Community Cloud - gettectonic.com
Salesforce Experience Cloud
02Dec

Empowering Digital Experiences

Salesforce Experience Cloud: Empowering Digital Experiences Salesforce Experience Cloud is a robust digital experience platform that enables businesses to create beautifully designed, CRM-powered online sites. Previously known as Community Cloud, the rebranding reflects its versatility in supporting a wide range of connected digital experiences. What is an Experience Cloud Site? An Experience Cloud site serves as an online hub to connect with customers, foster collaboration, and streamline business processes. These sites are customizable through Experience Builder, which allows users to design visually compelling and functional spaces based on their unique needs. Experience Builder SitesFormerly called Lightning Communities, Experience Builder sites are template-based and built on one of two frameworks: Introducing Lightning Web Runtime (LWR) LWR is the core framework powering modern Experience Cloud sites. It leverages Lightning Web Components (LWC) for enhanced performance, scalability, and customizability. Key advantages of LWR include: New LWR-Based Experience Cloud Templates The latest Experience Cloud templates are built exclusively on Lightning Web Components, making them faster and more efficient than Aura-based alternatives. The templates are designed for customers using Salesforce CMS and feature: Page Layouts and Slots Experience Cloud enables dynamic page structuring with: Slots play a crucial role in defining placeholders for content or markup. Metadata configuration allows these layouts to be integrated seamlessly into the Experience Cloud. CSS and Styling in Experience Cloud In Experience Cloud, Synthetic Shadow DOM replaces the native Shadow DOM. This allows global CSS to be applied across web components, ensuring design consistency. For example, custom buttons inherit background colors directly from the site theme, regardless of where they’re used. Navigation Options Experience Cloud sites support two types of navigation: For more advanced customization, Salesforce provides access to open-source codebases, such as the LWR Demo Agent site available on GitHub. Future-Ready Digital Experiences By leveraging the latest advancements in Lightning Web Components and the flexibility of LWR, Salesforce Experience Cloud empowers organizations to build connected, fast, and beautifully designed digital experiences tailored to their specific needs. Whether you’re enhancing customer engagement, building AI-enabled workflows, or streamlining collaboration, Experience Cloud serves as a powerful foundation for success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more 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
December 2, 2024in Data, Mulesoft, Salesforce, Salesforce Experience Cloud0 Comments
Triggering a Refresh of the Einstein Next Best Action
16Sep

Triggering a Refresh of the Einstein Next Best Action

How to Force a Refresh of the Einstein Next Best Action Component User Question: “Hi folks, is there a way to force a refresh of the Einstein Next Best Action component in the service console? I tried re-executing my recommendation strategy flow, but the recommendation didn’t change, even though the flow picked a new one. I also triggered the lightning:nextBestActionsRefresh event from an Aura component, but that didn’t work either.” Triggering a Refresh of the Einstein Next Best Action (NBA) Component Einstein Next Best Action (NBA) is designed to react dynamically to changes in Salesforce, updating its recommendations. While refreshing the entire page works, there are more efficient methods to trigger a refresh in a more subtle, automatic way. Trigger 1: Automatic Refresh Based on Record Changes If a field on the record is modified, the NBA component automatically refreshes to show updated recommendations. Trigger 2: Refresh Triggered by Flow on the Same Page NBA also refreshes if a flow changes a related object. For example, if a flow modifies a related Survey record, the NBA component on the current record page will refresh. This smart refresh is facilitated by Salesforce’s Lightning cache, though it may not apply in all scenarios. Trigger 3: Community Cloud Event Integrations NBA can refresh via special event integrations in Salesforce Community Cloud pages. Trigger 4: Using a Lightning Component on the Same Page The NBA component listens for the lightning:nextBestActionsRefresh event. When triggered, it sends a new request to the NBA strategy execution endpoint. If the updated strategy returns new recommendations, the component refreshes automatically. This works on both Lightning Experience and Communities pages. To fire the event from a Lightning component, add this tag: htmlCopy code<aura:registerEvent name=”refreshEvent” type=”markup://lightning:nextBestActionsRefresh”/> Make sure the event includes the correct recordId in its payload. The component will only refresh if the event’s recordId matches the current record page. Example Code for Firing the Event: javascriptCopy codefunction(component, event, helper) { var appEvt = $A.get(“e.lightning:nextBestActionsRefresh”); if (!$A.util.isEmpty(component.get(“v.myRecordId”))) { appEvt.setParam(“recordId”, component.get(“v.myRecordId”)); } appEvt.fire(); } Trigger 5: Flow Firing the Application Event If your flow doesn’t modify related records but you still want to refresh NBA, you can trigger the nextBestActionsRefresh event from a Lightning component on a flow screen. This will prompt NBA to refresh. Trigger 6: Using Platform Events Platform events enable any event in Salesforce or an external system to trigger an NBA refresh. This is useful for real-time updates, like dynamically changing recommendations based on supply chain or ERP changes. One example involved updating recommendations based on customer sentiment detected during call recordings. By implementing these methods, you can ensure the NBA component remains responsive and up-to-date across various use cases. 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
September 16, 2024in Salesforce, Salesforce Einstein, Salesforce Implementation Services, Salesforce User Questions
Sales Cloud Innovation Driven by UX Design Principles
10Nov

Thoughts on Salesforce Experience Cloud

by Shannan Hearne, Tectonic Marketing Consultant You have the flexibility to establish multiple sites within your organization, each serving distinct purposes, and seamlessly transition between them. Salesforce Experience Cloud is a set of functionality on the CRM platform enabling you to build branded digital experiences that are fully connected to your CRM.  This online social platform lets you connect with customers, partners, and employees AND their data.  Experience Cloud empowers you to: Enhance Sales Connectivitywith Salesforce Experience Cloud: Deliver Exceptional Service: Manage Events Effectively: Salesforce Platform Integration with Salesforce Experience Cloud: Experience Cloud builds upon elements within your primary Salesforce org, utilizing applications from the Customer 360 platform, including Commerce Cloud, Service Cloud, Sales Cloud, and Mulesoft. Your org setup, user creation, profiles, and data records all contribute to powering and populating your Experience Cloud site. Utilize Platform Services: Leverage platform services integrated with Salesforce for your Experience Cloud sites. These services, rooted in the Salesforce platform, encompass tools like Flow Builder, Process Builder, and Apex triggers and classes, extending functionality to various Salesforce products, including Experience Cloud. Content Management with Salesforce CMS: Salesforce CMS, a Lightning app within your Salesforce org, enables you to create, store, and manage content outside of your site. It serves as a shared resource, allowing seamless content integration across multiple apps and sites without the need for duplication. Robust Security Measures: Recognizing your site as a crucial face of your company, Experience Cloud provides tailored security approaches to address diverse access needs. Security settings are managed across multiple locations, including the Settings tile in Experience Workspaces, user permissions in your Salesforce org, and overall settings in Salesforce Setup. Presentation Layer Customization: The presentation layer, facilitated by Experience Builder templates and components, brings all elements together. You can choose how your site appears, addressing accessibility concerns, and personalize user experiences based on data from your Salesforce org. Insightful Analytics: Supervise and track user data with reports and dashboards through the Dashboard and Moderation tiles in Experience Workspaces. While Experience Cloud offers basic analytics tools, for comprehensive insights, consider implementing third-party tools like Google Analytics. Responsive Site Development with Salesforce Experience Cloud: Experience Cloud templates enable the creation of responsive sites, providing rich, branded spaces for customers and partners. Experience Builder allows non-coders to edit templates, add branding elements, include CMS content, and even create custom pages with components, offering a tailored and engaging experience. With Experience Cloud you can reduce churn, generate advocacy, manage partner relationships, simplify app development and much more. Like Related Posts Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more Action Plans in Partner Communities Establishing Action Plans in Partner Communities What is a community action plan? A Community Action Plan serves as a vital Read more Cooking with Salesforce Restaurant Management Platform Onboards Thousands of Customers Monthly Using Salesforce for Seamless Sales and Service Management SAN FRANCISCO—April 23, 2019—Salesforce Read more

Read More
November 10, 2023in Salesforce Experience Cloud
What is a Customer Portal in Salesforce
20Sep

What is a Customer Portal in Salesforce?

A Salesforce Customer Portal serves as an online support platform for your customers, empowering them to address inquiries independently without needing to contact a customer service representative. Through a Customer Portal, you can personalize and deliver a visually engaging user interface tailored to your customers’ needs. The primary distinction between a website and a customer portal lies in the audience access. While a website is open to all and attracts traffic from diverse sources, a customer portal is restricted to your customers, prospects, or individuals who create personal accounts with your company. Also referred to as a client portal, a customer portal is a software interface that provides customers with comprehensive visibility into their interactions with your company. Within the portal, customers can monitor key metrics, track support requests, and easily access reference documents, facilitating seamless collaboration and information sharing. In Salesforce, both customer portals and communities are built using the Experience Cloud (formerly known as Salesforce Community Cloud), a platform within the Salesforce ecosystem designed for creating CRM-connected websites. The Salesforce Experience Cloud enables the creation of digital communities tailored for customers, partners, or employees, fostering engagement and interaction with your target audiences. Key features of Salesforce Experience Cloud include: Customer Community Use Cases: Differences Between Communities and Portals in Salesforce: Communities Portals Salesforce Experience Cloud incorporates various tools such as Help Center, Authenticated Portal, Customer Community, Einstein Bots, Knowledge, and Experience Builder to enhance self-service capabilities, automate workflows, and deliver personalized support experiences across different channels. 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
September 20, 2023in Salesforce Experience Cloud
Einstein in Salesforce
26Aug

Einstein in Salesforce

Salesforce AI and CRM Evolution Salesforce has long been a leader in customer relationship management (CRM) by pioneering cloud technologies. Recently, the platform has significantly advanced with the integration of generative artificial intelligence (AI) and AI-powered features, thanks to its Einstein technology. Einstein in Salesforce is like a super smart computer overseeing and analyzing the data in your CRM. This guide explores Salesforce’s AI strategy, exploring its specific products and features to help business teams understand and benefit from this technology. Exploring Salesforce’s Advanced AI Features Einstein, Salesforce’s AI technology, powers various advanced features within the platform. This guide will cover these capabilities, provide real-life adoption examples, and discuss their benefits. Additionally, it offers best practices, solutions, and services to facilitate your Einstein implementation. Salesforce’s Comprehensive CRM Solution Salesforce remains a number one in the CRM software world, offering robust solutions for managing relationships across various departments. Specific clouds within Salesforce enable teams to handle marketing, sales, customer service, e-commerce, and more. The platform focuses on customer experience and provides robust data analytics to support decision-making. Enhancements Through Generative AI Salesforce’s generative AI has rapidly enhanced the platform’s automation, workflow management, data analytics, and assistive capabilities for customer management. A prime example is Salesforce Copilot, which aids internal users with outreach and analysis tasks while improving the external user experience. What is Salesforce Einstein? Salesforce Einstein is the first comprehensive AI for CRM, integrating AI technologies to enhance the Customer Success Platform and bring AI to users everywhere. It is seamlessly integrated into many Salesforce products, offering generative AI built specifically for CRM. Key Features of Salesforce Einstein Comprehensive AI Capabilities of Salesforce Einstein Einstein extends its capabilities across the Salesforce CRM platform under the Customer 360 umbrella, enhancing intelligence and providing personalized customer experiences. Key Benefits of Salesforce Einstein Salesforce Einstein helps close deals faster, personalize customer service, understand customer behaviors, target audience segments better, and create personalized shopping experiences. It ensures data protection and privacy through the Einstein Trust Layer, maintaining strong data governance controls. Responsible AI Principles Salesforce is committed to responsible AI principles, ensuring Einstein is trustworthy and safe for every organization. Organizations can select from various principles to ensure ethical AI use in their operations. Implementation of Salesforce Einstein Salesforce Einstein is a powerful AI solution transforming how businesses interact with customers. By leveraging machine learning and data analysis, it personalizes experiences, predicts customer behavior, and automates tasks, boosting sales, enhancing service, and driving growth. As AI evolves, its impact on CRM will continue to grow, making it an indispensable tool for businesses aiming to stay competitive in today’s data-driven landscape. Top 4 Benefits of Salesforce Einstein in an Organization Einstein Essentials Salesforce Einstein and GPT (Generative Pretrained Transformer) technologies represent significant advancements in AI, particularly in CRM and natural language processing. Here’s a brief overview of their relevance and potential intersection: Data Handling and Ethics in Salesforce Salesforce manages a vast amount of customer data, and the ethical handling of this data is crucial. Key considerations include data privacy, secure storage, access controls, compliance with regulations like GDPR and CCPA, and the ethical use of AI and machine learning. It’s important to maintain transparency, avoid biases, and ensure AI models are making ethical decisions. Newest Einstein Features for 2024 In the rapidly evolving ecosystem of Salesforce, AI offers a suite of tools to spark innovation, streamline operations, and provide richer business insights. Explore these potentials and let Einstein AI reshape your work in 2024. Content updated June 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
August 26, 2023in Einstein 1 Platform, Generative AI, Salesforce Data Cloud, Salesforce Einstein
Benefits of Salesforce Experience Cloud
11Aug

Benefits of Salesforce Experience Cloud

Salesforce Experience Cloud: Transforming Digital Customer Engagement To understand the Benefits of Salesforce Experience Cloud we must understand what a customer or partner portal is intended to do. Salesforce Experience Cloud, previously known as Community Cloud, is a powerful digital experience platform (DXP) designed to help organizations create and deliver exceptional, customer-centric experiences across multiple channels. This platform goes beyond community management, offering tools for building and managing websites, portals, mobile apps, and integrating social media. Benefits of Salesforce Experience Cloud explored. Built on Salesforce Customer 360, Experience Cloud gives businesses a comprehensive view of their customers by connecting data from various sources. With these insights, businesses can create personalized experiences tailored to each customer’s preferences and needs. Organizations can use Experience Cloud to design portals, websites, and communities, providing seamless access to relevant information, collaboration tools, and resources. The platform’s flexibility allows businesses to enhance customer satisfaction, improve partner collaboration, and boost employee productivity. Key Benefits of Salesforce Experience Cloud Salesforce Experience Cloud offers numerous benefits that help businesses deliver seamless experiences across the customer journey. Here are some of its key advantages: 1. Seamless Integration Experience Cloud integrates effortlessly with other Salesforce products like Sales Cloud and Service Cloud, providing a unified platform for comprehensive customer management. 2. Scalability and Customization The platform is highly scalable, allowing businesses to expand their communities as they grow. With extensive customization options, businesses can tailor the platform to meet their specific needs and branding requirements. 3. Security and Trust Salesforce is known for its robust security features, ensuring customer data is protected at all times. Businesses can confidently manage sensitive customer information within Experience Cloud. 4. Extensive AppExchange Ecosystem Salesforce’s AppExchange marketplace provides access to a wide range of pre-built integrations and apps that enhance the functionality of Experience Cloud, allowing businesses to customize and extend their platform capabilities. Real-World Uses of Salesforce Experience Cloud Salesforce Experience Cloud is used by businesses across various industries to improve customer engagement, enhance collaboration, and boost productivity. Some key use cases include: 1. Partner Portals Experience Cloud enables businesses to create dedicated partner portals where partners can collaborate with internal teams, access resources, and share leads. This accelerates partner engagement and streamlines business processes. 2. Self-Service Portals Businesses can offer 24/7 self-service portals, allowing customers to access product information, troubleshoot common issues, and track their interactions. These portals help reduce the workload on support teams and enhance customer satisfaction. 3. Customer Communities Experience Cloud allows businesses to create customer communities where users can find personalized content, engage with other users, and access self-service resources. This promotes collaboration and reduces the strain on customer support teams. 4. Employee Communities Internal employee communities serve as hubs for company-wide communication, training, and collaboration. Employees can access resources, share knowledge, and seek support, ultimately boosting engagement and productivity. 5. Branded Mobile Apps Businesses can use Experience Cloud to develop branded mobile apps that give customers, partners, and employees convenient access to services, resources, and information on the go. 6. Social Media Integration Experience Cloud integrates with popular social media platforms, allowing businesses to engage with customers directly, share content, and respond to inquiries. Top Features of Salesforce Experience Cloud Salesforce Experience Cloud is packed with features that enhance customer engagement, streamline operations, and improve overall efficiency: Companies Using Salesforce Experience Cloud Nike and PUMA leverage Experience Cloud for personalization. Nike’s loyalty program and Puma’s mobile shopping experience are enhanced by the platform’s built-in mobile UX design and technical architecture, resulting in better customer engagement and increased sales. Bank of America and Wells Fargo use Experience Cloud to offer customer support through self-service portals and community forums, improving customer satisfaction and gathering valuable feedback. IBM uses the platform to create collaborative communities for employees and customers alike. With integrated tools like Salesforce Einstein and IBM Watson, the company has enhanced internal collaboration and customer service. Hulu uses Salesforce to power its Help Center, where customers can find answers, engage with other viewers, and leave feedback that shapes Hulu’s content. OpenTable relies on Experience Cloud for its Diner Help portal, a one-stop shop for dining-related queries, enhancing the user experience and operational efficiency. Choosing the Right Salesforce Experience Cloud Partner for Implementation When implementing Salesforce Experience Cloud, choosing the right partner is crucial to ensure success. Look for a partner with: With the right partner, like Tectonic, businesses can fully grasp the power of Salesforce Experience Cloud to deliver exceptional digital experiences that foster customer loyalty, drive business growth, and improve operational efficiency. 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
August 11, 2023in Data, Salesforce, Salesforce Development Services, Salesforce Einstein, Salesforce Experience Cloud
Salesforce Experience Cloud
05May

Is Salesforce Experience Cloud Salesforce Communities?

The Salesforce ecosystem is in a constant state of evolution, and the introduction of the Salesforce Experience Cloud is a significant development aimed at delivering connected digital experiences to consumers rapidly. Is Salesforce Experience Cloud Salesforce Communities? In a recent update, Salesforce announced that the Community Cloud will now be rebranded as the Salesforce Experience Cloud. This renaming reflects the platform’s evolution to meet the diverse needs of consumers and highlights Salesforce’s commitment to creating exceptional digital experiences. The Salesforce Experience Cloud serves as a digital experience platform, enabling organizations to create scalable digital experiences for partners, consumers, and employees. Leveraging features from Salesforce CRM, Experience Builder, and CMS, the platform empowers organizations to swiftly develop websites, portals, and personalized content, all with just a few clicks. So, why did Salesforce decide to rename the Community Cloud to the Experience Cloud? The renaming signifies Salesforce’s dedication to enhancing people’s lives and transforming businesses. By shifting the focus from building communities to creating community experiences, Salesforce aims to underscore the importance of data-powered digital experiences that foster collaboration, automation, and real business value. The transition from Community to Experience Cloud represents a step into the future, where the platform integrates data and content seamlessly to provide meaningful solutions. This evolution brings added flexibility and efficiency to user journeys, enhancing the overall digital experience. But how does the Salesforce Experience differ from the Salesforce Community? With the rebranding, you’ll notice changes and improvements in the tools used to design sites. For instance, the Site built using the Experience Cloud, formerly known as the Community, can now be developed using either Visualforce or Experience Builder. This change in terminology signifies a broader shift in the platform’s capabilities. Moreover, other components within the Digital Experiences menu have been simplified and replaced, emphasizing the evolution from the Community Cloud to the Experience Cloud. Understanding the transition from Community to Experience Cloud is necessary for anyone embarking on the journey as an Experience Cloud Consultant. Whether you’re an existing user or a newcomer, grasping the significant differences between the two platforms is crucial. And to further explore the impact of this transition on your organization, consider joining industry-led courses like those offered by saasguru. Frequently Asked Questions (FAQ): Content updated March 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
May 5, 2022in Salesforce Experience Cloud
Experience Salesforce Experience Cloud
14Apr

Experience Salesforce Experience Cloud

Salesforce Experience Cloud, formerly recognized as Salesforce Community Cloud, offers organizations a platform to construct branded online communities for employees, customers, partners, and other stakeholders, fostering collaboration, engagement, and self-service among community members. Key Features: Customization: Experience Cloud facilitates customization, empowering organizations to tailor their community’s appearance to match their brand through custom themes, templates, and layouts. Member Engagement: Various engagement tools like discussion forums, chats, and groups enable members to interact, share information, and collaborate effectively. Content Management: Easily create, manage, and share content within the community, including articles, documents, videos, and more, organized into topics for streamlined navigation. Access Control: Administrators can regulate community access and permissions, defining different levels of access for diverse user groups. Integration: Seamless integration with other Salesforce products and external systems enables connectivity with CRM, marketing automation, and other business applications. Mobile-Responsiveness: Communities built with Experience Cloud are mobile-responsive, ensuring accessibility from different devices. Data Visibility: Users can access relevant data from Salesforce CRM, such as customer records and support cases, within the community. Self-Service: Community members can find answers, access support resources, and resolve issues themselves, reducing the burden on support teams. Analytics: Experience Cloud offers analytics and reporting tools to track community engagement, member activity, and content performance for informed decision-making. Developer Tools: Advanced customization and integration requirements are met through developer tools, APIs, and documentation provided by Salesforce Experience Cloud. Use Cases: Customer Communities: Partner Portals: Employee Communities: B2B Commerce: Knowledge Sharing: Event Management: Custom Applications: Branding and Theming: Analytics and Reporting: Advantages of Salesforce Experience Cloud: Enhanced Customer Engagement: Build interactive communities for customers to find support and connect with each other. Scalable Collaboration: Create communities for various user groups while maintaining security and access control. Personalization: Deliver personalized content and services to enhance user engagement. Brand Consistency: Customize community appearance to ensure a consistent brand experience. Integration: Seamlessly connect with other Salesforce products and external systems. Mobile-Friendly: Communities are accessible from various devices, improving accessibility. Analytics and Insights: Gain valuable insights into community engagement and user behavior. Automation: Automate processes like customer support workflows to save time and improve efficiency. Security: Protect community data with robust security features. Customer and Partner Enablement: Provide easy access to resources and support for customers and partners. Reduced IT Overhead: Configure and customize communities without extensive coding or IT resources. Community Growth: Scale communities as your organization grows. Comparison with Community Cloud: Experience Cloud offers a broader range of functionalities beyond traditional community building. It focuses on creating seamless digital experiences for customers, partners, and employees. It provides enhanced integration capabilities and AI-driven personalization features. The name change reflects Salesforce’s shift towards delivering comprehensive digital experiences. Examples of What Can Be Achieved: Self-Service Portals: Customer support and FAQs. Partner Portals: Lead management and collaboration. Employee Intranets: Collaboration and HR processes. E-Commerce Storefronts: Product catalogs and shopping carts. Discussion Forums: Community interaction and knowledge sharing. Event and Conference Portals: Event registration and agendas. Patient and Healthcare Portals: Medical records and appointment scheduling. Nonprofit Donor Engagement: Fundraising campaigns and volunteer opportunities. Education Portals: Learning materials and discussion boards. Government Portals: Citizen services and public discussions. Financial Services Client Portals: Account information and communication with advisors. 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
April 14, 2022in Marketing Automation, Salesforce Experience Cloud
Cooking with Salesforce
23Apr

Cooking with Salesforce

Restaurant Management Platform Onboards Thousands of Customers Monthly Using Salesforce for Seamless Sales and Service Management SAN FRANCISCO—April 23, 2019—Salesforce (NYSE: CRM), the global leader in CRM, announced today that Toast, the fastest-growing restaurant management platform in North America, has chosen Salesforce to deliver a cohesive and consistent experience for its community of restaurateurs across the entire customer lifecycle. Toast, which supports tens of thousands of restaurants of all sizes, uses Salesforce to establish a single source of truth for customer data. This enables them to enhance internal efficiency, create a seamless buyer journey spanning sales and service, and elevate the overall customer experience. Experiencing tremendous growth—Toast’s revenue surged by 148 percent in 2018—the company outgrew traditional tools like spreadsheets and required a comprehensive view across the organization. They needed access to real-time information across all customer touchpoints. Toast implemented Salesforce to manage everything from service and mobile worker support to delivering quotes and completing customer contracts. With Salesforce, Toast benefits from a unified platform that drives customer connections at every stage of the buying cycle. “Our customer interactions run through Salesforce,” said Jon Dack, VP of Technology, Toast. “Having one unified system across sales and service allows us to provide our customers with the consistent, high-quality service they expect from Toast. Salesforce is the engine that makes this possible.” Today, Toast manages all customer-facing touchpoints on Salesforce. The company uses Sales Cloud to track and collaborate on all sales deals and Salesforce CPQ to automate their quote-to-cash process. This allows them to configure and price complex solutions while maintaining a unified contract record of all customer purchases. Once work orders are generated, Toast uses Field Service Lightning to dispatch mobile workers to customer locations for installation and setup. This system allows centralized communication throughout the process. Mobile workers utilize the Field Service Lightning mobile app to receive customer details, task instructions, add notes, log completed work, and collaborate with colleagues as needed. Toast also uses Community Cloud to build Toast Central, a front-end application that integrates with Salesforce. Toast Central acts as a central knowledge base, customer information bank, and support hub. It allows customers to view and update their account information and track the onboarding process from a single location. “Toast’s customer-first focus is spot on and will serve them well in the long run,” said Bill Patterson, EVP and GM, Service Cloud, Salesforce. “We’re thrilled to be on this journey with them, managing their customer interactions wherever and whenever they occur.” About Toast Founded in 2013, Toast empowers successful restaurants of all sizes with a comprehensive technology platform that integrates restaurant POS, front-of-house, back-of-house, and guest-facing technology with a diverse marketplace of third-party applications. By combining technology with an unwavering commitment to customer success, Toast helps restaurants streamline operations, increase revenue, and deliver outstanding guest experiences. Toast has been recognized in the 2019 Forbes Fintech 50, 2019 SXSW Interactive Innovation Finals, 2018 Forbes Cloud 100, and as the third fastest-growing technology company in North America on the 2017 Deloitte Fast 500. Learn more at www.toasttab.com. 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
April 23, 2019in Salesforce, Salesforce CPQ, Salesforce Hospitality Travel and Transportation

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com