Email Template Archives - gettectonic.com
Sales Email Prompt Template
28Dec

Sales Email Prompt Template

Salesforce Guide: Creating a Sales Email Prompt Template Want to create personalized, targeted sales emails efficiently? By leveraging Salesforce’s LLM capabilities, you can design a Sales Email Prompt Template that uses customer insights and relationship history to generate high-quality emails at scale. Reusable for different products and audiences, these templates save time and simplify workflows. Here’s how to set it up: 1. Enable Einstein Setup 2. Enable Einstein for Sales 3. Create a Sales Email Prompt Template 4. Draft and Ground the Prompt in the Template Workspace 🔔🔔  Follow us on LinkedIn  🔔🔔 Example Prompt: plaintextCopy codeYou are a {!$Input:Sender.Title} and your name is {!$Input:Sender.Name} from {!$Input:Sender.CompanyName}. Your prospect is {!$Input:Recipient.Name}, a {!$Input:Recipient.Title}. They are based in {!$Input:Recipient.MailingCity}. In the email, invite the prospect to attend the event “Floating on Clouds: Ontario Kickoff” on September 18. This event is for customers of Cloud Kicks, new and old, to network and preview upcoming products. Keep the email within 70 words, explain the benefits of attending, and mention that you’d be happy to chat further at the event or online if needed. 5. Preview the Template 6. Save and Activate the Prompt 7. Send Emails Using the Prompt 8. Adjust and Finalize the Email By following these steps, you can seamlessly create and use dynamic sales email templates to elevate your outreach efforts. 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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December 28, 2024in Agentforce Platform, Generative AI0 Comments

Customization and Configuration in Salesforce

Salesforce Customization vs. Configuration: Choosing the Right Approach for Your Business Salesforce has become a top choice for businesses aiming to strengthen customer relationships and achieve their goals. Its flexibility to adapt to diverse needs through customization and configuration makes it stand out. While both approaches aim to tailor your Salesforce Org to meet specific business requirements, they differ in methodology and use cases. This insight will help you understand their differences and provide insights into when and how to choose between them. Let’s get the insight! What is Salesforce Customization? Salesforce customization involves enhancing your Salesforce Org by introducing tailored features, functionalities, and applications through coding. It goes beyond the out-of-the-box capabilities, enabling you to extend your platform to meet unique and complex business requirements. This approach requires expertise from a Salesforce developer who leverages tools such as Apex, Lightning Components, and the Salesforce Code Builder to create custom solutions. Examples of Customization: What is Salesforce Configuration? Salesforce configuration refers to adapting Salesforce’s native features to meet business needs without modifying the underlying code. By using tools such as drag-and-drop builders, configuration allows users—even those without technical expertise—to optimize the platform’s functionality. Examples of Configuration: Key Differences Between Customization and Configuration Basis Customization Configuration Level of Personalization High personalization, tailored to unique needs Limited to Salesforce’s native capabilities Implementation Requires coding expertise and detailed development Simpler, relies on drag-and-drop tools Time to Deploy Longer development cycles Faster implementation and deployment Maintenance Can require ongoing updates and compatibility adjustments during Salesforce upgrades Easier to maintain, as it aligns with standard platform updates Cost Higher costs due to skilled developer involvement Cost-effective; can be handled by in-house admins Risk Higher risks due to potential code conflicts or errors Lower risks, but over-configuration can lead to complexity Best Practices for Customization and Configuration Choosing the Right Approach The decision to opt for customization or configuration depends on factors like business requirements, budget, timeline, and project complexity. Sometimes, a hybrid approach that combines customization and configuration is the best solution, providing flexibility while optimizing costs and implementation speed. Why Partner with Salesforce Experts? Partnering with experienced Salesforce consultants at Tectonic ensures your Org is tailored to meet your specific business needs. They analyze your workflows, processes, and challenges to recommend the most effective approach—whether it’s customization, configuration, or a blend of both. At Tectonic, our team of 200+ Salesforce experts specializes in delivering tailored solutions that maximize ROI. From development to ongoing maintenance, we ensure your Salesforce Org aligns with your long-term goals. Ready to transform your Salesforce platform? Let’s discuss how we can help. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 8, 2024in Data, Salesforce, Salesforce Development Services, Salesforce Implementation Services, Salesforce Optimization
dynamically populate forms with Salesforce data
17Oct

Dynamically Populate Forms with Salesforce Data

Using query parameters and Salesforce merge fields, you can create personalized prefill links that automatically populate forms with user information from Salesforce. Adding Dynamic Prefill Links in Salesforce Emails Using Dynamic Prefill Links in Salesforce Console By following these steps, you can dynamically populate forms with Salesforce data, streamlining data entry and improving user experience. 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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October 17, 2024in Salesforce
Salesforce Notifications
13Jul

Salesforce Notifications

Standard Email Notifications By default, email notifications for Lead, Contact, Account, Case, and Opportunity are automatically enabled for each new Assignee, with no additional setup required. If you have disabled these notifications and want to re-enable them, or if you wish to set up other types of notifications, follow the steps outlined below. Notifications Setup Overview Notifications are configured per Assignee and per MatchGroup. If an Assignee belongs to multiple MatchGroups, they may have different notification settings for each group. Notifications must be enabled for each MatchGroup where the Assignee is assigned. Start by setting up the notification messages for the desired notification type, then enable the notifications in Super Round Robin (SRR). Prerequisites Setting Up Notification Messages For Mobile and Desktop To configure Mobile or Desktop in-app and push notifications, you first need to create a Custom Notification. Mobile and Desktop notifications can be enabled independently, so it’s recommended to create separate notifications for each. For Mobile only: Read more about Mobile Notifications in Salesforce For Email Super Round Robin includes pre-configured email templates for Lead, Contact, Account, Case, and Opportunity notifications, which require no further setup. For other objects, you need to add a new email template with the prefix SRR_Notification_ and store it in the SuperRoundRobin folder. Learn more in Customizing the Email Alerts > Adding Notification Templates for Other Objects. You can also: After making changes to the SRR email templates, purge the Platform Cache in the “Setup And Status” tab. All SRR email templates should be stored in the SuperRoundRobin folder. For SMS To send SMS notifications, ensure you have an Email-to-SMS provider. No further configuration for notification messages is needed. Enabling Notifications in SRR Notification settings are configured in the Assignee’s profile. You can set these while creating a new Assignee or editing an existing one. Access existing Assignees via their MatchGroup or from the Assignee Summary tab. Steps: Troubleshooting 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 13, 2024in Data
Public Sector Approval Process Queue
13May

Public Sector Approval Process Queue

Share the workload effectively by establishing queues in Public Sector Solutions to enable reviewers to access ready-to-process applications. This involves creating queues with assigned members based on user roles, such as a queue for application reviewers managing initial approval steps. Multiple queues, like those for compliance officers handling onsite inspections, can be created. During the approval process, the queue takes ownership of the application record, allowing any member to advance the approval steps. In Salesforce, a public sector approval process queue allows multiple approvers to manage a backlog of applications. The queue owns the application record during the approval process, and any member of the queue can take action to complete a step. Here’s a step-by-step guide to creating a queue: To enhance communication, create an email template and enable email approval responses in Setup’s Process Automation Settings. Now, your reps can efficiently manage activities through the Cadences tab, where details and targets for each cadence are visible. Cadences in Salesforce guide reps through prospecting steps, streamlining outreach and ensuring timely logging of activities. To create a branched cadence for varied outreach based on call or email outcomes, utilize the Cadence Builder. This tool enables the addition of email, call, wait periods, or custom steps. Branching is achieved through call or listener branch steps, ensuring tailored outreach steps based on outcomes. Finally, Salesforce users can activate cadences after creation, and both reps and managers can add prospects directly from lead, contact, or person account detail pages. The Sales Engagements component on these pages enhances visibility, allowing reps to act on the next sales step conveniently. In summary, Salesforce’s Cadence Builder Classic streamlines prospecting and opportunity nurturing, while queues optimize workload distribution in Public Sector Solutions. Effective use of cadences and queues contributes to a well-organized and responsive sales process. 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 13, 2024in Public Sector Solutions, Salesforce
Salesforce Email Alerts
04Mar

How to Log Email Alerts as Activities in Salesforce

How do you log emails alerts as activities when sent with the ‘send email’ action? Goal. With the latest release from Salesforce, now it is possible to automatically log emails to a record’s Activity Timeline when using the Send Email action. This enhancement offers users the flexibility to: Prior to the Spring ‘24 release, emails sent using the Send Email action couldn’t be automatically tracked in Activity Timelines. As of Spring 24 release, it is not possible to log emails sent to users; otherwise, you will get an error. Before proceeding, you should become familiar with the EmailTemplate object in Salesforce. It represents a template for an email, mass email, list email, or Sales Engagement email. Supported in first-generation managed packages only. To solve this requirement, use the After-save Record-Triggered Flow. This will log email alerts as activities in Salesforce. If you need assistance sending email alerts as activities in Salesforce. Contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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March 4, 2024in Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Pro Suite
20Feb

Salesforce Pro Suite

Revolutionizing CRM: Introducing Salesforce Pro Suite In today’s dynamic business technology landscape, Salesforce has established itself as a leader in customer relationship management (CRM) solutions. The launch of Salesforce Pro Suite marks a significant milestone in their mission to empower businesses with cutting-edge tools designed to optimize operations, enhance customer engagement, and drive growth. This article explores the features, benefits, and potential of Salesforce Pro Suite, showcasing why it stands out as a transformative solution for businesses of all sizes. What is Salesforce Pro Suite? Salesforce Pro Suite is a comprehensive collection of integrated tools and services designed to augment the capabilities of Salesforce’s CRM platform. Tailored for modern businesses—from startups to large enterprises—it incorporates advanced functionalities such as artificial intelligence (AI), automation, and data analytics to boost productivity, foster collaboration, and facilitate informed decision-making. Unlock growth and deepen customer relationships with Pro Suite—the all-in-one CRM suite with marketing, sales, service, and commerce tools that scale with your business. Get the flexibility to automate tasks and customize your CRM to fit your specific needs with Pro Suite. Key Features of Salesforce Pro Suite Benefits of Salesforce Pro Suite Use Cases of Salesforce Pro Suite What Can You Do with Pro Suite? Conclusion Salesforce Pro Suite represents a significant advancement in CRM technology, offering a comprehensive suite of tools that cater to the diverse needs of modern businesses. By harnessing AI, automation, and advanced analytics, Pro Suite empowers organizations to optimize operations, enhance customer engagement, and make informed, data-driven decisions. Whether you’re a small startup or a large enterprise, Salesforce Pro Suite provides the scalability, flexibility, and security required to thrive in today’s competitive landscape. 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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February 20, 2024in Artificial Intelligence, Data, Enterprise, Salesforce, Technology
Salesforce Marketing Cloud Account Engagement
05Jan

Salesforce Marketing Cloud Engagement for Industries

Customer and stakeholder expectations for communication have reached unprecedented levels in 2024. Every message now demands personalization, targeting, and relevance to foster enduring and meaningful relationships. How can you ensure that you meet these heightened expectations and cultivate lifelong connections with your customers? With Salesforce Marketing Cloud Engagement for Industries. Enter Marketing Cloud Engagement for Industries, a solution crafted by Salesforce to assist companies and organizations of any size in crafting personalized customer and stakeholder experiences through scalable email campaigns and data-driven insights. This robust offering provides a foundational framework for leveraging Marketing Cloud, offering pre-built tools, templates, and assets customized for your specific industry. The result? The ability to engage with your customers and stakeholders swiftly and effectively. This suite of outreach marketing tools helps you communicate with and engage your supporters, customers, contacts, and prospects. With Marketing Cloud Engagement for Industries, you receive a tailored package that includes: Additional tools are at your disposal to expedite the implementation of Marketing Cloud Engagement and minimize setup time. A user-friendly Get Started page walks you through the configuration process, and industry-specific assets—such as sample email templates and journeys—empower you to extract greater value from Marketing Cloud more efficiently. And Tectonic is ready to be your implementation partner. Contact Tectonic today for more information. If you are already using Marketing Cloud you can still add the Get Started page and pre-built assets. Note that to use Marketing Cloud Engagement for Industries does require the implementation of Salesforce Lightning Experience and My Domain for a more specific domain name in your Salesforce org. Connecting Marketing Cloud Engagement with Salesforce can be a complex process. Tectonic can help. 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 5, 2024in Data, Salesforce, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Sales Cloud
Improving Customer Experiences with Salesforce
02Jan

Improving Customer Experiences with Salesforce

Sustaining competitiveness continues to demand businesses prioritize personalization and agility in their customer experience strategy in 2023. Improved Customer Experiences with Salesforce are attainable. Read on. “You are caller number 10; please stay on the line.” A few years ago, a phone message like this from a company was a standard part of the customer experience. But today, customers expect more. They expect callback options. They expect to open a chat window on your website, send a text message or a tweet, and get a near-instant reply. They expect that you already know who they are when they call, that you’re aware of their most recent order, and that you understand what they need next. They don’t want to repeat their information. And they definitely don’t want to wait. Improved Customer Experiences with Salesforce Here are ways to enhance your customer experience program: Enhancing Customer Experience for Brand Loyalty: Advance Personalized Experiences: By concentrating on these core areas, organizations can navigate the evolving CX landscape, delivering exceptional customer experiences. Tectonic is poised to collaborate, customizing Salesforce tools to craft remarkable customer experiences. CX-Customer experience, gets thrown around a lot. But how is it defined, and what does it mean? “Customer experience and service have converged, it’s more than call centers and successful responses to problems. It is service opportunities in sales, support, and marketing. Delivering great customer experiences now means providing amazing, almost magical service at every opportunity.” Peter Schwartz, Salesforce senior vice president of strategic planning What Does Customer Experience Mean? Customer experience encompasses every interaction a prospect or customer has with a business, spanning various channels and touchpoints. Here’s how to enhance customer experience with Salesforce: Customers have always wanted a consistently good buying experience and the best value they can get. If they’re not happy buying expensive razor blades, they can sign up for inexpensive monthly delivery. If they’re fed up with mediocre hotel chains that don’t offer value, why not try Airbnb? The Good News The good news? Customers are willing to pay a premium for great experiences, and not just great products and services. This means businesses have an opportunity to increase revenue by delighting their customers in a way that no one else can. What are the 3Rs of customer experience? Science shows that customers are looking for 3 things in every interaction. These can be summarized in the 3 service values: be reliable, be responsive and build relationships. What are the six pillars of customer experience excellence? Developed by KPMG Nunwood of the UK following research involving more than one million customers across three continents, the system spotlights six key principles as the building blocks for customer experience success: personalization, integrity, expectations, resolution, time and effort, and empathy. 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 2, 2023in Data, Salesforce, Salesforce Communications Cloud, Salesforce Experience Cloud, Salesforce Service Cloud, Technology
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