Lists Archives - gettectonic.com - Page 8
Salesforce Connect
27Oct

Salesforce Connect

Salesforce Connect is a comprehensive integration tool, offering users access to external data through the utilization of external objects and three distinct adapters: cross-org, OData, and Apex custom adapter. This tool ensures seamless data integration across system boundaries, allowing users to view, search, and modify data stored outside the Salesforce org. For instance, if data resides in an on-premises enterprise resource planning (ERP) system, instead of duplicating it within the org, external objects facilitate real-time data access through web service callouts. Salesforce Connect Salesforce Connect, as a robust App Cloud integration service, empowers Salesforce application users to effortlessly interact with and manage data from external sources without leaving the native Salesforce environment. It enables fetching data from both on-premise applications and cloud-based sources. Users can establish connections to external data sources for all Salesforce org users through a single login account or create separate login accounts for individual users. This native Salesforce integration tool is designed to connect legacy databases, ERP systems, and various data sources to Salesforce. Unlike traditional methods involving data copying into the Salesforce org using ETL tools, Salesforce Connect maps external objects directly to data tables in external systems, providing on-demand and real-time access without unnecessary data duplication. It is particularly recommended when dealing with large volumes of data that shouldn’t be copied into the Salesforce org, requiring small amounts of data at any given time, or necessitating real-time access to the latest data. SFDC Connect and Lightning Despite external data storage, Salesforce Connect seamlessly integrates with the Lightning Platform, making external objects available for use in Salesforce tools, such as global search, lookup relationships, record feeds, and the Salesforce mobile app. These external objects can also be accessed through Apex, SOSL, SOQL queries, Salesforce APIs, and deployed via the Metadata API, change sets, and packages. For example, if you have product order information stored in an ERP system, SFDC Connect facilitates the creation of a lookup relationship between the customer object and the external object for orders. This enables the display of order-related lists on each customer record. Additionally, you can update orders directly from the related list on the customer record by configuring the external data source to allow writable external objects. Two Capabilities Two notable capabilities of Salesforce Lightning Connect include the ability to read/write from anywhere, allowing real-time interaction with external sources, and the provision of custom adapters for any web API, enabling developers to link Salesforce with various web APIs. SFDC Connect also offers connectors to connect multiple Salesforce orgs across the company. MuleSoft Contrasting SFDC Connect with MuleSoft, during real-time data retrieval, Salesforce enforces validation rules for incoming data, while MuleSoft applies necessary transformations, such as field mappings and conversions, to the datasets. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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October 27, 2021in Mulesoft
Einstein Discovery
21Apr

Einstein Discovery Analysis

Elevate Your Business Outcomes with Einstein Discovery Analysis Einstein Discovery revolutionizes your approach to predictive analytics, allowing you to effortlessly build reliable machine learning models without any coding. Reduce reliance on data science teams with an intuitive model-building wizard and streamlined monitoring process. Transition swiftly from data to actionable insights, ensuring every decision is guided by intelligence. Enhance Your Business Intelligence with Einstein Discovery Incorporate statistical modeling and machine learning into your business intelligence with Einstein Discovery. Seamlessly integrated into your Salesforce environment, operationalize data analysis, predictions, and enhancements with clicks, not code. Developers can utilize the Einstein Prediction Service to access predictions programmatically, while data specialists can predict outcomes within recipes and dataflows. Tableau users can also leverage Einstein Discovery predictions and improvements directly within Tableau. Advanced Analytics Made Simple with Einstein Discovery Einstein Discovery offers a comprehensive suite of business analytics tailored to your specific data needs. Licensing and Permission Requirements for Einstein Discovery To utilize Einstein Discovery, your organization needs the appropriate license, with user accounts assigned relevant permissions. Supported Use Cases and Implementation Tasks Einstein Discovery solutions effectively address common business use cases, typically involving a series of defined implementation tasks. Key Differentiation: Einstein Analytics vs. Einstein Discovery While Einstein Analytics integrates predictive and analytical capabilities within Sales, Service, and Marketing clouds, Einstein Discovery is specifically focused on providing actionable insights and data-driven stories. Key Benefits of Einstein Discovery Supported Data Integration and Functionality Einstein Discovery enables direct integration and import of data from external sources like Hadoop, Oracle, and Microsoft SQL Server. It extracts data from diverse sources, leveraging AI, ML, and statistical intelligence to identify patterns and generate informed predictions. Enhanced Features Einstein Discovery seamlessly integrates insights into Tableau workflows, unlocks insights from unstructured data, fine-tunes prediction accuracy with trending data, handles missing values in datasets, accelerates prediction processing with high-volume writeback, and offers enhanced settings panels for efficient prediction management. Partner with Tectonic for Expert Guidance Collaborate with experienced Salesforce services providers like Tectonic to maximize the benefits of Einstein Discovery, ensuring a seamless implementation process and ongoing support. Empower Your Business with Einstein Discovery Einstein Discovery delivers automated data analysis, interactive visualizations, and predictive insights to elevate decision-making and optimize business operations. Unlock the power of AI-driven analytics within your Salesforce ecosystem to accelerate growth and gain a competitive edge. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 21, 2021in Data, Google, Salesforce, Salesforce Einstein, Unified Knowledge
Salesforce Marketing Cloud
13Jan

What is the Difference in Lists and a Data Extensions in Salesforce Marketing Cloud

There are two different methods to store and segment subscriber data within Marketing Cloud: Lists and Data Extensions. Lists have limited functionality, whereas Data Extensions provide full flexibility to store and relate subscriber information. Salesforce Marketing Cloud lists and data extensions are the primary ways to manage your subscriber data. What is the difference between data extension and list in Marketing Cloud? In short, lists are best used for specific email sends lacking advanced data or segmentation, whereas data extensions can be used for basically any type of communication or data management need. If the goal is to organize data with simplicity, go for lists. What is data extension in Marketing Cloud? A data extension is a table that contains your data. With Marketing Cloud Connect, push tracking data from the Marketing Cloud back to your Sales or Service Cloud orgs using Salesforce data extensions (SFDEs). Data extensions are also filterable. What are the data extension limits for Marketing Cloud? There is currently no limit for the amount of rows that can exist within a Data Extension. This means that, without Row Based Data Retention, a Data extension can grow exponentially without any real upper limit. What is a list in Marketing Cloud? Lists are a default way of storing data in Marketing Cloud Email Studio. You can set different attributes for your customers by using lists, which represent a collection of customers and provide a simple method for audience segmentation. These attributes are used to store the position of the customer in a given list. List can be configured to send a welcome email when a subscriber opts in, and can have double opt-in. You will also hear groups mentioned. Groups are smaller segments of a list. When to Opt for Marketing Cloud Data Extensions There are two primary scenarios that distinctly indicate the need for utilizing a data extension rather than a list: Fluctuating Values Over Time: Data Relationship via a 3rd Data Point: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 13, 2021in Data, Salesforce, Salesforce Marketing Cloud
Talkdesk Dialer for Salesforce
15May

Talkdesk Dialer for Salesforce

Forge Meaningful Customer Connections with Talkdesk Proactive Outbound Engagement™-Talkdesk Dialer for Salesforce Talkdesk Proactive Outbound Engagement™ is a comprehensive suite of outbound voice and digital capabilities integrated into the Talkdesk CX Cloud™ contact center platform. This suite includes versatile dialing modes tailored for every scenario, such as Talkdesk Preview Dialer, Talkdesk Dialer, Advanced Dialer, Talkdesk Dialer for Salesforce, and Automated Notifications. Maximize contact rates by reaching customers when and how they prefer to be contacted while ensuring high-quality interactions that reflect the level of service your customers deserve. Enhance Agent Productivity to Maximize Outbound Success Tools like the Talkdesk Preview Dialer can significantly increase outbound call volume, driving connect rates from 5 to 15 or more per hour and boosting revenue by up to 200-300%. Intelligently manage outbound call pacing to filter out unproductive calls like voicemails, busy signals, and no answers, optimizing agent productivity. Launch Strategic Campaigns Effortlessly Leverage highly configurable dialing options and advanced campaign management tools to maximize contact rates through precise targeting and segmentation. The Advanced Dialer supports customizable campaign and dialing configurations to accommodate virtually any outreach and retry strategy. Empower Agents with Smart Dialing Modes Equip agents with predictive, power, progressive, preview, and agentless dialing modes, complemented by a patented AI-driven answering machine detection algorithm. Salesforce Quick Campaign, part of the Talkdesk Dialer for Salesforce™ product, allows manual selection of Salesforce records for dialing using preview or power dialing modes. Streamlined List Management for Seamless Operations Set up calling lists effortlessly by uploading a CSV file or pushing records from Salesforce, other CRMs, or business systems via an API. Web leads can be seamlessly integrated into ongoing campaigns for immediate dialing, ensuring every hot lead is promptly engaged. Ensure Quality Connections with Talkdesk Dialer for Salesforce™ Talkdesk Dialer, fully embedded within the Salesforce UI, offers power and preview dialing to balance productivity with call quality and personalized customer interactions. Deliver Efficient and Proactive Notifications Go beyond voice calls with Talkdesk Automated Notifications, anticipating customer needs through automated event-triggered SMS notifications. Configure rules and content for each notification to deliver highly personalized messages that enhance efficiency and customer satisfaction. Robust Reporting and Insights While pre-set out-of-the-box reporting tools are currently unavailable for Talkdesk Dialer for Salesforce, Salesforce users can leverage standard Salesforce reporting functionality to create custom reports. Talkdesk Dialer™ is designed to automate the dialing process, maximize outbound call volume, and facilitate meaningful connections with customers while ensuring compliance with regulatory requirements. Learn more about our solutions crafted to optimize every customer interaction at talkdesk.com. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 15, 2020in Salesforce, Salesforce Sales Cloud
Talkdesk Dialer for Salesforce
06Apr

Talkdesk Dialer for Salesforce

Talkdesk Dialer for Salesforce™ Guide Compatibility and ConfigurationTalkdesk Dialer for Salesforce™ is fully compatible with the Conversations app. It is crucial for the dialer to recognize the agent’s login session in the Salesforce Connector, also known as Salesforce’s phone widget or phone CTI. Ensure this connection is correctly configured by following the instructions in the article Please login in Salesforce Connector. Features and Dialing ModesTalkdesk Dialer for Salesforce enables agents and salespeople to automatically dial a list of Salesforce records, including Contacts, Leads, Accounts, Cases, and Opportunities. It offers two dialing modes: Preview Mode: Agents can review records before calls are initiated and choose to start the call or skip to another record.Power Mode: Calls are launched automatically one after the other, with a defined delay between calls.Getting StartedTo start using the dialer, follow these steps: Create a dialer list.Create a Talkdesk campaign.Add the dialer lists you want to call to the Talkdesk campaign.Start dialing.Creating a Dialer ListGo to Dialer Lists and click New.Select a Salesforce object (Contacts, Leads, Accounts, Cases, Opportunities) and choose multiple list views of that object to be part of the same dialer list.Set the following attributes:Type: Dialing or Do Not Call.Priority: Determines the order of calls when multiple lists are part of a campaign.Sorting Order: Choose any field from the Salesforce object to order the records.For more details, refer to How to use Salesforce Dialer Lists. Creating a Talkdesk CampaignEnsure you have Talkdesk Dialer for Salesforce creation permission. If not, follow the instructions in Setting up and Configuring Talkdesk Dialer for Salesforce. Navigate to the Talkdesk Campaigns tab in the Talkdesk Lightning app or click the Dialer button in a record list view. Click New Talkdesk Campaign and follow the wizard steps: Name and Description: Provide a name and description for your campaign.Dialing Mode: Choose either Preview or Power mode and configure the behavior.Preview Time: Set the time agents have to review record information before dialing.Delay Between Calls: In Power mode, set the time between the end of one call and the start of the next.When a Call Starts: Decide if the modal with record information should be open.Set the campaign’s start and end dates, time range, timezone, retry attempts for failed calls, and assign agents. Add up to 10,000 records from Dialing and Do Not Call lists. The records will be deduplicated based on phone numbers. Any records in both lists will not be added to the campaign. Configure campaign settings to reflect updates to dialer lists as long as the campaign status is not Finished. Editing a CampaignGo to the Talkdesk Campaigns list and click the edit button next to the campaign you want to edit.You can edit all attributes, except the object type, for campaigns that are Ready or Incomplete.Dialing Through a CampaignGo to the Talkdesk Campaigns page via the Dialer button in a list view or the Talkdesk Campaigns tab.Click the campaign name and then Start Dialing.Agents can pause and resume the campaign. The campaign ends for all agents when a user with permission clicks Finish.General Notes and ConsiderationsPermissions: Agents see campaign records based on their Salesforce permissions. Talkdesk permissions for creating and editing campaigns only apply on the Talkdesk Campaigns page.Campaign Statuses:Scheduled: Ready to start, not yet reached Start Date.Incomplete: Missing agents or dialer lists, cannot be dialed.Ready: Ready to be started by assigned agents.Running: Currently running, cannot be edited.Expired: Passed End Date but can be edited and rerun.Finished: Completed, cannot be edited or rerun.By following these guidelines, you can effectively use Talkdesk Dialer for Salesforce to enhance your dialing campaigns and improve sales and customer service efficiency. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 6, 2020in Salesforce
salesforce integrations
14Oct

Salesforce Integrations

How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity to marketing to collaboration and beyond, now you can connect your Salesforce to the other tools you need to run your business. MuleSoft is Salesforce’s integration and automation technology and offers connectivity solutions for all of your apps. Learn more about Salesforce integrations. Streamline your team’s workflow and increase productivity by syncing G Suite by Google Cloud with Salesforce. Increase team collaboration and efficiency with the Slack and Salesforce integration. Increase sales while generating accurate financial data by integrating Quickbooks and Salesforce. Make it easier to manage email lists and contact records by connecting directly MailChimp to Salesforce. Target and engage the right buyers and save valuable time with the LinkedIn and Salesforce integration. Connect DocuSign to Salesforce and send, sign and track agreements and approvals on any device. Integrate Jira and Salesforce and make it easier to monitor the progress of your projects. Use the HelloSign integration to simplify the process for preparing and tracking e-signature documents. Build customer apps lightning fast, with the Salesforce and CodeScience integration. Connect ActiveCampaign and Salesforce to accelerate business growth with automated one to one experiences that connect across all channels and through the entire customer lifecycle. Sync documents to keep files updated and organized, with the Dropbox and Salesforce integration. This is just the beginning of the ways that integrating Salesforce with your other systems can increase employee productivity, automate data transfer, reduce human error, and make everyone happier. If you have questions about integrating your systems with Salesforce, contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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October 14, 2019in Data, Google, Mulesoft, Salesforce, Salesforce Development Services, Salesforce Slack, Technology, Third Party Apps
Salesforce Contact Key
16Sep

What is the Contact Key in Salesforce?

The contact key in Salesforce, also known as a subscriber key, is a unique identifier for a contact in Marketing Cloud MobilePush. Use this value to associate cross-channel addresses and subscriptions for a single contact. You can use the same key for a contact across multiple channels, such as email, SMS, and push messaging. What are contact keys? An immutable object that stores information about a single contact, such as the contact’s first name, phone numbers, and addresses. What is a Salesforce Subscriber key? A subscriber key is a text field that contains a value that uniquely identifies a subscriber in your Marketing Cloud account. A subscriber key is limited to 254 English characters. Avoid using email addresses as subscriber keys. What is the difference between subscriber key and contact key? This key is used to identify a single person across multiple channels inside of Marketing Cloud. In Email Studio, that key is called the “Subscriber Key”. In other channels, such as Mobile Connect or Mobile Push, that value is called “Contact Key”. What is the difference between contacts and subscribers? A subscriber in SFMC primarily represents an individual’s email communication preferences and is associated with email campaigns, while a contact represents a broader customer profile that includes information beyond email, allowing you to engage with customers across various channels. What is the difference between contact ID and contact key? The Contact Key gives you this ability and consistence. Existence of the contact key gives you the consistence of sending messages thru multiple channels and identify your contacts. Email and Text Message channels in our case. Contact ID is a unique number for your contacts in Salesforce Marketing Cloud. What is a subscriber key in Marketing Cloud? A subscriber is a person who has opted to receive communications from your organization. You can track information about subscribers using profile and preference attributes. Use the subscriber key to identify your subscribers in Marketing Cloud. Create lists or data extensions to store your subscribers. What is the difference between contact and subscriber in Marketing Cloud? Key Differences: Purpose: Contacts store customer data and facilitate segmentation and personalization efforts. Subscribers represent individuals who have subscribed to receive communications from your organization. Primary key is  a column or set of columns that uniquely identifies the record in the table. When a primary key is defined using multiple columns, the data from each column is used to determine whether a record/row is unique. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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September 16, 2019in Data, Salesforce, Salesforce Marketing Cloud

Marketing Cloud Data Extensions Explained

Marketing Cloud Data Extensions: A Comprehensive Guide In Salesforce Marketing Cloud, Data Extensions are a powerful feature that allows marketers to store, manage, and use data for personalized and targeted marketing campaigns. Unlike traditional lists, Data Extensions offer more flexibility, scalability, and advanced capabilities, making them a cornerstone of effective email marketing and customer engagement strategies. Let’s dive into what Data Extensions are, how they work, and why they’re essential for marketers. What Are Data Extensions? Data Extensions are customizable data tables in Salesforce Marketing Cloud that store information about your subscribers, customers, or any other data relevant to your marketing campaigns. They are similar to database tables, where each row represents a record (e.g., a customer) and each column represents a field (e.g., email address, first name, purchase history). Unlike Lists in Marketing Cloud, which are static and limited in functionality, Data Extensions are dynamic, scalable, and support complex data relationships. Key Features of Data Extensions Types of Data Extensions How to Use Data Extensions 1. Creating a Data Extension 2. Populating Data Extensions 3. Using Data Extensions in Campaigns 4. Managing Data Extensions Benefits of Data Extensions Best Practices for Using Data Extensions Data Extensions vs. Lists Feature Data Extensions Lists Structure Customizable fields and data types Fixed fields (Email, Subscriber Key) Scalability Handles large datasets Limited to smaller datasets Dynamic Updates Supports real-time updates Static and manual updates Relationships Supports relationships between tables No relationship support Use Cases Complex, data-driven campaigns Simple, one-off campaigns Conclusion Salesforce Marketing Cloud Data Extensions are a powerful tool for marketers looking to create personalized, data-driven campaigns. By offering flexibility, scalability, and advanced data management capabilities, Data Extensions enable businesses to deliver targeted and impactful marketing messages. Whether you’re running email campaigns, customer journeys, or personalized content, mastering Data Extensions is key to unlocking the full potential of Salesforce Marketing Cloud. Start leveraging Data Extensions today to take your marketing campaigns to the next level! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 26, 2019in Data, Enterprise, Salesforce, Salesforce Marketing Cloud
Action Plans in Partner Communities
03Apr

Action Plans in Partner Communities

Establishing Action Plans in Partner Communities What is a community action plan? A Community Action Plan serves as a vital document for prioritizing community needs, outlining a set of activities, and aiding Local and State governments in understanding community requirements. What is the Salesforce Partner Community? The Salesforce Partner Community is a dedicated portal designed and maintained exclusively for Salesforce partners. It serves as a platform for partners to manage their business activities, gain insights into best practices, and interact with Salesforce employees within a secure environment. Enable action plan features in your partner communities by providing action plan templates and plans. Customize community home and record detail pages while creating and assigning user profiles for partner community users. Action Plans are accessible in partner communities equipped with an External Apps for Financial Services license or a Customer Community Plus for Financial Services license. Create a Community User Profile for Action Plan Users Generate a partner community profile with access to action plan templates and action plan objects. Create a Permission Set for Partner Community Action Plan Users Develop a permission set to grant partner community users access to action plan templates and action plans. Update the Experience Cloud Home Page with Action Plans Showcase action plan template and action plan lists on the partner community home page. Update Community Record Detail Pages with Action Plans Integrate action plan lists into Record Detail pages within communities. What should an action plan include? An action plan consists of seven key steps: setting objectives, assessing objectives, identifying necessary actions, determining evaluation methods, establishing a timeframe, identifying resources, finalizing the plan, and evaluating results. What is the most important component of an action plan? Action plans primarily encompass “what,” “who,” and “when.” They delineate the action steps (“what”) required to achieve goals, designate responsible individuals (“who”), and set projected completion dates (“when”). Crucially, action plans elucidate the “why” behind program goals. Supported Salesforce Objects Action plan templates (and subsequent action plans) can be created for various objects based on Salesforce configuration and available licenses. Target objects for action plan templates include Account, Assets and Liabilities, Business Milestone, Campaign, Card, Contact, Contract, Lead, Opportunity, and Custom Objects. Action Plans are accessible in partner sites with an External Apps for Financial Services license or a Customer Community Plus for Financial Services license for financial services users. To make Action Plans available to partners, create and assign user profiles for partner sites users. Simplify the process by customizing your site home and record detail pages. Action Plan Templates Vs. Action Plans When working with Action Plans, begin by creating action plan templates. Understand the distinction between an action plan template and an action plan: What’s Inside an Action Plan Action Plans and templates may include various items: How Action Plan Templates and Action Plans Work Together In an action plan template, assign tasks to individuals, roles, queues, or the plan creator. When creating an action plan from a template for a specific target record, items are assigned accordingly. Users interact with tasks using standard Salesforce interfaces, recording status information through the Action Plans details view. Target records display related action plans. Content updated October 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 3, 2019in Salesforce, Salesforce Experience Cloud, Salesforce Sales Cloud
Salesforce CRM for AI driven transformation
22Mar

Salesforce Artificial Intelligence

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

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March 22, 2017in Artificial Intelligence, Data, Enterprise, Generative AI, Salesforce, Salesforce Einstein, Technology
cloud computing
05Mar

We Are All Cloud Users

My old company and several others are concerned about security, and feel more secure with being able to walk down the hall and see the servers working away in that air-conditioned closet. But who do you trust more:  your IT guy that looks at your IT security every once in a while or a provider like Google that has a team of engineers constantly monitoring its systems looking for security issues. In fact, Google has some of the best security specialists in the world.

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March 5, 2016in Data, Google, Salesforce

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