various analytics types: Leveraging these analytics types allows you to optimize service operations, from understanding recent events with omni-channel analytics to forecasting staffing needs with predictive analytics. Turn customer interactions into insights that help your business improve with service intelligence. Every day, we generate 2.5 quintillion bytes of data (as recorded in 2020). Businesses use social media, algorithms, and other tools to organize this data, aiming to achieve their goals. Customer service analytics plays a crucial role in identifying patterns, understanding consumer behavior, increasing customer loyalty, and improving the overall customer experience. Seventy-six percent of business leaders, according to a Forbes Insights Survey, believe that a company’s ability to satisfy its customers is essential to survival. Measurement is the first step in strategizing and improving Customer Experience (CX). Your brand can enhance customer experience and build enduring relationships by measuring and analyzing client data wisely. AI and customer service analytics AI powers many analytics functions by rapidly analyzing vast amounts of customer data, offering insights into behavior, preferences, and trends. To unleash AI’s potential, ensure your customer data is connected and unified. AI transforms clean, reliable data into intelligent predictions and recommendations, enhancing service quality. AI’s ability to handle complex data aligns with future trends, as 68% of data professionals anticipate a significant increase in data volume in the next 12 months. Effective data management becomes crucial as data volumes surge. Benefits of tracking customer service analytics Customer service analytics offers several advantages: What to measure for customer service analytics While customer service analytics is broad, defining Key Performance Indicators (KPIs) is essential. Consider metrics such as Customer Satisfaction (CSAT), Net Promoter Score (NPS), Customer Effort Score (CES), Average Response Time (ART), Average Handle Time (AHT), First Contact Resolution, Case Deflection, Agent Case Volume, Customer Lifetime Value (CLV), Customer Retention Rate, and Sentiment Analysis. Salesforce Customer Service Analytics Use Cases Beyond individual teams, support conversation analysis has numerous use cases for customer experience research, CX enhancements, and time-saving procedures for the entire business. Common use cases include: Get started with customer service analytics Follow these steps to harness the power of customer service analytics: Customer service analytics, as a powerful tool, drives satisfaction and business success through data-driven decision-making. As 48% of customers admit to switching brands for better customer service, and 94% believe good service increases the likelihood of another purchase, prioritizing data-driven insights becomes crucial. Start with Salesforce Customer Service Analytics to deliver fast, efficient service Every customer interaction is full of data. Learn how to make sense of all that data to boost agent productivity, cut costs, and enhance customer satisfaction. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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October 31, 2023in Salesforce Service Cloud
Salesforce BI
28Jul

Power BI and Salesforce

Does Salesforce work with Power BI? Connecting Power BI can be accomplished in several ways. The easiest way is through Power BI connectors. Depending on the data you want to connect, you can either use the Salesforce Objects or Salesforce Reports connector. Can Power BI extract data from Salesforce? Yes. Power BI is a popular business intelligence solution that is comprised of services, apps, and connectors that allow you to pull raw data from various sources and create meaningful reports. To connect Power BI to a data source such as Salesforce, you can use a corresponding ODBC driver. Is Power BI similar to the SFDC CRM? The choice between the two depends on the specific business use case. Power BI excels in tasks such as data analysis and creating visualizations. On the other hand, Salesforce is the preferred choice for gaining insights from customer relationships and setting up processes. Can Power BI be embedded in SFDC? Yes. You can embed Power BI report, dashboards and more in Salesforce for your organization or for your customers. By embedding Power BI, your users will have access to Power BI interactive data visualizations that can be connected to all the data sources that are supported by Power BI. To see your Power BI insights directly in SFDC, you need to have an Power BI account. The security is made by power BI so your reports stay safe even by other account of your salesforce instance. The app uses the Iframe provided by Power BI to give you access to your report in salesforce. This is the best way to give both security and facilitate displaying power BI directly in the CRM for all your presentations. This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality. Connect to Power BI for data-driven insights. Unleash the power of analytics with seamless 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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July 28, 2023in Salesforce
28Mar

Salesforce Business Analyst

What is the role of a Salesforce business analyst? Salesforce Business Analysts play a pivotal role in organizations by evaluating existing business processes. They scrutinize workflows, identify bottlenecks, inefficiencies, and areas for improvement. These professionals recommend process enhancements and automation opportunities to optimize productivity and maximize return on investment (ROI). Key responsibilities and tasks of a business analyst include: Is there a demand for Salesforce business analysts? Yes, Salesforce Business Analysts are highly sought-after professionals due to their crucial role in the implementation and success of Salesforce projects. Do Salesforce business analysts need coding skills? Coding skills are not universally required for all Salesforce Business Analyst positions. While they can be beneficial in understanding the platform’s technical aspects and performing specific tasks, such as creating reports and dashboards, they are not mandatory for all roles. The focus of a Salesforce business analyst is on aligning the Salesforce solution with the overall business strategy. Furthermore Salesforce is developing more and more low code and no code functionalities. What abilities are critical for a Salesforce business analyst? Critical skills for a Salesforce Business Analyst include facilitation, customer service, analysis, SFDC (Salesforce Developer Console), deployment, user acceptance testing, and proficiency in MS Office. What is the role of a Salesforce business analyst in a nutshell? A Salesforce Business Analyst acts as a translator, bridging the gap between business goals and the implementation of solutions within the Salesforce platform. Their role involves understanding what the business wants to achieve and translating it into actionable steps for implementation. Types of Salesforce Business Analysts: The conversation around Salesforce Business Analysts has gained momentum with Salesforce releasing the Business Analyst certification and Trailhead modules dedicated to this career path. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 28, 2023in Salesforce
10Nov

Connecting Data Strategies to Business Goals

Getting a handle on organizational data may not pay off until business and technical stakeholders agree on the core objectives. Connecting Data Strategies to Business Goals ensures the goals are met. Many leaders admit they need tighter alignment: Forty-one percent of line-of business leaders say their data strategy has only partial or no alignment with business objectives. Similarly, 37% of analytics and IT leaders see room for improvement. Part of the disconnect may stem from a lack of shared KPIs. Over six in 10 analytics and IT leaders are in the dark about line-of business teams’ data utilization or speed to insight. Fewer than one-third of analytics and IT leaders track the value of data monetization. This raises the issue of whether the majority of teams can effectively quantify the ROI of data initiatives for business stakeholders in the first place. Bring together known and unknown data from all your sources, for a true 360 customer view. Connecting Data Strategy to Business Goals: A 5-Step Approach 1. Identify Business Objectives and Goals Start by clearly identifying your organization’s business objectives and goals. Review your mission statement, conduct a SWOT analysis, define SMART goals, and engage with stakeholders to understand their priorities. Prioritize these goals based on their importance and impact. 2. Assess Current Data Landscape Conduct a comprehensive assessment of your current data landscape. Perform a data inventory, assess data quality, identify any gaps, evaluate data governance policies, and determine your organization’s data analytics capabilities. 3. Identify Gaps and Pain Points Identify gaps and pain points by conducting a gap analysis, analyzing customer feedback, reviewing operational processes, evaluating data analytics capabilities, and engaging with stakeholders. This step is crucial for tailoring your data strategy to address specific needs. 4. Develop a Data Strategy Develop a data strategy aligned with your business goals. Define your data vision, identify relevant data sources, develop data governance policies, define data analytics capabilities, and prioritize data initiatives based on their impact. Ensure that your strategy addresses the identified gaps and pain points. 5. Implement Data Governance Implement robust data governance to ensure the effectiveness and sustainability of your data strategy. Define data ownership, develop policies and procedures aligned with business goals, implement data quality controls, monitor data usage, and provide training to employees on data governance principles. By following these steps, you can establish a strong connection between your data strategy and business goals, enabling your organization to leverage data effectively to achieve its objectives. Current Trends Shaping the Future of Data and Business Strategy: What are the 6 key components of a data strategy? These components may differ among data assets depending on their priority and relationship to institutional goals and operational needs. An investment in data strategy is an investment in the achievement of your company’s strategic vision. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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November 10, 2022in Salesforce
Certified Salesforce Consultants
14Mar

Certified Salesforce Consultants

What is the role of a certified Salesforce consultant? Certified Salesforce consultants engage in business analysis with clients to grasp their business objectives and processes, identifies pain points, and recognizes opportunities where technology can provide support. With a blend of business acumen and technical expertise, they design and implement solutions to enhance business processes and performance. What does Salesforce Certification entail? Salesforce certification is a globally recognized validation of your ability to implement Salesforce best practices within your organization. With 40 primary certifications available (some requiring prerequisite certifications), individuals showcase their proficiency in various Salesforce roles. The Salesforce Consultant certification is tailored for individuals with proven experience in the product and Salesforce ecosystem, equipping them to consult with clients on implementation strategies. Advice for aspiring Salesforce consultants: To those aspiring to become Salesforce consultants, Tectonic advises aligning your skill sets with the consulting role. Many companies seek specific skills, and highlighting your unique strengths can set you apart. Developing a comprehensive understanding of your offerings and differentiation is key. Continuous learning is paramount to staying abreast of innovation and advancements. Committing to ongoing skill development is essential for career growth and seizing opportunities in the consultancy realm. Remaining curious opens doors and enables consultants to evolve into trusted advisors for colleagues and clients alike. The journey to becoming a Salesforce consultant typically spans 6 to 8 years: These are the primary motivations for partnering with a Salesforce Partner staffed with Certified Salesforce Consultants. Salesforce Consultant Career Path: https://trailhead.salesforce.com/en/career-path/consultant/ 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 14, 2019in Salesforce, Salesforce Implementation Services, Technology
Salesforce analytics insurance
03May

Business Analysis and Project Management Acronyms

Here is a helpful glossary of business analysis and project management acronyms you may encounter when discussing business analysis and project management. Acronym Meaning Definition BPMN Business Process Management Notation “A flow chart method that models the steps of a planned business process from end to end. Its purpose is to model ways to improve efficiency, account for new circumstances or gain competitive advantage.” (source) CCMP Certified Change Management Professional CCMP (Certified Change Management Professional) is aimed at change management professionals, which includes Salesforce Consultants, Business Analysts, Project Managers, Salesforce Admins, and other similar roles. CIO Chief Information Officer The member of the C-suite who takes responsibility for IT systems, especially an organization’s data. DoD Definition of Done “Definition of done” relates to one of the requirements that the user story must adhere to for the Development Team to call it complete. This is following the acceptance criteria being met. FRS Functional Requirements Specification The project documentation where the business requirements are defined from an end user or business perspective. It will specify the expected outcomes. INVEST Independent, Negotiable, Valuable, Estimable, Small, Testable Use the INVEST checklist to assess the quality of a user story. Have you met all the criteria? JTBD Jobs To Be Done JTBD is a methodology for determining what problems users are trying to solve, focused on understanding users in terms of functional, emotional and social needs. JTBD is a core concept in the Strategy Designer Certification. PM Project Manager Project Managers oversee Salesforce projects end-to-end on a variety of Salesforce ‘clouds’ and levels of complexity. Their priority is to ensure the project is successful – delivered on time, and within budget.The responsibilities of a Salesforce Project Manager range from typical organizational tasks and technical acumen, through to work that requires emotional intelligence, tact, solid communication, and many other ‘soft’ skills. PMO Project Management Officers Project Management Officers work with the organization’s leaders to fulfill the same responsibilities as project managers. In addition, PMOs will carry out pre-project planning, such as risk analysis and opportunity analysis. PMP Project Management Professional Project Management Professional (PMP) equips project managers with up-to-date trends and practices with project management tools, processes, and methods. PPM Portfolio Project Management A category of technology that enables project managers to outline, track, and collaborate on a set of ongoing projects. PSA Professional Services Automation A category of technology that combines project management, time tracking, invoicing, resource planning, and more. PSM Professional Scrum Master Scrum helps people and teams deliver value incrementally in a collaborative manner. The entry level PSM-1 is aimed at understanding Scrum best practice when working on Agile projects. You will find this very useful on Salesforce projects. RACI Responsible, Accountable, Consulted, Informed A matrix that delineates who is responsible for what in the context of the business analysis effort. Responsible (person who performs an activity or does the work), Accountable (person who is ultimately accountable for the outcome), Consulted (person who needs to provide feedback or contribute to the activity), Informed (person who needs to know of a decision or action). RFI Request for Information Requests For Information (RFIs) and Requests for Proposal (RFPs) are a useful approach for teams evaluating Salesforce tooling – they allow you to quickly source information on features, workflows, and pricing from a range of vendors. RFP Request for Purchase Requests For Information (RFIs) and Requests for Proposal (RFPs) are a useful approach for teams evaluating Salesforce tooling – they allow you to quickly source information on features, workflows, and pricing from a range of vendors. SIPOC Supplier, Inputs, Process, Outputs, and Customers SIPOC is a type of process map that shows the key elements of a process such as Suppliers, Inputs, Process, Outputs, and Customers. SoW Statement of Work The SoW is a legal document that outlines the work to be carried out (the scope), what’s excluded (out of scope), the client-side responsibilities, and the project schedule and fees. SRS System Requirements Specification The project documentation that details how the complete system should function and enumerates hardware, software, and functional and behavioral requirements of the system. UML Unified Modeling Language Diagramming that uses “a common visual language in the complex world of software development that would also be understandable for business users and anyone who wants to understand a system”. (source) UPN Universal Process Notation A simpler and more engaging diagramming notation that has been designed to be easily understood by all the stakeholders and viewed online. As a hierarchical diagram, you are able to drill down to give more detail (with no limit to the number of levels you can go down). business analysis and project management acronyms 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. 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May 3, 2018in Data, Salesforce, Technology

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