Data Archives - gettectonic.com - Page 74
Salesforce Stakeholders
02Sep

Who Are Your Salesforce Stakeholders?

Understanding the intricacies of Salesforce and using it effectively to support business processes is crucial for admins and developers. However, the significance of communication skills is often overlooked in technical training. Beyond technical expertise, vital non-technical skills, such as active listening and extracting relevant information from business stakeholders, play a pivotal role in addressing Salesforce users’ true needs. Here is an approach that enables working more efficiently in a proactive mode rather than reactive. Once you identify your key salesforce stakeholders, here are some great ways to keep the doorways of communication open. Start by putting yourself in your stakeholders’ shoes, be it business users, customers, or consulting clients. Transitioning into Salesforce there is a need to gather information, empathize, and build a compelling case for change. Following are insights and strategies for effectively collaborating with stakeholders to understand business requirements, pain points, and objectives. If you’re keen on enhancing these skills, read on! Importance of Stakeholders As a Salesforce Administrator, collecting information from diverse stakeholders with varying knowledge levels is inevitable. It’s essential to recognize that the required information may not be thoroughly documented or held by a single individual. Engaging with individuals beyond primary users, such as those in supply chain and training, broadens the understanding of business processes. Maximizing the value of every interaction is crucial, considering the time constraints of both yourself and stakeholders. Determining Stakeholder Numbers The number of stakeholders to engage with depends on the project’s scope. Successful benchmarks have demonstrated varying needs: Identifying Stakeholder Groups Consider speaking with stakeholders in four directions: upwards, downwards, inside, and outside. Each group includes: The 3 Types of Stakeholders to Involve Locating Stakeholders Establishing a network within the organization is beneficial. For newcomers or consultants, navigating the terrain may be challenging. Start with the project sponsor for direction and inquire about additional contacts after each conversation. Preparation and Respecting Stakeholders’ Time Request meetings based on stakeholders’ availability, typically ranging from 15 to 45 minutes. Allocate an hour in your calendar to accommodate potential extensions. Prepare thoroughly, understanding whom you’re speaking to and having insights into the discussed system or process. Leaving the Door Open: Saying Thank You Upon closing a meeting, express gratitude and leave the door open for future conversations. Encourage stakeholders to contact you if they have further thoughts, and reciprocate by offering to send a quick note if additional insights emerge. Send a follow-up email expressing thanks and summarizing key takeaways. Incorporating these practices ensures effective communication with stakeholders, facilitating a more successful and collaborative Salesforce implementation. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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September 2, 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
Case Management in Salesforce
19May

Case Management in Salesforce

What does Salesforce Case Management entail? Salesforce Case Management, as explained in the Service Cloud Introduction session, provides a platform for recording, tracking, and resolving customer issues across sales, service, and support. Advantages of utilizing a case management system: Case Management in Salesforce Salesforce Case Management allows the automatic collection of cases from various sources like email, social media, support centers, or web forms. It provides tools for categorizing, filtering, and adding notes to cases stored in the database. How can I establish case management in Salesforce? Utilize queues and automated rules to assign cases to your team without constant monitoring. By assigning cases to a queue, specific team members can select cases from a list, helping prioritize work. Auto-assign cases to queues or team members based on conditional rules. Distinguishing case management from CRM: While both case management and CRM assist in managing customer data and interactions, the key distinction lies in the fact that case management is tailored to monitor the progress of individual cases. Visibility of cases in Salesforce: If the organization-wide sharing default access for Cases is set to ‘Private,’ and ‘Grant Access Using Hierarchies’ is enabled, only the Case owner, the owner’s managers in the role hierarchy, Salesforce admins, and user profiles with the ‘View All’ object permission on Cases can view a Case. Can leads have cases in Salesforce? To associate a Lead with a Case, create a custom lookup field on Cases to the Leads object. This allows for a Cases related list on the Lead record. 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 19, 2021in Data, Salesforce, Salesforce Service Cloud
Salesforce CDP Innovations
12May

Salesforce CDP Innovations

New Salesforce CDP Innovations: Smarter, Faster, and More Personalized Customer Interactions Salesforce has launched new innovations for its Customer Data Platform (CDP), designed to help businesses leverage first-party data for more personalized customer experiences. Leading brands like Bank of Montreal and convenience store retailer Casey’s are already using Salesforce CDP to create a unified source of customer truth, streamlining interactions and providing frictionless customer experiences. The world is gradually recovering from the pandemic, and consumer behavior is shifting as shops, hotels, restaurants, and other establishments reopen. While customers are eager to engage in the experiences they’ve missed, companies recognize that digital innovations, such as curbside pickup and direct-to-consumer websites, which fueled pandemic-era growth, are here to stay. As expectations for personalized, connected experiences grow—with 70% of customers demanding this—many businesses struggle to unify customer data across systems, teams, and devices. This data fragmentation makes it difficult to create a single source of truth for customers. Salesforce CDP: Built on the World’s Leading CRM Salesforce CDP solves this challenge by capturing, unifying, and activating customer data across various touchpoints to drive more personalized experiences. Today’s new CDP features make data smarter, more connected, and easier to activate securely. Built on Salesforce’s #1 CRM platform, the CDP unifies data from sales, service, marketing, loyalty, and commerce systems, creating a comprehensive single source of truth. Businesses can then leverage this unified view for personalized marketing, advertising, analytics, and relationship-building strategies that increase customer loyalty and revenue. New Innovations in Salesforce CDP Include: How Businesses Are Using Salesforce CDP Availability of New Features: This insight helped you learn more about these innovations and how Salesforce CDP can enhance customer engagement from anywhere. 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 12, 2021in Data, Mulesoft, Salesforce, Technology
Salesforce in Education
10May

Salesforce in Education

Salesforce for Education encompasses a suite of products that seamlessly integrate insights across recruitment, admissions, and student success, providing a comprehensive view of each learner’s journey—from prospective students to engaged alumni-and every step between. Our collaboration spans K-12 schools, community colleges, universities, and graduate schools, catering to institutions of all sizes, ensuring they are well-equipped with the education CRM necessary to thrive in the future. Education Cloud expedites time-to-value and fosters personalized experiences for every lifelong learner. Key Features: Learner-Centric Data Foundation:Begin your journey with education-specific objects, logic, and automation embedded in the #1 CRM platform. Core Capabilities for Your Entire Institution:Optimize faculty and staff impact using versatile features like scheduling and case management applicable across various departments. Pre-Built Apps Powering the Learner Lifecycle:Enhance productivity with ready-to-use, customizable apps tailored for each stage of the learner journey. From Insights to Action with Education Cloud:Realize improvements based on feedback from Salesforce.org customers, including the Hayward Unified School District, Austin Achieve Public Schools, and San Diego COE, achieving a 38% faster response to student needs and a 10% increase in enrollment. Access a Single Source of Truth:Consolidate student and family data into a unified view, enabling personalized interactions at every stage of the education journey. Innovate with a Scalable Platform:Education Cloud for K-12 serves as a CRM platform designed for schools, facilitating quick innovation to meet the evolving needs of constituents. Education Cloud for Community Colleges: Integrated Solutions to Maximize Impact:Built on the #1 CRM, Education Cloud serves as the digital foundation empowering institutions for the future. Tailored products and solutions for enrollment management, student support, workforce development, donor engagement, and marketing and communications enable community and technical colleges to leverage a single source of truth for transforming experiences into lifelong relationships. 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 10, 2021in Salesforce, Salesforce Education Cloud, Salesforce Education Solutions, Salesforce Einstein
Salesforce Sales Cloud
07May

Salesforce for the Inside Sales Team

Inside sales serves as the cornerstone of a thriving sales organization. The efficient model using Salesforce for the inside sales team enables the delivery of personalized human interactions. Salesforce facilitates rapid scalability. Inside sales involves sales representatives engaging with and selling to customers via phone or digital channels rather than face-to-face interactions. This approach not only streamlines business operations but also fosters organizational and personal growth. Modern technology enhances the productivity and effectiveness of inside sales teams by providing valuable data and insights. Whether your team is making or receiving calls, employing the inside sales methodology, business development, or a similar approach yields results. This strategy, known as Sales Engagement, focuses on promptly connecting with customers through their preferred channels. In today’s fast-paced environment, buyers expect personalized engagement and that it aligns with their needs. Inside sales teams, often responsible for initial contact and research, play a crucial role in setting the stage for a successful sales process. Salesforce for the inside sales team provides that personalized engagement,. This example is actually how Salesforce itself handles inside sales. Inside sales teams can be structured as generalized, specialized, or segmented entities, catering to diverse business needs. Salesforce, following a Quantity and Quality approach, emphasizes multiple touches to nurture leads effectively. Leveraging advanced tools and strategic timing, Salesforce maximizes sales touches, ensuring engagement during opportune moments. The organization has mastered the art of striking while the iron is hot, reaching out to potential leads promptly after engagement. Salesforce combines quantity with quality, recognizing that 64% of customers expect personalized engagement based on past interactions and interests. Salesforce representatives meticulously research target companies to tailor personalized sales communications. Sales Engagement Of particular interest are the tools employed by Salesforce for inside sales. Sales Engagement, a solution automating record-keeping and streamlining the selling process, is accessible to all Salesforce customers as an add-on to Sales Cloud. With features like email integration, automated activity logging, Sales Dialer, and AI-driven tools like Einstein Lead Scoring and Einstein Conversation Insights, Salesforce empowers its inside sales teams. They work smarter, not harder. High Velocity Sales Salesforce’s Sales Engagement tool, formerly known as High Velocity Sales, enhances inside sales reps’ ability to engage buyers more efficiently, effectively, and with greater agility. With the right tools at their disposal, inside sales teams can provide a seamless experience, essential for winning and retaining new business. Tectonic recognizes the pivotal role of inside sales and supports our clients in optimizing their processes with Salesforce’s Sales Engagement tool, ensuring a more streamlined and productive approach to closing deals. Contact Tectonic today to discuss how Salesforce Sales Engagement can empower your inside sales team. 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 7, 2021in Data, Salesforce, Salesforce Einstein, Salesforce Sales Cloud, Technology
Role of First-Party Identity
06May

The Crucial Role of First-Party Identity in Customer Experience

The Crucial Role of First-Party Identity in Customer Experience Customer identity is key in differentiating between a great and a poor – or even negative – customer experience. Without accurately identifying your customers, true success is pretty unattainable. However, for identity resolution to be effective, it must be conducted in a first-party manner. Most identity resolution vendors operate as third parties, often downplaying the importance of first-party identity. They claim they can do better, but there’s a reason they ask for your data and expect you to fill in the gaps. They can’t provide the same level of service and rely on customers to supplement their incomplete identity profiles. Here are 11 things vendors don’t want you to know about first-party identity: Understanding Third-Party vs. First-Party Identity Just like data types, identity resolution can be either third-party or first-party. Third-party data is purchased or licensed from vendors who don’t have direct relationships with the consumers. This data is aggregated from various sources and sold to brands. In contrast, first-party data is collected directly from your customers through your owned domains, platforms, and apps. First-party identity follows the same principle: it’s captured, assembled, and owned by you. Third-party identity, however, is built and controlled by an external vendor. This distinction is critical because, with third-party identity resolution, you don’t own or control the data, nor do you know its original source or quality. Think of the impact that has on customer trust! 11 Truths About First-Party Identity Role of First-Party Identity The perceived “free” nature of third-party identity solutions often comes with hidden costs and risks. The investment in a premium first-party identity solution, while initially costly, provides substantial benefits through accurate, real-time data and robust features. This gives your brand a competitive edge, making the investment well worth it. Don’t risk your brand’s success on inferior third-party tools—they cost more than you think. 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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May 6, 2021in Salesforce

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