Salesforce Connect Archives - gettectonic.com

27Oct

Salesforce Connect

Salesforce Connect is a comprehensive integration tool, offering users access to external data through the utilization of external objects and three distinct adapters: cross-org, OData, and Apex custom adapter. This tool ensures seamless data integration across system boundaries, allowing users to view, search, and modify data stored outside the Salesforce org. For instance, if data resides in an on-premises enterprise resource planning (ERP) system, instead of duplicating it within the org, external objects facilitate real-time data access through web service callouts. Salesforce Connect Salesforce Connect, as a robust App Cloud integration service, empowers Salesforce application users to effortlessly interact with and manage data from external sources without leaving the native Salesforce environment. It enables fetching data from both on-premise applications and cloud-based sources. Users can establish connections to external data sources for all Salesforce org users through a single login account or create separate login accounts for individual users. This native Salesforce integration tool is designed to connect legacy databases, ERP systems, and various data sources to Salesforce. Unlike traditional methods involving data copying into the Salesforce org using ETL tools, Salesforce Connect maps external objects directly to data tables in external systems, providing on-demand and real-time access without unnecessary data duplication. It is particularly recommended when dealing with large volumes of data that shouldn’t be copied into the Salesforce org, requiring small amounts of data at any given time, or necessitating real-time access to the latest data. SFDC Connect and Lightning Despite external data storage, Salesforce Connect seamlessly integrates with the Lightning Platform, making external objects available for use in Salesforce tools, such as global search, lookup relationships, record feeds, and the Salesforce mobile app. These external objects can also be accessed through Apex, SOSL, SOQL queries, Salesforce APIs, and deployed via the Metadata API, change sets, and packages. For example, if you have product order information stored in an ERP system, SFDC Connect facilitates the creation of a lookup relationship between the customer object and the external object for orders. This enables the display of order-related lists on each customer record. Additionally, you can update orders directly from the related list on the customer record by configuring the external data source to allow writable external objects. Two Capabilities Two notable capabilities of Salesforce Lightning Connect include the ability to read/write from anywhere, allowing real-time interaction with external sources, and the provision of custom adapters for any web API, enabling developers to link Salesforce with various web APIs. SFDC Connect also offers connectors to connect multiple Salesforce orgs across the company. MuleSoft Contrasting SFDC Connect with MuleSoft, during real-time data retrieval, Salesforce enforces validation rules for incoming data, while MuleSoft applies necessary transformations, such as field mappings and conversions, to the datasets. Like1 Related Posts 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 Types of Objects and Fields in Salesforce Salesforce relies heavily on objects, which serve as a fundamental component by offering a framework for data storage and integration Read more Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more Integration With Salesforce What is Salesforce Integration? Integration is the process of establishing connections between two or more applications within an enterprise system. Read more

October 27, 2021in Mulesoft

05May

Computer Telephony Integration Salesforce

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 a call center’s telephone systems to their business applications, allowing for better call management and control through business software. CTI in Salesforce connects computer and phone systems to streamline customer service and sales operations, providing several benefits: Additional Benefits of CTI in Salesforce Business Benefits of CTI CTI benefits businesses by: Salesforce CTI Tools Computer Telephony Integration Protocol CTI software uses VoIP to turn your computer into an extension of your phone, enabling interactive customer data access and one-click dialing. Getting Started with Salesforce CTI CTI is a key element of an omnichannel customer service strategy. It allows data to flow between computers, phones, and core systems like CRM. Key features include: How Salesforce CTI Works Salesforce CTI relies on integration patterns such as bidirectional sync and data aggregation. It creates a two-way communication link between Salesforce and the telephony system, while aggregating data on the user’s desktop with a softphone system. Creating Salesforce CTI with an Application Network Point-to-point integration can create challenges for IT teams and businesses, such as duplicate APIs, slow integration processes, and maintenance difficulties. Building Salesforce CTI with an application network, which uses API-led connectivity, solves these issues by: Conclusion Telephony integration in Salesforce, through CTI, significantly enhances communication, customer service, and sales operations. By leveraging advanced features and streamlined processes, businesses can improve their efficiency and customer experience. For more information on Salesforce services, contact Tectonic, a Salesforce Consulting Partner. 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

May 5, 2021in Mulesoft, Salesforce

06Apr

Talkdesk Dialer for Salesforce

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

April 6, 2020in Salesforce

27Jun

Types of Objects and Fields in Salesforce

Salesforce relies heavily on objects, which serve as a fundamental component by offering a framework for data storage and integration into the user interface. Thereby resembling the structure of a database table. Object fields, akin to database columns, and records, resembling database rows, play crucial roles in this system. Standard Objects Salesforce provides standard objects as a foundational CRM structure, encompassing entities like account, contact, opportunity, lead, and campaign. These standard objects act as tables containing records accessible through standard tabs such as Accounts, Contacts, Opportunities, Leads, Campaigns, and more. Industry specific Salesforce Clouds have additional standard objects Custom Objects In addition to standard objects, Salesforce permits the creation of custom objects tailored to specific organizational data needs that may not be accommodated by standard objects. For instance, creating a custom object to manage employee checking and saving account details for processing biweekly salary, ensuring privacy by restricting access to the system administrator and the employee who initiated the record. Reports and dashboards can be generated based on data stored in custom objects, typically identified by a __c suffix. Standard vs. Custom Objects The distinctions between standard and custom objects are highlighted in the following table: Standard Object Custom Object Cannot be deleted Can be deleted Grant Access Using Hierarchies sharing access cannot be changed Grant Access Using Hierarchies sharing access can be changed Truncating standard objects is not possible Truncating custom objects is possible Custom fields can be created on standard objects Custom objects include some standard fields like Name, Created by, Last modified by, etc. External Objects Similar to custom objects, external objects enable the mapping of data stored outside the Salesforce organization. These objects rely on an external data source definition, such as Salesforce Connect or OData, to establish connections with external system data. Each external object corresponds to a data table in the external system, with fields mapping to table columns. External objects are typically denoted by a __x suffix. Standard and Custom Fields Both standard and custom objects include standard fields like Name, CreateDate, LastModifiedDate, and Owner fields. Standard fields are predefined and integral to the Salesforce application, while custom fields are tailored to meet specific business needs, allowing addition, modification, and deletion. Custom fields are often identified by a __c suffix and can include custom help text for user guidance. 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

June 27, 2018in Data, Salesforce, Salesforce Development Services, Salesforce Implementation Services

Salesforce Connect