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How to Connect Multiple Data Sources in Power BI Desktop
04Dec

How to Connect Multiple Data Sources in Power BI Desktop

In today’s data-driven world, the ability to analyze diverse data sources can set a business apart. With Power BI Desktop, a Microsoft tool, analysts can seamlessly integrate data from various platforms and transform raw information into actionable insights. For instance, you could combine Excel-based sales figures with financial data from SQL Server and customer information from Salesforce into an interactive report. Mastering these techniques can be easier through structured learning, such as Microsoft Power BI courses, which offer practical insights into leveraging this powerful tool. This guide will help you connect, combine, and visualize multiple data sources in Power BI Desktop to make smarter, data-driven decisions. Why Combine Multiple Data Sources? Organizations often face the challenge of managing data stored across disparate systems. Financial records may reside in SQL Server, sales data in Excel, and customer information in cloud platforms like Salesforce. Insights from these datasets are often hidden unless they are integrated. Using Power BI Desktop, you can load multiple data sources into a unified model, providing a comprehensive view that enables better analysis and decision-making. Getting Started with Power BI Desktop Before integrating datasets, ensure you have Power BI Desktop installed. The tool is available for download from the official Power BI website. Once installed, launch Power BI Desktop to begin connecting your data sources. Step-by-Step Guide 1. Connecting Your First Data Source Follow these steps to connect to your first data source: At this stage, you can use Power Query Editor to clean and transform the data as needed. 2. Adding Additional Data Sources Enhance your report by adding more data sources: For example, you could link an Excel file for sales data, a SQL Server database for product details, and Azure for supplementary information, all within a single report. 3. Combining Data from Multiple Sources To merge data from different sources into a cohesive model: This process creates a unified data model that allows for cross-tabulation and advanced visualizations. 4. Using Power Query Editor for Data Transformation Before combining datasets, you may need to clean and transform the data. Use Power Query Editor to: Access Power Query Editor by selecting Transform Data on the Home tab. 5. Creating Visualizations with Combined Data With your unified data model, you can create compelling visualizations: 6. Refreshing Data Connections Power BI Desktop enables you to refresh data connections effortlessly, ensuring your reports stay updated: Best Practices for Connecting Multiple Data Sources Conclusion Integrating multiple data sources in Power BI Desktop empowers businesses to uncover deep insights and make informed decisions. By following these steps, you can connect, aggregate, and visualize diverse datasets with ease. To further enhance your expertise, explore free resources or consider professional courses to master the versatility of Power BI Desktop—a vital tool for data professionals and business analysts. 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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December 4, 2024in Data0 Comments
03Dec

Simplify Data Management with Salesforce Schema Builder

Simplify Data Management with Salesforce Schema Builder and Tectonic Gone are the days of manually checking and cross-referencing data! Spending hours—or even involving multiple team members—to ensure data accuracy before presenting it to key stakeholders is a thing of the past. Today, Salesforce admins and developers are turning to built-in tools like Schema Builder to streamline data management. This intuitive graphical interface makes it easier to view, edit, and understand data models with confidence. Imagine effortlessly showing stakeholders or new teammates how data flows through your systems. With Schema Builder, you can achieve this and so much more. This powerful Salesforce tool enables you to: Let’s dive into what makes Schema Builder such a game-changer for admins and developers alike! What is Schema Builder in Salesforce? Schema Builder empowers Salesforce admins to easily edit or visualize data models in alignment with business goals. Whether you’re designing new objects, building relationships, or troubleshooting existing models, Schema Builder provides a dedicated space for managing complex data architectures. How to Access Schema Builder Schema Builder is a built-in Salesforce tool and is simple to access: That’s it—you’re ready to begin! Top Features of Schema Builder Schema Builder is an essential tool for managing Salesforce objects and relationships. Here are two standout features that make it invaluable for administrators: 1. Design Flexibility Schema Builder allows admins to easily add components to a schema, such as: This flexibility enables admins to tailor schemas to meet unique business needs, ensuring data is organized for optimal usability. 2. Simplified Object Creation Creating custom objects to store business data is a common task for Salesforce admins. With Schema Builder, these objects can be created quickly and efficiently, saving time and effort. How Does Schema Builder Work? Schema Builder provides an intuitive drag-and-drop interface that simplifies the process of visualizing and editing your Salesforce data model. One of the tool’s greatest advantages is its ability to present your data model without altering the underlying objects and relationships. For example, if you need to onboard a new hire or explain your data architecture to stakeholders, Schema Builder serves as the perfect visual aid. Impact Analysis with Schema Builder Beyond data visualization, Schema Builder supports impact analysis, helping businesses avoid costly mistakes when making changes to their Salesforce setup. For example, Schema Builder can display all object fields within your Salesforce org, giving you a comprehensive view of potential impacts before making adjustments. This feature ensures that workload changes, process updates, and business decisions are based on accurate and complete information. Pros and Cons of Salesforce Schema Builder While Schema Builder offers many benefits, it’s important to be aware of its limitations. Advantages Disadvantages Available in both Salesforce Classic and Lightning. Real-time data modifications can deploy errors if changes aren’t carefully reviewed. Usable by anyone with Customize Application permission. Limited visibility into dependencies between linked fields. Provides real-time updates for Salesforce changes. Potential risk of unintentional changes to critical fields, impacting other departments. Visualizes relationships between Salesforce objects and fields. Drag-and-drop user interface simplifies schema design. Conclusion: Make the Most of Schema Builder with Tectonic At Tectonic, we understand that Salesforce’s tools and technology are constantly evolving. Schema Builder is a prime example of how Salesforce enables admins to: Want to learn more about Salesforce tools that can help your business scale? Let us know! We specialize in helping organizations streamline their Salesforce solutions with innovative tools and strategies. Take Salesforce to the Next Level with Tectonic If you’re ready to extend Salesforce’s capabilities without writing a single line of code, look no further than Tectonic. Our no-code platform integrates seamlessly with Salesforce, empowering your teams to: With Tectonic, you can accelerate project timelines, reduce development costs, and bring processes to market faster—all while improving efficiency and scalability. Contact us today to learn more about how Tectonic can help your organization unlock the full potential of Salesforce. Let’s transform your data workflows into a competitive advantage! 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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December 3, 2024in Data, Salesforce, Technology0 Comments
Transforming Healthcare with Salesforce CRM For healthcare providers, adopting a CRM platform like Salesforce Health Cloud is invaluable for managing vast amounts of patient data effectively. Health Cloud empowers healthcare professionals to create personalized, one-to-one patient journeys, enabling a deep understanding of each patient’s needs, medical history, and preferences. This approach not only fosters a patient-friendly experience but also builds a strong rapport, ensuring that patients feel valued and understood. Health Cloud also facilitates seamless collaboration among healthcare providers across different departments. When patients require support from multiple professionals, the platform ensures coordinated, comprehensive care that considers their complete medical history. This collaborative approach strengthens patient trust and streamlines operations, demonstrating a provider’s commitment to patient-centered care. As healthcare organizations strive to meet rising patient expectations, Salesforce is at the forefront of driving transformative changes. Leveraging Salesforce cloud solutions allows providers to manage patient data efficiently, deliver higher-quality care, and turn industry challenges into opportunities for improvement. Salesforce CRM has significantly boosted patient engagement and satisfaction within the healthcare sector. By automating repetitive, manual tasks, Salesforce CRM enables healthcare professionals to devote more time to patient care. Tools like Patient Management Software
03Dec

2025 Life Sciences Industry Outlook: What’s Next?

The life sciences industry is poised for significant evolution in 2025 as it navigates a dynamic landscape shaped by digital transformation, competitive pressures, business volatility, and shifting customer needs. Despite potential challenges, industry leaders remain optimistic about growth in the coming year. Deloitte’s recently released 2025 Life Sciences Outlook, published on December 10, 2024, offers a comprehensive overview of the trends and forces expected to shape the industry in the upcoming year. Drawing from a global survey of life sciences executives conducted by the Deloitte U.S. Center for Health Solutions, the report highlights key focus areas that will drive transformation and innovation. Key Trends Shaping the Life Sciences Industry in 2025 1. Digital Transformation Digital transformation continues to be a cornerstone of growth and innovation for the life sciences sector. Executives anticipate accelerated adoption of digital tools, with particular emphasis on: To stay ahead, life sciences companies are investing in transformative technologies, robust cybersecurity, and digital tools that enhance R&D, employee productivity, and customer engagement. 2. Competitive Pressures The competitive landscape in 2025 will be shaped by several key challenges: To address these pressures, companies are focusing on innovation, expanding their portfolios, and targeting profitable disease areas. Strategies include improving R&D productivity, enhancing clinical trial diversity, leveraging real-world evidence, and aligning M&A activities with corporate objectives. 3. Business Volatility Economic and regulatory uncertainties are adding layers of complexity to the business environment. Key drivers of business volatility include: To mitigate these risks, life sciences companies are optimizing operating models, enhancing supply chain resilience, and implementing global risk mitigation strategies to safeguard operations against unforeseen disruptions. 4. Evolving Customer Needs The rise of personalized medicine and digital adoption among patients is transforming customer expectations. Advances in genomics, biomarkers, and precision medicine are enabling companies to deliver more effective treatments with fewer side effects. In response to these shifts, life sciences firms are prioritizing customer-centric strategies by: As one senior executive from a German pharmaceutical company explained, “With advances in genomics and biomarkers, we can provide patients with more precise treatment options. This not only improves efficacy but also significantly reduces side effects, allowing patients to have a better treatment experience.” Outlook for 2025 Despite challenges, the outlook for the life sciences industry in 2025 remains positive. With 75% of surveyed executives expressing optimism, the sector is positioned for growth driven by innovation, strategic investment, and a commitment to addressing evolving market demands. As the industry continues to adapt to internal and external pressures, its ability to leverage digital transformation, overcome competitive challenges, and meet shifting customer needs will define its success in the year ahead. The 2025 Life Sciences Outlook underscores the importance of proactive strategies, forward-thinking investments, and adaptability in navigating this transformative era. By embracing these trends, life sciences companies can position themselves for sustainable growth and innovation in the years to come. 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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December 3, 2024in Generative AI, Life Sciences Cloud, Salesforce Development Services, Salesforce Health and Life Sciences Solutions0 Comments
MoEngage Unveils New Tools to Help Marketers Adapt to Consumer Trends
03Dec

MoEngage Unveils New Tools to Help Marketers Adapt to Consumer Trends

MoEngage, a leading cross-channel customer engagement platform, has launched new features designed to help marketers quickly adapt to shifting consumer behaviors. These updates, introduced at the bi-annual MoEngage NEXT event, include Connected Apps for seamless data integration, a Salesforce CRM integration for streamlined data exchange, and Coupons for managing single-use discounts. “Our new capabilities reinforce our commitment to empowering marketers with tools to understand and adapt to evolving consumer expectations,” said Raviteja Dodda, CEO and Co-Founder of MoEngage. “These innovations enable our clients to scale personalized engagement based on individual preferences and behaviors.” Tackling Fragmented Engagement Tools Marketers often struggle to deliver personalized experiences due to disconnected engagement tools and data silos. To bridge this gap, MoEngage introduced Connected Apps, a low-code framework that integrates data across messaging platforms, advertising channels, IVR systems, data warehouses, and chatbots. Enhanced Integration with Salesforce CRM The new bi-directional native integration with Salesforce CRM simplifies data exchange between the two platforms. Marketers can now trigger real-time personalized campaigns without needing costly custom integrations. This integration not only improves efficiency but also reduces operational costs. Streamlining Coupon Management To enhance customer engagement, MoEngage launched Coupons, a feature that helps marketers allocate and manage single-use discount codes from a centralized dashboard. The tool includes real-time updates on coupon status, alerts for shortages and expiration dates, and ingestion tracking, ensuring smooth campaign execution while optimizing costs. Driving Scalable and Personalized Engagement With these innovations, MoEngage continues to solidify its position as a go-to platform for marketers seeking to adapt quickly to consumer trends. By addressing common pain points like data fragmentation and inefficient tools, MoEngage enables marketers to deliver meaningful, personalized customer experiences at scale. 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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December 3, 2024in Data, Salesforce, Third Party Apps0 Comments

Microsoft Copilot as “Repackaged ChatGPT”

Salesforce CEO Marc Benioff Criticizes Microsoft Copilot as “Repackaged ChatGPT” Salesforce CEO Marc Benioff took aim at Microsoft’s Copilot AI offerings during Salesforce’s latest quarterly earnings call, dismissing them as a rebranding of OpenAI’s generative AI technology. “In many ways, it’s just repackaged ChatGPT,” Benioff asserted. He contrasted this with Salesforce’s platform, emphasizing its unique ability to operate an entire business. “You won’t find that capability on Microsoft’s website,” he added. Benioff highlighted Agentforce, Salesforce’s autonomous AI agent product, as a transformative force for both Salesforce and its customers. The tool, available on Salesforce’s support portal, is projected to manage up to half of the company’s annual support case volume. The portal currently handles over 60 million sessions and 2 million support cases annually. Agentforce Adoption and Partner Involvement Salesforce COO Brian Millham outlined the significant role of partners in driving Agentforce adoption. During the quarter, global partners were involved in 75% of Agentforce deals, including nine of Salesforce’s top 10 wins. More than 80,000 system integrators have completed Agentforce training, and numerous independent software vendors (ISVs) and technology partners are developing and selling AI agents. Millham pointed to Accenture as a notable example, leveraging Agentforce to enhance sales operations for its 52,000 global sellers. “Our partners are becoming agent-first enterprises themselves,” Millham said. Since its general availability on October 24, Agentforce has already secured 200 deals, with thousands more in the pipeline. Benioff described the tool as part of a broader shift toward digital labor, claiming, “Salesforce is now the largest supplier of digital labor.” Expanding Use Cases and Market Impact Agentforce, powered by Salesforce’s extensive data repository of 740,000 documents and 200–300 petabytes of information, supports diverse use cases, including resolving customer issues, qualifying leads, closing deals, and optimizing marketing campaigns. Salesforce has committed to hiring 1,000–2,000 additional salespeople to expand Agentforce adoption further. Benioff positioned Salesforce as the leading enterprise AI provider, citing its 2 trillion weekly transactions through its Einstein AI product. He claimed Salesforce’s unified codebase provides a competitive edge, unlike rival systems that run disparate applications, potentially limiting AI effectiveness. “This is a bold leap into the future of work,” Benioff said, “where AI agents collaborate with humans to revolutionize customer interactions.” AI Growth Across Salesforce Products AI-driven growth extended beyond Agentforce to other Salesforce products: Millham noted that AI-related $1 million+ deals more than tripled year over year. Financial Highlights For Q3 FY2024, Salesforce reported: Looking ahead, Salesforce expects Q4 revenue between $9.9 billion and $10.1 billion, representing 7%–9% year-over-year growth. The company raised its full fiscal year revenue guidance to $37.8–$38 billion, an 8%–9% increase. Industry and Product Insights Salesforce’s growth was driven by its core clouds and subscription services, with health, life sciences, manufacturing, and automotive industries performing particularly well. However, retail and consumer goods saw slower growth. While subscription revenue for MuleSoft and Tableau decelerated, Salesforce’s broader portfolio continued to deliver robust performance. Benioff concluded by emphasizing the transformative potential of Salesforce’s AI ecosystem: “This is the next evolution of Salesforce—an intelligent, scalable technology that’s no longer tied to workforce growth.” 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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December 3, 2024in Data, Enterprise, Generative AI, Mulesoft, Salesforce, Technology0 Comments
Transform Customer Experiences
03Dec

Transform Customer Experiences

How to Transform Customer Experiences with AI and Sub-Second E2E Real-Time Data Sync Introducing Data Cloud’s Sub-Second E2E Real-Time FeatureDeliver hyper-personalized experiences in real time, no matter how or where customers engage with your brand. Exceptional customer experiences hinge on unifying interactions across every touchpoint. Yet, fragmented data dispersed across systems, channels, and clouds often stands in the way. Salesforce Data Cloud eliminates these silos by delivering a synchronized, real-time customer data ecosystem, enabling brands to create personalized, seamless experiences instantly—regardless of how or where customers connect. We’re excited to announce that the Sub-Second E2E Real-Time feature in Salesforce Data Cloud is now available. This innovation processes and analyzes data as it’s generated, empowering brands to make immediate, data-driven decisions. Combined with Einstein Personalization—which leverages advanced machine learning (ML) and rules-based automation—businesses can deliver individualized experiences across all channels, driving deeper engagement and improved outcomes. What is Sub-Second Real-Time? Sub-second real-time refers to the ability to process and deliver data or responses in less than one second, ensuring ultra-low latency and near-instantaneous results. This capability is critical for applications requiring immediate data updates, such as live analytics, responsive user interfaces, and time-sensitive decision-making. The Sub-Second E2E Real-Time feature empowers industries like fraud detection, predictive maintenance, and real-time marketing with instant insights. By synchronizing data across systems, channels, and clouds, Data Cloud ensures a unified, real-time customer view, giving businesses a competitive edge. Real-World Examples of Sub-Second Real-Time in Action 1. Real-Time Web Personalization Imagine a user browsing a website. As they interact with products, Data Cloud instantly captures this activity and updates their customer profile. Using Einstein Personalization, the system processes this data in milliseconds to tailor their browsing experience. For instance, personalized product recommendations can appear as the user clicks, leveraging insights from their behavior across platforms such as websites, point-of-sale systems, mobile apps, and other data sources. This seamless personalization is made possible by Data Cloud’s integrations, including zero-copy ingestion from major data warehouses like Snowflake, Databricks, and Redshift. The result? A continuously updated, 360-degree customer view that enhances every touchpoint. 2. Real-Time Support with Agentforce Now, consider a customer engaging in a live chat for assistance. As they browse, their actions are captured and updated in real time. When they initiate a chat, whether through Agentforce AI agents or human support, the agent has immediate access to their full activity history, updated within milliseconds. This enables the agent to provide tailored responses and solutions, ensuring a frictionless and engaging customer support experience. Why Sub-Second Real-Time Matters From personalization to support, the Sub-Second E2E Real-Time feature in Data Cloud ensures every customer interaction feels relevant, timely, and connected. By bridging the gap between data silos and intelligent automation, businesses can unlock new opportunities to exceed customer expectations—at scale and in real time. Explore how Salesforce Data Cloud can transform your customer experience 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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December 3, 2024in Data, Salesforce, Salesforce Data Cloud, Snowflake0 Comments
AI-Checking Agents
02Dec

AI-Checking Agents

Introducing AI-Checking Agents: The Next Frontier in Software Quality Assurance The software industry has continually evolved in its pursuit of better quality assurance (QA) methods. While traditional approaches like unit testing and manual QA offer foundational tools, they often fail to meet the growing complexity of modern software. Automated testing and DevOps practices have helped, but these methods are still time-intensive, costly, and limited in scope. AI-Checking Agents. Enter AI-Checking Agents — an innovative solution leveraging generative AI to revolutionize software testing and quality assurance. These agents promise unprecedented coverage, speed, and efficiency, addressing the challenges of today’s demanding software ecosystems. Why AI-Checking Agents? Traditional QA methods fall short in delivering exhaustive coverage for the diverse behaviors and interactions of modern software. AI-Checking Agents close this gap by introducing: Synthetic Users: Revolutionizing User Experience (UX) Testing One of the most groundbreaking features of AI-Checking Agents is the ability to create synthetic users. These AI-driven personas simulate real-world user interactions, offering a novel approach to UX analysis. Key Features of Synthetic Users: UX Insights Delivered by Synthetic Users: Benefits of AI-Checking Agents in QA Integrating AI-Checking Agents with Existing QA Practices AI-Checking Agents are not a replacement for traditional methods but a powerful complement to existing practices: Transforming the Development Process AI-Checking Agents not only streamline QA but also enhance the overall development process: The Future of Quality Assurance AI-Checking Agents represent a paradigm shift in software testing, blending the best of AI-driven insights with traditional QA practices. By integrating these agents into their workflows, development teams can achieve: In a world of ever-evolving software demands, AI-Checking Agents are the key to achieving unparalleled speed, depth, and precision in quality assurance. 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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December 2, 2024in Generative AI0 Comments
Government CRM System
02Dec

Salesforce Announces Top Secret Gov Cloud

This advanced cloud solution is hosted on Amazon Web Services’ Top Secret cloud infrastructure. According to Salesforce’s press release, Government Cloud Premium is built with an API-first architecture, enabling agencies to leverage other data sources and systems, including proprietary AI applications, to enhance mission-critical operations.

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December 2, 2024in Data0 Comments
Salesforce Experience Cloud
02Dec

Empowering Digital Experiences

Salesforce Experience Cloud: Empowering Digital Experiences Salesforce Experience Cloud is a robust digital experience platform that enables businesses to create beautifully designed, CRM-powered online sites. Previously known as Community Cloud, the rebranding reflects its versatility in supporting a wide range of connected digital experiences. What is an Experience Cloud Site? An Experience Cloud site serves as an online hub to connect with customers, foster collaboration, and streamline business processes. These sites are customizable through Experience Builder, which allows users to design visually compelling and functional spaces based on their unique needs. Experience Builder SitesFormerly called Lightning Communities, Experience Builder sites are template-based and built on one of two frameworks: Introducing Lightning Web Runtime (LWR) LWR is the core framework powering modern Experience Cloud sites. It leverages Lightning Web Components (LWC) for enhanced performance, scalability, and customizability. Key advantages of LWR include: New LWR-Based Experience Cloud Templates The latest Experience Cloud templates are built exclusively on Lightning Web Components, making them faster and more efficient than Aura-based alternatives. The templates are designed for customers using Salesforce CMS and feature: Page Layouts and Slots Experience Cloud enables dynamic page structuring with: Slots play a crucial role in defining placeholders for content or markup. Metadata configuration allows these layouts to be integrated seamlessly into the Experience Cloud. CSS and Styling in Experience Cloud In Experience Cloud, Synthetic Shadow DOM replaces the native Shadow DOM. This allows global CSS to be applied across web components, ensuring design consistency. For example, custom buttons inherit background colors directly from the site theme, regardless of where they’re used. Navigation Options Experience Cloud sites support two types of navigation: For more advanced customization, Salesforce provides access to open-source codebases, such as the LWR Demo Agent site available on GitHub. Future-Ready Digital Experiences By leveraging the latest advancements in Lightning Web Components and the flexibility of LWR, Salesforce Experience Cloud empowers organizations to build connected, fast, and beautifully designed digital experiences tailored to their specific needs. Whether you’re enhancing customer engagement, building AI-enabled workflows, or streamlining collaboration, Experience Cloud serves as a powerful foundation for 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. 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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December 2, 2024in Data, Mulesoft, Salesforce, Salesforce Experience Cloud0 Comments
salesforce for manufacturing
02Dec

Salesforce for Manufacturing

Salesforce for Manufacturing: Field Service Spark that Fuels Operational Excellence Traffic control ensures vehicles stay on course, avoid disruptions, and arrive safely, safeguarding travelers. Similarly, Salesforce Field Service (formerly known as Salesforce Field Service Lightning) acts as the traffic cop for effective field service management, ensuring seamless operations. It assigns the right tasks to the right technicians with real-time updates and provides essential tools for optimal efficiency. This comprehensive platform addresses routing needs while streamlining processes to boost operational outcomes. “The key is not to prioritize what’s on your schedule, but to schedule your priorities.” – Stephen Covey Salesforce Field Service eliminates guesswork in scheduling. By leveraging data-driven strategies, it enhances operational efficiency and integrates effortlessly into manufacturing workflows. Implementation of this platform results in a 32% increase in mobile worker productivity, making it an essential solution for manufacturers today. To unlock its full potential, partnering with a Salesforce consulting expert like Tectonic ensures the solution is tailored to your specific needs. In this insight, we’ll explore how Salesforce Field Service can optimize manufacturing operations, improve productivity, and transform field service management into a streamlined and efficient process. Understanding Salesforce for Manufacturing Traffic control’s efforts to ensure smooth operations mirror the complexity of managing manufacturing field service tasks. Manufacturers often face challenges such as technician scheduling difficulties and communication breakdowns. Salesforce Field Service effectively addresses these issues with features like: With Salesforce Field Service, manufacturers achieve control, visibility, and operational efficiency, transforming chaos into coordinated success. 90% of decision-makers say their company invests in specialized technology to improve mobile worker productivity. – Salesforce Benefits of Salesforce Field Service in Manufacturing Salesforce Use Cases for Manufacturing Real-Life Success Stories with Salesforce Field Service Why Tectonic is the Ideal Partner for Salesforce Field Service Implementation Problem Statement: A leading electrical appliance manufacturer struggled with outdated manual scheduling, inefficient workflows, and excessive field visits, negatively impacting efficiency and customer satisfaction. Solution Offered: Salesforce implemented Salesforce Service Cloud integrated with Field Service, optimizing scheduling, dispatching, and field operations for enhanced productivity and superior customer service. Results Achieved: Your Path to Field Service Excellence Just as traffic control ensures safe and timely travelts, Salesforce Field Service organizes and streamlines field operations. With its capabilities for real-time scheduling, proactive maintenance, and optimized routing, it becomes an invaluable resource for manufacturers. Tectonic’s Salesforce consulting expertise ensures your manufacturing needs are met with precision. By implementing a tailored solution, you’ll unlock operational efficiency, enhance customer satisfaction, and drive business growth. Contact us now to take your manufacturing success 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 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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December 2, 2024in Data, Salesforce, Salesforce Service Cloud, Technology0 Comments
salesforce manufacturing sales service experience case study
02Dec

Manufacturing Deep Dive into Salesforce Winter 25 Release

The Salesforce Winter ’25 release is packed with game-changing updates tailored to manufacturers. With features designed to optimize asset management, inventory, and sales agreements, Salesforce is redefining how manufacturers stay competitive in today’s fast-paced market. Let’s explore the key highlights. Connected Assets The enhanced Connected Assets functionality is a standout feature in this release. By leveraging advanced IoT integrations, manufacturers can monitor and manage equipment in real time, enabling predictive maintenance and reducing downtime. Picture this: foreseeing potential machine issues before they escalate. This proactive approach helps manufacturers schedule maintenance at optimal times, saving both time and money. Enhanced visibility into asset performance also empowers teams to make data-driven decisions, boosting operational efficiency. Asset Service Lifecycle Management The Asset Service Lifecycle Management updates streamline the entire lifecycle of an asset—from installation to decommissioning. For manufacturers, where equipment performance is pivotal, these updates are a game-changer. Key features include: These enhancements not only improve service delivery but also boost customer satisfaction by keeping production schedules on track. Inventory Search and Transfer Efficient inventory management is critical for manufacturers, and the Inventory Search and Transfer update addresses this need directly. By improving visibility and accessibility, manufacturers can operate with greater agility and responsiveness, ensuring smooth operations even under tight timelines. Sales Agreement Enhancements Sales agreements are a cornerstone of manufacturing transactions, and the Winter ’25 release introduces significant improvements to streamline this process. These enhancements reduce negotiation time, minimize risks of misunderstandings, and enable manufacturers to close deals faster—key advantages in a competitive market. Sales Agreement Summary To complement these updates, the new Sales Agreement Summary feature provides a concise overview of all active agreements, including key dates, terms, and stakeholders. This enhanced visibility fosters better collaboration among teams and helps businesses stay ahead of their goals. Why It Matters for Manufacturers Salesforce’s Winter ’25 release is more than just an update—it’s a tool kit for driving growth and operational excellence. From predictive asset management to streamlined inventory control and faster sales cycles, these innovations empower manufacturers to: Ready to Transform?Leverage these powerful tools to gain a competitive edge. At Tectonic, we specialize in guiding manufacturers through their Salesforce journey, helping you maximize the impact of these updates. Reach out to our team today to get started! 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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December 2, 2024in Data, Salesforce, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy0 Comments
Enhancing OR Efficiency with Ambient Sensor Technology
01Dec

Enhancing OR Efficiency with Ambient Sensor Technology

Implementing ambient sensors in ORs can be challenging, as clinicians may feel uneasy about being recorded. Schwartz noted that emphasizing the benefits of the technology—such as improved accuracy and streamlined communication—has been essential in gaining clinician acceptance. DeDominico highlighted that the AI’s ability to send clinicians relevant updates, such as when a patient is ready for surgery, has increased clinician satisfaction by reducing unnecessary waiting.

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December 1, 2024in AI Tools, Data, Technology0 Comments

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