Integrations Archives - gettectonic.com

09Oct

Box and Salesforce Integration

What is Box and Salesforce integration? Together, Box and Salesforce integration bring you seamless solutions that make it easy for teams to securely collaborate on the most critical content in Box, without leaving Salesforce. It easily connects with other Apps to share and store the data. Box allows users to create, edit, update, and share files/folders with Salesforce. It has a highly secured authentication process and a customizable user permission to access the files/folders. Your teams and customers expect amazing digital experiences, no matter what tools they use — which means you must deliver a consistent content experience across every app. Together, Box and Salesforce bring you seamlessly integrated solutions. The result? Better customer engagements, faster resolution on support cases, and seamless signatures so organizations can quickly go from quote to cash. Content is at the core of business today — and a driving force for your sales teams. Our integration empowers sales reps to collaborate on content directly in Salesforce, while your organization’s documents are centralized in Box to streamline processes, engage customers, and accelerate sales cycles. With Box for Salesforce, account teams can easily and securely access and share relevant files from any device, no matter if they’re at home, in the office, or out in the field. 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

October 9, 2019in Data, Google, Salesforce, Salesforce Managed Services

18Jul

Generating Documents in Salesforce

Salesforce document generation poses a challenge for businesses, given the intricacies of integration involved. Fortunately, a variety of tools are available for generating documents in Salesforce, and Tectonic is well-equipped to assist in their successful implementation. Salesforce Industries Document Generation empowers businesses to craft and manage accurate documents linked to standard Salesforce objects, encompassing contracts, opportunities, orders, quotes, and custom objects. For a more dynamic approach, Salesforce OmniStudio Document Generation facilitates the creation of documents using Microsoft Word and Microsoft PowerPoint templates. These templates can incorporate values from any JSON-based data within the text, including data sourced from various Salesforce objects. This versatile tool enables the generation of contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and more. Salesforce Industries Document Generation seamlessly integrates with Vlocity Insurance, Vlocity Health, communications, media, energy, utilities, government, and beyond. Vlocity Analytics, another valuable component, offers pre-built measurement tools that seamlessly integrate with Salesforce Reports, Dashboards, and Einstein. The Salesforce AppExchange boasts an extensive array of over 200 document generation tools. Your Salesforce partner can assist in selecting, installing, and implementing the most suitable options based on your business requirements. With Document Generation, you can generate contracts, proposals, quotes, reports, non-disclosure agreements, job offers, service agreements, and so on. You can generate documents using the specified sample client-side or server-side OmniScripts. You can also create your own OmniScripts by cloning and customizing the sample OmniScript to generate documents. Client-Side document generation is a synchronous process that results in a downloadable preview of the generated documents. You can generate documents from Microsoft Word (.docx), Microsoft PowerPoint (.pptx), and Web templates. These templates can include values from any JSON-based data in the text, including data from any Salesforce object. You can optionally convert the resulting documents to .pdf format. Server-Side document generation is available in both the OmniStudio Foundation and Salesforce Industries packages. Server-Side document generation is an asynchronous process that’s best for large and rendering-heavy documents and for document generation in batches. The Server-Side document generation service is secure and scalable and is hosted on Salesforce Hyperforce. The generated document is stored in your Salesforce org, and is attached to the object for which it’s generated. You can use Apex Classes, sample Integration Procedures, or a sample OmniScript to generate documents. Client-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using client-side OmniScripts. Server-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using the singleDocxServersideLwc server-side OmniScript. With the right licenses, Document Generation is available in the Salesforce Industries package. Metering measures resource utilization levels and throttling controls resource access and use based on defined rules. Metering measures the number of server-side documents that are generated by an org hourly and daily. The default hourly and daily limits for processing server-side document generation requests are 1,000 per org and 24,000 per org respectively. Throttling maintains consistency and resilience of the server-side document generation service by managing incoming server-side document generation requests from multiple orgs. Throttling can also prevent service degradation caused by high volume of requests at peak hours by blocking requests that exceed the default limits. The request details are saved in the Document Generation Processes entity. You can retrieve the blocked requests and later retry the server-side document generation. No matter what your specific document generation needs, Tectonic simplifies the process of getting your system up and running seamlessly, whether it’s through Salesforce Quickstarts or comprehensive implementation services. Content updated in 2022. 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

July 18, 2019in Data, Hyperforce, Salesforce, Salesforce Sales Cloud, Salesforce Service Cloud

29May

Tectonic’s Successful Salesforce Track Record

Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, and Health Life Sciences. Read on about Tectonic’s successful Salesforce track record. Our primary focus is assisting clients with their Salesforce needs to solve business challenges. We work at the intersection of CRM, Marketing, Big Data, and Analytics. Public Sector Experience/Focus Proven Delivery – Tectonic delivers Salesforce Implementation, Integration and Managed Services, utilizing a modified Waterfall / Agile Delivery Method, leveraging US and International Delivery Center (IDC) resources, and delivering with strong, experienced Project Management Health and Life Sciences Focus We’ve helped healthcare providers navigate the challenges of moving data, including PHI and PII, into the cloud, providing physician facing services and improving operations. Salesforce provides comprehensive solutions tailored for the healthcare industry, addressing the specific needs of both payers (insurance providers) and providers (healthcare organizations). These solutions are designed to enhance patient engagement, improve operational efficiency, and drive better health outcomes. Financial Services Focus Transforming financial service delivery, optimizing operations, and cultivating community well-being and trust are at the core of Salesforce Financial Services Solutions. By automating every banking customer experience and uniting teams through Salesforce’s intelligence and a shared view of real-time customer data, a comprehensive banking solution is created, fostering customer satisfaction and loyalty. Travel and Hospitality Focus Salesforce provides tailored solutions for the hospitality and travel industry, helping businesses in this sector deliver exceptional customer experiences, streamline operations, and drive growth. These solutions leverage the power of the Salesforce Customer 360 platform to centralize data, enhance communication, and provide a personalized experience for guests. Manufacturing, Distribution, and Energy Focus We’ve helped small and large manufacturers optimize their sales operations and drive efficiencies in their contact center. Salesforce offers a suite of solutions tailored for manufacturing and distribution industries to enhance processes, improve collaboration, and drive overall efficiency. These solutions are designed to streamline operations. Designed improve customer relationships and provide valuable insights. Nonprofit Focus We’ve helped nonprofits and NGO’s optimize their operations and drive efficiencies in their fundraising and mission efforts. Salesforce offers a suite of solutions to nurture relationships and scale impact. Solutions with AI-driven, personalized services. Salesforce allows you to take control of your data on a single integrated platform. Nonprofit Cloud brings a nonprofit CRM, fundraising, programs, marketing engagement, and outcomes together in a single product. Strategic Relationship with Salesforce – Salesforce Ventures invested in Tectonic in Q3 2015. We maintain strong working relationships with Salesforce License Sales, Professional Services and Alliances. Tectonic’s successful Salesforce track record stems from our great relationship with Salesforce and grows through each customer interaction. 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

May 29, 2019in Data, Salesforce, Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Technology

09Apr

Salesforce Sales Cloud Explained

Salesforce Sales Cloud is Salesforce’s premier product, originating with the company’s birth in 1999, and currently commands the largest market share among all available Customer Relationship Management (CRM) solutions. With a core mission to expedite the sales cycle, Sales Cloud furnishes companies with an array of tools for efficient management of leads, opportunities, businesses, and individual contacts. While it predominantly caters to Business-to-Business (B2B) enterprises, Sales Cloud encompasses features like quoting, product management, and forecasting tailored to meet the needs of sales managers. In addition to its foundational features, Sales Cloud offers a suite of add-on products that further enhance its capabilities. These include Sales Cloud Einstein, Inbox, Salesforce Maps, Lightning Dialer, Lightning Scheduler, Salesforce Engage, Einstein Sales Analytics, and Revenue Analytics. These supplementary products provide advanced functionalities and analytics, elevating the overall sales experience for businesses utilizing Sales Cloud. What does Salesforce do? It helps teams work better together. Your business may use a single Customer 360 app, or a combination of many. By improving team communications, automating repetitive tasks, and surfacing more insights with the help of AI, our customers drive greater business success. Connect the dots between marketing and sales. Bring all your customer data together in one place to inform campaign strategy, audiences, and content. Use generative AI to create personalized messages and send them to prospects right where they are most likely to engage with them. When customers click on your ad or website, an automated message is sent to sales, notifying the team of a new lead. Tectonic is please to announce our Sales Cloud Implementation Solutions. 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

April 9, 2019in Data, Enterprise, Generative AI, Salesforce, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Sales Cloud

salesforce government digital transformation

17Jul

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 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

July 17, 2018in Data, Enterprise, Mulesoft, Public Sector Solutions, Salesforce, Salesforce Government Cloud, Salesforce Public Sector Solutions, Technology

02Jan

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 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

January 2, 2018in Data, Enterprise, Salesforce, Salesforce Managed Services, Technology

02Sep

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 of industry clouds: Salesforce Health Cloud. This new cloud CRM offering aims to become a catalyst for positive change in the healthcare industry, shifting focus from traditional critical care to a more holistic patient-centric approach. Salesforce identifies a gap in existing systems, which are heavily centered around electronic medical record (EMR) systems designed primarily for billing rather than comprehensive patient care. Health Cloud Brings Healthcare Transformation by bringing a patient-focused tool kit to medical care. Industry Transformation The healthcare sector is reorienting itself around health outcomes rather than billing outcomes. Joshua Newman, a former primary care doctor and current Chief Medical Officer and General Manager of Salesforce Health Care and Life Sciences, elaborated on this transformation in a recent blog post: “Because of the Affordable Care Act and new outcome-based reimbursements, healthcare providers are treating patients like customers for the first time. This shift is beneficial for patients as it places patient relationships — not records or revenue-cycle management systems — at the center of care delivery.” This shift is echoed by industry leaders like Jeroen Tas, CEO of Philips Healthcare Informatics Solutions and Services, who described the transformation in healthcare as connecting previously unlinked data to make it actionable and improve patient outcomes. Key Components of Salesforce Health Cloud Set to be available from February 2016, Salesforce Health Cloud is built on the Salesforce Service Cloud platform and includes: How Health Cloud Brings Healthcare Transformation Building on Experience Health Cloud benefits from having a qualified physician at the helm, enhancing its industry relevance. Salesforce has leveraged the experience of long-term health customers such as Centura Health, DJO Global, Radboud University Medical Center, and the University of California, San Francisco, in designing the solution. Exploiting Scale Salesforce is targeting its industry cloud solutions at volume market opportunities, aiming for solutions that both clinicians and patients can interact with. This aligns with the broader strategy outlined in the Financial Services Cloud launch. Working with Partners Pre-built integrations into EMR and other data sources are key components of the Healthcare Cloud, facilitated by ecosystem integration partners Mulesoft and Persistent Systems. Philips provides connectivity to medical devices and applications leveraging its HealthSuite digital platform. Integration partners are delivering services for implementation, connectivity, and content management. Showcasing the Platform Salesforce is emphasizing the proactive approach to healthcare demanded by a new generation of ‘digital native’ consumers. Research indicates that 71% of millennials want doctors to provide a mobile app for health management, and 63% are interested in sharing data from wearables with their doctors. However, getting healthcare professionals to adopt new technologies like Chatter is a significant step forward, as noted by Newman. Health Cloud Brings Healthcare Transformation The rapid succession of industry cloud announcements from Salesforce suggests that the public sector and life sciences clouds might also debut before Dreamforce, which starts in two weeks. Both the Health Cloud and Financial Services Cloud signify Salesforce’s commitment to driving substantial transformations in their respective industries. These initiatives represent big bets on radical change rather than incremental improvements, positioning Salesforce as a key player in the ongoing evolution of industry-specific cloud solutions. Learning that your industry is targeted by a Salesforce industry cloud can be likened to the traditional Chinese curse of living in interesting times, signaling impending significant changes. 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 Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more

September 2, 2015in Data, Life Sciences Cloud, Mulesoft, Salesforce, Salesforce Health Cloud, Salesforce Service Cloud

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