Salesforce Flow Archives - gettectonic.com

17Jan

Salesforce Foundations

We are excited that Agentforce Service Agents are now live! Agentforce Service Agent is the autonomous conversational AI assistant to help your customers with their service and support needs. What does this mean for Foundations Customers?Salesforce Foundations is required for all customers in order to try or buy Agentforce. Additionally, customers who have Foundations can try Agentforce Agents for free with a limited number of credits to test a use case or deploy a proof of concept. Salesforce Foundations is not a product or add-on. It’s a multi-cloud feature set that will be added to Sales and Service Cloud — no integration needed, with no additional upfront cost for our customers. It includes foundational features from Sales, Service, Marketing, Commerce, and Data Cloud. Salesforce Foundations provides a 360-degree view of your customer relationships across sales, service, marketing, and commerce through integrated applications and unified data. It also boosts productivity with streamlined, visually friendly user interface improvements, that you can turn on or off per your requirements. If you’re a Salesforce Sales Cloud or Service Cloud customer, you’ve become accustomed to the power, convenience, and full-featured functionality of our trusted CRM. Adding the additional functionality and engagement capabilities of a new Salesforce Cloud is exciting, but it’s also a big change for your organization to consider when you’re not sure about the value it brings. So, what if you could use essential features in the most popular Salesforce Clouds and turn them on when you’re ready? Now you can with Salesforce Foundations. Salesforce Foundations is a new, no-cost addition to your existing CRM that equips you to expand your business reach. The suite gives Salesforce customers on Enterprise, Unlimited, and Einstein 1 editions the power of Data Cloud, and access to essential Salesforce sales, service, Agentforce, marketing, and commerce capabilities. This suite is built into your existing CRM, and provides new functionality to give you a more robust 360-degree view of your customers. This chart shows the Salesforce Foundations features you get with your current Sales Cloud or Service Cloud package. You get Sales for Salesforce Foundations You get Service for Salesforce Foundations You get Marketing for Salesforce Foundations You get Commerce for Salesforce Foundations You get Data Cloud for Salesforce Foundations You get Agentforce for Salesforce Foundations If you already have Sales Cloud * Yes Yes Yes Yes Yes If you already have Service Cloud Yes * Yes Yes Yes Yes If you already have Sales & Service Clouds * * Yes Yes Yes Yes *Your current Salesforce product. Benefits of Salesforce Foundations The features you get with Salesforce Foundations open doors to all sorts of new ways your teams can work more efficiently and engage with your customers on a more personal level. The benefits listed below are only a few of the ways Salesforce Foundations can help your business grow and thrive. Check out Discover Salesforce Foundations to see the full list of capabilities included with Salesforce Foundations. With Salesforce Foundations, your organization benefits from: Sales features that help you take care of your entire sales pipeline, from prospecting to closing. You can manage your leads, opportunities, accounts, and contacts in the preconfigured Sales Console. Service features that make it easy to provide proactive, personalized support to your customers through the preconfigured Service Console. Omni-channel case routing makes sure the most qualified agents work each case, Knowledge Management helps agents provide accurate and relevant help articles to customers, and macros help agents complete repetitive tasks with a single click. Agentforce brings the power of conversational AI to your business. Try out an intelligent, trusted, and customizable AI agent and help your users get more done with Salesforce. Agentforce’s autonomous apps use LLMs and context to assist customers and human agents. Marketing features that allow you to join data from disparate sources, better understand and analyze your customers, and choose how to connect with your audiences. You can create customized marketing campaigns powered by Salesforce Flows to send at the right time. Commerce features that help boost sales with a Direct to Customer (D2C) online storefront. You can define customer experiences like search, carts, and checkout. Pay Now lets you generate secure payment links for customers when opportunities close, so you get paid faster. Data Cloud functionality that creates unified profiles by aggregating data from all of your data sources into a single view so you can better understand your customers. Create customer segments to more accurately target campaigns, analyze your customers, and manage consent data. Data Cloud also powers features so you can send online store order confirmation emails and marketing messages. 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

January 17, 2025in Data, Enterprise, Salesforce, Salesforce Flow, Salesforce Foundations, Salesforce Sales Cloud0 Comments

07Jan

Why Choose Salesforce as Your Mortgage CRM?

Centralized Data Storage & Management Salesforce Mortgage CRM consolidates all your mortgage data into a single platform, offering a unified view of client information, loan details, and transaction history. This eliminates the confusion of scattered data, ensuring brokers have quick access to crucial information. For instance, if a client calls with questions about their loan, brokers can immediately retrieve accurate details, enhancing trust and improving the client experience. Accurate Loan Forecasting With AI-driven data analytics, Salesforce provides actionable insights into future loan opportunities, potential risks, and projected income. By analyzing historical data, brokers can predict client behavior, such as the likelihood of refinancing. This proactive approach allows brokers to deliver tailored offers, increasing conversions and client satisfaction. Seamless Collaboration & Secure Data Sharing Effective communication within an organization is essential, and Salesforce Mortgage CRM excels at connecting team members across locations and devices. Features like document management ensure efficient workflows through version control, rights management, and advanced search capabilities. Brokers can also share select records or documents securely with external stakeholders by granting limited access, ensuring confidentiality while streamlining the lending process. Top-Notch Security Salesforce Mortgage CRM prioritizes data security with multi-level protocols, including multi-factor authentication, data encryption, 24/7 monitoring, and an advanced Trust Layer. These features ensure that sensitive client information, such as financial and personal data, is safeguarded, fostering confidence among potential borrowers. Personalized Client Interactions Every client’s journey is unique, and Salesforce empowers brokers to deliver personalized experiences. For example, if a client’s fixed-rate term is nearing its end, Salesforce can automate outreach with refinancing options. This level of personalization improves client satisfaction and strengthens retention strategies. In-Depth Analytics and Visualization Salesforce offers robust analytics tools to provide mortgage professionals with insights into client behavior, market trends, operational performance, and risk factors. Interactive dashboards and customizable reports enable brokers to visualize metrics like loan-to-value ratios, debt-to-income ratios, and delinquency rates. These insights help streamline operations, improve profitability, and mitigate risks. Automation and AI-Powered Assistance Salesforce integrates cutting-edge AI tools to automate routine tasks, segment clients, and deliver tailored recommendations. Brokers can use these tools to identify refinancing opportunities, streamline workflows, and increase efficiency. While advanced AI features may require premium subscriptions, Salesforce also provides no-code automation capabilities. Tools like Salesforce Flow allow users to create automated workflows for tasks such as data entry, follow-ups, and approvals. For complex workflows, Flow Orchestrator enables brokers to coordinate multi-step processes seamlessly. These automation features eliminate manual tasks, freeing brokers to focus on high-value activities. Streamline Your Lending Process with Salesforce Mortgage CRM Whether you’re looking to centralize your data, enhance client relationships, or improve operational efficiency, Salesforce Mortgage CRM offers a comprehensive solution. Its combination of AI, analytics, and automation ensures that your team can work smarter, not harder. Ready to transform your mortgage business? Let Salesforce help you achieve greater efficiency and client satisfaction today. Unlock the Full Potential of Mortgage Lending with Salesforce Mortgage CRM Automation Without AI Salesforce Mortgage CRM streamlines repetitive tasks through its no-code automation capabilities, removing the need for AI. Salesforce Flow allows brokers to create automated workflows triggered by specific events, such as follow-up tasks, reminders, or status updates. For more intricate workflows, Flow Orchestrator provides seamless coordination for multi-step processes, including approvals, ensuring a smooth lending experience. Whether sending monthly statements or routing documents between stakeholders in the approval process, Salesforce Mortgage CRM automates these tasks based on your predefined rules. For enterprises, Financial Services Cloud (FSC) offers pre-built templates to manage mortgage applications. For SMBs, building tailored flows from scratch can be a more efficient and cost-effective solution, offering greater customization without overpaying for unused FSC features. An excellent example of Salesforce’s versatility is integrating scheduling tools like Calendly with borrower portals built in Experience Cloud. These portals allow clients to book appointments while considering time zone differences and send automated reminders, ensuring seamless borrower engagement. Platform Customization and Scalability Salesforce is an agile platform that adapts to your business needs. Need custom fields for underwriting criteria? A new object to track loan pipeline opportunities? Or automated workflows to manage approvals? Salesforce’s intuitive point-and-click configuration tools empower you to customize your system without complex coding, making it a perfect fit for businesses of any size. Seamless Integration with Third-Party Tools Salesforce’s vast ecosystem, powered by the AppExchange, offers over 7,000 add-ons to enhance your CRM’s functionality. From digital signature solutions to mortgage rate comparison tools, these integrations eliminate the need for extensive custom development. If your unique needs aren’t met by existing options, Salesforce’s certified AppExchange partners can help create tailored solutions. Salesforce Products Tailored for Mortgage Lending Firms 1. Financial Services Cloud (FSC) FSC is purpose-built for the financial services industry, including mortgage lending. It provides a 360-degree view of clients, integrating their financial holdings, activities, and loan details. With FSC, lenders can offer personalized recommendations, streamline the underwriting process, and stay compliant with industry regulations using built-in risk management tools. 2. Marketing Cloud Account Engagement (Pardot) Pardot empowers lenders to engage potential borrowers effectively. For example, a mortgage firm targeting first-time homebuyers can use Pardot to create automated, personalized email campaigns, nurturing leads with tailored content about loans, interest rates, and homebuying tips.Real-time insights and Einstein-powered predictive lead scoring help mortgage professionals prioritize high-value leads and track engagement through detailed campaign performance metrics, such as Multi-Touch Attribution Reports. 3. Experience Cloud For mortgage firms looking to provide a self-service option, Experience Cloud allows for building custom portals and websites. Borrowers can use these portals to upload documents, track application statuses, and access loan details. The drag-and-drop design tools and pre-built templates make it easy to create branded, user-friendly interfaces without requiring extensive coding. 4. Service Cloud Customer service is critical in the mortgage process, and Salesforce Service Cloud enhances this experience with omnichannel support across email, chat, and phone. Borrowers can quickly get answers to questions about their applications, while automation retrieves and shares relevant data instantly. This improves response times, reduces manual effort, and ensures borrowers receive

January 7, 2025in AI Tools, Data, Enterprise, Salesforce, Salesforce Development Services, Salesforce Experience Cloud, Salesforce Financial Services Solutions, Salesforce Flow, Salesforce Marketing Cloud, Salesforce Service Cloud0 Comments

02Jan

Agentic AI Revolution

The Agentic AI Revolution: Lead, Follow, or Get Out of the Way The era of agentic AI is here, and the message is clear—if you’re not leading the charge, you’re falling behind. Companies like Wiley and OpenTable are reshaping their industries with autonomous AI agents that don’t just assist but also analyze, strategize, and execute tasks with unparalleled efficiency. As these organizations demonstrate, the key to AI success lies in rewriting the rules of your industry rather than playing catch-up. Rewriting Industry Standards with Agentic AI Wiley: The education giant leveraged Agentforce, a digital labor platform for deploying autonomous AI agents, to transform its customer service operations. By onboarding representatives 50% faster and improving case resolution by 40%, Wiley streamlined its processes in just a few weeks. AI agents now handle registration and payment inquiries, directing students to resources and reducing the workload on human representatives. OpenTable: As the go-to reservation platform for 1.7 billion diners annually, OpenTable deploys AI agents to manage reservation changes and loyalty points. This allows employees to focus on customer relationships. Even a two-minute efficiency gain per interaction translates to massive operational savings. Salesforce Help Site: With over 60 million annual visits, the Salesforce Help site integrated Agentforce to resolve 83% of queries without human involvement. In just weeks, Agentforce doubled its capacity, handling over 32,000 automated conversations. These examples showcase a new era of digital labor where AI agents orchestrate high-value, multistep tasks, working tirelessly to deliver results. Far from replacing humans, they supercharge productivity and innovation, enabling companies to do more than ever before. How to Empower Your Workforce with AI Empowering your workforce for the next wave of AI doesn’t require months of preparation or millions of dollars. You don’t need to build or train your own large language model (LLM). Instead, integrating AI with existing data, automation, and workflows is the key to success, as demonstrated by leaders like Wiley and OpenTable. Here’s how to get started: 1. Real-Time Data Access AI thrives on real-time, high-quality data. Platforms like Salesforce Data Cloud unify structured and unstructured data, connecting it seamlessly to the LLM. Techniques such as retrieval-augmented generation (RAG) and semantic search ensure AI agents can access the most relevant data for any task. 2. Advanced Reasoning AI agents aren’t just about answering queries—they execute complex, multistep tasks. For example, they can process returns, reorder items, and even flag anomalies. Powered by reasoning engines, these agents draw data from systems like CRM, refine plans, and adapt dynamically until the task is completed correctly. 3. Built-In Security AI agents must operate within clear guardrails, knowing their limits and handing tasks off to humans when necessary. Strong permissions and security protocols are essential to ensure data protection and prevent unauthorized actions. 4. Action-Oriented Workflows Generative AI’s real value lies in action. By integrating tools like Salesforce Flow for task automation and MuleSoft APIs for system connectivity, AI agents can execute business workflows such as fraud detection, customer outreach, and case management. 5. Human-AI Collaboration The future of work isn’t AI replacing humans—it’s AI and humans working together. While agents handle data-intensive and repetitive tasks, humans bring strategic thinking, empathy, and creativity. This synergy leads to smarter decisions and redefines workflows across industries. Why Training Your Own LLM May Not Be the Answer Many companies assume training a proprietary LLM will give them a competitive edge. In reality, this process is costly, time-intensive, and requires constant updates to remain accurate. An LLM trained on static data quickly becomes outdated, much like a GPS that fails after the first detour. Instead, companies are turning to out-of-the-box AI solutions that integrate seamlessly with their existing systems. These tools offer the flexibility to scale quickly and adapt in real time, enabling businesses to stay competitive without the heavy lift of building from scratch. Scaling AI for the Future Many organizations remain stuck in pilot phases with AI due to data quality issues and a limited understanding of use cases. Companies like Wiley and OpenTable, however, have cracked the code: integrating prebuilt AI systems with robust data flows, automation, and workflows. By embracing agentic AI, forward-thinking organizations are creating digital labor forces that unlock new efficiencies, enhance customer experiences, and position themselves for long-term success. The trillion-dollar AI opportunity awaits—will you lead or trail behind? 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

January 2, 2025in Agentforce Platform, Agentic AI, Data, Generative AI, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Flow0 Comments

Integrate Digital Delivery and Human Connection

21Dec

Types of Salesforce Integration

Types of Salesforce Integration: A Comprehensive Guide As a leading CRM platform, Salesforce is often required to integrate with other systems to deliver a seamless experience and ensure efficient business operations. Whether it’s syncing data, automating workflows, or enabling real-time communication, Salesforce provides robust integration methods tailored to various needs. In this guide, we’ll explore the different types of Salesforce integrations, their practical applications, and how to choose the right approach for your business. Why Integrate Salesforce? Integrating Salesforce with other systems empowers businesses to: Types of Salesforce Integration 1. Data Integration Ensures data consistency between Salesforce and external systems, enabling seamless synchronization. 2. Process Integration Links workflows across systems, ensuring actions in one system trigger automated processes in another. 3. User Interface (UI) Integration Combines multiple applications into a single interface for a unified user experience. 4. Application Integration Connects Salesforce with external apps for real-time data exchange and functional synchronization. 5. Real-Time Integration Facilitates instant synchronization of data and events between Salesforce and external systems. 6. Batch Integration Processes large data volumes in chunks, typically during off-peak hours. 7. Hybrid Integration Combines multiple integration types, such as real-time and batch, to handle complex requirements. Tools for Salesforce Integration Native Salesforce Tools: Third-Party Tools: Best Practices for Salesforce Integration Conclusion Salesforce integration is essential for streamlining operations and unlocking business potential. With options like data, process, and real-time integration, Salesforce offers the flexibility to meet diverse needs. By adopting the right integration approach and adhering to best practices, businesses can create a unified, efficient ecosystem, enhancing operations and improving customer experience. Whether integrating with ERP systems, marketing tools, or support platforms, Salesforce provides the tools to make integration seamless and impactful. 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

December 21, 2024in Data, Enterprise, Marketing Automation, Mulesoft, Salesforce, Salesforce Flow0 Comments

26Nov

Salesforce Strategies to Improve a Nonprofit

Transforming Nonprofit Operations with Salesforce: Lessons from a Real-Life Success Story Actionable insights for nonprofits to streamline operations and amplify impact-Salesforce Strategies to Improve a Nonprofit Running a nonprofit is challenging enough without the added frustration of disjointed systems. Many nonprofits grapple with scattered databases, isolated email tools, and incompatible fundraising platforms, resulting in inefficiencies and operational headaches. When systems operate in silos, teams waste time on manual data entry and backtracking, which hinders program delivery and donor engagement—putting the mission at risk. Enter Salesforce Nonprofit Cloud, a transformative platform designed to centralize operations, improve donor communication, and provide actionable insights. With 93% of Salesforce users reporting positive ROI, the platform empowers nonprofits to focus on what matters most: driving impact. Salesforce can revolutionize nonprofit operations. Case Study: Supporting Families Through Salesforce Client: Children’s Organization for displaced children in Ukraine Mission: To help children separated from their families during the war in Ukraine by providing bilingual, family-narrated audiobooks and beautifully illustrated storybooks. Challenge:While Better Time Stories had a meaningful mission, their operational processes were a roadblock. Their delivery system struggled with: The Approach 1. Goals Set Results With these optimizations, Better Time Stories significantly improved delivery success: Continuous system support ensured seamless operations and enhanced the organization’s ability to meet its mission. Key Strategies for Nonprofits Using Salesforce 1. Automate Donation and Impact Tracking 2. Personalize Donor Journeys 3. Create Custom Workflows 4. Integrate Salesforce with Other Tools 5. Enable Advanced Reporting 6. Build Volunteer and Beneficiary Portals 7. Leverage AI for Strategic Decisions 8. Design Scalable Data Architecture 9. Conduct Regular Health Checks Conclusion Nonprofits need solutions that simplify operations and maximize impact. Salesforce Nonprofit Cloud offers the tools to centralize processes, enhance donor engagement, and drive mission-critical outcomes. By following these strategies and working with an experienced implementation partner, your nonprofit can achieve operational excellence and focus on delivering meaningful results. Ready to transform your nonprofit operations with Salesforce? Let’s make it happen! 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

November 26, 2024in Data, Mulesoft, Salesforce, Salesforce Einstein, Salesforce Experience Cloud, Salesforce Flow, Salesforce Nonprofit Cloud

22Nov

Salesforce Flow Tests

Salesforce Flow Tests: What Are the Limitations? Salesforce Flow Tests are essential for ensuring automation reliability, but they aren’t without their constraints. Recognizing these limitations is key to refining your automation strategy and avoiding potential roadblocks. Here’s an overview of common challenges, along with insights into how you can navigate them to maximize the effectiveness of your testing processes. The Role of Flow Tests in Automation Automated processes in Salesforce are powerful, but they don’t optimize themselves. Proper setup and rigorous testing are essential to ensure that your automations run smoothly. While Salesforce Flow Tests help verify functionality, they have inherent limitations that, if misunderstood, could lead to inefficiencies or rework. By understanding these boundaries, you can make informed decisions to strengthen your overall approach to testing and automation. Key Limitations of Salesforce Flow Tests Final Thoughts Mastering Salesforce Flow Tests means leveraging their strengths while acknowledging their constraints. Optimized automations require careful planning, robust testing, and a clear understanding of the tools’ boundaries. Have questions about improving your Salesforce Flows or testing strategy? Let’s chat and explore ways to fine-tune your automations! 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

November 22, 2024in Data, Salesforce, Salesforce Flow

07Nov

Salesforce Customization Requests

The Most Commonly Requested Salesforce Customizations Salesforce’s flexibility is one of its biggest strengths, allowing businesses to tailor the platform to meet their unique needs. Here are the most frequently requested types of customizations: 1. Declarative Customization Make adjustments using Salesforce’s built-in tools—no coding required. Examples: Ideal For:Businesses looking for straightforward changes to enhance usability without requiring programming expertise. 2. Integration Customization Connect Salesforce with third-party systems to streamline workflows and centralize data. Examples: Benefits:Boost operational efficiency by enabling seamless communication between systems. 3. Custom Code Development Go beyond standard functionality with tailored solutions using Apex, Visualforce, or Lightning Web Components. Examples: Best For:Organizations with advanced or highly specific requirements that declarative tools can’t fulfill. 4. User Interface (UI) Customization Adapt the look and feel of Salesforce to improve user experience and align with your brand. Examples: Goal:Create an intuitive, visually appealing interface that boosts productivity and user adoption. 5. Workflow Automation Save time by automating repetitive tasks and processes. Examples: Impact:Streamline operations, reduce manual workloads, and improve efficiency. 6. Reporting and Analytics Customization Provide actionable insights with tailored reports and dashboards. Examples: Advantage:Empower teams to make data-driven decisions with clear, relevant insights. 7. Mobile Optimization Ensure a seamless Salesforce experience for users on mobile devices. Examples: Purpose:Keep teams connected and productive, regardless of location. Conclusion Salesforce customization goes beyond CRM—it transforms the platform into a tailored solution that aligns with your unique business processes. Whether you’re looking for simple adjustments or advanced integrations, these customizations unlock Salesforce’s full potential to drive operational success. Ready to Get Started?Discover how our Salesforce customization services can help tailor the platform to your specific needs. Let’s work together to maximize your investment and achieve your business goals! 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

November 7, 2024in Data, Salesforce, Salesforce Development Services, Salesforce Flow, Salesforce Implementation Services, Salesforce Optimization

25Oct

Salesforce Flow Tests

Deploying Salesforce Flow tests is not just about hitting “go” and hoping for the best. It requires more than simply moving automations from a Sandbox environment to production. Successful deployment demands thoughtful planning and attention to detail. In this post, we’ll dive deeper into deploying Flow tests effectively, covering key factors like independent testing and ensuring environment consistency. Building on our ongoing series, we’ll provide practical insights to help you achieve smooth deployments and reliable test execution. Key Considerations for Deploying Flow Tests Steps to Deploy Flow Tests Using Change Sets Final Thoughts Deploying Flow tests effectively is critical for maintaining the integrity of your automations across environments. Skipping the testing phase is like driving with a blindfold—one mistake could disrupt your workflows and cause chaos in critical processes. By following these guidelines, particularly focusing on independent testing and post-deployment checks, you can help ensure your Salesforce Flows continue to operate smoothly. Stay tuned for future insights for Flownatics where we’ll dive into more advanced aspects of Flow tests, helping you further optimize your Salesforce automation processes. Need more advice on testing your automations in Salesforce? Let’s chat! 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

October 25, 2024in Data

23Oct

Salesforce Flow is Here

Hello, Salesforce Flow. Goodbye, Workflow Rules and Process Builder. As Bob Dylan famously sang, “The times they are a-changin’.” If your nonprofit is still relying on Workflow Rules and Process Builder to automate tasks in Salesforce, it’s time to prepare for change. These tools are being retired, but there’s no need to panic—Salesforce Flow, a more powerful, versatile automation tool, is ready to take the lead. Why Move to Salesforce Flow? Salesforce is consolidating its automation features into one unified platform: Flow. This shift comes with significant benefits for nonprofits: What This Means for Nonprofits While existing Workflow Rules and Process Builders will still function for now, Salesforce plans to end support by December 31, 2025. This means no more updates or bug fixes, and unsupported automations could break unexpectedly soon after the deadline. To avoid disruptions, nonprofits should start migrating their automations to Flow sooner rather than later. How to Transition to Salesforce Flow Resources to Simplify Migration: Planning Your Migration: Start by auditing your existing automations to determine which Workflow Rules and Process Builders need to be transitioned. Think strategically about how to improve processes and leverage Flow’s expanded capabilities. What Can Flow Do for Your Nonprofit? Salesforce Flow empowers nonprofits to automate processes in innovative ways: Don’t Go It Alone Transitioning to Salesforce Flow may seem overwhelming, but it’s a chance to elevate your nonprofit’s automation capabilities. Whether you need help with migration tools, strategic planning, or Flow development, you don’t have to do it alone. Reach out to our support team or contact us to get started. Together, we can make this transition seamless and set your nonprofit up for long-term success with Salesforce Flow. 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

October 23, 2024in Salesforce, Salesforce Flow

18Oct

Salesforce Flows and LeanData

Mastering Opportunity Routing in Salesforce Flows While leads are essential at the top of the funnel, opportunities take center stage as the sales process advances. In Salesforce, the opportunity object acts as a container that can hold multiple contacts tied to a specific deal, making accurate opportunity routing crucial. Misrouting or delays at this stage can significantly impact revenue and forecasting, while manual processing risks incorrect assignments and uneven distribution. Leveraging Salesforce Flows for opportunity routing can help avoid these issues. Salesforce Flows and LeanData. What Is Opportunity Routing? Opportunity routing is the process of assigning open opportunities to the right sales rep based on specific criteria like territory, deal size, industry, or product type. The goal is to ensure every opportunity reaches the right person quickly, maximizing the chance to close the deal. Opportunity routing also helps prioritize high-potential deals, improving pipeline efficiency. Challenges of Manual Routing Manual opportunity routing can lead to several challenges: Benefits of Automating Routing with Salesforce Flows Using Salesforce Flows for opportunity routing offers many benefits: Setting Up Opportunity Routing in Salesforce Flows Here’s an outline for setting up opportunity routing in Salesforce: Managing Complex Salesforce Flows Opportunity routing in Salesforce Flows is powerful, but managing complex sales environments can be challenging: How LeanData Enhances Opportunity Routing LeanData extends Salesforce routing capabilities with advanced, no-code automation and auditing features: Salesforce Flows and LeanData Whether using Salesforce Flows or LeanData, the goal is to optimize time to revenue. While Salesforce Flows offer a robust foundation, organizations without dedicated admins or developers may face challenges in making frequent updates. LeanData provides greater flexibility and real-time automation, helping to streamline the routing process and drive revenue 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

October 18, 2024in Data, Enterprise, Salesforce, Salesforce Flow

18Oct

Life of a Salesforce Admin in the AI Era

The life of Salesforce admins is rapidly evolving as artificial intelligence (AI) becomes integral to business operations. Let’s examine the Life of a Salesforce Admin in the AI Era. By 2025, the Salesforce admin’s role will expand beyond managing CRM systems to include leveraging AI tools to enhance efficiency, boost productivity, and maintain security. While this future offers exciting opportunities, it also comes with new responsibilities that require admins to adapt and learn. So, what will Salesforce admins need to succeed in this AI-driven landscape? The Salesforce Admin’s Role in 2025 In 2025, Salesforce admins will be at the forefront of digital transformation, helping organizations harness the full potential of the Salesforce ecosystem and AI-powered tools. These AI tools will automate processes, predict trends, and improve overall efficiency. Many professionals are already enrolling in Salesforce Administrator courses focused on AI and automation, equipping them with the essential skills to thrive in this new era. Key Responsibilities in Life of a Salesforce Admin in the AI Era 1. AI Integration and Optimization Admins will be responsible for integrating AI tools like Salesforce Einstein AI into workflows, ensuring they’re properly configured and tailored to the organization’s needs. Core tasks include: 2. Automating Processes with AI AI will revolutionize automation, making complex workflows more efficient. Admins will need to: 3. Data Management and Predictive Analytics Admins will leverage AI to manage data and generate predictive insights. Key responsibilities include: 4. Enhancing Security and Compliance AI-powered security tools will help admins proactively protect systems. Responsibilities include: 5. Supporting AI-Driven Customer Experiences Admins will deploy AI tools that enhance customer interactions. Their responsibilities include: 6. Continuous Learning and Upskilling As AI evolves, so too must Salesforce admins. Key learning areas include: 7. Collaboration with Cross-Functional Teams Admins will work closely with IT, marketing, and sales teams to deploy AI solutions organization-wide. Their collaborative efforts will include: Skills Required for Future Salesforce Admins 1. AI and Machine Learning Proficiency Admins will need to understand how AI models like Einstein AI function and how to deploy them. While not requiring full data science expertise, a solid grasp of AI concepts—such as predictive analytics and machine learning—will be essential. 2. Advanced Data Management and Analysis Managing large datasets and ensuring data accuracy will be critical as admins work with AI tools. Proficiency in data modeling, SQL, SOQL, and ETL processes will be vital for handling AI-powered data management. 3. Automation and Process Optimization AI-enhanced automation will become a key responsibility. Admins must master tools like Salesforce Flow and Einstein Automate to build intelligent workflows and ensure smooth process automation. 4. Security and Compliance Expertise With AI-driven security protocols, admins will need to stay updated on data privacy regulations and deploy tools that ensure compliance and prevent data breaches. 5. Collaboration and Leadership Admins will lead the implementation of AI tools across departments, requiring strong collaboration and leadership skills to align AI-driven solutions with business objectives. Advanced Certifications for AI-Era Admins To stay competitive, Salesforce admins will need to pursue advanced certifications. Key certifications include: Tectonic’s Thoughts The Salesforce admin role is transforming as AI becomes an essential part of the platform. By mastering AI tools, optimizing processes, ensuring security, and continuously upskilling, Salesforce admins can become pivotal players in driving digital transformation. The future is bright for those who embrace the AI-powered Salesforce landscape and position themselves at the forefront of innovation. 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

October 18, 2024in AI Tools, Artificial Intelligence, Data, Salesforce, Salesforce Einstein

05Oct

Salesforce Einstein Conversation Mining

What Is Salesforce Einstein Conversation Mining? Imagine truly understanding your customers—knowing what drives their satisfaction, common reasons for support requests, and more. That’s the power of Einstein Conversation Mining (ECM). This AI-powered tool leverages customer interactions—via chats, emails, or calls—to uncover valuable insights. By analyzing these conversations, ECM helps businesses identify patterns, track sentiment, and prioritize what matters most to their customers. Take Your Salesforce Flows to the Next Level Einstein Conversation Mining employs advanced natural language processing (NLP) and machine learning to: Far from being tech for tech’s sake, ECM provides actionable insights that empower service and sales teams to: Key Features and Benefits Einstein Conversation Mining transforms customer conversations into strategic insights. Here’s how: 1. Automatic Call Transcriptions Converts spoken interactions into text, eliminating manual note-taking. These transcripts are analyzed to ensure critical details are captured and actionable. 2. Sentiment Analysis Automatically detects customer emotions (positive, negative, or neutral), enabling teams to address frustrations or identify upsell opportunities. 3. Topic Identification Highlights key topics from interactions, allowing teams to focus on areas of interest or concern and prioritize impactful actions. 4. Actionable Insights Provides AI-driven recommendations for the next steps, enabling more personalized and proactive customer interactions. 5. Trend Analysis Identifies recurring issues or successful strategies, helping teams refine processes and maintain effective practices. 6. Conversation Summarization Generates concise summaries of calls, streamlining the review process and saving time. 7. Customizable Dashboards Tailored reporting ensures teams can focus on the metrics that matter most, driving data-informed decisions. How Does Einstein Conversation Mining Work? Here’s an example of how ECM transforms customer interactions into insights: Scenario: Rescheduling an Appointment Setting Up Einstein Conversation Mining ECM is available on Performance, Unlimited, and Developer Editions of Salesforce. Reporting and Dashboards To generate actionable reports: Considerations and Best Practices Before implementing ECM, keep these in mind: ECM vs. Einstein Conversation Insights (ECI) Why Einstein Conversation Mining Matters In today’s competitive landscape, personalized customer service is critical. Einstein Conversation Mining equips teams to: Despite limitations, ECM’s AI-driven insights enable businesses to work smarter, improve processes, and deliver exceptional customer experiences. Transform Your Customer Interactions Today Embrace Einstein Conversation Mining to turn customer conversations into your greatest asset! 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

October 5, 2024in Data, Salesforce Einstein, Salesforce Flow

01Oct

Salesforce Data Cloud Innovations Announced

Salesforce Data Cloud Drives Customer Experience Transformation with New Data and AI Innovations Salesforce has unveiled new innovations within its Data Cloud, enhancing the way organizations transform customer experiences by leveraging data and AI. Key advancements include expanded support for unstructured data, enabling native processing of audio and video content—such as webinars and calls—to unlock deeper insights into customer behavior. A standardized semantic data model ensures both Agentforce Agents and humans can consistently interpret and use data, while improved search capabilities enhance information discovery by factoring in customer context. Real-time data activations allow organizations to respond instantly to evolving customer needs, and new data security and governance features safeguard operations and prevent data exposure. “In this new era of AI and Agents, customer data and metadata are the new gold for the enterprise,” said Rahul Auradkar, EVP and GM for Data Cloud at Salesforce. “More companies are using Data Cloud to unify all their data—from customer interactions and product usage to IoT and social media data—gaining deeper insights across all touchpoints. Because Data Cloud is foundational to Salesforce, companies can act on this data to deliver personalized, meaningful customer experiences.” Data Cloud integrates with Salesforce Customer 360, Agentforce, Flow, and analytics, providing a trusted data foundation for personalized experiences and real-time analytics. It powers data-driven actions and workflows while securely enabling AI across all Salesforce applications. Leveraging zero-copy technology and MuleSoft connectors, Data Cloud can ingest data from hundreds of sources, including data lakes and warehouses. Integrated into the Salesforce Platform, this metadata seamlessly flows into Salesforce applications, governed by set policies. This gives every team a 360-degree customer view, driving AI, automation, and analytics without compromising security. Data Cloud also enhances Agentforce, providing contextual insights and guiding next-best steps, like automating follow-up emails or sharing detailed chat summaries with human agents. Tableau Semantics bridges the gap between AI and employees, ensuring they operate with consistent data definitions. The following new Data Cloud features will be available across various release stages: For more information, visit www.salesforce.com. 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

October 1, 2024in Data, Enterprise, Mulesoft, Salesforce, Salesforce Data Cloud, Technology

23Sep

Agentforce – AI’s New Role in Sales and Service

From Science Fiction to Reality: AI’s Game-Changing Role in Service and Sales AI for service and sales has reached a critical tipping point, driving rapid innovation. At Dreamforce in San Francisco, hosted by Salesforce we explored how Salesforce clients are leveraging CRM, Data Cloud, and AI to extract real business value from their Salesforce investments. In previous years, AI features branded under “Einstein” had been met with skepticism. These features, such as lead scoring, next-best-action suggestions for service agents, and cross-sell/upsell recommendations, often required substantial quality data in the CRM and knowledge base to be effective. However, customer data was frequently unreliable, with duplicate records and missing information, and the Salesforce knowledge base was underused. Building self-service capabilities with chatbots was also challenging, requiring accurate predictions of customer queries and well-structured decision trees. This year’s Dreamforce revealed a transformative shift. The advancements in AI, especially for customer service and sales, have become exceptionally powerful. Companies now need to take notice of Salesforce’s capabilities, which have expanded significantly. Agentforce – AI’s New Role in Sales and Service Some standout Salesforce features include: At Dreamforce, we participated in a workshop where they built an AI agent capable of responding to customer cases using product sheets and company knowledge within 90 minutes. This experience demonstrated how accessible AI solutions have become, no longer requiring developers or LLM experts to set up. The key challenge lies in mapping external data sources to a unified data model in Data Cloud, but once achieved, the potential for customer service and sales is immense. How AI and Data Integrate to Transform Service and Sales Businesses can harness the following integrated components to build a comprehensive solution: Real-World Success and AI Implementation OpenTable shared a successful example of building an AI agent for its app in just two months, using a small team of four. This was a marked improvement from the company’s previous chatbot projects, highlighting the efficiency of the latest AI tools. Most CEOs of large enterprises are exploring AI strategies, whether by developing their own LLMs or using pre-existing models. However, many of these efforts are siloed, and engineering costs are high, leading to clunky transitions between AI and human agents. Tectonic is well-positioned to help our clients quickly deploy AI-powered solutions that integrate seamlessly with their existing CRM and ERP systems. By leveraging AI agents to streamline customer interactions, enhance sales opportunities, and provide smooth handoffs to human agents, businesses can significantly improve customer experiences and drive growth. Tectonic is ready to help businesses achieve similar success with AI-driven innovation. 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

September 23, 2024in Agentforce Platform, AI Tools, Data, Enterprise, Generative AI, Google, Marketing Automation, Salesforce, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Public Sector Solutions, Snowflake

18Sep

Pay Per Chat

Salesforce is launching its AI-powered Agentforce platform across its key clouds, including Sales, Service, Marketing, and Commerce. However, a significant question remains: Will enterprises be willing to pay $2 per conversation for Agentforce, especially without volume discounts? The introduction of Agentforce wasn’t unexpected, as CEO Marc Benioff has been discussing autonomous AI agents since the company’s second-quarter earnings call. Leading up to Dreamforce, Salesforce has consistently emphasized agentic AI, with Benioff previously hinting at the $2 per conversation pricing model. Agentforce is part of Salesforce’s ongoing effort to move beyond generative AI copilots to fully autonomous digital agents that can perform tasks independently. Much of this technology stems from Salesforce’s acquisition of Airkit.ai last year. Additionally, the company’s acquisition of Own highlights a strategic, smaller-scale approach to mergers and acquisitions. The core of Salesforce’s AI vision is a blend of human expertise and AI agents. While humans focus on relationship-building, industry knowledge, and goal-setting, AI agents will handle tasks like answering questions, scheduling meetings, and gathering information. Key features of Agentforce include: Pay Per Chat? Salesforce is unifying its clouds under a single platform, with Data Cloud as the common thread connecting Sales, Service, Marketing, Commerce, and Tableau. According to Constellation Research analyst Holger Mueller, the real story is the infrastructure behind the agents, which will drive innovation in the future of work by enhancing developer velocity and productivity. At Dreamforce, Salesforce also unveiled Einstein Sales Agents, including a Sales Development Representative (SDR) agent and a Sales Coach, designed to improve sales performance. Salesforce highlighted that agents, unlike traditional bots, are dynamic, outcome-driven, and capable of adapting to various situations. Beyond sales, the Agentforce lineup includes: Agentforce is poised to serve as the connective tissue, unifying Salesforce’s various clouds and driving value with ongoing innovations in Data Cloud and AI. 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

September 18, 2024in Agentforce Platform, Generative AI, Mulesoft

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