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Cloud Based Managed Services

Cloud Based Managed Services

At Tectonic, our aim is to enable you to concentrate on your business operations while we handle the intricacies of technology. Our team oversees all technology assets and evaluates your IT systems to ensure your employees have the necessary equipment to support their work. We work diligently in the background to maintain the seamless functioning of your business, encompassing tasks such as consistent backups, 24/7 server monitoring, event logging, and more. Cloud Based Managed Services. Managed Cloud Cloud managed services, or managed cloud, refer to applications, services, or ecosystems in the cloud managed by a third-party organization. These services include IT tasks like engineering on demand, operations management, 24/7 help desk support, hosting, and implementation. Cloud-based service involves the organized administration of cloud computing products and services. It encompasses processes, strategies, policies, and technology used to control and maintain public and private clouds, hybrid clouds, or multicloud environments. Cloud infrastructure managed services involve companies like Microsoft, AWS, HubSpot, IBM, and Google Cloud. This allows businesses to receive personalized tech support from specialists in specific software providers. Examples of cloud-based services include file storage and backup, web-based email, and project management tools. SaaS cloud service providers include Dropbox, G Suite, Microsoft Office 365, and Slack. While cloud service providers are cost-effective, they lack the robustness of fully managed IT services. With Tectonic, managed cloud services provide scalable solutions, offering benefits like consistent backups, disaster recovery, and flexibility to adapt to changing business requirements without downtime. Managed services differ from SaaS as they go beyond software provision, often handling networking and hardware requirements. Managed cloud services offer hybrid IT and cloud administration, with providers offering unique values in areas like migration, optimization, security, and configuration. Advantages of Managed Cloud Service Providers (MCSPs) include resource optimization, cloud service integration, and predictable spending. However, potential drawbacks include high costs, optimization impacting performance, and security risks due to multi-tenancy. Amid the global COVID-19 pandemic, cloud adoption has surged, with companies embracing remote work models. Businesses increasingly partner with cloud managed service providers to optimize IT infrastructure, address regulatory compliance, and ensure security in the cloud environment. Local servers, physically located on-premises or in private data centers, are not considered cloud services. They host applications, websites, or services within a specific organization’s infrastructure. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Content Management System

Salesforce Content Management System

Salesforce CMS: A Comprehensive Overview Salesforce Content Management System empowers organizations to build sites, portals, and forums effortlessly through a user-friendly, declarative builder, offered at a subscription rate of $10,000 per org/month. Users leverage its capabilities to publish and manage various content types such as blogs and banners across multiple channels like emails, websites, mobile apps, and portals. Key Features of Salesforce CMS Benefits of Salesforce CMS Salesforce CMS functions as a hybrid content management system, facilitating seamless content creation and delivery for teams of all skill levels. It integrates deeply with customer data, enabling personalized and efficient content distribution. Real-World Application Andy Jones from NOW, a streaming service by Sky in the U.K., praises Salesforce CMS for accelerating content creation. According to Jones, content creators transition swiftly from novice to mastery without relying on IT or design teams, resulting in visually appealing content. Integration of CRM with CMS enhances customer experiences significantly. Features and Flexibility Tools for Building Experiences Delivering Content to Third-Party Platforms Utilize Salesforce headless APIs to seamlessly deliver content to third-party sites, experiences, or mobile apps. Personalization and Customer-Centric Content Salesforce CMS enhances content personalization by leveraging customer data, enabling teams to craft content that effectively addresses customer pain points, needs, questions, and desires. Turning Data into Content Transform CRM records into visually compelling content such as banners, tile menus, or engaging promotional CTAs, empowering every team member to contribute to enhanced customer experiences. Salesforce CMS stands as a robust, adaptable, and user-friendly solution for organizations aiming to deliver personalized, data-driven content across all customer touchpoints. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Slack

Swarming with Slack

Enhance case resolution and field service efficiency by promoting instant collaboration through Salesforce Slack “swarming”. Facilitate quick access to the right experts using Expert Finder, initiating a swarm channel directly from a case or incident. The seamless integration ensures that agents can participate in a Slack swarm without leaving the console, maintaining access to crucial Salesforce CRM data. Your service team comprises individuals working to resolve customer issues. Using a swarm from a Slack channel to engage the appropriate experts and document activities in Salesforce. To start a swarm using the Service Cloud for Slack app, go to the About tab and select the Start command for /service-swarm-start. Alternatively, invoke a swarm from the Attachments and shortcuts search or with the slash command. Press the return key to activate the command. Choose your preferred swarming method and select Next. Swarm in a New Channel: Create a swarm in a new Slack channel directly from Slack. Enter swarm information in the prompted window fields and click Create. Visit the new swarm channel to collaborate with other agents. To update the record in Salesforce, click Finish Swarming or use the slash command /service-swarm-close. Select members to add to the swarm, view the record, or finish swarming. Note that swarm member records are generated when new members join the swarming Slack channel. To reopen a swarm, click Reopen Swarm. Swarm in an Existing Channel: Create a swarm in an existing Slack channel. Enter swarm details in the prompted window fields and click Create. The Service Cloud for Slack app sends a pinned notification to the selected channel, announcing the new swarm request. Use buttons on the request to view information or close the swarm when the issue is resolved. Select members, view the record, or finish swarming. When complete, the swarm is marked Closed, and the case is linked in the first unpinned post. Only open swarms remain pinned for easy access in channels with multiple swarms. In response to recent challenges, a series featuring insights from customer service leaders and experts explores industry trends and tactics for success. The first post includes discussions with Jim Roth, EVP of Customer Support at Salesforce, and Kevin Albers, VP of Customer Experience at Slack, addressing digital solutions, agent burnout, and collaborative swarming models. In a digital-first world, customer expectations have risen. Companies are adapting with tools like live agent chat and digital support. Jim Roth emphasizes the need to meet customers where they are, leveraging digital innovations to enhance customer experiences. Growing expectations have increased call volume and case complexity, leading to agent burnout. Kevin Albers suggests addressing this with proper tooling, reducing cognitive overload, and empowering agents to be part of the solution through experimentation. Transitioning to a Swarming Model Transitioning from a tiered model to a swarming model, where a single agent owns a case from start to finish, has shown impressive results. Jim Roth highlights the benefits of a tierless model, including reduced wait times, retained context, and increased agent satisfaction. The swarming model benefits agents by providing rewarding challenges, training opportunities, and expanded experiences. Kevin Albers emphasizes that empowering agents leads to higher engagement and better solutions. Successful Swarming with Slack Tips for successful swarming in Slack include creating workflows, utilizing emoji reactions for status updates, and leveraging Slack’s public API for advanced analysis. The aim is to deliver an easy and expert experience to customers through faster resolution and collective wisdom. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Slack

What is Slack?

Chances are a co-worker has at least once offered to “Slack” you something—whether it’s a file, a work order, or a phone number. The first time I heard this phrase, I was concerned about potential physical harm, only to learn that “Slack” refers to a messaging application for businesses and much more.  This insight takes a deep dive into Salesforce’s collaborative tool. Slack is a messaging app for businesses that connects people to the information they need.  Many companies utilize Slack from Salesforce as a centralized hub for various purposes. From project collaboration to casual “water cooler” conversations. This is especially vital for remote teams spread across different locations and time zones. At Tectonic, we’ve integrated Slack channels for accounts and Salesforce tools. For projects, events, webinars, and training, fostering seamless communication. Slack is becoming increasingly popular for its compatibility with Salesforce and numerous applications, across diverse workplaces. As opposed to text messaging or emails, Slack is an efficient messaging app making it easier to communicate and organize conversations. To understand Slack, it’s helpful to distinguish between its two primary communication forms. Channels and direct messages (DMs). Slack channels are tailored by users to bring the right people together. By facilitating the sharing of information, files, thoughts, and project details. In contrast, direct messages are private, one-off conversations ideal for topics outside specific channels. Conversations within the channels are transparent and accessible to everyone, except for private channels, marked with a lock symbol. Direct messages, on the other hand, are suited for smaller, individual conversations. Starting a new conversation in the platform is as simple as clicking the compose button and drafting a message. It can be for a specific channel or individual. Mentioning a team member using @team-members-name ensures that they see your message and are notified when it is posted. Emojis Slack’s wide variety of emoji reactions add a fun element, with commonly used emojis like eyes or check marks indicating engagement or task completion. Custom emojis can be created for personalized use or to trigger automated workflows within your Salesforce project.  The eyes emoji, for example, typically means the message reader is taking at a look at whatever was referenced in the post.   Slack customization is a key aspect of its effectiveness. Updating your profile, integrating with your calendar for availability status, and setting relevant notifications. Utilizing shortcuts, apps, and integrations can enhance collaboration efficiency. Tectonic conducts a comprehensive discovery of your organization’s processes to recommend tailored ways this tool can boost your overall efficiency. Sharing files is easy, with seamless integration with popular file storage tools like Dropbox and Google Drive. Slack’s scheduling feature allows you to compose messages and schedule delivery at more appropriate times, making it a valuable organizational time management tool. Users can set their in and out of office times. Thus silencing notifications outside working hours. Slack also has a mobile app so users can stay connected from anywhere. Chat-based Collaboration Comparisons This chat-based collaboration tool that emphasizes communication. Whereas Microsoft Teams is a comprehensive collaboration suite that offers chat, video conference, and integrated document management.  Teams is a part of the Microsoft ecosystem, while Slack is a standalone tool from Salesforce with robust third party integrations. The primary difference between Google Chat and Slack includes search and customization options and the amount of storage offered. Slack offers more customization options, Google Chat offers unlimited storage in Business and Enterprise plans. Slack differs from Skype in that it takes communication to the level of collaboration by bringing together teams, tools, and workflows in a single platform. The sweet spot for Slack seems to be in companies with 20-50 employees. Many businesses are moving away from email and into channels, Away from legacy suites and onto customizable platforms that can connect more easily.  In 2019 the platform broke the 12 million user daily activity level and continues to grow by about 37% every year. Cross-channel Integrations Slack offers thousands of cross-channel integrations with other apps, not just email and Salesforce. This collaborative tool was developed by Slack Technologies, owned by Salesforce. It offers freemium and paid subscription services, and offers text messaging, file and media sharing, voice and video calls, and group chat for team collaboration. Slack has the capacity to support an unlimited number of users per organization, channels per workspace, and over 100,000 users on a channel. All content in the channels is searchable. Thereby making it an easy repository for conversations which ultimately contain a lot of information users want to reference back to.  Slack also offers bookmarking of content, pinning of content and other assorted features for information organization. Default Slack settings encrypt data at rest and data in transit. Data is further protected with tools like Slack Enterprise Key Management, audit logs, and integrations with top data loss prevention providers. Slack received its official name in 2012 from Stewart Butterfield. He replaced the product codename of linefeed with the communication tool which he said was derived from Searchable Log of All Conversation and Knowledge. If you’re curious about how Slack can enhance your Salesforce experience, reach out to Tectonic for a free quote or demo 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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Salesforce Service Cloud

Improved Agent Efficiency With Salesforce Service Cloud Customization

Are your service representatives finding the Lightning Service Console too cluttered? Salesforce Service Cloud customization to the rescue! Whether you’re planning to optimize your Service Cloud or seeking quick enhancements for your service team, there’s a plethora of features and tips available to boost the efficiency of your Service Cloud. If you haven’t implemented a console app for your customer service teams yet, you’re overlooking valuable time-saving functionalities. Console features differ slightly between Lightning and Classic. This guide focuses on the Service Cloud Lightning Console – for Classic feature details, refer to Salesforce Help or contact Tectonic. Split View with Salesforce Service Cloud Customization: Console Navigation: Workspace Tabs and Subtabs: Utility Bar Features: Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Integration

Salesforce Integrations Explained

Introducing Salesforce Integration – Fundamental Concepts Before diving deep into more the complex aspects, let’s explore the basics of Salesforce Integrations, encompassing three key areas: integration types, integration capabilities, and integration patterns. When we talk about integration, it means to create a connection between a specific Salesforce instance and another database, third party product, or system. The connection can be inbound, outbound, or bi-directional, and you may be connecting to another database, another Salesforce instance, or another cloud-based data source. What is Integration? Salesforce Integration involves bringing together two or more systems to streamline distinct processes, enabling the efficient management of information across various business processes that span multiple systems.  Salesforce Integration is a process of connecting two or more applications. This provides both a sharing of data between systems and end user improved efficiency. Enterprise systems use many applications, many or most of which are not designed to work with one another out of the box. How many integrations does Salesforce have? Salesforce has over 3,000 integrations available on its AppExchange marketplace alone. Apart from those, you can use: low-code and no-code integrations like Coupler.io or Zapier for data automation. Why is Integration Important with Salesforce? In our digital era, enhancing efficiency and customer experience is crucial for competitiveness and user adoption. Integration ensures that systems work seamlessly together by fostering a scalable and faster collaborative environment. How do you make Salesforce even better? Integrate it with the 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. What is an API? API, or Application Programming Interface, facilitates communication between two applications. It enables the smooth exchange of data, ensuring processes occur without interruptions. Different API types will be covered in the ‘Salesforce Integration Capabilities’ section. Types of Salesforce Integration Architectures Three integration architectures come with both their benefits and drawbacks: Salesforce Integration Capabilities Consider the following aspects for efficient Salesforce integration: Understanding integration involves recognizing its fundamental concepts, including types, architectures, and capabilities.  Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce and Calendly

Calendly and Salesforce Integration

The Salesforce integration helps you close deals faster than the competition by scheduling high-value leads on the spot. Calendly Routing works with your marketing forms and Salesforce records to qualify, route, and schedule meetings. Integration with Calendly provides extra power to your CRM. Salesforce and Calendly can be integrated using Zapier, Boomi, or other integration tools. When scheduling meetings with new prospects when using Calendly, right inside Salesforce create a new lead, contact or opportunity.  Or update an existing Salesforce record. Your reps will love using the Calendly integration to get back more selling time, and management will love that Salesforce data is always accurate without having to chase down their reps for updates. Instantly schedule leads that come in via marketing forms based on real time Salesforce assignment status, filtering by deal stage, territory, or other fields in Salesforce as needed. To map Calendly data to fields in Salesforce objects What is the purpose of Calendly Scheduling Integration? Calendly is a virtual availability and booking app used to schedule meetings, appointments, and events for individuals and organizations. Calendly takes the work out of updating Salesforce so you can sell more. With this powerful integration you get to marry your Salesforce calendar and tasks with your actual availability providing easier scheduling for your prospects and customers. For teams on Calendly’s Enterprise plan, keep data more manageable in Salesforce by syncing Calendly data for specific groups only, like your Sales group. All other meeting and user information stays in Calendly so you don’t have to worry about non-revenue team data in the CRM. Schedule meetings for your team without leaving your CRM using Calendly, and view your upcoming and past meetings from your activities. 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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Configuring Revenue Management

Configuring Revenue Management

Configuring Revenue Management for Automated Population of Recognition Templates and GLAs Revenue Management can be set up to automatically populate the recognition template and GLAs on your source records based on their revenue recognition treatment. How It Works Revenue Management assigns the correct recognition template to a source record by following these steps: Setting Up the Flow To use this functionality, you must build a Salesforce flow that triggers an Apex action. Follow these steps to create a flow for each source object: Below is an outline for creating a flow for the Order Product (OrderItem) source object: Creating the Flow for Order Product (OrderItem) The flow will trigger when you save or update an order product that meets the conditions for inclusion in recognition processes. Repeat for Other Source Objects Repeat the above procedure to create flows for each of the remaining source objects: Invoice Line, Credit Note Line, and Usage Summary (if used). Ready? By following these steps, you can efficiently configure Revenue Management to automate the population of recognition templates and GLAs, streamlining your revenue recognition processes. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Field Service

Salesforce Field Service Explained

As an expansion of Service Cloud, Salesforce Field Service offers an all-encompassing perspective on workforce management. In straightforward terms, when a customer requests a new cable service, the cable installer will be on-site. The coordination of their current location, destination, and the quantity of cable in their vehicle is seamlessly handled through Field Service Lightning. Key features encompass appointment scheduling, dispatching technology, territory management, and a mobile app designed to assist field service technicians. Power the future of field service with the #1 AI platform for field service. Enhance customer engagement with real-time personalization, optimize field teams with our best in class scheduling engine and access to offline data, and improve field visits with the help of trusted AI built on the Einstein 1 Platform. Salesforce Field Service provides optimal access to and for field service agents. Prework Brief Accelerate service delivery, enhance customer satisfaction, and boost overall efficiency by giving your mobile workers vital customer data, asset history, and service records prior to each job. With summarized insights that include equipment maintenance and past customer interactions, prework briefs help mobile workers prioritize onsite tasks and grasp the broader context for meeting contract terms. Onsite Knowledge Search Field challenges can be daunting when you’re on your own. That’s why our Field Service mobile app gives contractors and employees with the power to search both internal and external knowledge bases instantly. Powered by AI summarization, users get the precise information necessary to improve first-time fix rates — boosting confidence and credibility in real-time. Post-Work Summary Say goodbye to time-consuming and error-prone service reports at the end of each job. Our intelligent summary generation feature ensures accurate and comprehensive reports while also reducing visit duration. Boost customer satisfaction significantly with Service Reports enriched with real-time customer and asset data, updates from mobile workers, and job images. Field Service Mobile App Our field service mobile app — available on Android and iOS — is the ultimate all-in-one tool tailored for the demands of today’s mobile workforce. Designed as an offline-first application, it enables your front line to work and seamlessly save changes even without Wi-Fi. Plus, the app offers extensive customization options, so it aligns perfectly with your unique business requirements. Mobile App Extensibility Empower your mobile app users with offline-capable experiences through Lightning Web Components (LWCs). Use standard components to build a tailored interface that aligns perfectly with your company’s requirements. Unleash your creativity by designing custom components that boost productivity and bring your innovative ideas to life for your workforce. Slack for Field Service Empower your mobile workforce with seamless connectivity and timely assistance whenever they need it. Swiftly mobilize for service appointments and tap into the expertise of colleagues throughout your organization. Our user-friendly interface ensures intuitive and accessible collaboration — keeping your team connected and responsive. Dispatch Management Boost your dispatchers’ productivity with our Dispatch Console. Easily create and update resource absences directly in the console. Efficiently organize candidates by availability and skill to identify the ideal candidates for each appointment. Experience an enhanced user interface that maximizes the potential of your Gantt chart for improved scheduling efficiency. Scheduling and Optimization Elevate your field service operations with our best-in-class scheduling and optimization engine. Built on the Hyperforce platform, Enhanced Scheduling and Optimization automates scheduling while aligning with priorities and constraints. It ensures efficient resource allocation, minimizes travel time, and complies with service-level agreements. Forecasting and Planning with Salesforce Field Service Use real-time data to quickly assess the impact of global or in-day optimization on travel time and resource utilization. When refining your scheduling policy, get an instant view of optimization results and KPI changes. Asset Service Management Shift from reactive to proactive service with real-time asset tracking. Monitor service outcomes and create preventive maintenance plans based on asset use, condition, and specific criteria. For example, you can schedule service if an asset’s temperature exceeds a set threshold — ensuring smooth operations and preventing downtime. Work Order Management Simplify the entire work order management process to seamlessly create, assign, execute, and debrief work orders. Empower your team to stay agile, improve customer satisfaction, and drive growth by eliminating manual paperwork and digitizing the entire work order lifecycle. Content updated February 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Advanced Reporting

Salesforce Advanced Reporting

Data Is EverywhereIt’s no exaggeration to say that data is omnipresent. With 2.5 quintillion bytes of digital data generated every day, it’s clear that the modern world runs on information. For businesses, this data surge presents immense opportunities. By capturing, organizing, analyzing, and interpreting it effectively, organizations have enhanced their processes and targeted their marketing efforts with precision. Tools That Communicate InsightsHowever, finding data is only the first step. Even actionable insights must be presented clearly to decision-makers, or they risk being overlooked. A staggering 48% of employees report struggling with data that is not optimized for their needs. This issue spans industries, highlighting the critical role that reporting tools play in business success. Effective tools rely on data visualization to make complex information easy to comprehend. Visual displays allow for faster digestion of data, turning raw information into actionable insights. Modern dashboards and visualization software combine reporting and clarity, ensuring accessibility for all users, regardless of technical expertise. Ease of Use Is CriticalThe best data reporting tools aren’t just powerful—they’re user-friendly. Tools that are overly complex risk becoming ongoing IT projects, diminishing their value to leaders and decision-makers. An intuitive interface, coupled with automation and compatibility across all devices, minimizes reliance on IT support. Real-time reporting is one of the most valuable features advanced tools offer. In today’s fast-paced world, outdated information—even by a few days—can lead to costly mistakes. Real-time data ensures decisions are based on the most current insights, while intuitive tools empower users to access these insights independently. One Tool, Unlimited CompatibilityThe rise of mobile work environments means employees increasingly rely on their personal devices for business tasks. High-performing teams are 3.5 times more likely to use mobile reporting tools to analyze data on the go. Cloud-based, platform-agnostic reporting tools ensure no user is ever limited by their location or device. Additionally, customizable and scalable tools provide businesses the flexibility to adapt as they grow, delivering a seamless reporting experience tailored to their unique needs. By researching available tools, leveraging online reviews, and utilizing free trials, businesses can find reporting solutions that align with their goals. Turning Data Into ActionData is only as valuable as its application. The right reporting tools provide organizations with reliable insights, empowering informed decision-making. As businesses increasingly recognize the power of data, investing in the right tools can drive efficiency, productivity, and smarter strategies. Advanced Reporting in Salesforce Salesforce reporting is one of its most powerful features, enabling users to gain insights into their data while allowing admins to demonstrate Salesforce’s impact on productivity. With the Lightning Report Builder, a drag-and-drop interface, admins can quickly create reports that meet complex requirements. Here’s a closer look at Salesforce’s advanced reporting capabilities: 1. Custom Report Types Salesforce provides out-of-the-box report types for standard objects and relationships (e.g., Contacts & Accounts). Custom Report Types go beyond these by allowing reports on: Admins can define up to four objects and specify relationships to tailor reports to their needs. A bonus? New fields can now be auto-added to Custom Report Types. 2. Cross Filters (Exception Reports) Cross Filters identify records with or without related records, perfect for “exception reports.” For example: Admins can add sub-filters for even more precision. 3. Summary Formulas Summary Formulas handle complex calculations across grouping levels, providing deeper insights. Example: Calculate each account’s contribution to pipeline by opportunity type. 4. Row-Level Formulas These formulas apply to individual records and are displayed on the row itself. For example, compare two fields on the same record to check for matching values. 5. Reporting Snapshots Snapshots “freeze” Salesforce data at specific moments for future reference, such as tracking Opportunity Pipeline changes over time. 6. Historical Trend Reporting Trend reports track historical field values for specific dates, such as Opportunities’ pipeline values for a given week. 7. Field-to-Field Filters These filters compare values across fields in a report. For instance, display only Contacts whose donations this year exceed last year’s. 8. Stacked Summaries Stacked Summaries condense large datasets into digestible visualizations, ideal for quick comparisons. 9. Joined Reports Combine multiple report types into a single view for holistic insights. Each “block” has its own filters, offering flexibility in data presentation. 10. Report URL Hacks URL hacks allow dynamic filtering of reports based on record data. For example, launch a filtered Opportunities report directly from an Account record. SummarySalesforce’s advanced reporting features empower admins to create scalable, efficient reports, even with challenging data models. By leveraging these tools, businesses can maximize the value of their Salesforce investment and transform raw data into actionable insights. 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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Project Management With Asana and Salesforce

Project Management With Asana and Salesforce

Introducing the Revolutionary Asana Salesforce Integration Elevate Your Business with An Enhanced Workflow Efficiency Welcome to the world of a revolutionary blend of CRM and project management—the Asana Salesforce Integration. Opting for this intelligent integration sets your business on the path to unprecedented workflow efficiency. Ever wondered how to further streamline your workflows, intensify team synchronization, and deliver exceptional customer service? The answer lies in integrating your Asana project management tool with Salesforce’s CRM capabilities. Unleashing New Avenues for Business Operations The seamless integration of Asana and Salesforce brings the best of both worlds onto a single platform. Direct communication with your team becomes effortless, and vital business information is transmitted with precision and speed. This means deals progress faster, teams stay informed, and crucial workflows run without a hitch. Making significant business decisions requires hard data, and this powerful integration provides exactly that. Connecting Salesforce with Asana Goals delivers valuable insights that can propel your business forward. Key Takeaways Understanding the Asana Salesforce Integration In today’s fast-paced digital world, CRM software and project management tools evolve rapidly to enhance business efficiency and foster stronger customer connections. Navigating this evolution requires a deep understanding of these tools and their potential synergy. This piece focuses on Salesforce, a formidable player in cloud-based CRM software, and how its integration with Asana, a popular project management tool, can revolutionize your business operations and customer relationship management. What Is Salesforce? Salesforce is a pioneering force in CRM software, providing an exceptional cloud-based platform aimed at enhancing customer interaction and service quality. It serves as a comprehensive tool for managing customer data, tracking sales, and delivering targeted marketing campaigns. Salesforce focuses on forging deeper customer connections, finding prospects, and improving overall customer service. Why Integrate Your CRM with Asana? Integrating CRM software with a platform like Asana enhances its project management potential. Asana, designed to aid in planning, organizing, and executing projects, seamlessly links with Salesforce. This integration eliminates bottlenecks, streamlines internal processes, and improves communication between teams, allowing for easier data and idea exchanges that lead to effective, fast decision-making. The Unification of Sales and Project Management Business success hinges on acquiring and retaining customers. The integration of Salesforce’s CRM capabilities with Asana’s project management utilities results in a unified, powerful tool that optimizes workflows—from tracking sales progress to managing projects. The clear mapping of deal progress linked to strategic business goals creates a data-driven path forward. The Benefits of Combining Asana with Salesforce Integrating Asana and Salesforce unlocks new levels of efficiency and organization within your business. Individually renowned for their capabilities in project management and CRM, the combined strengths of these platforms significantly enhance productivity and streamline operations. Streamlining Your Sales Pipeline Integrating Asana and Salesforce enhances team efficiency and redefines sales pipeline management. This integration leads to improved deal cycles, automated workflows, and informed business decision-making. How to Set Up the Asana Salesforce Integration Setting up the Asana Salesforce integration is straightforward with the right guidance. Navigate to the Salesforce AppExchange, search for Asana for Salesforce, and click ‘Get It Now’. Customize the integration to best serve your organization’s needs, optimizing it for Salesforce’s Lightning Component or Salesforce Classic. Optimizing CRM Operations with Asana Projects Integrating Asana’s project management capabilities with Salesforce provides a new vista for CRM optimization. This coupling enables centralized access to contacts, opportunities, and deal information within Asana, enhancing visibility and operational efficiency. Fostering Team Collaboration Integrating Asana and Salesforce bridges the gap between task management and customer management systems, enhancing teamwork, communication, and project alignment. This synergy results in improved operational excellence and productivity. Enhancing the Customer Experience The Asana Salesforce combo delivers a phenomenal customer experience by improving customer handoff efficiency and enabling smooth transitions with customizable templates and automated workflows. This integration strengthens customer relationships through personalized interactions and efficient service. Automating Tasks for Streamlined Workflows The Asana Salesforce integration simplifies project handoffs and leverages Salesforce’s Process Builder to customize and automate workflows, enhancing cooperation between sales and service teams and maintaining real-time data alignment between platforms. Advanced Integration Options For businesses with complex integration needs, General Automation Platforms (GAP) offer a solution. These low-code platforms facilitate the creation of robust, tailored integrations, automating multistep processes and ensuring smooth data flow. Learning Resources Expand your understanding of the Asana Salesforce integration through resources like the Asana Help Center, Asana Academy’s demo videos, and personalized support from Asana’s dedicated team. The convergence of project management and CRM systems through integrations like Asana and Salesforce is reshaping business operations. This powerful combination enhances client experiences, refines operations, and drives substantial growth, offering a glimpse into the future of business productivity and success. 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. 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