Salesforce Customization Services Archives - gettectonic.com
Types of Health Informatics

Types of Health Informatics

7 Types of Health Informatics Health informatics is an evolving field focused on leveraging health data, information technology (IT) systems, and clinical expertise to improve patient outcomes. With the rise of electronic health records (EHRs), healthcare organizations now manage vast amounts of clinical data. Emerging technologies, such as wearables and AI, add even more data,

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Document Checklist in Salesforce Screen Flow

Document Checklist in Salesforce Screen Flow

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

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Einstein Copilot for Healthcare

Einstein Copilot for Healthcare

Einstein Copilot for Healthcare – Salesforce has introduced a new AI-powered healthcare assistant within its CRM system, marking its latest move to expand into the healthcare industry. As AI development accelerates, tech giants like Microsoft, Google, Amazon Web Services, and Salesforce are capitalizing on the opportunity to integrate AI and cloud technologies into healthcare to

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Generative AI and Patient Engagement

Generative AI and Patient Engagement

The healthcare industry is undergoing a significant digital transformation, with generative AI and chatbots playing a prominent role in various patient engagement applications. Technologies such as online symptom checkers, appointment scheduling, patient navigation tools, medical search engines, and patient portal messaging are prime examples of how AI is enhancing patient-facing interactions. These advancements aim to

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Telemynd CharmHealth and Salesforce

Telemynd CharmHealth and Salesforce

Telemynd Integrates CharmHealth EHR with Salesforce to Scale Nationwide Care Telemynd, a leading behavioral health practice, has integrated its CharmHealth electronic health record (EHR) system with the Salesforce CRM platform to expand its services nationwide. This integrated tech stack enhances patient experiences, personalizes care, and streamlines clinical workflows across the organization. At the 2024 CharmHealth

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AI Revolution in Government

AI Revolution in Government

The AI Revolution in Government: Unlocking Efficiency and Public Trust As the AI boom accelerates, it’s essential to explore how artificial intelligence can streamline operations for government and public sector organizations. From enhancing data processing to bolstering cybersecurity and improving public planning, AI has the potential to make government services more efficient and effective for

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Financial Services Cloud and Core

Financial Services Cloud and Core

Remember When Salesforce First Launched Financial Services Cloud in 2016? The managed package introduced a standardized data model that transformed how banks, credit unions, and implementation partners utilized Salesforce. It was a game-changer! But Salesforce hasn’t stopped innovating. Since 2019, they’ve been enhancing the core platform to meet demands for greater performance and flexibility. Now,

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Triggering a Refresh of the Einstein Next Best Action

Triggering a Refresh of the Einstein Next Best Action

How to Force a Refresh of the Einstein Next Best Action Component User Question: “Hi folks, is there a way to force a refresh of the Einstein Next Best Action component in the service console? I tried re-executing my recommendation strategy flow, but the recommendation didn’t change, even though the flow picked a new one.

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Liberty Bank and Salesforce

Liberty Bank and Salesforce

Liberty Bank, based in Middletown, Connecticut, announced on September 5th an expanded partnership with Salesforce, the world’s leading AI-powered CRM platform, to enhance its customer engagement efforts. By integrating Salesforce’s Financial Services Cloud, Marketing Cloud, MuleSoft, and Salesforce Shield, Liberty Bank aims to deliver more personalized, efficient, and enriched services. This strategic investment will further

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Repayment Schedules With Salesforce

Repayment Schedules With Salesforce

Simplifying Repayment Schedules: Elevating Borrower Experience with Salesforce In the rapidly changing financial services industry, managing loan repayment schedules efficiently is vital for both lenders and borrowers. A well-designed system can significantly enhance the borrower experience, streamline operations, and boost overall efficiency. Salesforce software emerges as a powerful solution that simplifies repayment schedules and fosters

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Banking Complaints to Profits

Tectonic: Elevating Complaint Management in Banking with Salesforce Customer satisfaction is key in banking, but complaints are unavoidable. Banking Complaints to Profits is not only learning from complaints but increasing revenue by them. Banking complaints also present a unique opportunity. Handled effectively, complaints can offer valuable insights that drive process improvements and ultimately strengthen customer

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Salesforce and the Connected Car

Salesforce and the Connected Car

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

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Salesforce Home Page Customization

Salesforce Home Page Customization

Salesforce is a powerful tool, but a generic homepage can overwhelm you with information. Salesforce Home Page Customization is the solution. The good news? You can customize your Salesforce homepage to create a personalized dashboard that enhances productivity and keeps you focused on what matters most. In this insight, we’ll explore the steps to customize

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