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Salesforce

Technology for Sales Enablement

The signs are apparent that the upcoming years, particularly 2024, may pose challenges for sales organizations. Salesforce and Tectonic offer sales enablement technology to help bridge the gap between sales quotas and realities. Effective sales enablement technology can enhance close rates by an average of 35%. It encompasses tools ensuring that any sales representative can easily access the right content, share it with prospects, and track prospect engagement, providing full visibility for sales management. Beyond this, a comprehensive suite of sales enablement tools offers learning resources, selling insights, centralized content, and collaboration features, all consolidated in one platform. Salesforce’s recent benchmarking of companies with a formal coaching process for sales reps supported by technology highlights components like: Emergence of Sales Enablement Suites While early sales enablement initiatives involved loosely connected point solutions, the emergence of sales enablement suites is becoming prominent. Salesforce’s recent release, Enablement, fully integrated with Sales Cloud, covers all key areas. With the challenges of selling in a hybrid world, Salesforce’s Enablement provides revenue milestones, tailor-made templates, insights and analytics, structured enablement with drag-and-drop building, Einstein Conversation Insights utilizing the power of artificial intelligence, and tools for change management and adoption. In light of the uncertainties in the buyer/seller environment for 2023, sales leaders are under pressure to create impactful enablement tools and programs for their teams, equipped with built-in tools to measure effectiveness. Salesforce and Tectonic are poised to drive success for sales organizations through outcome-based enablement. The question remains: Are you ready for the challenge? Reflecting on this, the importance and value of optimizing sales coaching are evident. Sales organizations choosing not to do so risk compromising their sales performance at a critical time. Tectonic is prepared to implement Salesforce’s Sales Enablement with your new or existing Salesforce CRM tools, empowering your sales force. 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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Apex

Data Types in Salesforce

Apex assigns a data type in Salesforce to all variables and expressions, such as sObject, primitive, or enum. We use these data types as required depending on the condition. Integer, Double, Long, Date, Datetime, String, ID, or Boolean are examples of primitives. Data types in Salesforce. Salesforce Data Type Range and Description Transformation Data Type AnyType Polymorphic data type that returns string, picklist, reference, boolean, currency, integer, double, percent, ID, date, datetime, URL, or email data String Base64 Base64 encoded binary data String Boolean Boolean (true/false) values Integer Byte A set of bits String Combobox Enumerated values String Currency Currency values Decimal DataCategoryGroupReference Types of category groups and unique category names String Date Date values Date/Time DateTime Date and time values Date/Time Double Double values Decimal Email Email addresses String Encrypted String Encrypted text fields contain any combination of letters, numbers, or symbols that are stored in encrypted form String ID Primary key field for a Salesforce object String Int Fields of this type contain numbers with no fraction portion Integer Master record ID of the merged record String Multipicklist Multiple-selection picklists, which provide a set of enumerated values from which you can select multiple values String Percent Percentage values Decimal Phone Phone numbers String Picklist Single-selection picklists, which provide a set of enumerated values that you can select one value from String Reference Cross-references to another Salesforce object String String Character strings String Textarea String that appears as a multiple-line text field String Time Time values Date/Time URL URL values String Data Types in Salesforce Fields come in various types, including text, number, picklist, date, and more, and they are employed to house data that pertains to a particular object. 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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Salesforce Success Story

Case Study: Leading Provider of Branded, Designed Solutions Worldwide-Manufacturing-Salesforce Sales/Service/Experience Clouds

Leading provider of branded, designed solutions (laminate) for commercial and residential customers worldwide.  The company has been surfacing spaces for 110 years. Client struggled with no real ability to see a 360 degree view of the business.

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Salesforce DevOpps

Where Can I Find Release Notes and Bugs from Salesforce?

When Salesforce does a release, in addition to email notifications, you have a website you can access 24/7 to monitor release issues. This is where you can find Release Notes and Bugs. Salesforce Known Issues Site Once the Salesforce’s New Release is live, you’ll be able to see information about updates and available workarounds for technology bugs. Bookmark this page to check out in the future! Locating Release Notes and Bugs Here is an example: Release Notes and Bugs Salesforce periodically provides release updates that improve the performance, logic, security, and usability of our products. The Release Updates page provides a list of updates that can be necessary for your organization to enable. Some release updates affect existing customizations. Every time a release update is created, it gets scheduled to be enforced in a future release. We announce each update and its schedule here as soon as that schedule is known, but occasionally, updates are postponed or canceled. If that happens, we let you know in the section that describes that specific release update. Often, release updates provide a Test Run option so you can enable an update and examine any changes to your org, including changes to customizations, before that update’s Complete Steps By date. To view release updates, from Setup, in the Quick Find box, enter Release Updates, and select Release Updates. Enforced with This Release These updates are scheduled to be enforced this release. Disable Rules for Enforcing Explicit Access to Apex Classes (Release Update)This update disables the requirement for a user running a flow to have explicit access to Apex classes invoked by that flow. This update was first made available in Summer ’20 and was scheduled to be enforced in Spring ’23, but we postponed the enforcement date to Summer ’23. Enable Content Sniffing Protection (Release Update) Help shield your org and network from malicious attacks with content sniffing protection. This change helps prevent the browser from loading scripts disguised as other file types when your users access external content and websites from Salesforce. This update was first made available in Winter ’23 and was scheduled to be enforced in Spring ’23, but we postponed the enforcement date to Summer ’23. Enable Sharing for Flow Orchestration Objects (Release Update) In Summer ’23, Salesforce enables sharing for Flow Orchestration objects. With this change the Manage Flow user permission no longer grants user access to Flow Orchestration objects. To cancel or debug an orchestration or to reassign an orchestration work item, a user needs the Manage Orchestration Runs and Work Items user permission, along with sharing access to Flow Orchestration objects. Users who run orchestrations and execute work items must still have the Run Flows user permission. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Success Story

Case Study: Large State Travel-Nonprofit and Hospitality/Travel-Salesforce Service/Experience Clouds

Transform into a Modern Data Driven Organization: case study nonprofit hospitality salesforce Largest Non-Profit Travel / Trade Organization moves to the cloud and adopts Salesforce and Google Cloud Platform to improve Operations and Marketing Industry: Government – Travel / Hospitality Service Cloud Experience Cloud case study nonprofit hospitality salesforce The largest nonprofit travel and Trade organization, is self-tasked with developing and maintaining marketing programs to further develop tourism in this large State. PROBLEM SOLUTION RESULTS 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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Modern Cloud Analytics

Modern Cloud Analytics

Unlocking the Power of Modern Cloud Analytics: A Tableau and AWS Initiative According to IDC research, analytics spending on the cloud is growing eight times faster than other deployment types. A comprehensive cloud technology stack supports data integration, self-service analytics, and essential use cases for digital transformation and analytics at scale. To help customers harness the power of cloud-based self-service analytics, Tableau continues to invest in its Modern Cloud Analytics initiative, launched at the Tableau Conference in 2019. What is Modern Cloud Analytics? Modern Cloud Analytics (MCA) combines the expertise and resources of Tableau, Amazon Web Services (AWS), and their partner networks. This collaboration maximizes the value of end-to-end data and analytics investments, from data strategy and migration to operational optimization. MCA helps organizations at any digital transformation stage securely deploy and scale cloud analytics, delivering faster time to value and reduced costs with validated migration processes that mitigate risk. Core Product Integration and Connectivity Tableau integrates seamlessly with AWS services, providing a complete solution for analyzing data stored in Amazon’s infrastructure. Key integrations include: Amazon S3 Connector: Leveraging Tableau’s Hyper in-memory data engine, this connector reads Parquet or CSV files directly from Amazon S3, eliminating the need for Hyper extracts. Available in Tableau Cloud and Tableau Exchange.Amazon Athena Connector: Now supports third-party identity providers (IdP) like Azure AD and Okta, offering secure and flexible authentication with multi-factor options.Amazon OpenSearch Connector: Developed by the Amazon OpenSearch Service team, available on Tableau Exchange.Amazon DocumentDB Connector: Created by the Amazon DocumentDB Service team, featured on Tableau Exchange.Amazon Neptune Connector: Developed by the Amazon Neptune Service team, available on Tableau Exchange. Skip Server Administration with Tableau CloudTableau Cloud, hosted on AWS, offers significant cost savings and performance improvements. “With Tableau Cloud, we’re saving over $300,000 annually in server and platform administration costs, with dashboard performance improving by 2x,” said Raj Seenu, Senior Director of Data Technologies at Splunk. This platform allows IT and data engineers to focus on other critical tasks, demonstrating a cloud-first approach. Splunk anticipates doubling its enterprise analytics adoption by the end of 2021. Getting Started with Modern Cloud AnalyticsThe MCA program assists customers in migrating data and analytics workloads to AWS, unlocking the benefits of a cloud-based analytics strategy. *Source: IDC InfoBrief, sponsored by Tableau and AWS, Cloud Business Intelligence and Analytics, doc #US46135420TM, April 2020. 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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Cloud First

What is a Cloud First Strategy?

Cloud First Strategy vs. Cloud-Only: Understanding the Different Strategies A Cloud-First strategy entails the adoption of cloud technologies for all new applications, platforms, and infrastructure. It prioritizes the use of cloud computing services. Even over traditional legacy IT systems.  This approach emphasizes the integration of cloud computing technologies as the primary method for delivering IT services. Thus distinguishing it from strategies based on more traditional IT architectures and inhouse systems. The overarching objective of the Cloud-First strategy is to minimize costs while enhancing the quality. Speed of service delivery improves as well. By leveraging cloud technologies from the outset, organizations can optimize efficiency and stay at the forefront of modern IT solutions. A cloud-only strategy is one where all IT resources are delivered from either public or private clouds. , Whereas no resources are delivered from traditional data centers operated by the company itself. The goal of this approach is to provide increased agility for business operations as well as improved cost efficiency for IT departments. The Cloud-First approach, while gaining popularity in the IT industry, is not a one-size-fits-all solution. It proves to be a valuable tool for certain businesses. But may not be suitable for others. This strategy is best suited for companies equipped with the resources to establish and maintain their own data centers. Cloud First While Cloud-First can be applied to almost any organization due to its minimal service requirements, it comes with both benefits and limitations. One limitation is that it does not offer a comprehensive solution for data storage and backup since the data is solely stored in the cloud, lacking a physical backup of files. Additionally, a downside of Cloud-First is the dependency on internet connectivity; in the event of an internet outage or no connection, access to files becomes unavailable. If you are evaluating which cloud computing solution is right for your business, 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 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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Sending Emails Through Salesforce

Email List Building

Creating Your Dream Email List-Email List Building Imagine a marketer confidently standing atop a laptop, proudly showcasing her meticulously curated email list. With access to email addresses, you unlock the power to segment your audiences and deliver personalized experiences that resonate deeply with your prospects. Crafting compelling messages that resonate with recipients is just the beginning. Let’s explore in this insight how you can expand upon that foundation to organically grow your subscriber list and keep them actively engaged. “If you build it, they will come,” echoes the famous line from Field of Dreams, and while it originally referred to a baseball field for spirits, it holds true for email lists as well. Research consistently shows that email remains the most effective tool for connecting with customers. A robust email list not only attracts new prospects but also fosters stronger engagement within your community. Moreover, it equips you with invaluable customer insights and performance data to continually refine your strategies. However, building such a list requires strategic planning, the right tools, and flawless execution. Let’s dive into the fundamentals of email list building: why it’s crucial and how to kickstart the process. Understanding Email Lists Your email list comprises the addresses you’ve amassed through various channels like your website, ecommerce platform, live events, blog, or social media campaigns. These individuals have willingly opted in, expressing their desire to receive communications from you via email. This permission-based approach empowers you to deliver targeted messages, blending promotions with valuable content directly to subscribers’ inboxes. Email lists are invaluable because they signify genuine interest in your brand. Having direct access to a pool of interested prospects enables you to deliver content tailored to their preferences, fostering a sense of trust from the outset. The Importance of Building an Email List Effective marketers recognize the indispensability of email lists in today’s highly digital world. With access to email addresses, you can segment your audience and craft personalized experiences that make each subscriber feel valued. Incorporating personalization tactics, such as addressing recipients by name in the subject line, enhances engagement and fosters a deeper connection with your brand. The magic of email lists lies in their ability to nurture relationships through consistent, value-driven communication. By leveraging first-party data obtained directly from your customers, you can tailor content to align with their preferences, demographics, and purchasing behaviors. This personalized approach not only strengthens bonds but also enables you to refine your audience segments for targeted marketing initiatives. Maximizing Email List Value To extract maximum value from your email list, leverage marketing platforms equipped with real-time personalization capabilities. These platforms serve as virtual assistants, enabling you to deliver tailored messages based on individual behaviors and preferences. By automating list management tasks and deploying dynamic content, you can ensure that each email resonates with recipients, prompting higher engagement and conversion rates. Transitioning from basic email sends to multifaceted campaigns requires a strategic approach. Implementing AI-driven automation tools can streamline processes, allowing you to deliver timely, relevant messages across various touchpoints. From welcome sequences to targeted follow-ups, automation enhances efficiency while fostering meaningful interactions with your audience. Avoiding Common Mistakes Successful email list management hinges on adherence to regulatory guidelines and ethical practices. Failure to comply with regulations such as the CAN-SPAM Act or GDPR can result in severe penalties and damage to your brand’s reputation. Transparency and consent are paramount, as they promote positive user experiences and foster trust between you and your audience. Furthermore, prioritize organic growth strategies over shortcuts like purchasing email lists. Authentic engagement cannot be bought; it must be earned through value-driven content and genuine interactions. By focusing on compelling opt-in forms, content marketing initiatives, and thought leadership, you can attract subscribers who are genuinely interested in what your brand has to offer. What tools should be utilized for constructing and expanding your email roster efficiently? Ensuring streamlined lists is crucial for effective communication. Customer Relationship Management (CRM) systems serve as indispensable aids in storing customer data, tracking communication history, and evaluating email campaign performance. A CRM proves invaluable in the process of nurturing an email list. Through segmentation features, you can categorize your audience based on diverse criteria, such as active customers, lapsed customers, geographic-based customers, demographic-based customers, or recent email openers. This segmentation facilitates targeted campaigns, allowing for personalized outreach to re-engage inactive subscribers or reward loyal customers with exclusive offerings. Moreover, CRM systems maintain comprehensive interaction records, detailing customer email engagements, purchases, and inquiries. This wealth of historical data provides insights into customer preferences and behaviors, enabling tailored content delivery. For instance, if a customer exhibits a preference for fitness-related emails over nutrition content, future communications can be adjusted accordingly. Furthermore, CRMs facilitate the upkeep of email lists by simplifying the process of updating customer details centrally. When a customer’s information changes—such as obtaining a new email address or job title—CRMs ensure swift updates, maintaining list accuracy. Seamless integration with contact forms on websites enables automatic synchronization of changes, aiding compliance with opt-out requests. Several platforms offer easy setup of automated welcome emails and follow-up sequences, enhancing subscriber engagement. These tools often feature automation for lead magnet delivery, providing downloadable resources upon sign-up, thereby enriching the user experience and stimulating list growth. 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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SaaS Data Protection from Own

Reporting With Own

In any Salesforce organization, vast amounts of data are generated constantly from sales activities, customer interactions, marketing campaigns, and more. Summarizing and digesting this information quickly is crucial, especially when presenting the big picture to leadership. This is where Salesforce reports come into play. The Salesforce Reports feature enables organizations to analyze, visualize, and summarize data in real time. By pulling data from across your Salesforce environment, reports help consolidate information into easily digestible formats, such as charts, tables, and graphs. Salesforce reports are essential for: How Historical Data Can Improve Reporting in Salesforce While real-time reports are valuable, incorporating historical data can significantly enhance reporting by offering deeper insights into your organization’s long-term performance. Here’s how: Challenges of Reporting with Historical Data in Salesforce While incorporating historical data is smart, Salesforce’s native reporting capabilities impose certain limitations: Don’t Let Salesforce Reporting Limitations Hold You Back With Own Discover, customers can effortlessly generate time-series datasets from any objects and fields over any time period in just a few clicks. These datasets can be accessed using standard query and reporting tools without requiring a data warehouse or the need to enrich existing data warehouses, overcoming Salesforce’s native limitations. 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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Google Search Goes AI

Google Search Secrets

Google is a veritable plethora of information. It likely doubles weekly. But getting the best search results occasionally requires knowing some Google search secrets. There are times when a story needs to be prefaced by a story. This is one of those times. I’m old. I’m so old that I remember card catalogs and going to a physical library to do research. I also remember phones hardwired to walls and a quarter being sufficient to call someone who cares. But I digress. I began using the internet as a research tool in 1992. Let me tell you, folks, in 1992 you didn’t “tell” a search engine what you were looking for an it auto-completed your query and found you results. Very often you did your searching using Boolean search. Boolean search is a structured search process that uses words and symbols to limit, broaden, or define search results. These words and symbols are called Boolean operators, and the most common ones are AND, OR, and NOT. Boolean search can be used in search engines and databases to produce more relevant and accurate results. Sounds pretty simple, right? But if I’m looking for resumes of Oracle DBAs who don’t work at Oracle, never worked at IBM, either graduated from Yale or Dartmouth, and are currently in the job market I’m writing one heck of a Boolean search string. I won’t bore you with what that looks like, my point is just that search and search engines have come a long way. Without further ado, here are some of my favorite Google search secrets. You can narrow your search by file type. If you only want to see spreadsheets or pdfs, you can add filetype:excel or filetype:pdf to your query. Then your search results only include the desired file type. What if you only want to cite resources from before a certain date? Use ‘before” to find results before a certain date. You can do this in a year-month-day or year only format. Add before:2024 to your search string. Likewise if you only want to see results after a specific date you can use the same logic with after:2024 in your search string. You might even use both if you were layering your resources by time period such as year or decade. Or you can actually search by date range. Use ‘..’. Oracle DBA 2019..2024. You can ask Google to provide results only from one specific website. If you don’t want to see everything everyone wrote about Salesforce, and only want to see a Tectonic resource add site:gettectonic.com to your search query. More and more Google is using some fuzzy logic. Essentially this means it is infering what it thinks you want to know. Just like the auto-complete feature when you begin typing in a query, that fuzzy logic will question your selection if there is a typing error or misspelling, or even if Google just thinks it is smarter than you. You can create your own variation of fuzzy logic with the OR operator. In the example above of our DBA resume we would type Yale OR Dartmouth. You can also use a wild card in your search. If you aren’t sure about a word that might be in your search phrase, you can replace ith with ‘*’. Maybe I’m looking for who makes 5G phones. I might search for 5G cell phone by *. When you want results meeting an exact search term, add quotation marks. Such as “Tectonic Solution Architects” to only see solution architects at Tectonic. Good old AND from the Boolean days still is around. If you want to see results that combine two search topics use AND in your search. Such as Solution Architect AND Tectonic AND Salesforce. What if after you run your Google search you find a lot of information you weren’t looking for? You can use ‘-‘ to signify a negative word you don’t want to see in the results. Going back to our resume example, you can use the negative operator to deal with not currently working at Oracle and never having worked at IBM. If you’ve ever read or written an IT resume you recognize that Oracle and/or IBM may very well exist other than as employment. What are your favorite Google search secrets? Comment below. Written by Tectonic Salesforce Architect, Shannan Hearne. 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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Salesforce BI

Power BI and Salesforce

Does Salesforce work with Power BI? Connecting Power BI can be accomplished in several ways. The easiest way is through Power BI connectors. Depending on the data you want to connect, you can either use the Salesforce Objects or Salesforce Reports connector. Can Power BI extract data from Salesforce? Yes. Power BI is a popular business intelligence solution that is comprised of services, apps, and connectors that allow you to pull raw data from various sources and create meaningful reports. To connect Power BI to a data source such as Salesforce, you can use a corresponding ODBC driver. Is Power BI similar to the SFDC CRM? The choice between the two depends on the specific business use case. Power BI excels in tasks such as data analysis and creating visualizations. On the other hand, Salesforce is the preferred choice for gaining insights from customer relationships and setting up processes. Can Power BI be embedded in SFDC? Yes. You can embed Power BI report, dashboards and more in Salesforce for your organization or for your customers. By embedding Power BI, your users will have access to Power BI interactive data visualizations that can be connected to all the data sources that are supported by Power BI. To see your Power BI insights directly in SFDC, you need to have an Power BI account. The security is made by power BI so your reports stay safe even by other account of your salesforce instance. The app uses the Iframe provided by Power BI to give you access to your report in salesforce. This is the best way to give both security and facilitate displaying power BI directly in the CRM for all your presentations. This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality. Connect to Power BI for data-driven insights. Unleash the power of analytics with seamless integration. 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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public sector and tribal government

Subscription Models

In today’s business world, numerous companies are either adopting or considering the implementation of paid subscription models. A subscription model involves providing products or services to customers on a recurring basis, usually monthly or annually, in exchange for a regular and likely reduced fee. This approach helps companies establish predictable revenue streams, foster customer loyalty, and offer flexibility to customers. Successfully refreshing the pricing strategy for your subscription business requires two essential components: a clear picture of what success looks like and a customer-first approach. Recurring revenue serves as a cornerstone for growth and predictability in business operations. By incorporating Subscription Models, companies can initiate each quarter with a baseline revenue, providing a foundation for continued growth. Customers benefit from flexible payment options, such as pay-as-you-go, facilitating easier commitment to purchases. Subscription Models While building recurring revenue through subscriptions is advantageous, success is not guaranteed solely by its implementation. Traditional billing methods may hinder the full potential of subscription selling, necessitating collaboration between sales and finance teams to introduce new processes and technology to capture maximum value. The first step to refreshing your pricing strategy is to identify what’s not currently working. Signals of dysfunction, such as excessive discounts, constant promotions, and static price rates, indicate areas for improvement. A thorough review of these red flags helps identify the goal of your pricing refresh. Have a clear picture of the metric you are trying to move, whether it’s increasing customers in a particular segment or improving the upsell path. Paralysis of Analysis After the initial analysis stage, many companies find themselves in a state of paralysis. We call that paralysis of analysis. It’s crucial to be cautious with existing customers while applying new pricing to new customers. Set a timeline for when your new subscription pricing will be available to new customers and work backward from there. Pilot your new pricing with both new and existing customers, supporting both old and new pricing in your catalog for testing, iteration, and repetition. For new customers, test the right price point and packaging strategy, then roll it out to all new customers after the launch date. For existing customers, identify those who will benefit from the new pricing strategy and start with them. It’s imperative to pilot your new pricing with both new and existing customers, ensuring a smooth transition. Salesforce’s Next Best Action tool will help you automate this process. The adoption of recurring revenue models extends beyond technology companies. Michelin, for instance, successfully transitioned to a recurring revenue model by charging customers based on mileage instead of selling tires outright. This strategic shift increased profits and maintained Michelin’s competitive edge in the tire industry. This example underscores that any company, regardless of industry, can develop a subscription-based model for their existing lines of business. Recurring Revenue In a subscription model, customers are charged on a recurring basis for a product or service. They choose how long and how often they want to receive each offer, with the option to renew or cancel at any time. This approach creates a contract between the business and the customer, providing a steady and predictable revenue stream. It also has been proven to enhance customer loyalty and satisfaction. A subscription business model is one in which customers are charged a recurring fee for access to a product, replacing a one-time expense. This recurring fee is typically paid monthly or yearly, offering customers the flexibility to choose the frequency of their purchases. In some cases customers can even choose the delay period between shipments. 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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Salesforce Einstein and Einstein Automate

AI Fundamentals

The concept of Artificial Intelligence (AI) has long been a fascination for storytellers and sci-fi enthusiasts. However, for a considerable period, most individuals didn’t give AI much serious consideration, perceiving it as a distant futuristic sci-fi possibility. Nevertheless, researchers and computer scientists have been actively working to transform the dream of AI into a tangible reality, leading some to insist that we have already entered the Age of AI. The AI Fundamentals explained. While the extent of AI’s integration into our daily lives remains uncertain, it is evident that meaningful conversations about AI require a shared vocabulary and a solid foundation of core concepts. Presently, asking ten people to define artificial intelligence is likely to yield ten different answers. This insight attempts to establish a common understanding by exploring AI’s current capabilities and digging into the methodologies employed by computer scientists in creating remarkable AI systems. AI Fundamentals Defining AI proves challenging due to distorted perceptions influenced by science fiction narratives portraying AI as a potentially malevolent force. Additionally, our tendency to benchmark AI against human intelligence contributes to this challenge. And I don’t want AI to be able to write a blog post as well as me! Acknowledging the vast spectrum of intelligence in the animal kingdom, as well as the diversity in human intelligence, prompts a need to view artificial intelligence through a similar lens. As humans we may think we are a lot smarter than a bird. But I don’t know how to fly, do you? AI Capabilities Recognizing specific AI capabilities tailored to distinct tasks is crucial, dispelling the notion of a universally proficient AI, known as general AI, which remains a distant goal. AI currently exists in specialized forms, each excelling at particular jobs. Key AI capabilities fall into several categories: It’s safe to say, artificial intelligence encompasses computer abilities associated with human intuition, inference, and reasoning. Presently, AI skills are highly specialized, covering categories like numeric predictions and language processing. The evolving landscape of AI offers a glimpse into the transformative potential of this technology, emphasizing its current application in specific domains. 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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Sales Cloud Innovation Driven by UX Design Principles

Enhance UX With Keyboard Accessibility

Enhancing User Experience (UX) with Keyboard Accessibility Keyboard accessibility plays a crucial role in creating more inclusive and scalable products. While many individuals can navigate a computer using a mouse, there are those with mobility- or dexterity-related accessibility needs who rely on alternative devices like head wands or switch controls. The foundation of these alternative interactions is keyboard access. Enhance UX With Keyboard Accessibility for greater user experiences. In a world where approximately 16% of the population has at least one disability, prioritizing keyboard accessibility becomes paramount. Salesforce, a company committed to equality, incorporates this principle into its product design, ensuring that every user, regardless of their abilities, can effectively engage with their products. Enhance UX With Keyboard Accessibility But what does keyboard accessibility entail? Essentially, it means that any action achievable with a mouse should also be accomplishable with a keyboard. This foundational principle accommodates various user needs, such as screen readers for the blind or voice commands. The consistent factor across these diverse modes of interaction is the reliance on keyboard access. Let’s explore an alternative interaction pattern called “click to create” that serves as a keyboard-accessible substitute for drag-and-drop functionalities, addressing accessibility issues in the Email Builder of Marketing Cloud. This pattern allows users, including those with mobility challenges, to add content through keyboard strokes. By incorporating “click to create” into a new keyboard-accessible version of the Email Builder, Salesforce ensures compliance with keyboard accessibility standards and facilitates content creation for all users. To elevate keyboard accessibility during the product design process, consider these five key moments: By integrating keyboard accessibility considerations at each of these key moments, designers, product managers, and engineers can collaboratively contribute to creating products that are accessible to all users. The mantra “Can I do it with a keyboard?” serves as a constant reminder to prioritize inclusivity throughout the product development cycle, making accessibility a shared responsibility among all contributors. 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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