OmniStudio Archives - gettectonic.com
08May

Industry-Specific Innovations: Summer ’25 Release Highlights

Transformative Updates Across 20+ Industries Salesforce Summer ’25 delivers 150+ industry-specific enhancements designed to automate workflows, enhance customer experiences, and drive operational efficiency. Here’s what matters for your sector: 🚗 Automotive Cloud Impact: 40% faster loan approvals at leading auto lenders 🏥 Health & Life Sciences Feature Benefit Therapy Stage Orchestrator Handles 5x larger transaction volumes Clinical Site Selection Console 80% faster trial site activation Waitlist Management 30% fewer no-shows with timezone-aware scheduling New in Pharma: AI-powered participant matching for clinical trials 💰 Financial Services Pro Tip: Use new Loan Origination APIs to cut verification time by half 🛒 Consumer Goods Retailer Impact: 15% higher fulfillment accuracy at major CPG firms ⚡ Energy & Utilities Case Study: Utility reduced field service costs by 18% with new vehicle allocation tools **📚 Education Cloud Student Success Suite Adoption Stats: 92% student satisfaction in pilot programs **🌱 Net Zero Cloud CSRD Compliance Toolkit Sustainability Impact: 60% faster ESG reporting at enterprise level **🤝 Nonprofit Cloud Fundraising Revolution Grantmaking Innovation: Auto-generated progress reports from templates Cross-Industry Game Changers Implementation Toolkit ✅ Industry Playbooks: Step-by-step rollout guides✅ Release Readiness Trails: Hands-on training modules✅ Sandbox Enablement: Test new features today “These industry innovations represent our largest vertical-specific release ever,” says Salesforce EVP of Industries. Download Industry Fact Sheets | Book Technical Office Hours Which industry solution will you deploy first? Like Related Posts AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more 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

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May 8, 2025in Data, Enterprise, Salesforce
Public Sector Spring 25 Advances
24Jan

Public Sector Spring 25 Advances

The Salesforce Spring ’25 Release: Transforming Public Sector Operations The Salesforce Spring ’25 release has arrived, bringing transformative updates to public sector workflows, including faster document generation, AI-powered household insights, and smarter grantmaking processes. At Tectonic, we’re passionate about driving digital transformation for our clients. Here’s a deep dive into the key enhancements and how they can elevate your public sector operations. 1. Faster, More Flexible Document Generation OmniStudio Document Generation 2.0 introduces significant improvements in speed and flexibility for public sector workflows. With higher batch limits, support for custom fonts, and a document previewer, teams can generate documents more efficiently and accurately. Whether you’re managing applications, approvals, or citizen communications, this update reduces processing times and enhances overall workflows. This transition also improves performance by moving PDF generation from client-side to server-side, ensuring a seamless upgrade with minimal regression impact. The enhanced functionality makes it easier to handle high-demand periods and large document volumes. Pro Tip: Transition to OmniStudio Document Generation 2.0 before Document Generation 1.0 is retired in July 2025. Use the preview tool to refine templates during peak times. 2. AI-Powered Household Overviews for Caseworkers Salesforce Generative AI introduces a new household overview feature, empowering caseworkers with detailed insights into benefit applicants’ households. This tool streamlines eligibility assessments, enabling faster and more accurate decisions. It even automates energy savings calculations for Clean Energy Programs, aligning citizen support with sustainability goals. By simplifying data collection and decision-making, caseworkers can focus on high-priority cases, ensuring faster and more equitable approvals. Pro Tip: Pair this feature with Energy Cloud insights to enhance decision-making and allocate resources more effectively for citizens in need. 3. Supercharge Grantmaking with Stage Management Stage Management automates key grantmaking tasks, ensuring compliance and improving efficiency. Grant managers can bulk-assign reviews, reducing manual workload and freeing up time for high-priority tasks. This feature provides better control by defining each stage of the grant process, enabling faster and more accurate progress. With automated workflows and robust progress tracking, Stage Management ensures timely execution of grant operations. Pro Tip: Use automated workflows to manage multiple grants simultaneously, ensuring deadlines are met and every stage is completed on time. 4. Empower Employees with Personalized Care Plans Spring ’25 introduces personalized care plans, a game-changer for public sector organizations. These plans allow agencies to create and assign tailored growth and well-being strategies for employees. By setting customizable goals and aligning benefits with individual needs, organizations can foster a supportive work environment that drives employee engagement and retention. This targeted approach enhances morale and supports professional development, making it invaluable for workforce motivation and talent retention. Pro Tip: Use personalized care plans during onboarding to set new hires up for success or integrate them into professional development initiatives for ongoing growth and engagement. 5. Unified Voice Routing for Seamless Citizen Interaction (Beta) Unified Voice Routing consolidates communication channels in Salesforce, streamlining citizen interactions. By routing voice calls based on skills or specific representatives, public sector teams can reduce wait times and deliver more effective service. This feature also introduces a new Reassign button, enabling teams to transfer work between queues, service reps, AI agents, skills, or Omni-Channel flows. Reassigned tasks are automatically routed to the correct destination. Pro Tip: Combine Unified Voice Routing with Amazon Connect to route calls to the most qualified representatives, ensuring quick and effective resolutions. Conclusion The Salesforce Spring ’25 updates are a game-changer for public sector organizations, enabling teams to deliver faster, more efficient, and more impactful services. From AI-powered household insights to smarter grantmaking and seamless communication, these tools empower organizations to better serve their communities. At Tectonic, we’re excited to help you leverage these updates to optimize your operations and make a greater impact in your community. Want to learn more about how these tools can transform your workflows? Contact us today, and let’s explore the possibilities together! Like Related Posts AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more 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

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January 24, 2025in Data, Generative AI, Salesforce
Document Checklist in Salesforce Screen Flow
21Oct

Document Checklist in Salesforce Screen Flow

One effective way to accomplish this is by using the Document Matrix element in Discovery Framework–based OmniScripts. This approach allows you to streamline the assessment process and ensure that the advisor uploads the correct documents.

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October 21, 2024in Data, Salesforce, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Optimization, Salesforce Public Sector Solutions
Salesforce and Sprout Social
11Oct

Salesforce and Sprout Social

Salesforce Spring ’25 Update: Important Changes to CSP Directives & Sprout iframe Starting with Salesforce’s Spring ’25 release, stricter Content Security Policy (CSP) directives will be enforced on Lightning Pages. These new rules are designed to keep your Salesforce environment secure by preventing cross-site scripting and other code injection attacks that can occur from loading externally hosted resources like scripts, fonts, images, audio, video and stylesheets in Salesforce Lightning Web Pages. What This Means for Sprout Social Users This update will block the Sprout Social iframe from loading in the Lightning Web Component used in your Case page layout—unless you make a few easy changes to avoid any disruptions. Here’s what to do: You can check your current settings by going to Setup > Security > Session Settings > Content Security Policy (CSP) Directive Rendering. Look for the option to adopt the updated CSP directives, which will be automatically applied when Spring 25 rolls out. Like Related Posts AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more 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

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October 11, 2024in Hyperforce
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 AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more 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

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September 4, 2024in Salesforce for Nonprofits, Salesforce Nonprofit Cloud
Education Cloud Support Programs
12Jul

Education Cloud Support Programs

Model Support Programs with Education Cloud The Education Cloud Student Success and Mentoring apps empower educational institutions to design, plan, and deliver non-scholastic services that support each learner’s journey. From career counseling to mentoring, these apps provide the tools needed to manage a wide range of support programs effectively. Defining and Managing Support Programs Educational institutions often run various support programs to enhance learners’ experiences, such as a job placement program that offers career counseling, resume workshops, aptitude assessments, mock interviews, and corporate connect events. With the Student Success and Mentoring apps, Education Cloud provides robust program management features that allow institutions to scale these initiatives efficiently. For more information, see Get Started with Program Management. Through these apps, directors and facilitators can model programs and define the associated benefits. When an advisor adds these benefits to a learner’s care plan, the learner is automatically enrolled in the respective programs. Mentoring facilitators can also connect learners with mentors. Available benefit types include: Note: It’s essential to define the unit of measure for each benefit type to avoid errors when creating benefits. For guidance, see Define Units of Measure for Program Management. Creating and Managing Support Programs In the Student Success and Mentoring apps, you can easily create programs, enroll learners, and manage benefits through workflows accessible from the dropdown navigation menu. For a deeper understanding of the program management process, see Program Management Workflow. To create a support program: An advising program might include an advising benefit. When a learner enrolls, they are automatically assigned to an advising benefit, allowing them to schedule an appointment with a success team member. The system updates the benefit disbursement status based on the appointment. Automating Program Enrollment Processes Education Cloud offers integration procedures, flows, and invocable actions to automate program enrollment processes. For example: Note: A program enrollment record can be created regardless of the program’s status. Implement restrictions as needed in your org. Creating Assessments for Program Enrollment To understand learners’ requirements during program enrollment, create assessment questions: Setting Up Advising Programs Create an advising program that runs an assessment when learners enroll from the portal: Learners can schedule appointments with assigned case team members directly through the learner portal, ensuring they receive the support they need. By leveraging Education Cloud’s Student Success and Mentoring apps, institutions can create, manage, and scale support programs that effectively address the unique needs of each learner. Like Related Posts AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more 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

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July 12, 2024in Data, Salesforce, Salesforce Education Cloud
Salesforce Education Cloud
18Jun

Get to Know Salesforce Education Cloud

Introducing the next-generation CRM for education: Education Cloud, your institution’s digital foundation for the future. In an ever-changing digital world of education, Education Cloud’s configurable and secure platform equips your institution to stay ahead, ready to meet the challenges of tomorrow. Let’s get to know Salesforce Education Cloud. Harnessing the full power of Salesforce, Education Cloud integrates insights across recruitment, admissions, and student success, providing a unified view of every learner’s complete and varied journey. With a single source of truth, your institution can create personalized experiences that foster lifelong learning — from prospective students to engaged alumni. With Salesforce at the heart of your institution’s IT solution, tasks are streamlined, scalable, and foster collaboration across departments. Education Cloud empowers your institution with cutting-edge technologies, including: Join the Trailblazer Community to connect with user groups, share best practices, and get support as you explore Education Cloud. Log in with your Salesforce credentials and engage with the Education Hub and Education Release Readiness groups. Get to Know Salesforce Education Cloud Education Cloud offers a learner-first, organization-wide platform that enhances stakeholder engagement and collaboration. Dive into what Education Cloud provides, experience it firsthand with a trial org, and discover recommended setups to prepare for your implementation. Explore What’s Included with Education Cloud Education Cloud provides an education-centric data model within Salesforce, enabling you to build applications that support the entire learning experience and meet user needs. Recruitment and Admissions Education Cloud modernizes recruitment and admissions by providing an online portal and powerful collaboration tools. Today’s prospective students expect a connected, online experience, and Education Cloud ensures your institution is ready to meet those expectations. The heart of this process is an online portal where learners can: The portal collects essential information, which is seamlessly integrated into Salesforce. To manage the complexities of recruitment and admissions, use the Recruiting and Admissions Consoles, which offer: Academic Operations Centralize and manage your institution’s academic offerings with Education Cloud’s Academic Operations. This feature allows staff to: The data you manage here becomes the foundation for tools in Recruitment & Admissions and Student Success apps, ensuring a seamless flow of information across your institution. Student Success Education Cloud equips your institution with powerful tools to support learner success, from career counseling to large-scale orientation programs. Use it to: Example: Empowering Success At Valley School District, counselor Devi Gill uses Education Cloud’s Student Success app to manage remote learning challenges, like coordinating book deliveries and assisting seniors with college applications. At Callaras University, academic advisor Adrian Morges utilizes the same app to help students like Stephanie and Stuart navigate their educational paths. Mentoring Programs Mentoring is vital for student success, providing academic guidance, career development, and personal support. Education Cloud helps you manage mentoring programs by allowing you to: Alumni Relations Sustained alumni engagement is essential for institutional growth. Education Cloud offers tools to manage alumni relationships effectively, providing a 360-degree view of each alumnus. Use it to: Developer Resources for Education Cloud Access developer resources like entity relationship diagrams (ERD), object references, and apex references to customize and extend Education Cloud to meet your institution’s needs. Explore these features and more with Education Cloud to elevate your institution’s ability to deliver personalized, scalable, and impactful educational experiences. Like Related Posts AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more 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

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June 18, 2024in Salesforce Education Cloud
Salesforce Summer 24 OmniStudio Release
13Jun

Salesforce Summer 24 OmniStudio Release

OmniStudio In Summer ’24, OmniStudio (when the Managed Package Runtime setting is disabled) supports features from OmniStudio for Vlocity, including filling address fields in omniscripts with Google Map data, using Salesforce private connect for HTTP actions in integration procedures, and choosing whether to merge entries within a list in an integration procedure list action. Salesforce Summer 24 OmniStudio Release. Also, DataRaptor is now Omnistudio Data Mapper. For Winter ’25 upgrades, disable New Order Save Behavior. To prepare for future releases, remove organization and profile standard objects from data mappers, remove OmniStudio components with unlocked packages, and check the impact of the date change in the ADDDAY function return. Salesforce Summer 24 OmniStudio Release Like1 Related Posts AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more 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

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June 13, 2024in Salesforce
Constituent Service Toolkit in Public Sector Solutions
10Apr

Constituent Service Toolkit in Public Sector Solutions

Explore the array of tools and components tailored for caseworkers, case managers, and other professionals to comprehend constituents’ needs and deliver exceptional customer service. Constituent Service Toolkit in Public Sector Solutions Public Sector Solutions offers a comprehensive suite of components, tools, and features designed to enhance the efficiency of caseworkers and other staff in addressing constituents’ concerns and issues. These tools provide valuable context for interactions with constituents and streamline actionable tasks, offering flexibility for customization to address diverse scenarios. Constituent Service Toolkit in Public Sector Solutions Whether handling inquiries about business license applications, social service benefits, or managing complaints and child welfare concerns, these tools empower users to efficiently navigate and resolve constituent service issues. Public Sector Solutions goes a step further by presenting a curated selection of these tools on a dedicated Lightning record page, facilitating a seamless start for users in utilizing these resources. Customize the page according to your agency’s specific needs, with limitless possibilities. Constituent Service Toolkit: Elevate customer service for constituents by providing tools that enhance the efficiency and effectiveness of caseworkers, case managers, and other users. Complete Common Service Tasks in Context with Action Launcher: Empower intake agents, caseworkers, and other users to access common service tasks through the Action Launcher Lightning web component. This tool allows users to perform tasks such as identity verification, referral intake, email communication, or call logging with a simple menu selection. Tailor the Action Launcher to meet specific needs and integrate it into frequently accessed record detail pages for quick and context-aware responses to constituent concerns. Protect Constituent Privacy and Reduce Fraud with Identity Verification and Audit Trail: Prioritize constituent privacy by implementing a flow to verify their identity before sharing sensitive information. Agents and service representatives can initiate this flow during phone calls, through messaging channels, or in person. Utilize the Audit Trail to monitor engagement interactions, analyze patterns, and detect potential fraud associated with identity verification. Receive Alerts on Records That Need Action: Stay informed about account and application records requiring attention with the Record Alerts component. Caseworkers, application reviewers, and other users receive notifications about person accounts, business accounts, or individual application records that demand action. The component organizes alerts by categories like type, priority, and severity, allowing users to dismiss or snooze alerts as needed. Deliver Service to Constituents from a Dedicated Account Lightning Record Page: Enhance caseworkers’ efficiency by providing relevant information and service tools through a dedicated Lightning record page for accounts. Key details about constituents are showcased through the Account card and Timeline component. The Action Launcher and Alerts components enable users to initiate common service actions and address pending record alerts. The Interaction Summary tab allows users to document notes from conversations and engagements with constituents. Create Start-to-Finish Automation to Address Service Requests from Constituents with Service Process Studio: Leverage Service Process Studio to design automated processes that efficiently respond to service requests from constituents, from intake to resolution. Utilize data attributes, OmniScript forms, Apex classes, and record-triggered flows to create automation for processing service requests, including tasks like updating a constituent’s address. Integration definitions enable seamless connectivity between service processes and external systems. Like1 Related Posts AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more 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

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April 10, 2024in Public Sector Solutions, Salesforce Implementation Services
Salesforce Education Cloud Explained
18Aug

Salesforce Education Cloud Explained

It’s back to school time. And there is no better time to discuss Salesforce Education Cloud! Powering the Learner Lifecycle with Pre-Built Apps Boost productivity with ready-to-use, customizable apps tailored for every stage of the learner journey. Instant Analytics and Intelligence Gain real-time insights to deliver personalized support for prospects, students, and alumni, right at your fingertips. Learner-Centric Data Foundation Accelerate your start with education-specific objects, logic, and automation built on the world’s leading CRM platform. Core Capabilities for Your Entire Institution Enhance the impact of faculty and staff with versatile features like scheduling and case management, adaptable across any department. Education Cloud: The AI-Driven CRM for Education Transform the educational experience with the #1 AI-powered CRM designed for learner and institutional success. Discover the key features of Education Cloud, which accelerates time to value for institutions of all sizes, making it easier to create personalized experiences for every lifelong learner. The Impact of Education Cloud Source: Forrester Total Economic Impact Report How Education Cloud Works Education Cloud offers comprehensive tools for various institutional needs, from managing households and relationships to scheduling appointments and supporting academic operations. Core Capabilities of Education Cloud Education Cloud is designed with flexibility to meet the evolving needs of your institution. Built on a learner-centric data foundation, it scales with your growth and provides each department with essential capabilities to maximize impact across the entire institution. Featured Capabilities Like Related Posts AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more 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

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August 18, 2023in Salesforce Education Cloud
Why Do We Use OmniStudio in Salesforce
13Aug

Why Do We Use OmniStudio in Salesforce?

OmniStudio in Salesforce offers significant advantages over traditional custom code and Lightning Web Components (LWC), providing a low-code development platform that accelerates application development, simplifies maintenance, and reduces costs. Why Do We Use OmniStudio in Salesforce? OmniStudio enables Salesforce organizations to achieve the following: Moreover, OmniStudio facilitates integration with enterprise data and external applications, simplifying the incorporation of diverse data sources into Salesforce environments. OmniStudio Action in Salesforce refers to its capability to rapidly develop and deploy digital-first experiences tailored to specific industries and channels. It enhances Salesforce’s ecosystem by extending functionality through its suite of tools. Differences Between OmniStudio and Vlocity: OmniStudio is developed by Salesforce and serves as an integrated low-code development environment within Salesforce’s platform. In contrast, Vlocity was a separate company offering industry-specific cloud and mobile software solutions built on the Salesforce platform before its acquisition by Salesforce. Vlocity solutions were deeply integrated but maintained a distinct focus on specific industry needs. Differences Between LWC and OmniStudio: While LWC involves traditional coding for building applications, providing flexibility and control over customization, OmniStudio operates within a visual development environment that emphasizes rapid application development without extensive coding. OmniStudio thus prioritizes speed and ease of use over the granular control offered by LWC. Disadvantages of OmniStudio: While OmniStudio simplifies development and maintenance, organizations must carefully manage project architecture and component naming conventions to avoid complexity and ensure project clarity. Additionally, older component versions may become obsolete if not managed properly within Salesforce’s development lifecycle tools. In summary, OmniStudio in Salesforce represents a robust toolset for organizations seeking agile application development and enhanced digital experiences without the overhead of extensive custom coding. Like Related Posts AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more 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

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August 13, 2023in Salesforce Optimization
License and Permitting Management for Businesses
30Jun

Streamlining Public Sector Licensing, Permitting, and Inspections with Salesforce

Salesforce Public Sector Solutions enhances the efficiency of licensing, permitting, and inspection processes. From online application submission to automated review and approval, the platform streamlines every step, ensuring a seamless experience for both government agencies and constituents. At the core of these processes are two key application types, represented as objects: Constituent Accounts and Business Representation Each applicant is represented by an Account object: Business accounts store essential details such as company name, URL, addresses, number of employees, industry, and more. They are closely linked to: Together, these objects provide a comprehensive view of the business and its stakeholders. Application Submission and Processing Constituents apply for licenses and permits through an Experience Cloud portal. The application process is built using OmniStudio, which facilitates guided, interactive user experiences. Regulatory Authorities and Compliance Licensing and permitting are governed by regulatory authorities, each with specific requirements. These entities and their rules are structured within Public Sector Solutions using various objects: Example:The Board of Barbering and Cosmetology (Regulatory Authority) grants: Inspections, Violations, and Fees Government agencies inspect businesses and residences to ensure compliance. The inspection process involves: Junction objects facilitate many-to-many relationships, ensuring regulatory codes, violations, and assessment indicators are interconnected. Managing Multiple Licenses and Dependencies Many businesses require multiple permits, often issued in a specific sequence. The Business Regulatory Authorization Type Dependency object manages these dependencies, allowing agencies to enforce structured licensing processes. For example, a restaurant may require: The Experience Cloud portal displays these dependencies, enabling businesses to understand and complete the necessary steps efficiently. Streamlined Inspections with Action Plans Public Sector Solutions enhances inspector efficiency with Action Plans, which outline predefined tasks for each inspection. Handling Public Complaints Public complaints against businesses are managed within the Public Complaint object. Complaints trigger regulatory investigations involving: By integrating these elements, Public Sector Solutions ensures that licensing, permitting, and regulatory compliance processes are efficient, transparent, and easily managed. Like Related Posts AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more 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

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June 30, 2023in Data, Public Sector Solutions, Salesforce, Salesforce Public Sector Solutions
Crucial Role of Data and Integration in AI at Dreamforce
10Jun

Salesforce Data Integration

Salesforce Data Integration: A Comprehensive Guide Introduction Salesforce offers numerous tools to access, synchronize, and share data with external systems. However, selecting the right tool for your project is critical. This guide explores Salesforce’s data integration landscape, providing recommendations based on specific use cases—along with guidance on which tools to avoid. Scope of This Guide This decision guide focuses on data-level integrations involving Salesforce, covering: While these are just a subset of integration challenges faced by Salesforce Architects, future guides will address: Note: Many tools discussed here can also solve enterprise-wide integration challenges, but those use cases are beyond this guide’s scope. Key Takeaways Common Considerations for Choosing Data Integration Tools Before selecting a tool, evaluate these key factors: Area to Consider Key Questions Existing Tools & Landscape Is an ESB/ETL solution already in place? Are there compliance requirements? Are systems cloud or on-premise? Data Flow Does data need to move synchronously, asynchronously, or in batches? Should data be replicated? Which system is the source of truth? Implementation What’s the effort for non-Salesforce systems? Which teams will deliver integrations? What tools do they prefer? Maintainability Who will maintain the integration? What skills do they have (or need)? What’s the total cost of ownership? Data Volume Is it a large data volume (LDV) scenario? How frequent are bulk changes? What’s the impact of singleton updates? Limits Are complex transformations needed? Will data be combined from multiple sources? How often will integrations run per user? Overview of Data Integration Tools Tool Salesforce → External External → Salesforce Execution License Required? Apex Actions ✅ Yes ✅ Yes Server-side ❌ No Change Data Capture ✅ Yes ❌ No Server-side ❌ No* Custom Apex (REST/SOAP) ✅ Yes ✅ Yes Server-side ❌ No External Services ✅ Yes ❌ No Server-side ❌ No Generic Events (Legacy) ✅ Yes ❌ No Server-side ❌ No** Heroku Connect ✅ Yes ✅ Yes Server-side ✅ Yes MuleSoft Anypoint ✅ Yes ✅ Yes Server-side ✅ Yes MuleSoft Composer ✅ Yes ✅ Yes Server-side ✅ Yes Native Salesforce APIs ❌ No ✅ Yes Server-side ❌ No OmniScript ✅ Yes ✅ Yes Client-side**** ✅ Yes OmniStudio Integration ✅ Yes ✅ Yes Server-side ✅ Yes Outbound Messaging ⚠️ Not Ideal ❌ No Server-side ❌ No Platform Events ✅ Yes ✅ Yes Server-side ❌ No*** PushTopic (Legacy) ⚠️ Not Ideal ❌ No Server-side ❌ No** Salesforce Connect ✅ Yes ✅ Yes Server-side ✅ Yes ✅ = Recommended | ⚠️ = Possible but consider alternatives | ❌ = Not supported Notes: Other Tools (Not Primary Integration Solutions) While these tools support aspects of data movement, they should not be the foundation of an integration strategy: Final Recommendations By aligning the right tool with your use case, you can optimize performance, reduce technical debt, and ensure scalable integrations. Content updated April 2025. Like Related Posts AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more 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

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June 10, 2022in Data, Enterprise, Mulesoft, Salesforce, Salesforce Flow
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