Salesforce Implementation Archives - Page 5 of 8 - gettectonic.com
SaaS Data Protection from Own

Reporting With Own

In any Salesforce organization, vast amounts of data are generated constantly from sales activities, customer interactions, marketing campaigns, and more. Summarizing and digesting this information quickly is crucial, especially when presenting the big picture to leadership. This is where Salesforce reports come into play. The Salesforce Reports feature enables organizations to analyze, visualize, and summarize

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Salesforce Success Story

Case Study: Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition

Military congressionally chartered, federally supported non-profit corporation that sustains and equips the armed forces. Client employs nearly 170,000 professionals to support and sustain the global mission of the armed forces. Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition. Industry: Federal – Military Process Gaps: Client’s lack of a digital processes for talent acquisition hindered their

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Salesforce Field Service

Understanding Salesforce Field Service

Salesforce Field Service is an expansive addition to Salesforce Service Cloud, offering a 360 degree perspective on workforce management, especially in scenarios where services extend beyond the office or work site into the field. This typically involves mobile employees such as service technicians, alongside service agents, dispatchers, and service managers. Let’s dive into the nuances

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Salesforce Managed Services

Writing and Sending Marketing Automation in Salesforce

Marketing automation refers to technology that efficiently manages various marketing processes and multifaceted campaigns across multiple channels. It automates the targeting of customers through messages delivered via email, web, social media, and text. These messages are sent automatically based on predefined sets of instructions known as workflows. These workflows can be template-defined, custom-built, or adjusted

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Einstein GPT Links to Flow and Data Cloud

Einstein GPT Links to Flow and Data Cloud

Salesforce Harnesses AI and Data Integration to Drive Autonomous, Intelligent Enterprise-Einstein GPT Links to Flow and Data Cloud Salesforce is forging ahead with innovative advancements, seamlessly integrating Einstein GPT and Data Cloud into Flow to propel the autonomous, intelligent enterprise. This article explores how these technologies collaborate to enhance customer experiences and streamline business operations.

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Salesforce Inspector Chrome Reloaded

Salesforce Inspector Chrome Reloaded

Salesforce Inspector Chrome Reloaded represents a significant advancement in the arsenal of tools available to Salesforce administrators and developers. As a Chrome extension, it seamlessly and easily integrates into the Salesforce user interface, offering a suite of productivity-enhancing features that streamline data and metadata inspection tasks. Developed as an evolution of the original Salesforce Inspector

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New Nonprofit Cloud

The New Nonprofit Cloud

Salesforce.org recently announced the “New Nonprofit Cloud,” and Lori Freeman shared this update in the Trailblazer Community. Here’s a summary of the key points: Salesforce.org is rolling out an entirely new suite of technology solutions for nonprofits over the next few years, collectively named “Nonprofit Cloud.” These solutions will not be based on, nor compatible

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hospitality

Salesforce Einstein and Your Data

Einstein Lead Scoring is a robust tool, equipping sales teams to accelerate deal closures. Integrated into Salesforce’s Sales Cloud Einstein platform, this tool harnesses the power of artificial intelligence (AI) to analyze historical sales data, identifying leads with the highest likelihood of conversion. Salesforce Einstein and Your Data. Utilize AI to score leads based on

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Salesforce Success Story

Case Study: Financial Services-Insurance Healthcare-Salesforce Service/Marketing Clouds

Salesforce provides comprehensive solutions tailored for the healthcare industry, addressing the specific needs of both payers (insurance providers) and providers (healthcare organizations). These solutions are designed to enhance patient engagement, improve operational efficiency, and drive better health outcomes. Salesforce Financial Services and Healthcare solutions.

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Salesforce

What are Salesforce Roles?

SFDC roles are record-level access controls that define what data a user can see in Salesforce. In other words, roles can be used to determine the visibility access of the user and the data they can access in your Salesforce CRM organization.  For this insight we are looking for roles as defined in your Salesforce

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Slack and ChatGPT

Slack and ChatGPT

Salesforce Inc announced its collaboration with OpenAI, the creator of ChatGPT, to integrate the chatbot technology into its Slack collaboration software and broaden the use of generative artificial intelligence across its business software. The San Francisco-based company unveiled EinsteinGPT, a technology merging its own AI capabilities with those of external partners like OpenAI. This collaboration

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