Combining Data from Two Salesforce Instances and Publishing to Tableau Server If you’re working with two Salesforce instances and need to create a unified dataset for Tableau, here’s how you can tackle the challenges and achieve your goals. Challenges Identified Recommended Approach 1. Use Tableau Prep for Data Combination Tableau Prep is an ideal tool
Salesforce has unveiled Connected Assets, a robust suite of capabilities in Manufacturing Cloud, designed to offer manufacturers a comprehensive, real-time perspective on connected asset data. This includes data on service history, asset status, customer records, and telematics, allowing manufacturers to monitor asset health and performance while proactively addressing maintenance needs to reduce downtime and boost
Funlab Explores AI to Boost Customer Engagement in Leisure Venues In a push to enhance customer experiences across its “leisure-tainment” venues, Funlab has begun experimenting with artificial intelligence. Speaking at a Salesforce Agentforce event in Sydney, Funlab’s Head of Customer Relationships and Retention, Tracy Tanti, shared that the company is “excited to be able to
Salesforce and SnapLogic integrations couldn’t be easier with the Tray platform’s robust Salesforce and SnapLogic connectors, which can connect to any service without the need for separate integration tools. Salesforce provides customer relationship management service software, and has a complementary suite of enterprise applications as well. These are focused on customer service, marketing automation, analytics,
The rapid rise of Software as a Service (SaaS) solutions has led to data silos across different platforms, making it challenging to consolidate insights. Effective data analytics depends on the ability to seamlessly integrate data from various systems by identifying, gathering, cleansing, and combining it into a unified format. AWS Glue, a serverless data integration
The concept of the Connected Car has been a topic of discussion for years, often accompanied by ambitious predictions from consultants about its market potential. For example, McKinsey in 2021 projected that by 2030, Connected Cars would constitute 95% of all vehicles on the road. Central to the success of these vehicles is data, with
The Winter ’25 release is available through the pre-release program. Winter 25 Release new features On August 30, 2024, Sandboxes will be upgraded, providing your organization with the Winter ’25 release experience. This release brings numerous new features and enhancements across various areas, including: Additional improvements are included in Salesforce Scheduler, Field Service, and Marketing
Preparing for Instance Refresh in Your Organization To support your organization’s ongoing growth, Salesforce occasionally performs an instance refresh, which involves upgrading the infrastructure in their data centers. After this maintenance, your instance will transition to a new data center, and its name will change. This process ensures we continue to deliver the high performance
Each prospect record contains an Account Engagement Prospect Activities table that displays the prospect’s past actions. Each activity is represented by an icon and a description, including the name of the marketing element or email and the date of the action. *Note: Activities marked with an asterisk are considered passive and will not change a
Considerations for Syncing Custom Objects in Account Engagement When syncing custom objects between Salesforce and Account Engagement, the following key considerations should be taken into account: 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 made several announcements this month, regarding the Growing Family of Einstein Copilots. By unveiling AI-powered Einstein Copilots for marketing and merchants. These new Copilots build on the previously announced Copilots for retailers and shoppers and are integrated into the Einstein 1 platform. They can communicate with each other, effectively bridging marketing and commerce, and
Automating Lead Assignment for Salesforce Platforms with Lead Assignment Automation for Salesforce Effective lead assignment within Salesforce is critical to ensure that sales-ready leads are directed to the appropriate individuals at the right moment. This process should never be overlooked. Lead assignment ensures that when a lead is marketing qualified or sales qualified it is
I modified a contact’s email address in Salesforce, but the alteration isn’t updated in Pardot. This behavior aligns with the expected operation of the Salesforce connector, unless you have activated the setting “Automatically change email addresses in Pardot to reflect changes in Salesforce.com” in the Salesforce connector settings. When you update the email address of
Salesforce Connect is a comprehensive integration tool, offering users access to external data through the utilization of external objects and three distinct adapters: cross-org, OData, and Apex custom adapter. This tool ensures seamless data integration across system boundaries, allowing users to view, search, and modify data stored outside the Salesforce org. For instance, if data
What is Computer Telephony Integration in Salesforce? Computer telephony integration in Salesforce enhances communication and streamlines workflows by enabling users to handle calls, track call data, and access customer information within a unified platform. This integration is facilitated through VoIP (Voice over Internet Protocol) services. Understanding Computer Telephony Integration (CTI) Computer Telephony Integration (CTI) links
