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360 SMS Salesforce Chatbot

Salesforce 360

Salesforce is the world’s leading customer relationship management (CRM) platform, empowering businesses of all sizes to transform how they engage with customers, streamline operations, and drive sustainable growth. A 360-degree customer view provides a full vision of who your customers are and what they need. In today’s competitive business world, success hinges on the seamless management of sales, marketing, and customer service processes. With Salesforce, your organization gains access to a powerful suite of tools designed to automate workflows, enhance collaboration, and uncover deep customer insights that fuel smarter decision-making. What truly sets Salesforce apart is its unparalleled flexibility and scalability. Whether you’re a startup looking to establish a solid CRM foundation or an enterprise seeking advanced AI-driven automation, Salesforce adapts to your unique business requirements. Its customizable architecture ensures that as your business evolves, so does your CRM—keeping you ahead of the curve. At the core of every thriving organization is not just an exceptional customer experience but also an empowered workforce. We recognize that a seamless, intuitive CRM system is vital for both customer satisfaction and employee efficiency. That’s why our team of Salesforce-certified consultants goes beyond just implementing technology—we take a strategic approach to designing solutions that align with your long-term business goals. With deep industry expertise and a business-first mindset, we help organizations leverage the full potential of Salesforce. From initial strategy and system design to implementation, integration, and ongoing support, we deliver end-to-end solutions that optimize processes, enhance engagement, and drive measurable results. Let’s work together to transform your Salesforce investment into a powerful engine for growth and customer success. Contact Tectonic today. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Certified Salesforce Consultants

Certified Salesforce Consultants

What is the role of a certified Salesforce consultant? Certified Salesforce consultants engage in business analysis with clients to grasp their business objectives and processes, identifies pain points, and recognizes opportunities where technology can provide support. With a blend of business acumen and technical expertise, they design and implement solutions to enhance business processes and performance. What does Salesforce Certification entail? Salesforce certification is a globally recognized validation of your ability to implement Salesforce best practices within your organization. With 40 primary certifications available (some requiring prerequisite certifications), individuals showcase their proficiency in various Salesforce roles. The Salesforce Consultant certification is tailored for individuals with proven experience in the product and Salesforce ecosystem, equipping them to consult with clients on implementation strategies. Advice for aspiring Salesforce consultants: To those aspiring to become Salesforce consultants, Tectonic advises aligning your skill sets with the consulting role. Many companies seek specific skills, and highlighting your unique strengths can set you apart. Developing a comprehensive understanding of your offerings and differentiation is key. Continuous learning is paramount to staying abreast of innovation and advancements. Committing to ongoing skill development is essential for career growth and seizing opportunities in the consultancy realm. Remaining curious opens doors and enables consultants to evolve into trusted advisors for colleagues and clients alike. The journey to becoming a Salesforce consultant typically spans 6 to 8 years: These are the primary motivations for partnering with a Salesforce Partner staffed with Certified Salesforce Consultants. Salesforce Consultant Career Path: https://trailhead.salesforce.com/en/career-path/consultant/ Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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marketing automation

Marketing Automation

Marketing automation is software tool that handles routine marketing tasks without the need for human action or intervention. Common marketing automation workflows include email marketing, behavioral targeting, lead prioritization, and personalized advertising. Marketing automation is the use of technology to automatically perform marketing tasks, such as: email campaigns, social media advertising, behavioral targeting, re-targeting, lead prioritization, and personalized advertising.  Marketing automation can help teams: become more efficient, improve the customer experience, increase traffic, engage audiences, and acquire new customers.  Some benefits of marketing automation include:  Some marketing automation tools include:  With the emergence of artificial intelligence (AI), marketing automation is enabling marketers to deliver more targeted and personalized content.  What are marketing automation strategies? An automation strategy is a playbook for a brand’s automated marketing tactics. It should answer the who, what, where, when and how of your automation plan. Your plan should tell you: Who your audience is. Include detailed information on your target audience and each of the audience segments. Does marketing automation really work? Marketing automation can be a real game-changer for small businesses. It helps you score, sort, and nurture leads throughout the sales cycle, boosting conversions by targeting customers with the highest purchasing potential. All without the need for human intervention. This frees your marketing and sales professionals up to do other work. Customer journeys are the sum of individual personalized experiences with your brand. With automation, you can tailor every interaction based on customer data to create ongoing, seamless journeys through every brand touchpoint. 5 Steps to Getting Started with Marketing Automated Campaigns Here are some best practices to keep in mind when designing your marketing automation strategy: Tectonic has extensive experience launching automation solutions running in the Salesforce ecosystem. If you are ready to automate the marketing process in Salesforce, contact Tectonic today. Content updated December 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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salesforce government digital transformation

Public Sector Salesforce Solutions

Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing sites for effective communication, creating dynamic application forms, and streamlining approval processes for licenses and permits are among the capabilities offered. Public sector Salesforce solutions. A government CRM system minimizes manual admin tasks, allowing public servants to focus on enhancing citizens’ lives. Utilize flexible dynamic assessments, care plans, and referrals to assist families and individuals seamlessly. Salesforce recommends exploring a trial org to understand setup recommendations and prepare for implementation. Discover how the Salesforce platform, with a dedicated data model and common components, enables tailored solutions for municipalities, states, provinces, or federal agencies. Public Sector Solutions eschews a one-size-fits-all approach, allowing the combination of various components to address specific agency needs. The cloud-based Salesforce platform, encompassing Sales Cloud, Service Cloud, and Experience Cloud, serves as the foundation for Public Sector Solutions. Providing relationship management, case management, collaboration, integration, and data insight capabilities, it offers a 360-degree view of constituents while adhering to stringent data security regulations. The Public Sector Solutions data model is designed for government agencies, accommodating diverse tasks such as issuing licenses, conducting inspections, managing grants, and handling emergency programs. Dynamic features include License and Permit Management, Inspection Management, Grantmaking, Emergency Program Management, and Employee Experience. Configurations for Public Sector Solutions include prebuilt apps, granting licenses for specific Salesforce editions with varying usage limits. Additional add-ons, such as CRM Analytics, Intelligent Document Reader, Einstein Relationship Insights, and Business Rules Engine, allow customization to meet specific functionality requirements. Salesforce public sector solutions use standard Salesforce objects to structure and store data related to licensing, permitting, inspections, assessments, case and program management, benefit management, grantmaking, and more. Salesforce is used across various sectors, including technology, retail, insurance, banking, and industrial industries. It is utilized by businesses of all sizes, from small enterprises to large corporations, for CRM purposes. Tectonic looks forward to assisting you with Public Sector Salesforce Solutions. Content updated December 2023. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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salesforce inbox

Salesforce Inbox Explained

Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether they’re on the move or at their desk. Available in: Lightning Experience Certain features are accessible with Sales Cloud and included in Starter, Professional, Enterprise, Performance, and Unlimited Editions. All features are accessible with Inbox, Sales Engagement, or Sales Cloud Einstein. An Inbox license grants access to Inbox features within the Outlook integration, Gmail integration, and Lightning Experience, and also provides entry to the mobile app. Outlook and Gmail Integration Features Email integrations empower sales reps to interact with Salesforce data directly within Microsoft Outlook and Gmail or through the Salesforce Inbox mobile app. The Outlook integration (with or without Inbox) is accessible as a Salesforce Outlook add-on from the Office Store. The Gmail integration (with or without Inbox) is available as a Salesforce Chrome Extension from the Chrome Web Store. The Inbox mobile app can be obtained from the Apple Store or Google Play Store. Certain Inbox features are also accessible when sending emails from Lightning Experience. Setting Up Inbox To configure Salesforce Inbox, enable the application for desktop, mobile, or both, designate users permitted to use Inbox, and customize Inbox features. All features are accessible with Inbox, Sales Engagement, or Sales Cloud Einstein. Using Inbox Features Boost productivity and efficiency with Inbox. View pertinent Salesforce records alongside your emails and events, and link email messages to Salesforce, keeping your colleagues informed about your communications. Access productivity features wherever you send emails. Once Salesforce Inbox is configured for your organization, Inbox users can install any or all Inbox clients. During installation, users link their email and calendar to Salesforce. Inbox Clients Each user requires an Inbox client to access Inbox features. The app offers various client options to support common Google™ and Microsoft® email platforms for desktop and mobile devices. Choose the client that aligns with your environment. Installing Inbox Clients To utilize Inbox, install the client that is compatible with your platform and email account. Utilizing Inbox Features in Outlook and Gmail Maximize productivity and efficiency with Inbox features directly within Microsoft Outlook® or Gmail™. Using Inbox Mobile Enhance productivity and efficiency while on the move with the Inbox mobile app. Salesforce Inbox Mobile Release Notes Inbox mobile was retired as of February 1, 2024. An Inbox license grants access to Inbox features within the Outlook integration, Gmail integration, and Lightning Experience, and also provides entry to the Inbox mobile app. Legacy Salesforce Inbox Legacy versions of the Salesforce Inbox Outlook add-in and Chrome extension have been retired. Inbox features are now accessible via the Salesforce add-in available in the Microsoft AppSource Store and the Chrome Web Store. An Inbox license unlocks the Inbox features you currently use. To continue utilizing Inbox features in Outlook and Gmail, obtain the Salesforce add-in for Outlook or the Chrome Extension for Gmail. Ensure to uninstall the legacy add-in or extension after installing the new version. Obtain the Salesforce add-in for Outlook Obtain the Salesforce add-in for Gmail (G Suite or Google Workspace email required) Content updated January 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce analytics insurance

Business Analysis and Project Management Acronyms

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

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Salesforce Platform Manager

Salesforce Platform Manager Explained

A Salesforce Platform Manager serves as the human interface between the business and the Salesforce platform, taking on the responsibility of overseeing the entire management of the platform. This role involves leading project teams, collecting requirements, designing solutions, and implementing configurations on Salesforce.com. In contrast, Product Managers primarily concentrate on expanding their user base, financial metrics, and ensuring customer satisfaction with the product. Platform Managers, on the other hand, have a more internal focus, being oriented towards technical aspects and architecture. They are not customer-facing and have a greater emphasis on technical and architectural considerations. Not to say they don’t need good people and communication skills, but they interact as much with the platform as with team members. The role of a Platform Manager encompasses being the primary administrator of the software, orchestrating its setup, and overseeing ongoing maintenance. They are tasked with establishing the initial parameters for the website and managing all constituent data in a pubic sector instance. For Platform Product Managers, the primary goal is to deliver outcomes that contribute to business scalability and achievement of goals. Effective management with different teams is crucial for success, and collaboration, communication, and recognition of other teams play a key role in their responsibilities. Platform Services Managers are responsible for initiating and maintaining the operation of application processes. They ensure the continuous running of processes, which is essential for users to access the system and run reports. The process management framework involves three key process utilities: sapmon, sapmgr, and sap. If your core Salesforce team is missing a solid Salesforce Platform Manager, reach out to Tectonic today for assistance. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Page Layouts

Salesforce Page Layouts

Sprucing Up Your Salesforce Page Layouts: A Humorous Guide to Winning User Hearts and Ensuring Data Quality Sometimes, the simplest tweaks can make the biggest difference. Modifications to your page layouts are no exception. In the world of Salesforce, page layouts are your tool of trade—what users see and interact with every day. Nailing these layouts can skyrocket user adoption and improve data quality, which is our ultimate mission as admins. So, here are some tips to help you jazz up those Salesforce page layouts. Field Order: The Logic Puzzle Think of field order like arranging your fridge. You wouldn’t put the milk behind the broccoli, right? Make sure your most important fields are front and center, not hidden in the dark corners of the page. Group like data wherever possible, and use sections. Balance: Channel Your Inner Zen Balance your fields like a feng shui master. If you have 8 fields on the left and 2 on the right, spread them out evenly. This not only makes the page look good but also makes it easier to use. And hey, use those blank spaces to keep things orderly. Sections: The Organizational Guru Break your page into sections like a pro organizer. To add new sections, click “edit layout,” drag the section field onto the page, fill in the section properties, and then drag related fields into their new cozy home. Organizing sections gives you the most storage space, just like cleaning out your closet. Large Text Areas: Give Them Room to Breathe Think of large text areas like your favorite novel—they deserve their own spotlight. Displaying 6 or more visible lines makes them easier to read and enjoy. Consistency: The Familiar Friend Consistency is key. Keep your layouts uniform to reduce the learning curve for users. For instance, always place the Owner, Created By, and Last Modified By fields at the bottom in a section called “System Information.” Help Text: The Friendly Guide Always use help text for custom fields. If you forgot to add it initially, no worries! Navigate to the custom field in the setup menu, click “edit,” and fill in the description and help text. Users really appreciate it and it can save you hours answering the same questions over and over again. Lookup Filters: The Selector’s Best Friend Decide if your lookups need filters. Filters are like bouncers at a club—they help users pick the right record, filtering out the riffraff like closed lost opportunities. Required Fields: The Necessary Nuisance Be judicious with required fields. If a field should be mandatory, decide if it should be universally required or just on the page layout. Err on the side of fewer universally required fields. To make a field required on the page layout, go to the page layout, click “edit layout,” hover over the field, click the wrench icon, and check “required.” Search Layouts: The Sleuth’s Toolkit Update search layouts to provide users with the info they need at a glance. Keep them consistent with list views. To edit search layouts, navigate to setup > the object (e.g., account, leads, contacts) > search layouts, and click “edit” next to search results. Select the fields you want and arrange them as desired. Related Lists: The VIPs Place custom related lists above the standard ones. Custom lists are like VIPs—they get the prime spots because they’re used more often. List Views: The Window to Relevance Update list views to display relevant details. Showing pertinent fields will save users from excessive clicking and scrolling. Mini Page Layouts: The Compact Helper Customize mini page layouts to show the most relevant information. Click “edit layout,” then “mini page layout,” add the relevant fields, and click “save.” Mobile Optimization: The On-the-Go Champion Remember that changes to Salesforce page layouts on your desktop also apply to mobile devices. Given the smaller screens, it’s smart to set up specific layouts for mobile. Navigate to setup > object (e.g., Account) > page layout, then click “new.” Clone an existing layout or start fresh, name it, and click “save.” Drag and drop the fields you want for mobile, then save again. Update the assignment by clicking “Page Layout Assignment,” then “Edit Assignment,” and assign the new layout to the mobile user profile. User Communication and Collaboration: The Team Effort Before making changes, give users a heads-up. Nobody likes surprises, especially when it comes to their workspace. Involve users in the update process and get their input. Use this time to tidy up fields and data. After collaborating, roll out a communication plan to ensure everyone knows about the changes and is prepared for questions. These tips are designed to make the Salesforce experience smoother and more enjoyable by optimizing page layouts. Got your own tips? Share them in the comments below! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Cloud Managed Services

Advantages of a Cloud Managed Service Provider

Considering outsourcing your IT management to a cloud managed service provider? Here are several benefits of opting for a cloud expert like Tectonic: Cost Savings: Predictable, Recurring Monthly Costs: Future-Proof Technology: Custom and Integrated Service: Robust Infrastructure: Centralized Network Services and Applications: Coverage on All Service Levels: Disaster Recovery: Fast Response Times: Vendor Interfacing: Tectonic offers Managed Services for all your Salesforce platform IT needs.  Contact us today to get started. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Government Cloud

Salesforce Government Cloud: Ensuring Compliance and Security

Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. These instances are built on Salesforce Customer 360, featuring both Platform-as-a-Service (PaaS) and Software-as-a-Service (SaaS) offerings. Key Features: Scale and Secure Apps on a Compliant Government Cloud: Government Cloud Plus for Public Sector: Unique Aspects of Government Cloud Plus: Compliant Environment and Security Measures: Drive Adoption and Salesforce FedRAMP: Salesforce FedRAMP Overview: Salesforce Usage in the U.S. Government: Salesforce Government Cloud Public Sector Solutions Content updated February 2022. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Certifications

Web Pages That Helped With My Google Data Engineer Exam

Google Data Engineer Exam It seems like every day more resources appear to help you study for the Google Data Engineer certification, so I thought in the interests of being helping you aspiring data engineers with some URLs I found helpful. Life of a BigQuery streaming insert When to use different types of storage in Google cloud The Google Study Guide for the Data Engineer Exam A quick guide on Apache Hadoop (several questions on this) The content on this mobile gaming scenario was covered extensively. This Spotify architecture is helpful because if similar to the scenarios you will deal with on the test This example gives you an idea of what to use Big Table versus Big Query Data Transfer Options for Google Cloud Lots and Lots of Case Studies Look for more helpful posts on studying for your Data Engineer Exam! A Professional Data Engineer makes data usable and valuable for others by collecting, transforming, and publishing data. This individual evaluates and selects products and services to meet business and regulatory requirements. A Professional Data Engineer creates and manages robust data processing systems. This includes the ability to design, build, deploy, monitor, maintain, and secure data processing workloads. Recommended experience: 3+ years of industry experience including 1+ years designing and managing solutions using Google Cloud. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Roles in AI

Salesforce’s Quest for AI for the Masses

The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Elm furniture store on University Avenue in Palo Alto. A group of artificial intelligence enthusiasts within Salesforce, seeking to enhance the impact of machine learning models, embarked on this mission two years ago. While shoppers checked out furniture above, they developed a system to automate the creation of machine learning models. Thus Salesforce’s Quest for AI for the Masses started. Despite being initially named after the Transformers leader, the tie-in was abandoned, and Salesforce named its AI program Einstein. This move reflects the ambitious yet practical approach Salesforce takes in the AI domain. In March, a significant portion of Einstein became available to all Salesforce users, aligning with the company’s tradition of making advanced software accessible via the cloud. Salesforce, although now an industry giant, retains its scrappy upstart identity. When the AI trend gained momentum, the company aimed to create “AI for everyone,” focusing on making machine learning affordable and accessible to businesses. This populist mission emphasizes practical applications over revolutionary or apocalyptic visions. Einstein’s first widely available tool is the Einstein Intelligence module, designed to assist salespeople in managing leads effectively. It ranks opportunities based on factors like the likelihood to close, offering a practical application of artificial intelligence. While other tech giants boast significant research muscle, Salesforce focuses on providing immediate market advantages to its customers. Einstein Intelligence The Einstein Intelligence module employs machine learning to study historical data, identifying factors that predict future outcomes and adjusting its model over time. This dynamic approach allows for subtler and more powerful answers, making use of various data sources beyond basic Salesforce columns. Salesforce’s AI team strives to democratize AI by offering ready-made tools, ensuring businesses can benefit from machine learning without the need for extensive customization by data scientists. The company’s multi-tenant approach, serving 150,000 customers, keeps each company’s data separate and secure. Salesforce’s Quest for AI for the Masses To scale AI implementation across its vast customer base, Salesforce developed Optimus Prime. This system automates the creation of machine learning models for each customer, eliminating the need for extensive manual involvement. Optimus Prime, the AI that builds AIs, streamlines the process and accelerates model creation from weeks to just a couple of hours. Salesforce plans to expand Einstein’s capabilities, allowing users to apply it to more customized data and enabling non-programmers to build custom apps. The company’s long-term vision includes exposing more of its machine learning system to external developers, competing directly with AI heavyweights like Google and Microsoft in the business market. Originally published in WIRED magazine on August 2, 2017 and rewritten for this insight. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce CRM for AI driven transformation

Salesforce Artificial Intelligence

Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust AI technologies directly into users’ workspaces. The Einstein Platform offers administrators and developers a comprehensive suite of platform services, empowering them to create smarter applications and tailor AI solutions for their enterprises. What is the designated name for Salesforce’s AI? Salesforce Einstein represents an integrated array of CRM AI technologies designed to facilitate personalized and predictive experiences, enhancing the professionalism and attractiveness of businesses. Since its introduction in 2016, it has consistently been a leading force in AI technology within the CRM realm. Is Salesforce Einstein a current feature? “Einstein is now every customer’s data scientist, simplifying the utilization of best-in-class AI capabilities within the context of their business.” Is Salesforce Einstein genuinely AI? Salesforce Einstein for Service functions as a generative AI tool, contributing to the enhancement of customer service and field service operations. Its capabilities extend to improving customer satisfaction, cost reduction, increased productivity, and informed decision-making. Salesforce Artificial Intelligence AI is just the starting point; real-time access to customer data, robust analytics, and business-wide automation are essential for AI effectiveness. Einstein serves as a comprehensive solution for businesses to initiate AI implementation with a trusted architecture that prioritizes data security. Einstein is constructed on an open platform, allowing the safe utilization of any large language model (LLM), whether developed by Salesforce Research or external sources. It offers flexibility in working with various models within a leading ecosystem of LLM platforms. Salesforce’s commitment to AI is evident through substantial investments in researching diverse AI areas, including Conversational AI, Natural Language Processing (NLP), Multimodal Data Intelligence and Generation, Time Series Intelligence, Software Intelligence, Fundamentals of Machine Learning, Science, Economics, and Environment. These endeavors aim to advance technology, improve productivity, and contribute to fields such as science, economics, and environmental sustainability. Content updated April 2023. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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