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Viewing All Hard and Soft Credits for Household Accounts
02Oct

Viewing All Hard and Soft Credits for Household Accounts

Subject: Inquiry About Viewing All Hard and Soft Credits for Household Accounts What’s the best way to view a complete list of all hard and soft credits associated with a household account? I understand that the NPSP customizable rollups allow us to aggregate soft credit totals based on the Opportunity Contact Roles for each contact in a household, which is useful but can sometimes be inaccurate due to data entry errors in assigning the correct roles. Additionally, filtered opportunity-related lists on the contact page can show different soft and hard credits assigned to individual contacts. While helpful, this can be confusing for users who prefer to see all information at the household account level and may overlook the contact details. What I’m looking for is a comprehensive list at the account level that includes all opportunities linked to every contact in a household, regardless of the Opportunity Contact Roll type. Essentially, I need to see every soft and hard credit received by all household members. I came across a post by Megan Moorehead from over three years ago titled “Soft Credit Opportunities Related List on Household.” She replied to her own post a couple of months later (on September 10, 2021), but I only partially understand her solution. Before I delve deeper into her suggestions, I wanted to check if there are any simpler or more recent out-of-the-box options added to NPSP. I’m flexible regarding how to obtain this full list of all hard and soft credits related to household members—it could be through a related list or a report. I believe this is a common need among many organizations, so any suggestions on how you’re generating this type of list would be greatly appreciated. Response: You’re correct that this isn’t available out of the box. The challenge arises because opportunities aren’t always directly tagged to the household. You might consider using a screen flow to gather opportunities from household members and display them on the account page in a data table. Alternatively, you could create a custom field on opportunities (populated by a record-triggered flow) called “Household,” which would link opportunities back to the household based on the contact’s association at the time of creation. This would allow for a separate related list on the account page. One thing to keep in mind: since soft credits are only assigned via Contact Roles, if the issue is that Contact Roles are missing, then Megan’s Mass Action Scheduler solution—or any solution—won’t help. Those opportunities will not appear in the household list, except for those where someone in the household received hard credit. 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 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 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

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October 2, 2024in Data, Salesforce User Questions
Slack Personality Quiz
15Sep

Slack Personality Quiz

Slack has introduced a personality quiz, inspired by BuzzFeed-style formats, to understand how modern office workers interact with AI tools. Based on a survey of 5,000 full-time desk workers across six countries, the quiz categorizes users into five distinct groups based on their engagement with generative AI. From “The Rebel” to “The Maximalist,” these personas are designed to help business leaders organize teams more effectively by understanding how employees perceive and utilize AI. According to Christina Janzer, Slack’s SVP of research and analytics, the personas reflect the diverse ways workers are engaging with AI, emphasizing that there isn’t a one-size-fits-all approach. Interestingly, Slack’s recent survey revealed that while executive leadership is pushing AI adoption, two-thirds of workers have yet to use AI tools in their daily tasks. Among AI users, there’s a split between “Maximalists” (30% of respondents), who actively use AI and advocate for its benefits, and “The Underground” (20%), who also use AI regularly but more discreetly. For non-users, the personas include “Rebels” (19%), who avoid AI and remain skeptical, “Superfans” (16%), who admire AI advancements but haven’t adopted it themselves, and “Observers” (16%), who cautiously watch from the sidelines. Janzer noted demographic differences, such as a higher proportion of women and older individuals in the Rebel category, while Maximalists and Underground users tend to be younger men. Janzer emphasized that while these personas highlight current attitudes, they aren’t permanent. Businesses should take these insights into account when rolling out AI projects, ensuring they address the varied sentiments across their workforce. 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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September 15, 2024in Generative AI, Salesforce Slack
New Slack Innovations
13Sep

New Slack Innovations

Salesforce Unveils Innovative Slack Updates Ahead of its Dreamforce conference in San Francisco later this week, Salesforce has introduced several groundbreaking updates to Slack, designed to consolidate company knowledge, data, agents, apps, and automation into a unified, agent-powered work operating system. New Slack Innovations. The latest enhancements to Slack include: Denise Dresser, CEO of Slack, commented on the updates: “Slack’s agent-powered work operating system is transforming productivity by seamlessly integrating purpose-built AI, customer data, and automation into the everyday workflow. This innovation isn’t just about improving how work gets done—it’s about unlocking new levels of productivity to drive business success across every team and department. In a complex work environment, true productivity demands a future-ready work operating system, and Slack is leading the way.” For more information on these updates and how they can benefit your organization, stay tuned for further details from Dreamforce. 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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September 13, 2024in Data
Challenges for Rural Healthcare Providers
12Sep

Challenges for Rural Healthcare Providers

Rural healthcare providers have long grappled with challenges due to their geographic isolation and limited financial resources. The advent of digital health transformation, however, has introduced a new set of IT-related obstacles for these providers. EHR Adoption and New IT Challenges While federal legislation has successfully promoted Electronic Health Record (EHR) adoption across both rural and urban healthcare organizations, implementing an EHR system is only one component of a comprehensive health IT strategy. Rural healthcare facilities encounter numerous IT barriers, including inadequate infrastructure, interoperability issues, constrained resources, workforce shortages, and data security concerns. Limited Broadband Access Broadband connectivity is essential for leveraging health IT effectively. However, there is a significant disparity in broadband access between rural and urban areas. According to a Federal Communications Commission (FCC) report, approximately 96% of the U.S. population had access to broadband at the FCC’s minimum speed benchmark in 2019, compared to just 73.6% of rural Americans. The lack of broadband infrastructure hampers rural organizations’ ability to utilize IT features that enhance care delivery, such as electronic health information exchange (HIE) and virtual care. Rural facilities, in particular, rely heavily on HIE and telehealth to bridge gaps in their services. For instance, HIE facilitates data sharing between smaller ambulatory centers and larger academic medical centers, while telehealth allows rural clinicians to consult with specialists in urban centers. Additionally, telehealth can help patients in rural areas avoid long travel distances for care. However, without adequate broadband access, these services remain impractical. Despite persistent disparities, the rural-urban broadband gap has narrowed in recent years. Data from the FCC indicates that since 2016, the number of people in rural areas without access to 25/3 Mbps service has decreased by more than 46%. Various programs, including the FCC’s Rural Health Care Program and USDA funding initiatives, aim to expand broadband access in rural regions. Interoperability Challenges While HIE adoption is rising nationally, rural healthcare organizations lag behind their urban counterparts in terms of interoperability capabilities, as noted in a 2023 GAO report. Data from a 2021 American Hospital Association survey revealed that rural hospitals are less likely to engage in national or regional HIE networks compared to medium and large hospitals. Rural providers often lack the economic and technological resources to participate in electronic HIE networks, leading them to rely on manual data exchange methods such as fax or mail. Additionally, rural providers are less likely to join EHR vendor networks for data exchange, partly due to the fact that they often use different systems from those in other local settings, complicating health data exchange. Federal initiatives like TEFCA aim to improve interoperability through a network of networks approach, allowing organizations to connect to multiple HIEs through a single connection. However, TEFCA’s voluntary participation model and persistent barriers such as IT staffing shortages and broadband gaps still pose challenges for rural providers. Financial Constraints Rural hospitals often operate with slim profit margins due to lower patient volumes and higher rates of uninsured or underinsured patients. The financial strain is exacerbated by declining Medicare and Medicaid reimbursements. According to KFF, the median operating margin for rural hospitals was 1.5% in 2019, compared to 5.2% for other hospitals. With limited budgets, rural healthcare organizations struggle to invest in advanced health IT systems and the necessary training and maintenance. Many small rural hospitals are turning to cloud-based EHR platforms as a cost-effective solution. Cloud-based EHRs reduce the need for substantial upfront hardware investments and offer monthly subscription fees, some as low as $100 per month. Workforce Challenges The healthcare sector is facing widespread staff shortages, including a lack of skilled health IT professionals. Rural areas are disproportionately affected by these shortages. An insufficient number of IT specialists can impede the adoption and effective use of health IT in these regions. To address workforce gaps, the ONC suggests strategies such as cross-training multiple staff members in health IT functions and offering additional training opportunities. Some networks, like OCHIN, have secured grants to develop workforce programs, but limited broadband access can hinder participation in virtual training programs, highlighting the need for expanded broadband infrastructure. Data Security Concerns Healthcare data breaches have surged, with a 256% increase in large breaches reported to the Office for Civil Rights (OCR) over the past five years. Rural healthcare organizations, often operating with constrained budgets, may lack the resources and staff to implement robust data security measures, leaving them vulnerable to cyber threats. A cyberattack on a rural healthcare organization can disrupt patient care, as patients may need to travel significant distances to reach alternative facilities. To address cybersecurity challenges, recent legislative efforts like the Rural Hospital Cybersecurity Enhancement Act aim to develop comprehensive strategies for rural hospital cybersecurity and provide educational resources for staff training. In the interim, rural healthcare organizations can use free resources such as the Health Industry Cybersecurity Practices (HICP) publication to guide their cybersecurity strategies, including recommendations for managing vulnerabilities and protecting email systems. Does your practice need help meeting these challenges? 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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September 12, 2024in Salesforce Health and Life Sciences Solutions, Salesforce Managed Services, Salesforce Optimization
Salesforce Data Quality Challenges and AI Integration
05Sep

Salesforce Data Quality Challenges and AI Integration

Salesforce Data Quality Challenges and AI Integration Salesforce is an incredibly powerful CRM tool, but like any system, it’s vulnerable to data quality issues if not properly managed. As organizations race to unlock the power of AI to improve sales and service experiences, they are finding that great AI requires great data. Let’s explore some of the most common Salesforce data quality challenges and how resolving them is key to succeeding in the AI era. 1. Duplicate Records Duplicate data can clutter your Salesforce system, leading to reporting inaccuracies and confusing AI-driven insights. Use Salesforce’s built-in deduplication tools or third-party apps that specialize in identifying and merging duplicate records. Implement validation rules to prevent duplicates from entering the system in the first place, ensuring cleaner data that supports accurate AI outputs. 2. Incomplete Data Incomplete data often results in missed opportunities and poor customer insights. This becomes especially problematic in AI applications, where missing data could skew results or lead to incomplete recommendations. Use Salesforce validation rules to make certain fields mandatory, ensuring critical information is captured during data entry. Regularly audit your system to identify missing data and assign tasks to fill in gaps. This ensures that both structured and unstructured data can be effectively leveraged by AI models. 3. Outdated Information Over time, data in Salesforce can become outdated, particularly customer contact details or preferences. Regularly cleanse and update your data using enrichment services that automatically refresh records with current information. For AI to deliver relevant, real-time insights, your data needs to be fresh and up to date. This is especially important when AI systems analyze both structured data (e.g., CRM entries) and unstructured data (e.g., emails or transcripts). 4. Inconsistent Data Formatting Inconsistent data formatting complicates analysis and weakens AI performance. Standardize data entry using picklists, drop-down menus, and validation rules to enforce proper formatting across all fields. A clean, consistent data set helps AI models more effectively interpret and integrate structured and unstructured data, delivering more relevant insights to both customers and employees. 5. Lack of Data Governance Without clear guidelines, it’s easy for Salesforce data quality to degrade, especially when unstructured data is added to the mix. Establish a data governance framework that includes policies for data entry, updates, and regular cleansing. Good data governance ensures that both structured and unstructured data are properly managed, making them usable by AI technologies like Large Language Models (LLMs) and Retrieval Augmented Generation (RAG). The Role of AI in Enhancing Data Management This year, every organization is racing to understand and unlock the power of AI, especially to improve sales and service experiences. However, great AI requires great data. While traditional CRM systems deal primarily with structured data like rows and columns, every business also holds a treasure trove of unstructured data in documents, emails, transcripts, and other formats. Unstructured data offers invaluable AI-driven insights, leading to more comprehensive, customer-specific interactions. For example, when a customer contacts support, AI-powered chatbots can deliver better service by pulling data from both structured (purchase history) and unstructured sources (warranty contracts or past chats). To ensure AI-generated responses are accurate and contextual, companies must integrate both structured and unstructured data into a unified 360-degree customer view. AI Frameworks for Better Data Utilization An effective way to ensure accuracy in AI is with frameworks like Retrieval Augmented Generation (RAG). RAG enhances AI by augmenting Large Language Models with proprietary, real-time data from both structured and unstructured sources. This method allows companies to deliver contextual, trusted, and relevant AI-driven interactions with customers, boosting overall satisfaction and operational efficiency. Tectonic’s Role in Optimizing Salesforce Data for AI To truly unlock the power of AI, companies must ensure that their data is of high quality and accessible to AI systems. Experts like Tectonic provide tailored Salesforce consulting services to help businesses manage and optimize their data. By ensuring data accuracy, completeness, and governance, Tectonic can support companies in preparing their structured and unstructured data for the AI era. Conclusion: The Intersection of Data Quality and AI In the modern era, data quality isn’t just about ensuring clean CRM records; it’s also about preparing your data for advanced AI applications. Whether it’s eliminating duplicates, filling in missing information, or governing data across touchpoints, maintaining high data quality is essential for leveraging AI effectively. For organizations ready to embrace AI, the first step is understanding where all their data resides and ensuring it’s suitable for their generative AI models. With the right data strategy, businesses can unlock the full potential of AI, transforming sales, service, and customer experiences across the board. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 5, 2024in Generative AI
Salesforce Foundations Announced
05Sep

Salesforce Foundations Announced

Salesforce Inc. today introduced Salesforce Foundations, a new suite of features designed to help large enterprises operating across multiple industries unify their sales operations. As a prelude to Dreamforce this free Salesforce upgrade allows customers to combine data and functionality from Salesforce products in a single, new portal. Available at no cost to all Salesforce Sales Cloud and Service Cloud users, Salesforce Foundations consolidates functionality from the company’s Sales, Service, Marketing, Commerce, and Data Cloud platforms. The goal is to create a more cohesive experience across departments, breaking down silos to enable seamless collaboration. In addition to these core features, Salesforce Foundations offers trial-based access to a variety of third-party applications available on the AppExchange marketplace. This initiative comes in response to a recent study revealing that 55% of Salesforce customers feel disconnected when interacting with different departments within their organization. The lack of integration between sales data and workflows in various departments has often created a fragmented customer experience. Bringing Departments Together Salesforce Foundations aims to eliminate these silos by providing a unified platform for all departments, ensuring a consistent view of an organization’s complete sales operations. Foundational Features for All The platform provides users with access to essential functionality from each of Salesforce’s key cloud products, along with free trials of top partner apps. These features are made available through a customizable user interface with a guided setup experience. As a result, features like email campaigns (previously exclusive to Sales Cloud), secure payment links (from Commerce Cloud), and targeted segmentation (Data Cloud) are now accessible to all Sales Cloud and Service Cloud users. The main advantage of Salesforce Foundations is its ability to harmonize customer data across departments. For example, Sales Cloud users can now access data previously available only to Data Cloud users. By providing access to this unified data, Salesforce believes it can offer numerous benefits to customers. Driving Revenue and Collaboration One of the most significant benefits of Salesforce Foundations is its potential to drive revenue by fostering collaboration across sales, service, and marketing teams. With a unified data set, teams can gain superior insights into customer behavior. Marketing teams, for instance, will be able to track customer interactions with the service department and use this information to craft more targeted advertising campaigns. Sales teams will also benefit from the ability to turn quotes into cash more quickly. They can now access secure payment links, a feature previously exclusive to Commerce Cloud, allowing them to bill customers directly without waiting for instructions from the commerce department. Service teams, in turn, can assist marketing efforts by accessing sales quoting tools and secure payment links, enabling them to upsell products and services more effectively. AI and Partner Integration Salesforce Foundations also supports artificial intelligence applications by grounding them in more contextualized customer data. For example, marketing teams can use AI to create more targeted segmentation lists based on service case histories or sales pipeline stages, data that was previously unavailable to them. In recent years, Salesforce has been actively transforming the data architecture of its applications, with many now built on the Salesforce Data Cloud’s metadata-driven foundation. This allows Salesforce Data Cloud to house not only the data but also the context (metadata) that surrounds it. As a result, businesses can more easily establish relationships between data tied to the same customer or user across various software solutions. These software solutions primarily include Salesforce products like Sales Cloud and Service Cloud, but they also extend to third-party applications that integrate with the Data Cloud. Now, with the introduction of Salesforce Foundations, customers can visualize this data within a unified portal, apply filters, and even trigger actions such as upsell opportunities. To further enhance productivity, Salesforce is offering free trials of third-party applications from the AppExchange, including Webex by Cisco, DocuSign, and RingCentral. These “launch partner apps” are designed to improve collaboration, streamline document management, and lower operational costs for customers. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 5, 2024in Salesforce Sales Cloud
Salesforce Nonprofit Cloud Focuses Resources
04Sep

Salesforce Nonprofit Cloud Focuses Resources

The Pancreatic Cancer Action Network (PanCAN) is currently exploring how to harness the AI capabilities within Salesforce’s Nonprofit Cloud to enhance its mission-driven services. Salesforce Nonprofit Cloud Focuses Resources allowing PanCan to focus on cancer. Pancreatic cancer is among the most aggressive and deadly forms of cancer, with a five-year survival rate of just 12.8% in the U.S. Despite accounting for only 3.3% of new cancer cases, it is responsible for 8.5% of all cancer-related deaths, making it the third leading cause of cancer mortality after lung and colon cancer. Founded in 1999, PanCAN is dedicated to researching this devastating disease and advocating for patients nationwide. The organization also provides critical information and resources to help patients make informed decisions, thereby supporting a community of patients and their families. One of PanCAN’s key services is connecting patients with specialists in their area. Julie Fleshman, President, CEO, and PanCAN’s first employee, emphasizes the importance of this program: “Our patient service program, particularly our call center, is the cornerstone of what we offer. When someone is diagnosed, they are understandably scared. Our trained case managers provide support and recommend that each patient sees a specialist. We maintain a database of specialists across the U.S. and can provide a list of surgeons or oncologists based on how far patients are willing to travel.” This case management system allows patients and their families to work with the same case manager consistently, ensuring a seamless, free-of-charge service and simplifying the information-gathering process. Salesforce Nonprofit Cloud Focuses Resources PanCAN also helps patients find clinical trials in their area, an essential service given the current state of treatment for pancreatic cancer. Nonprofit Cloud focuses on technical resources allowing PanCAN to focus on patient services. Fleshman explains: “Clinical trials often offer the most cutting-edge treatments, which is why we recommend patients consider them. We maintain a database of trials and can quickly inform patients of their options during phone consultations. This allows them to discuss potential trials with their physician and determine the best course of action.” Evolving Technology to Better Serve Patients PanCAN’s initial case management system was developed in-house about a decade ago. As it neared the end of its life, searches could take up to two hours, prompting the organization to seek a more efficient solution. PanCAN enlisted a Salesforce consulting partner to evaluate options and develop a technology strategy aligned with its goals. In June, a new system based on Salesforce’s Nonprofit Cloud Person Accounts module was launched. The new system has significantly reduced the time required to search for information, enabling case managers to assist more patients daily—a crucial improvement given the projected 66,440 new pancreatic cancer diagnoses in the U.S. this year alone. Additionally, the system’s user-friendliness has led to higher job satisfaction among employees. Fleshman stresses the importance of involving a multifunctional team in the implementation process: “It’s essential to be clear about your objectives from the start, but it’s equally important to include the right people. If we had only involved the patient services team and not the tech team responsible for maintenance and security, or the finance team whose system needed to integrate with ours, the project would have been siloed and incomplete.” Salesforce Nonprofit Cloud Focuses Resources and Solutions for Nonprofits The updated system includes advanced features like the OmniStudio process automation tool, which has streamlined the patient questionnaire process, and an integrated data processing engine capable of saving multiple records simultaneously. Leveraging AI to Enhance Impact Looking ahead, PanCAN is assessing how to leverage the AI capabilities within Salesforce’s Nonprofit Cloud to further enhance its services. Fleshman outlines the next steps: “Providing information and resources to patients is crucial, but we also need to use data to optimize our programs and allocate our resources effectively. We hope AI will help us analyze data to better understand our impact and patient experiences. For instance, AI could reveal trends in how often we refer patients to specific doctors or studies, identify gaps in our services, or highlight areas where we should focus more of our efforts. Understanding these factors will help us allocate our time, energy, and resources more efficiently.” Despite the benefits, managing change has been key to addressing employee concerns about AI potentially threatening their jobs. Fleshman notes: “While there was excitement about getting a faster, more efficient tool, there was also anxiety about job security. Our focus was on demonstrating how AI could enhance our ability to provide better reports and insights rather than replacing jobs. We believe that even the best tools are useless if people aren’t trained to use them effectively.” A Vision for the Future PanCAN has developed a five-year technology roadmap that includes upgrading its grant management and financial systems, as well as introducing marketing applications to better understand its target audience, improve outreach, and personalize interactions. As Fleshman concludes: “Our executive team recognizes that without cutting-edge technology, we won’t achieve our ambitious goals. In our sector, technology often gets deprioritized, but updating systems allows us to deliver our mission more productively and efficiently, ultimately better serving those we’re here to help.” Our Take According to Salesforce’s sixth Nonprofit Trends Report, many charities view AI with a mix of optimism, curiosity, and caution. PanCAN’s approach to adopting AI—focusing on its potential to optimize resources and better support patients—demonstrates the organization’s forward-thinking and commitment to its mission. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 4, 2024in Salesforce for Nonprofits, Salesforce Nonprofit Cloud
Einstein Knowledge Edits
02Sep

Einstein Knowledge Edits

Get Quick Revisions on Knowledge Articles with Einstein Knowledge Edits (Beta) Enhance your Knowledge articles quickly using Einstein generative AI with predefined revision styles. These styles can help improve grammar, conciseness, and readability. You can also customize these styles using the Prompt Builder to tailor the revisions to your business needs. This allows you to specify what information Einstein includes, how the content is formatted, and adjust the voice and tone. Where: This feature is available in Unlimited and Enterprise editions with the Einstein for Service add-on in Lightning Experience. Important: Einstein Knowledge Edits is currently in beta and is subject to Salesforce’s Beta Services Terms or a written Unified Pilot Agreement if executed by the Customer. Participation in this beta service is at the Customer’s discretion. Who: To access Knowledge Edits, you must have the following enabled: Agents also need the Prompt Template User and Einstein Knowledge Creation permission sets. How: To revise a Knowledge article: Quickly and effectively refine your Knowledge articles to meet your business standards with Einstein Knowledge Edits! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 2, 2024in Generative AI
Mission Control Salesforce
30Aug

Mission Control Salesforce

Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 30, 2024in Salesforce
Winter 25 Release Developer Enhancements
25Aug

Winter 25 Release Developer Enhancements

Developer Enhancements Salesforce Flow Enhancements Flow Orchestrator Enhancements How to Access and Use Key Salesforce Features View the Automation Lightning App: Manage Steps in an Orchestration Stage: Customize the Flow Orchestration Work Guide Component: Customize SMS One-Time Password Delivery for Experience Cloud Sites: Control Authenticated Callouts Permissions: Improve Data Transmission Speed and Security with TLS 1.3: Enable LWC Stacked Modals: Additional Enhancements: Salesforce Mobile App Enhancements Resolve Sync Issues with Offline Drafts: Access Hyperlinks in Enhanced Reports: Messaging in the Salesforce Mobile App: Seller-Focused Sales Mobile Experience: Stay Informed About Upcoming Releases: Check Out Resources: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 25, 2024in Salesforce Shield
Education Cloud Recruitment and Admissions
24Aug

Education Cloud Recruitment and Admissions

Today’s prospective students and learners expect a seamless, connected online experience throughout their higher education journey. The days of relying on phone calls and postal mail for application processes are behind us. Faculty and staff require a complete, unified view of each learner—no more data scattered across departments. Education Cloud recruitment and admissions enables your institution to operate efficiently and effectively in the digital age. At its very heart, recuitment and admissions is only a variation on any other marketing process that has been improved with automation. No one knows automation like Salesforce. And no one knows how to build a engaging portal in Education Cloud to cator to your students than Tectonic. At the core of the recruitment and admissions process in Education Cloud is an online portal that allows learners to: This learner portal captures and records all relevant information directly in Salesforce. However, managing the multitude of interactions and documents can be challenging. That’s where the Recruiting and Admissions Consoles come in, serving as a centralized hub for faculty and staff to manage their tasks and monitor progress. The Recruitment & Admissions Consoles offer several key benefits: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 24, 2024in Salesforce
Salesforce Home Page Customization
20Aug

Salesforce Home Page Customization

Salesforce is a powerful tool, but a generic homepage can overwhelm you with information. Salesforce Home Page Customization is the solution. The good news? You can customize your Salesforce homepage to create a personalized dashboard that enhances productivity and keeps you focused on what matters most. In this insight, we’ll explore the steps to customize the Salesforce homepage for both Lightning and Classic experiences and show you how to create a space that truly works for you and your users. Why Salesforce Home Page Customization? A well-designed homepage serves as your command center within Salesforce. By strategically adding components like reports, charts, and to-do lists, you can quickly see key metrics, prioritize tasks, and access frequently used features—all on one screen. This leads to: Ready to Customize the Salesforce Homepage? There are two main interfaces for customizing Salesforce homepages: Lightning App Builder and Home Page Layouts (Classic). The method depends on whether you’re using Salesforce Classic or Lightning Experience. Lightning Experience Salesforce Classic Assign the Home Page Here’s how to assign your new homepage to specific users or profiles: Conclusion By following these steps, you can customize the Salesforce homepage and unlock a new level of efficiency within your organization. For those seeking a solution beyond the basics, Salesforce Customization Services are readily available to craft a truly transformative Salesforce experience. Ready to take control and personalize your Salesforce experience? Start by customizing your homepage 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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August 20, 2024in Salesforce
Licensing and Permitting with Salesforce Public Sector Solutions
11Aug

Licensing and Permitting with Salesforce Public Sector Solutions

Licensing, Permitting, and Inspections Inspections are a crucial part of the licensing and permitting process, whether they involve a new home, a business seeking to open, or a follow-up based on a public complaint. Licensing and Permitting with Salesforce Public Sector Solutions aids in the critical steps in the process. Inspections can also be used independently for other assessments related to regulatory requirements, safety, and auditing. Assignments Inspections can be assigned with just a few clicks. The application reviewer or inspection dispatcher can quickly designate an inspector and schedule the visit. Mobile Inspections Public Sector Mobile Inspection automatically notifies inspectors of their daily visit plans on their mobile devices. Inspectors can use filters to view other days or prioritize tasks based on urgency and status. Inspector Checklists Configurable inspection checklists help ensure that inspectors don’t miss any steps during their onsite visits, enhancing community safety and reducing the need for follow-up inspections. Assessment Indicators Inspectors document compliance or violations against regulatory codes using configurable fields. They can also upload files, videos, or pictures from their mobile devices to support their assessments. Regulatory Codes Inspectors can easily reference relevant regulatory codes to verify their assessments, ensuring accuracy and compliance. Digital Signatures Digital signatures are captured on-site, eliminating the need for additional paperwork and streamlining the inspection process. No more emails, stamps, or standing in line. Enforcement Compliance officers can follow up on violations and create enforcement actions to ensure that stakeholders address any oustanding issues. Unified View Government agencies can access a unified 360 degree view of all relevant information in one place, enabling them to track resolution progress and assess final compliance. Experience Portal Throughout the process, stakeholders can stay informed about the status of their inspection and communicate with agency employees to ask questions or provide updates. Salesforce Experience Cloud provides an easy to apply solution to a constituent portal. Licensing and Permitting with Salesforce Public Sector Solutions With Salesforce Licensing and Permitting you can download and install process libraries that contain components for automating licensing and permitting workflows saving more time.  Public Sector Solutions provides OmniScript flows and components that automate these licensing and permitting workflows. Some components are available directly in Public Sector Solutions; others are not built-in and require that you download them from GitHub. 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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August 11, 2024in Public Sector Solutions, Salesforce Public Sector Solutions

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