Data Archives - gettectonic.com - Page 67
Salesforce Einstein and Einstein Automate
21Jan

Lead Conversion at the Speed of Einstein

The primary challenges faced by businesses today revolve around lead generation and conversion. Lead conversion with Einstein is fast. Tectonic proudly offers comprehensive solutions for both challenges through the implementation and customization of Salesforce Einstein Lead Scoring. Salesforce Einstein Lead Scoring, a pivotal feature within Sales Cloud Einstein, leverages artificial intelligence to empower sales representatives in converting leads more efficiently. By analyzing historical sales data, Einstein Lead Scoring determines the likelihood of a lead converting into an opportunity. This predictive intelligence enables sales teams to segment and prioritize leads for faster conversion. Tectonic and Lead Conversion with Einstein Let Tectonic’s’ customization and implementation services ensure that your company maximizes the value derived from Sales Cloud Einstein, setting your sales representatives up for success. The factors influencing lead conversion, as predicted by Einstein Lead Scoring, are conveniently displayed on each lead record in Salesforce, aiding sales reps in quick preparation for calls and interactions. Lead Conversion with Einstein Einstein Lead Scoring models are uniquely built for each customer and organization, analyzing standard and custom fields through various predictive models. The machine learning behind Einstein continuously improves accuracy by updating models monthly. This ensures that leads are scored every hour using the latest model, promptly adapting to any changes in lead data. Truly, the power of Einstein Lead Scoring lies in its ability to discover insights, predict lead conversion likelihood, and provide automatic insights into the newly determined score. Studies indicate that AI-powered companies spend less time prospecting and more time actively growing revenue. Einstein Lead Scoring allows your company to focus more on selling and less on prospecting, leading to faster lead conversion and shorter sales cycles. Tectonic assists in automating sales and marketing processes, integrating the capabilities of Einstein Lead Scoring into your business. With zero setup requirements, custom lead score-driven workflows, and smart lead lists. Einstein Lead Scoring ensures that your sales teams work smarter and faster. The Lead Score Your Lead Score field added by Einstein Lead Scoring in your Salesforce org lets sales and marketing teams prioritize leads. This is based on similarities to prior converted leads. Through data science and machine learning, Einstein Lead Scoring offers a faster and more accurate solution. When compared to traditional rules-based lead scoring. Your Salesforce admin, or Tectonic’s Salesforce team, can set up Einstein Lead Scoring to score all leads together. Or group them into segments based on field criteria. The dashboard provides key lead score metrics. By offering insights into average lead score by lead source, conversion rate by lead score, and lead score distribution across converted and lost opportunities. Sales Cloud Einstein Sales Cloud Einstein, with Einstein Lead Scoring, is a ready-to-use set of tools that learn from Salesforce CRM data and activities, continuously enhancing its predictions. Because Sales Cloud Einstein includes additional features such as Salesforce Inbox and Einstein Activity Capture. Einstein Opportunity Insights offers smart reminders or tasks for nurturing customer relationships. Einstein Lead Scoring helps prioritize leads for conversion. Incorporating Sales Cloud Einstein and Einstein Lead Scoring into your sales and marketing strategy can yield a great return. Your Salesforce investment will fill your opportunity pipeline. Contact Tectonic for a free consultation to explore how Sales Cloud Einstein can accelerate lead conversion for your business. 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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January 21, 2022in Artificial Intelligence, Data, Einstein Insights, Salesforce, Salesforce Einstein, Salesforce Sales Cloud
Roles Profiles and Permission Sets
12Jan

Roles Profiles and Permission Sets

Profiles, roles, and permission sets are integral components that collectively define the access and capabilities of Salesforce users within an organization. Understanding these concepts is essential, particularly for those preparing for the Salesforce Admin certification exam. Or anyone responsible for managing data access and security. Profiles vs. Roles: Understanding the Difference Profiles primarily control the actions users can perform within Salesforce, often summarized by the acronym CRED: For instance, a profile may allow users to read and edit Leads but restrict them from deleting Leads. Additionally, profiles govern: Every Salesforce user is associated with a profile, which helps categorize users based on their functions within the organization. Notably, the ‘System Administrator’ profile grants comprehensive access, including ‘View all’ and ‘Modify all’ privileges. In contrast, roles determine data visibility within Salesforce. They are crucial for expanding access beyond the organization-wide default (OWD) settings, which set the baseline visibility for objects like Opportunities or Accounts. Roles operate in two primary ways to enhance data visibility: Profiles and Roles: Complementary Components To visualize their relationship: It’s important to note that profiles and roles are not mutually exclusive; they are designed to complement each other, enhancing both user functionality and data visibility within Salesforce. Permission Sets: Extending User Abilities Permission sets serve as add-ons to profiles, offering granular permissions to individual users without creating new profiles. They provide flexibility by allowing specific permissions (e.g., modifying email templates) to be assigned to users as needed. In summary, understanding the distinctions between profiles, roles, and permission sets is fundamental for Salesforce Admins. These concepts collectively govern what users can see and do within the Salesforce environment, laying the groundwork for effective user management and data access policies. Remember the mantra: “Roles see, profiles do,” as a simple guide when navigating the complexities of user permissions in Salesforce. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 12, 2022in Salesforce
Salesforce Field Service
11Jan

Salesforce Field Service Explained

As an expansion of Service Cloud, Salesforce Field Service offers an all-encompassing perspective on workforce management. In straightforward terms, when a customer requests a new cable service, the cable installer will be on-site. The coordination of their current location, destination, and the quantity of cable in their vehicle is seamlessly handled through Field Service Lightning. Key features encompass appointment scheduling, dispatching technology, territory management, and a mobile app designed to assist field service technicians. Power the future of field service with the #1 AI platform for field service. Enhance customer engagement with real-time personalization, optimize field teams with our best in class scheduling engine and access to offline data, and improve field visits with the help of trusted AI built on the Einstein 1 Platform. Salesforce Field Service provides optimal access to and for field service agents. Prework Brief Accelerate service delivery, enhance customer satisfaction, and boost overall efficiency by giving your mobile workers vital customer data, asset history, and service records prior to each job. With summarized insights that include equipment maintenance and past customer interactions, prework briefs help mobile workers prioritize onsite tasks and grasp the broader context for meeting contract terms. Onsite Knowledge Search Field challenges can be daunting when you’re on your own. That’s why our Field Service mobile app gives contractors and employees with the power to search both internal and external knowledge bases instantly. Powered by AI summarization, users get the precise information necessary to improve first-time fix rates — boosting confidence and credibility in real-time. Post-Work Summary Say goodbye to time-consuming and error-prone service reports at the end of each job. Our intelligent summary generation feature ensures accurate and comprehensive reports while also reducing visit duration. Boost customer satisfaction significantly with Service Reports enriched with real-time customer and asset data, updates from mobile workers, and job images. Field Service Mobile App Our field service mobile app — available on Android and iOS — is the ultimate all-in-one tool tailored for the demands of today’s mobile workforce. Designed as an offline-first application, it enables your front line to work and seamlessly save changes even without Wi-Fi. Plus, the app offers extensive customization options, so it aligns perfectly with your unique business requirements. Mobile App Extensibility Empower your mobile app users with offline-capable experiences through Lightning Web Components (LWCs). Use standard components to build a tailored interface that aligns perfectly with your company’s requirements. Unleash your creativity by designing custom components that boost productivity and bring your innovative ideas to life for your workforce. Slack for Field Service Empower your mobile workforce with seamless connectivity and timely assistance whenever they need it. Swiftly mobilize for service appointments and tap into the expertise of colleagues throughout your organization. Our user-friendly interface ensures intuitive and accessible collaboration — keeping your team connected and responsive. Dispatch Management Boost your dispatchers’ productivity with our Dispatch Console. Easily create and update resource absences directly in the console. Efficiently organize candidates by availability and skill to identify the ideal candidates for each appointment. Experience an enhanced user interface that maximizes the potential of your Gantt chart for improved scheduling efficiency. Scheduling and Optimization Elevate your field service operations with our best-in-class scheduling and optimization engine. Built on the Hyperforce platform, Enhanced Scheduling and Optimization automates scheduling while aligning with priorities and constraints. It ensures efficient resource allocation, minimizes travel time, and complies with service-level agreements. Forecasting and Planning with Salesforce Field Service Use real-time data to quickly assess the impact of global or in-day optimization on travel time and resource utilization. When refining your scheduling policy, get an instant view of optimization results and KPI changes. Asset Service Management Shift from reactive to proactive service with real-time asset tracking. Monitor service outcomes and create preventive maintenance plans based on asset use, condition, and specific criteria. For example, you can schedule service if an asset’s temperature exceeds a set threshold — ensuring smooth operations and preventing downtime. Work Order Management Simplify the entire work order management process to seamlessly create, assign, execute, and debrief work orders. Empower your team to stay agile, improve customer satisfaction, and drive growth by eliminating manual paperwork and digitizing the entire work order lifecycle. Content updated February 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 11, 2022in Data, Einstein 1 Platform, Hyperforce, Salesforce, Salesforce Manufacturing Automotive Energy, Salesforce Service Cloud, Technology
Salesforce Partner Platform Experience Cloud
10Jan

Manage Customer Relationships with Experience Cloud

Offer your customers a secure and exclusive platform for managing their account details through the Experience Cloud’s Customer Account Portal solution. Enhance customer relationships with Experience Cloud. Better interactions and reduced service-related expenses by implementing Salesforce Experience Cloud granting customers the ability to view and settle invoices. They canupdate account information and access your knowledge base for answers to common queries. Tailored for effective account management, the Customer Account Portal empowers you to: The Customer Account Portal maintains the flexibility and extensibility you’ve come to expect with other Lightning sites, enabling you to: Salesforce Experience Cloud’s Customer Portal is a perfect solution for the public sector, government, manufacturing industry, and financial services sector. The primary distinction between customer experience and customer relationships lies in their scope. Improved customer relationships with Experience Cloud grow over time. Customer experience encompasses a broader, more comprehensive perspective on individuals’ emotions during interactions with your business. In contrast, customer relationships specifically pertain to your company’s enduring connections with customers. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 10, 2022in Data, Salesforce, Salesforce Experience Cloud, Salesforce Financial Services Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions
Salesforce Digital Transformation
15Nov

Track Your Digital Transformation Progress With These Important KPIs

Effective digital transformation progress has the potential to enhance the competitiveness and agility of enterprises in today’s and the future dynamic market. Most CIOs acknowledge that implementing digital transformation is a challenging endeavor and not a task achievable within a day or a week. It demands a significant commitment from business leaders, comprehensive training, financial investment, adept change management, a well-articulated strategy, and diligent monitoring of Key Performance Indicators (KPIs). A concerning statistic reveals that over 70 percent of digital initiatives fail, primarily due to unclear goals and the inability to monitor progress. Surprisingly, 50 percent of businesses do not define metrics or Key Performance Indicators (KPIs) to measure the success of their digital transformation progress. This lack of measurement makes substantial investments counterproductive. Assessing the right metrics is essential, as it allows businesses to determine whether they are implementing best practices and deriving the intended value from the process. Considering the broad scope of potential transformations within a business, creating KPIs for digital transformation progress to measure success can be challenging. However, identifying and monitoring specific digital transformation KPIs is crucial for gauging progress towards digitization goals. The following are key digital transformation KPIs that can contribute to tracking the journey and drawing closer to achieving digitization objectives: Keeping a vigilant eye on these important digital transformation process KPIs will enable businesses to navigate their digital journey effectively and strive towards achieving successful digitization. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 15, 2021in Data, Enterprise, Salesforce
Snowflake and Salesforce Marketing Cloud
20Oct

Snowflake and Salesforce Marketing Cloud

Harnessing the Power of Salesforce Marketing Cloud and Snowflake Two of the most influential trends in marketing technology (MarTech) and analytics today are Salesforce’s Marketing Cloud (SFMC) and Snowflake’s data warehousing platform. SFMC offers marketers a robust Journey Builder experience, while Snowflake eliminates data silos, making more data accessible to analysts than ever before. Both platforms are next-generation, cloud-first solutions that open new possibilities for marketers and are already helping to create more compelling and relevant experiences for consumers. A shared commitment to simplifying the end-user experience while unlocking a vast array of new data capabilities makes these solutions powerful examples of “soft technology.” Soft Technology: Snowflake and SFMC “When I speak about the power and virtues of technology, I am referring to soft technology: technology that is flexible, that is under our control.” — Don Norman What makes a technology great is its ease and flexibility for end users. Both SFMC and Snowflake simplify the user experience for their target users with remarkable results. SFMC’s Journey Builder allows marketers to build sophisticated journey orchestration flows on a canvas similar to how they might draft a journey on a whiteboard. Once configured, there’s no need to call IT for support; it’s time for delivery. Snowflake targets analysts, data engineers, and data scientists, breaking down data silos and removing traditional storage and processing constraints. This allows them to focus on solving business problems rather than dealing with perpetual data consolidation and cleansing. Snowflake also simplifies working with different types of data, such as unstructured data like logs or customer activity signals, through its “variant” datatype. The Perils of “Hard Technology” for SFMC Users “Hard technology remains unheedful of the real needs and desires of users. It is a technology that, rather than conforming to our needs, forces us to conform to its needs. Hard technology makes us subservient;” — Don Norman SFMC’s Journey Builder users are most productive when their source data is well-prepared for marketing purposes. However, as marketing needs evolve, new customer profile data and segments are required, often necessitating IT intervention and the use of complex SQL queries or programming languages. An inefficient process often emerges: This lengthy process can slow down time-to-market for campaigns and hinder marketing agility. Bridging Snowflake and SFMC to Avoid Hard Technology Low-code and visual SQL tools allow campaign analysts to remain business-focused and meet most of their daily data needs without relying heavily on IT. These tools are now more powerful thanks to modern data warehousing platforms like Snowflake, which supports SQL-like querying of unstructured data directly. Low-code solutions help marketers maintain productivity within SFMC’s Journey Builder by enabling them to autonomously explore and retrieve new customer data and segments. Checklist for Low-Code & Visual SQL Tools For maximum impact, look for low-code and visual SQL tools that: Simplifying Data Integration with Skyvia, Integrate.io, and GetCensus Skyvia Skyvia allows you to replicate Salesforce Marketing Cloud data to Snowflake with minimal configuration. It creates tables for cloud data automatically and keeps the data updated with incremental updates. Integrate.io Integrate.io provides a lightning-fast CDC platform for Salesforce data integration, offering robust ETL and ELT capabilities to connect your Salesforce data with hundreds of other apps. Integrate.io’s low-code interface allows for easy configuration and seamless data migration. GetCensus GetCensus enables data synchronization between Snowflake and Salesforce Marketing Cloud in four simple steps: By leveraging these tools and platforms, marketers can enhance their campaigns and improve customer experiences through efficient and effective data integration and management. 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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October 20, 2021in Salesforce Marketing Cloud, Snowflake
Headless Commerce is the Future of E-Commerce
18Oct

Headless Commerce is the Future of E-Commerce

Why Headless Commerce is the Future of E-Commerce You’ve likely heard it said time and again: the future of e-commerce is headless. But why is this prediction so widespread? Why are 35% of businesses expected to adopt a headless architecture by 2025? high-code headless solutions and commerce-oriented analytics platforms come into play. Headless commerce is the future of e-commerce. Headless commerce refers to a system where the frontend of your website—encompassing the storefront and user experience—is decoupled from the backend, which handles data, functionality, and business logic. Recent statistics reveal that businesses adopting headless commerce have reduced time to market by 50%, increased site performance by 30%, and decreased the time spent on upgrades and bug fixes by 34%. Headless Commerce – Future of E-Commerce There are four key ways in which headless commerce enhances performance: 1. Personalization at Scale Headless architecture centralizes customer data and separates content creation from delivery, enabling businesses to personalize content and experiences more effectively across multiple touchpoints. 2. Greater Control Over Experiences Decoupling the frontend from the backend gives businesses full control over website functionality, performance, SEO, design, and layout. Changes can be made to the frontend without impacting backend systems, allowing for greater flexibility and responsiveness. 3. Enhanced Performance and Flexibility With smaller, more focused frontends, data loading becomes more efficient, resulting in faster site performance and optimized media. Headless architecture also allows for seamless integration with third-party systems, enabling businesses to adapt and evolve as needed. 4. Fostering a Culture of Experimentation The flexibility and control offered by headless commerce equip teams with the tools to experiment regularly and rigorously. This fosters a culture of experimentation, which can drive continuous improvement and innovation. While the first three benefits of headless commerce are valuable on their own, it’s the ability to support a culture of experimentation that truly sets headless apart. When these advantages come together, businesses can achieve a cumulative impact that significantly enhances their performance. Let’s explore how an experimental mindset can unlock the full potential of headless commerce. Nurturing a Culture of Experimentation with Headless Commerce The agility and efficiency of a headless approach empower e-commerce brands to build a culture centered on testing and optimizing customer experiences. However, experimentation inherently involves risk. Any new experience introduced to your website will affect its performance and user experience—ideally for the better, but there are no guarantees. The challenge, then, is how to mitigate those risks effectively. The good news is that a culture of experimentation and calculated risk-taking provides brands with continuous data-gathering opportunities, leading to better decision-making and improved outcomes. The key is ensuring that your business has complete data visibility. To minimize risks during testing and address potential issues quickly, you need full visibility into how every change impacts your site and customer experience. This allows your team to identify what’s working, troubleshoot what isn’t, and make informed decisions based on real-time insights. Rapid deployment of new experiences can then become a true competitive advantage, enabling you to leverage data-backed insights to enhance your digital offerings. Experimenting Safely with Headless Commerce To illustrate this, imagine a scenario where you’re A/B testing on your headless site. Suppose you discover that your checkout abandonment rate is higher than the industry average, and you hypothesize that a lengthy checkout process is to blame. You decide to run an A/B test comparing two versions of the checkout flow to see if a shorter process yields better results. However, deploying this test introduces an unexpected error in one variation, skewing your results. Without visibility into site errors, you might not even realize the issue, leading to confusing or inconclusive test outcomes. This is where high-code headless solutions and commerce-oriented analytics platforms come into play. They provide the necessary visibility and monitoring to support a culture of experimentation while minimizing risks. A platform like Noibu, a performance and error monitoring solution designed specifically for e-commerce, can help you navigate these challenges with agility. By continuously monitoring your site, Noibu detects any issues that arise during changes, alerts your team, and provides detailed technical insights to address the root cause quickly. This ensures that your experiments remain unaffected, allowing you to test freely without fearing conversion drops or revenue loss. This type of software acts as a safety net, promoting extensive experimentation by monitoring your site for potential errors and encouraging calculated risk-taking. Case Study: Ribble Cycles and the Benefits of Headless Commerce Ribble Cycles transitioned to a headless architecture and experienced greater freedom and control. Matthew Lawson, Chief Digital Officer, shares, “Choosing a headless/composable architecture for Ribble Cycles has given us unparalleled flexibility and control… [allowing] us to decouple the front end from backend services, enabling rapid iteration and unique, customer-centric features.” To mitigate the risks associated with site changes, Ribble Cycles turned to Noibu, an error-detection platform that allowed them to experiment and test solutions with reduced risk. “While headless brings risks, such as unforeseen impacts from changes, we mitigate these with advanced analytics and monitoring tools like Noibu,” Lawson notes. “These tools help us detect and resolve issues in real time, reinforcing a positive risk-taking culture and driving better results for our brand and customers.” With complete visibility into the impact of their experiments, Lawson’s team is now in control and reaping the rewards of their headless commerce strategy. “Best decision we have made,” adds Lawson. “We have a roadmap to take it even further.” 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

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October 18, 2021in Salesforce
Public Group vs Queue in Salesforce
13Aug

Public Group vs Queue in Salesforce

What distinguishes a public group from a queue in Salesforce? In Salesforce, public groups and queues serve different purposes. Public Group vs Queue in Salesforce: What is a queue in Salesforce? A queue in Salesforce is a collection point for records awaiting assignment. Queues allow users with access to review and claim ownership of records. They help prioritize, distribute, and assign records to team members, facilitating effective workload management. Constraints of Queues in Salesforce Salesforce does not limit the number of queues you can create. Queues can support various objects, including cases, leads, service contracts, and custom objects. There is no maximum limit on the number of queues, and you can set email notifications for queue members. Can a queue own a task in Salesforce? Yes, a queue can own a task in Salesforce. Tasks assigned to a queue appear in a list where any member can take ownership. This setup helps teams share and manage their workload effectively. Can a queue own a record in Salesforce? Yes, a queue can own a record in Salesforce. However, when creating new lead records, you cannot initially assign them to a lead queue. You can change the record’s owner to a queue after it has been created. How do Salesforce Queues streamline workloads? Salesforce Queues streamline workloads by: Groups vs. Public Groups in Salesforce Roles vs. Public Groups in Salesforce Joining a Public Group in Salesforce Anyone can join a public group in Salesforce. However, private groups restrict visibility and membership to group members only. Unlisted groups provide complete privacy, where only invited members can join and interact. Limits on Public Groups in Salesforce Creation of Public Groups Salesforce does not impose a limit on the number of public groups you can create within an organization. Public Group vs Queue in Salesforce Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 13, 2021in Salesforce
Implications for the DMP Landscape
24Jul

Implications for the DMP Landscape

Salesforce Sunsets Audience Studio: Implications for the DMP Landscape Salesforce recently announced the discontinuation of Audience Studio, their Data Management Platform (DMP) acquired five years ago as Krux. This move raises questions about the future of DMPs in the evolving digital landscape. Implications for the DMP Landscape. Current State of DMPs Understanding the context and future of DMPs requires examining their current functionality and limitations: Inherent DMP Limitations Salesforce’s decision to sunset their DMP highlights several critical limitations inherent to the technology: DMP Strengths Despite these limitations, DMPs still offer value in certain areas: Uncertain Future of DMPs The future of DMPs is uncertain as they primarily serve media optimization reliant on third-party cookies. While evolution in the post-cookie world is possible, it requires significant changes in technology and adtech provider support. Advantages of CDPs CDPs address many of the shortcomings of DMPs and offer several advantages: Challenges and Future Developments The quest for a comprehensive view of the customer journey remains challenging due to data silos within major platforms like Google, Facebook, and Amazon. However, emerging technologies like Google’s Federated Learning of Cohorts (FLoC) offer potential solutions for privacy-preserving data sharing. Strategies for Marketers Marketers need to focus on building first-party data sets and quantifying their value. This involves: Transitioning from DMP to CDP For brands transitioning from DMPs to CDPs, selecting the right CDP is crucial. Key features to look for include: Conclusion The discontinuation of Salesforce’s Audience Studio reflects broader trends and challenges within the DMP category. As the digital landscape evolves, CDPs are emerging as a more effective and future-proof solution for managing and leveraging customer data. Brands must adapt by investing in robust CDP solutions that offer comprehensive, customer-centric data management and engagement capabilities. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 24, 2021in Salesforce Data Cloud, Salesforce Optimization
Quest to be Data-Driven
14Jul

Quest to be Data-Driven

“Data-driven” is a business term that refers to the utilization of data to inform or enhance processes, decision making, and even the revenue model. The quest to be data-driven is afoot. In recent years, a data-driven business approach has gained a great deal of traction. It is true that every business deals with data — however, data-driven businesses systematically and methodically use data to power business decisions. Incorporating the notion of being a data-driven enterprise enriches the understanding of how data can profoundly impact business operations. Leveraging data not only offers valuable insights but also enhances adaptability, thereby sharpening the competitive edge of an organization. These insights serve as a foundation for making market predictions and adapting business strategies accordingly, often leading to revenue growth. While data may not provide solutions to all organizational challenges, embracing a data-driven approach lays a solid groundwork for achieving organizational goals. Data-driven contrasts with decision making that may be driven by emotions, external pressure, or instinct. So, what exactly constitutes a data-driven enterprise? It transcends mere number-crunching; it involves creating sustainable value for customers and innovating efficiently in the digital economy. Encouraging a data-driven approach across all facets of the business is paramount to success. Gaining data insights from data is invaluable. It allows organizations to reshape customer interactions, provided the data is accurate, accessible, and integrated into existing processes. However, many struggle to extract value from their data due to the complexity of transforming raw data into actionable insights. Understanding the hierarchy of data, information, and insights is crucial, as actionable insights drive data-driven success. Furthermore, adaptability emerges as a crucial factor in today’s rapidly evolving landscape. The ability to swiftly respond to changes and leverage data for informed decision-making is paramount. Data-driven insights serve as powerful tools for facilitating change and fostering agility, ensuring organizations remain competitive. Moreover, data serves as a catalyst for revenue generation through various business models such as Data as a Service (DaaS), Information as a Service (IaaS), and Answer as a Service (AaaS). By putting customer satisfaction at the forefront and leveraging data-driven insights, organizations can evolve their products proactively and drive growth. Building a data-driven enterprise involves a strategic approach encompassing nine key steps, including defining end goals, setting tangible KPIs, and fostering a data-driven culture across the organization. However, challenges such as deciding what to track, lack of tools or time for data collation, and turning data into meaningful insights may arise. Overcoming these challenges requires a cultural shift towards data-driven decision-making and the adoption of modern data architectures. Walking (or perhaps running) the data-driven journey with Tectonic involves connecting and integrating various data sources to ensure seamless data flow. By embracing a data-driven approach, organizations can unlock the full potential of their data, driving innovation, enhancing customer experiences, and achieving long-term success in today’s dynamic, rapidly evolving business landscape. Expanding upon this foundation, let’s go deeper into the transformative power of data-driven enterprises across various industry sectors. Consider, for instance, the retail industry, where data-driven insights revolutionize customer experiences and optimize operational efficiency. In the retail sector, understanding consumer behavior and preferences iscrucial to daily, quarterly, and annual success. By harnessing data analytics, retailers can analyze purchasing patterns, demographic information, and social media interactions to tailor marketing strategies and product offerings. For example, through personalized recommendations based on past purchases and browsing history, retailers can enhance customer engagement and drive sales. Moreover, data-driven insights enable retailers to optimize inventory management and supply chain operations. By analyzing historical sales data and demand forecasts, retailers can anticipate fluctuations in demand, minimize stockouts, and reduce excess inventory. This not only improves operational efficiency but also enhances customer satisfaction by ensuring products are readily available when needed. Furthermore, in the healthcare industry, data-driven approaches revolutionize patient care and treatment outcomes. Electronic health records (EHRs) and medical imaging technologies generate vast amounts of data, providing healthcare professionals with valuable insights into patient health and treatment efficacy. By leveraging predictive analytics and machine learning algorithms, healthcare providers can identify patients at risk of developing chronic conditions, enabling early intervention and preventive care. Additionally, data-driven approaches facilitate personalized treatment plans tailored to each patient’s unique medical history, genetic makeup, and lifestyle factors, improving treatment outcomes and patient satisfaction. In the manufacturing sector, data-driven strategies optimize production processes, enhance product quality, and reduce operational costs. By implementing Internet of Things (IoT) sensors and connected devices on the factory floor, manufacturers can collect real-time data on equipment performance, energy consumption, and production efficiency. Analyzing this data enables manufacturers to identify inefficiencies, minimize downtime, and proactively schedule maintenance to prevent costly equipment failures. Moreover, data-driven insights inform process improvements and product innovations, enabling manufacturers to stay competitive in an increasingly globalized market. The ultimately transformative impact of data-driven enterprises extends across various industry sectors, revolutionizing business operations, enhancing customer experiences, and driving innovation. By embracing a data-driven approach and leveraging advanced analytics technologies, organizations can unlock new opportunities for growth, efficiency, and competitive advantage in today’s data-loaded digital economy. Becoming data-driven requires harnessing the full potential of your data, transforming it into actionable insights, and iteratively refining your processes. Remember, data itself is not the ultimate goal but rather a powerful tool to drive informed decision-making and organizational growth. To establish a truly data-driven organization, consider the following nine steps: By following these steps, your organization can effectively harness the power of data to drive innovation, improve decision-making, and achieve sustainable growth in today’s data-driven landscape. Tectonic recognizes the challenges in the quest to be data-driven. We’ve launched a Data Cloud Salesforce Implementation Solution to help you. Content updated May 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,

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July 14, 2021in Data, Enterprise, Salesforce, Salesforce Data Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Technology
safeguarding personal information
22Jun

Be Careful With My Data

Aware of the escalating significance of data protection in the digital age, customers are becoming increasingly vigilant about safeguarding their personal information. However, amidst this heightened awareness, companies have an opportunity to earn and maintain trust by providing clear and transparent explanations of how they intend to use customer data. Gone are the days when customers passively accept vague assurances buried within lengthy user agreements. Today, they demand transparency and accountability regarding data usage, driven partly by a general sense of skepticism towards companies that may not always prioritize customer benefits when leveraging data. Indeed, not all data is perceived equally by customers. While there’s a growing comfort level with companies collecting first-party data directly from their platforms, such as website clicks or interactions, there’s often greater apprehension about third-party data sourced from external data brokers. This disparity in perception underscores the importance of companies being mindful of the origin and nature of the data they collect, respecting customer preferences, and ensuring transparent data practices. Amidst the evolving landscape of data protection, the imperative for securing sensitive personal information has never been more critical. What was once solely a concern for businesses has now become a shared responsibility for consumers and individuals alike. With an abundance of information available on data protection measures, ranging from safeguarding passwords and financial details to protecting devices from hackers and malware, individuals are inundated with advice. Yet, navigating this sea of information can be daunting, especially for those less technologically savvy. In response to this challenge, we’ve compiled a comprehensive list of 32 simple and practical tips for enhancing data security and protecting personal information. These tips encompass a wide array of measures, including encrypting data, backing up data regularly, ensuring the permanent deletion of old computer hard drives, securing wireless networks, using firewalls, and encrypting data on removable storage devices like USB drives and SIM cards. Furthermore, our list provides guidance on protecting data while working remotely, covering topics such as using virtual private networks (VPNs), maintaining physical control over devices, employing personal hotspots, separating personal and work devices, and implementing cybersecurity policies. Additionally, it delves into security best practices for video conferencing, identifying and avoiding phishing emails, installing antivirus and malware protection, and securely disposing of old IT equipment and records. By adopting these practical measures, individuals and businesses can fortify their defenses against cyber threats and data breaches, thereby safeguarding personal information and preserving trust with customers. In an era where data privacy is paramount, proactive steps towards data protection not only mitigate risks but also demonstrate a commitment to ethical and responsible data practices. As technology continues to evolve, cultivating a culture of data security and privacy awareness remains essential for fostering trust and confidence in the digital ecosystem. Keeping your passwords, financial, and other personal information safe and protected from outside intruders has long been a priority of businesses, but it’s increasingly critical for consumers and individuals to heed data protection advice and use sound practices to keep your sensitive personal information safe and secure. There’s an abundance of information out there for consumers, families, and individuals on protecting passwords, adequately protecting desktop computers, laptops, and mobile devices from hackers, malware, and other threats, and best practices for using the Internet safely. But there’s so much information, from using a virtual private network (VPN) to using unique and strong passwords or an antivirus software, it’s easy to get confused, particularly if you’re not tech-savvy. We’ve compiled a list of 101 simple, straightforward best practices and tips for keeping your family’s personal information private and protecting your devices from threats. Securing Your Devices and Networks 1. Encrypt your data Data encryption isn’t just for technology geeks; modern tools make it possible for anyone to encrypt emails and other information. “Encryption used to be the sole province of geeks and mathematicians, but a lot has changed in recent years. In particular, various publicly available tools have taken the rocket science out of encrypting (and decrypting) email and files. GPG for Mail, for example, is an open source plug-in for the Apple Mail program that makes it easy to encrypt, decrypt, sign and verify emails using the OpenPGP standard. And for protecting files, newer versions of Apple’s OS X operating system come with FileVault, a program that encrypts the hard drive of a computer. Those running Microsoft Windows have a similar program. This software will scramble your data, but won’t protect you from government authorities demanding your encryption key under the Regulation of Investigatory Powers Act (2000), which is why some aficionados recommend TrueCrypt, a program with some very interesting facilities,” explains John Naughton in an article for The Guardian. Twitter: @guardian 2. Backup your data One of the most basic, yet often overlooked, data protection tips is backing up your data. Basically, this creates a duplicate copy of your data so that if a device is lost, stolen, or compromised, you don’t also lose your important information. As the U.S. Chamber of Commerce and insurance company Nationwide points out, “According to Nationwide, 68% of small businesses don’t have a disaster recovery plan. The problem with this is the longer it takes you to restore your data, the more money you’ll lose. Gartner found that this downtime can cost companies as much as $300,000 an hour.” Twitter: @growwithco 3. Make your old computers’ hard drives unreadable Much information can be gleaned through old computing devices, but you can protect your personal data by making hard drives unreadable before disposing of them. “Make old computers’ hard-drives unreadable. After you back up your data and transfer the files elsewhere, you should sanitize by disk shredding, magnetically cleaning the disk, or using software to wipe the disk clean. Destroy old computer disks and backup tapes,” according to the Florida Office of the Attorney General. Twitter: @AGPamBondi 4. Secure your wireless network at your home or business A valuable tip for both small business owners and individuals or families, it’s always recommended to secure your

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June 22, 2021in Marketing Automation
Python Alongside Salesforce
17Jun

Salesforce and Python

Python is not essential for Salesforce, but it can be extremely useful for various tasks, such as data analysis, automation, and integration: Salesforce’s Primary Programming Languages Salesforce’s primary programming language is Apex, which is used for backend development. For the frontend, Visualforce is used to build the user interface. Apex is similar to Java and allows developers to embed business logic within system events. Automating Data Extraction for Analysis In many organizations, analysts often need to automate the process of extracting data from Salesforce objects to perform data analysis or build reports locally. Previously, analysts followed a manual and time-consuming process to create KPI reports, which included: This method was prone to errors and inefficiencies. Fortunately, Python scripts and Salesforce’s API can automate the entire process. Retrieving Salesforce Data Using Python To get started, install the Simple Salesforce package, an open-source Python library that enables easy interaction with Salesforce’s REST API. This allows users to either download pre-built reports directly from Salesforce or create custom datasets using SOQL (Salesforce Object Query Language). Set Up Your Python Package and API Access Accessing Salesforce Data There are two primary methods for retrieving Salesforce data into a Python DataFrame: Automating Data Processing and Reporting Once you have your data in a DataFrame, you can perform data wrangling and aggregation tasks. You can export the results to a Google Sheet using the Google Sheets API and the pygsheets package, or ingest the data into a database table. aFurthermore, you can schedule your Python script to run automatically using a tool like Apache Airflow, which will run the script at designated intervals, aggregate the data, and update dashboards with the latest information. This approach automates the entire reporting process, saving time and reducing the likelihood of errors in your workflow. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 17, 2021in Data, Google, Salesforce
Salesforce CDP Explained
29May

Salesforce CDP Explained

What is a Customer Data Platform (CDP)? A Customer Data Platform (CDP) is one of the most transformative tools in modern marketing. Salesforce CDP Explained. If you’re exploring whether your business needs a CDP and how to begin using one, this guide will walk you through the essentials. CDPs have quickly become a go-to solution in marketing, popping up in reports and strategies everywhere. According to the 2020 State of Marketing Report, 86% of marketers who use CDPs are maintaining or increasing their usage, making many companies wonder: Do we need a CDP too? This insight serves as your step-by-step guide to help you determine whether your business should invest in a CDP, and how to successfully implement one for smarter marketing. What is a CDP? A Customer Data Platform (CDP) is a sophisticated piece of marketing technology designed to collect and organize customer data from various sources into centralized profiles. It helps businesses manage and draw actionable insights from data in real time, making it easier to personalize customer interactions. A typical CDP includes tools for customer data management, marketing automation, multichannel campaign execution, and real-time interaction management. It’s particularly useful when businesses need a database of user-level data to understand customer behaviors across touchpoints. Why Does Your Business Need a CDP? Salesforce CDP Explained CDPs excel in four core tasks: collecting, unifying, activating, and analyzing data. Introducing Salesforce’s CDP: Data Cloud Salesforce’s Data Cloud is a powerful CDP that integrates with Customer 360 to provide real-time customer profiles. It collects and unifies customer data in real time, ensuring businesses can deliver personalized customer experiences and foster stronger relationships. Data Cloud is scalable and designed for businesses of all sizes, with built-in security, compliance, and privacy features through Hyperforce. Benefits of a CDP Beyond basic segmentation, CDPs offer three major benefits: CDPs vs. CRM vs. DMP It’s important to understand the distinction between different data tools. While CRMs focus on managing customer relationships and interactions, and Data Management Platforms (DMPs) handle anonymous data for targeted advertising, CDPs are designed to unify and activate first-party data for personalized marketing. How to Choose a CDP When selecting a CDP, focus on two key areas: insights and engagement. Some CDPs specialize in integrating and analyzing customer data (insights), while others focus on delivering real-time personalized experiences (engagement). Salesforce’s Data Cloud combines both capabilities, offering real-time insights and activation to power personalized experiences across channels. To choose the right CDP for your business, ask these questions: Success Stories with CDPs CDPs have transformed the way businesses engage with their customers. One example involves a regional food and convenience store chain that implemented a CDP to enhance personalized digital experiences. By using customer data to tailor marketing emails and online interactions, the business saw a 16% increase in conversion rates on one of its key products. Getting Started with a CDP CDPs are essential tools for businesses looking to unify customer data, personalize marketing, and drive smarter marketing strategies. To get started, consider building a business case for CDP adoption, assembling a cross-functional team, and researching the right CDP to fit your organization’s needs. The journey to smarter, data-driven marketing begins with the right CDP. Make sure to explore Salesforce’s Data Cloud and other leading platforms to find the best fit for your organization’s growth and success. Content updated April 2023. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 29, 2021in Data, Hyperforce, Marketing Automation, Salesforce, Salesforce Data Cloud, Technology
Journey Builder Wait Until API Event
24May

Journey Builder Wait Until API Event

Introducing the Journey Builder Wait Until API Event Activity, a cutting-edge addition to Journey Builder unveiled in the April 2021 Salesforce Marketing Cloud Release. This feature revolutionizes customer engagement by enabling real-time experiences through external event triggers within a journey. By strategically placing the Wait Until API Event activity within your journey, you can suspend customer progression until a specified event occurs, ensuring seamless transitions to the next activity. Journey Builder Wait Until API Event Key Features: Use Cases: Configuration Steps: API Event Configuration: Additional Considerations: Use Case Example: In summary, the Wait Until API Event Activity empowers marketers to orchestrate dynamic, real-time journeys tailored to individual customer actions, driving enhanced engagement and conversion rates across multiple touchpoints. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 24, 2021in Salesforce, Salesforce Marketing Cloud

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