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Salesforce Mobilepush

Salesforce Mobilepush

Salesforce MobilePush is included in Corporate and Enterprise editions. Salesforce Marketing Cloud’s MobilePush feature powers the creation and delivery of notifications to encourage app usage. To effectively target your notifications, leverage user data from various channels. Push notifications, resembling SMS text messages and mobile alerts, are exclusive to users who have installed your app. Each mobile platform – iOS, Android, Fire OS, Windows, and BlackBerry – has its own services supporting push functionality. To send a push notification in Salesforce Marketing Cloud (SFMC), utilize the Outbound Message template in MobilePush. You can send push messages to mobile devices based on demographic attributes, including rich media content like images or videos. Push notifications operate as brief messages sent directly from app publishers to users’ mobile devices. Users don’t need to actively use the app or their phones to receive these notifications. They serve as a prompt and efficient means for brands to convey important information. In Salesforce, you can employ push notifications to notify sales managers of changes in opportunities or alert service agents to cases requiring immediate attention. These notifications can be configured for any object based on criteria set up in Salesforce Flow automation. The key distinction between a push notification and an app notification lies in their impact on users. A push notification brings users to the application, initiating engagement, while an in-app notification guides users within the app. The working principle is that push notifications can be received at any time, while in-app notifications are effective only when the application is open. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Document Generation

Generating Documents in Salesforce

Salesforce document generation poses a challenge for businesses, given the intricacies of integration involved. Fortunately, a variety of tools are available for generating documents in Salesforce, and Tectonic is well-equipped to assist in their successful implementation. Salesforce Industries Document Generation empowers businesses to craft and manage accurate documents linked to standard Salesforce objects, encompassing contracts, opportunities, orders, quotes, and custom objects. For a more dynamic approach, Salesforce OmniStudio Document Generation facilitates the creation of documents using Microsoft Word and Microsoft PowerPoint templates. These templates can incorporate values from any JSON-based data within the text, including data sourced from various Salesforce objects. This versatile tool enables the generation of contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and more. Salesforce Industries Document Generation seamlessly integrates with Vlocity Insurance, Vlocity Health, communications, media, energy, utilities, government, and beyond. Vlocity Analytics, another valuable component, offers pre-built measurement tools that seamlessly integrate with Salesforce Reports, Dashboards, and Einstein. The Salesforce AppExchange boasts an extensive array of over 200 document generation tools. Your Salesforce partner can assist in selecting, installing, and implementing the most suitable options based on your business requirements. With Document Generation, you can generate contracts, proposals, quotes, reports, non-disclosure agreements, job offers, service agreements, and so on. You can generate documents using the specified sample client-side or server-side OmniScripts. You can also create your own OmniScripts by cloning and customizing the sample OmniScript to generate documents. Client-Side document generation is a synchronous process that results in a downloadable preview of the generated documents. You can generate documents from Microsoft Word (.docx), Microsoft PowerPoint (.pptx), and Web templates. These templates can include values from any JSON-based data in the text, including data from any Salesforce object. You can optionally convert the resulting documents to .pdf format. Server-Side document generation is available in both the OmniStudio Foundation and Salesforce Industries packages. Server-Side document generation is an asynchronous process that’s best for large and rendering-heavy documents and for document generation in batches. The Server-Side document generation service is secure and scalable and is hosted on Salesforce Hyperforce. The generated document is stored in your Salesforce org, and is attached to the object for which it’s generated. You can use Apex Classes, sample Integration Procedures, or a sample OmniScript to generate documents. Client-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using client-side OmniScripts. Server-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using the singleDocxServersideLwc server-side OmniScript. With the right licenses, Document Generation is available in the Salesforce Industries package. Metering measures resource utilization levels and throttling controls resource access and use based on defined rules. Metering measures the number of server-side documents that are generated by an org hourly and daily. The default hourly and daily limits for processing server-side document generation requests are 1,000 per org and 24,000 per org respectively. Throttling maintains consistency and resilience of the server-side document generation service by managing incoming server-side document generation requests from multiple orgs. Throttling can also prevent service degradation caused by high volume of requests at peak hours by blocking requests that exceed the default limits. The request details are saved in the Document Generation Processes entity. You can retrieve the blocked requests and later retry the server-side document generation. No matter what your specific document generation needs, Tectonic simplifies the process of getting your system up and running seamlessly, whether it’s through Salesforce Quickstarts or comprehensive implementation services. Content updated in 2022. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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public sector and tribal governent

Why Your Company Isn’t Like a Baseball Team

Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder of how data-driven thinking can have massive results. But what does it take for an organization to achieve this? The first is leadership committed to a long term goal. It took the Astros 6 years of hard work and commitment to a new way of thinking to achieve their goals. The book/movie “Moneyball” does a good job illustrating all of the previous thinking that had to be overcome. After all, people had made life-long careers on that thinking, so why change? If your leadership isn’t committed to this long term, it simply won’t happen. However, it just takes one leader of a part of the organization to lead the way. The second thing you need is data. The baseball world is full of passionate and focused score keepers. Pitch counts, speed, game time temperature, at bats vs lefties, etc. Google actually has a free baseball stats dataset: https://cloud.google.com/bigquery/public-data/baseball. Unfortunately for most of us, there isn’t someone recording each and every movement we make at work (that may be a good thing for some of you). However, it does make it hard to be data driven if you don’t have data. So how do you convince a leader to become data driven and how do you decide what data to capture? Business leaders care about results, so aligning to those will get their support. Those results are driven by actions taken by the organization, so the data that describes those actions is what needs captured. When you take this approach you may find that some of the actions aren’t being recorded at all, many don’t have enough information about them and all of them are difficult to pull together and understand. Even when those hurdles have been overcome, you then face the issue of how to get information back into the hands of the masses who can use it to change the result. At Tectonic, we’ve combined world class salesforce implementation expertise with data science and analytics know how to drive innovative business results. We can help you navigate the above complexities so you can play better baseball. Original url: https://www.gettectonic.com/single-post/2017/11/10/why-your-company-isnt-like-a-baseball-team Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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cloud computing

Top Ten Reasons Why Tectonic Loves the Cloud

The Cloud is Good for Everyone – Why Tectonic loves the cloud Why tectonic loves the cloud Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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