Salesforce Implementation - gettectonic.com - Page 6
Salesforce
16Mar

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 instance not roles as job titles. How many roles are there in Salesforce? By default, a Salesforce org can have up to 500 Roles. The current Maximum is 10,000. If you require more you will need a documented business case, including the specific amount of roles required when requesting a higher limit. What are roles and hierarchy? Role hierarchy works together with sharing settings to determine the levels of access users have to your Salesforce data. In most cases, the Salesforce hierarchical roles allow employees access to data of all the users directly below them in the hierarchy. How is a role and a user different in Salesforce? A user can access, and roles determine what records a user can see relative to others in the organization’s hierarchy. Typically, a user’s profile is set to something such as Sales or HR or System Administrator. This will determine what they have access to within the system. Custom roles can be created by your Salesforce administrator. Can you have multiple SFDC roles? Sorry, you cannot assign either multiple profiles or roles to a single user. One would typically create a single profile with sufficient permissions and then place the users of this profile high enough up in the role hierarchy. As an admin, you can log in as another user to see their views in Salesforce. What is the profile and permission in Salesforce? In Salesforce, profiles and permission sets define what a user can do. Roles, on the other hand, define what they can see. Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your Salesforce org’s data. Roles within the hierarchy affect access on key components such as records and reports. Users at any role level can view, edit, and report on all data that’s owned by or shared with users below them in their role hierarchy. The only exception is for custom objects, for which you can disable the Grant Access Using Hierarchies setting on the Sharing Settings page. When disabled, only the record owner and users who are granted access have access to the custom object’s records. When you edit groups, roles, and territories, sharing rules are recalculated to add or remove access as needed. 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

Read More
March 16, 2023in Salesforce Implementation Services
Slack and ChatGPT
05Mar

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 aims to assist businesses in tasks such as drafting emails, managing customer accounts, and even generating computer code. Additionally, ChatGPT will integrate with Slack to help users summarize conversations and handle various queries. This strategic move reflects the competitive landscape among tech giants racing to enhance their platforms with generative AI, which can generate text, images, and other content based on historical data inputs. Microsoft Corp, for example, leveraging its investment in OpenAI, has integrated generative AI into its Teams product, enabling functionalities like generating meeting notes and suggesting email responses through its Viva Sales subscription. This places Teams in direct competition with Slack. Clara Shih, a general manager at Salesforce, highlighted during a press briefing that this announcement addresses the growing demand from businesses for advanced AI capabilities. She emphasized that Salesforce’s proprietary data and AI models would differentiate their offerings in the market. Salesforce’s initiative in generative AI is poised to transform customer engagement strategies for businesses, according to Shih, enabling them to innovate profoundly in their interactions with customers. In addition to this integration, Salesforce also unveiled a new fund aimed at investing in startups specializing in generative AI technologies. 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

Read More
March 5, 2023in Generative AI, Salesforce Slack
Salesforce Nonprofit Cloud
28Feb

Salesforce Nonprofit Cloud for Fundraising and Engagement

In times of disaster or when safeguarding fundamental rights, it is humans, not technology, that distribute supplies and ensure access to essential needs. Nonprofits, regardless of size, collaborate with individuals, partner organizations, government agencies, healthcare providers, volunteers, and staff to foster community and planetary improvement. Whether responding to a natural disaster or organizing a local food drive, the key is the collaborative effort of people and systems working together, driving real change and impact. Nonprofit Cloud for Fundraising from Salesforce is a custom built CRM for nonprofits. At Salesforce, the vision for nonprofits centers is on empowering impact makers with the best technology. We believe technology should play a crucial role in bringing people and organizations together to scale impactful moments. Our goal is to simplify nonprofit operations by breaking down information silos within organizations and with local or global partners. To collectively achieve greater impact, collaboration, information sharing, and data utilization are essential. We have collaborated with partners and nonprofit peers to address four key priorities: Nonprofit Cloud for Fundraising Over the past two decades, Salesforce has collaborated with the community and partner ecosystem to deliver purpose-built packages on top of the Salesforce platform. While continuing support for existing offerings like NPSP, Nonprofit Cloud Case Management, and the Program Management Module, we are also introducing a new solution for nonprofit organizations. This reimagined solution integrates program management, case management, outcomes, marketing engagement, and fundraising into a single platform, starting with a focus on delivering programs and case management. Fundraising and outcomes will be added to this comprehensive solution later this year. This new solution includes Nonprofit Cloud for Fundraising. Your donors are some of your organization’s biggest advocates. Their gifts fuel your organization and help further your mission. That’s why it’s crucial to understand how to keep donors interested and involved through donor engagement. In this insight, we’ll explain what donor engagement is and offer tactics to bolster your donor engagement strategy. Nonprofit Cloud for Fundraising improves engagement with your donors and helps to foster quicker responses. Next Generation Nonprofit Cloud This next generation of Nonprofit Cloud offers faster and easier access to nonprofit technology through the full Salesforce platform. By unifying stakeholder experiences across the organization and its partners, this innovation accelerates data-driven decision-making, allowing organizations to focus on what is working and where change is needed. It provides a more unified approach to programs, fundraising, engagement, and outcomes, while also granting quicker access to the wealth of innovation available across all Salesforce solutions for various industries and use cases. Donor engagement measures how attentive and involved donors are with your organization. Here’s a list of donor engagement KPIs to keep track of: Donors show they’re engaged by reading your emails, attending your volunteer opportunities, promoting your mission on social media, and many other ways. Keeping track of these donor engagement KPIs gives you valuable insight into the mindset of your donors. For instance, donors who are no longer attending events, ignoring your emails, or not interacting on social media may be at risk of abandoning your organization altogether. Meanwhile, donors who are attending events and engaging online may be ready to increase their involvement. Donor engagement is the key to donor retention, as engaged donors tend to be happy donors who are actively choosing to stay in touch with your organization. In order to measure donor engagement, it’s important to keep track of which donors are engaged and which aren’t. For more information about Nonprofit Cloud for your organization, contact Tectonic today. Like1 Related Posts CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more Salesforce Quickstarts What are Salesforce Quickstarts? Salesforce Quickstarts are ideal for individual departments or small sales and customer services teams looking to Read more Salesforce SOAP API Salesforce provides programmatic access to your org’s information using simple, powerful, and secure application programming interfaces (APIs). Before reading more Read more

Read More
February 28, 2023in Salesforce for Nonprofits, Salesforce Nonprofit Cloud
Salesforce Success Story
18Feb

Case Study: Salesforce Innovation for Hospitality

Major hospitality management firm, moves to the cloud and adopts Google Cloud and Salesforce to improve operational insights and decision-making. Tectonic assisted them to move to the cloud and obtatin quicker, actionable insights with business intelligence. Salesforce Innovation for Hospitality.

Read More
February 18, 2023in Google Analytics, Salesforce, Salesforce Development Services, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Optimization, Salesforce Success Stories
Explore Salesforce Experience Cloud
04Feb

Explore Salesforce Experience Cloud

Empowering Businesses with Exceptional Salesforce Cloud Solutions Explore the transformative work we have done for our clients with Salesforce Experience Cloud, showcasing some of the exceptional solutions we have implemented. Through our strategic initiatives, we have enabled organizations across various industries to leverage the full potential of Salesforce Clouds to enhance user engagement, streamline operations, and achieve significant business growth. Our success stories reflect the diverse challenges our clients faced and the optimized solutions we provided to address them. For instance, by revamping an recruiting portal for a prominent American government agency, we reduced issues related to recruting, onboarding, and retaining talent. Tectonic’s approach incorporates the latest Salesforce technologies, such as Lightning Web Components, Service Cloud, and Experience Cloud, to deliver high-performing, scalable solutions. From improving partner portals for better partner support to transforming community portals for enhanced user experience, our solutions are designed to meet specific client needs while ensuring long-term adaptability and success. Manufacturing – Experience Cloud Case Study Public Sector – Experience Cloud and Grants Management Case Study Manufacturing – Sales, Service, Marketing, and Partner Community Case Study Manufacturing – Sales, Service, Marketing and Experience Cloud Case Study Branded Solutions Manufacturing – Sales, Service, and Experience Cloud Case Study Nonprofit Hospitality – Service and Experience Cloud Case Study Tribal Government – Health, Marketing, MuleSoft, and Experience Cloud Case Study Restaurant – Sales, Service, and Experience Cloud Case Study Federal Government – Nonprofit Talent Acquisition Experience Cloud Case Study Higher Education Software – Sales, Service and Experience Cloud Case Study Salesforce Partner Portals Built on Salesforce Experience Cloud Explore all Tectonic Salesforce Implementation Solutions 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

Read More
February 4, 2023in Mulesoft, Salesforce Experience Cloud
02Jan

Improving Customer Experiences with Salesforce

Sustaining competitiveness continues to demand businesses prioritize personalization and agility in their customer experience strategy in 2023. Improved Customer Experiences with Salesforce are attainable. Read on. “You are caller number 10; please stay on the line.” A few years ago, a phone message like this from a company was a standard part of the customer experience. But today, customers expect more. They expect callback options. They expect to open a chat window on your website, send a text message or a tweet, and get a near-instant reply. They expect that you already know who they are when they call, that you’re aware of their most recent order, and that you understand what they need next. They don’t want to repeat their information. And they definitely don’t want to wait. Improved Customer Experiences with Salesforce Here are ways to enhance your customer experience program: Enhancing Customer Experience for Brand Loyalty: Advance Personalized Experiences: By concentrating on these core areas, organizations can navigate the evolving CX landscape, delivering exceptional customer experiences. Tectonic is poised to collaborate, customizing Salesforce tools to craft remarkable customer experiences. CX-Customer experience, gets thrown around a lot. But how is it defined, and what does it mean? “Customer experience and service have converged, it’s more than call centers and successful responses to problems. It is service opportunities in sales, support, and marketing. Delivering great customer experiences now means providing amazing, almost magical service at every opportunity.” Peter Schwartz, Salesforce senior vice president of strategic planning What Does Customer Experience Mean? Customer experience encompasses every interaction a prospect or customer has with a business, spanning various channels and touchpoints. Here’s how to enhance customer experience with Salesforce: Customers have always wanted a consistently good buying experience and the best value they can get. If they’re not happy buying expensive razor blades, they can sign up for inexpensive monthly delivery. If they’re fed up with mediocre hotel chains that don’t offer value, why not try Airbnb? The Good News The good news? Customers are willing to pay a premium for great experiences, and not just great products and services. This means businesses have an opportunity to increase revenue by delighting their customers in a way that no one else can. What are the 3Rs of customer experience? Science shows that customers are looking for 3 things in every interaction. These can be summarized in the 3 service values: be reliable, be responsive and build relationships. What are the six pillars of customer experience excellence? Developed by KPMG Nunwood of the UK following research involving more than one million customers across three continents, the system spotlights six key principles as the building blocks for customer experience success: personalization, integrity, expectations, resolution, time and effort, and empathy. 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

Read More
January 2, 2023in Salesforce Communications Cloud
Tectonic Salesforce implementation partner
29Dec

Salesforce Implementation Company

Salesforce implementation partners are organizations licensed by Salesforce to assist CRM users in selecting and implementing Salesforce’s CRM solutions within their organizations. These partners often specialize in specific industries and use cases, aiming to drive Salesforce adoption rates across teams. Salesforce implementation services cover a range of activities, including consulting, configuration, customization, migration, integration, support, and more. Learn more about Salesforce Implementation Company solutions. For instance, Tectonic, a CRM development company, specializes in helping companies implement reliable Salesforce solutions to enhance their sales, customer service, and marketing processes. Salesforce provides consulting partners with resources, training, and tools to develop expertise in specific business functions, product areas, and industries. This empowers them to better serve their customers and refine their practices. Adding value with specialized business logic is a key aspect of Salesforce implementation partners’ services. This involves leveraging Apex development solutions to enhance the functionality of the Salesforce CRM platform. The Salesforce services offered by implementation partners focus on cost-effectiveness, close collaboration, efficiency gains, and process improvements. These services include implementation, custom development, migration, integration, and ongoing support. Key features of Salesforce implementation partners’ services: Overall, Salesforce implementation partners play a crucial role in enabling organizations to engage with various stakeholders effectively, utilizing the diverse capabilities of the Salesforce platform to drive meaningful interactions and achieve business goals. They offer tailored services, leveraging their experience and expertise in the Salesforce ecosystem. Contact Tectonic today for Salesforce solutions for your business. 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

Read More
December 29, 2022in Salesforce, Salesforce Implementation Services
Connecting Marketing Cloud Account Engagement, Marketing Cloud, and Salesforce
23Dec

Why Optimize Sales Force

Maximizing Sales Force Productivity: Overcoming Challenges and Reaping Rewards-Why Optimize Sales force? The productivity of a sales force is paramount to the success and growth of any business. A high-performing sales team not only drives revenue but also enhances customer satisfaction. However, organizations often encounter obstacles that hinder the optimization of their sales force. Typical Challenges and Problems Why Optimize Sales force? Approaches to Address These Challenges To effectively tackle these issues, a holistic approach is necessary: Benefits of Enhanced Sales Force Productivity Optimizing sales force productivity is key to driving growth and gaining a competitive edge. By addressing challenges, implementing strategic approaches, and emphasizing continuous improvement, organizations can elevate the effectiveness of their sales teams and enjoy the benefits of increased revenue, customer satisfaction, and employee morale. Implementing Salesforce could be just what your sales team needs. Contact Tectonic today. 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

Read More
December 23, 2022in Salesforce, Salesforce Sales Cloud
Salesforce Flow
14Dec

Salesforce Flow

Flow serves as a comprehensive platform designed for the creation and management of automated processes and workflows throughout the entire Salesforce ecosystem. Users harness the capabilities of SFDC Flow to construct personalized processes triggered by various events, including new record creation, task completion, or specific field updates. This flexibility empowers organizations to streamline and automate diverse business tasks, encompassing data validation, record manipulation, task assignments, and the development of custom interfaces for user input or data display. Customizable The customizable and adaptable nature of Flow enables users to craft processes tailored to their unique business requirements. This flexibility proves invaluable in enhancing efficiency, reducing errors, and saving time by automating repetitive and time-consuming tasks. Furthermore, Flow seamlessly integrates with other Salesforce features like Salesforce CRM, Salesforce Marketing Cloud, and Salesforce Einstein. This integration facilitates easy access to data from across the platform, enabling the creation of more potent and sophisticated processes. Salesforce Flow Flow is an indispensable tool for organizations seeking to optimize and automate business processes within Salesforce, leading to greater efficiency and productivity. Flows are an automation tool provided by Salesforce which can be used to perform various tasks like, Sending an Email, Posting a chatter, Sending custom Notifications &, etc. Flow is the most powerful automation tool provided by Salesforce. What are the benefits of Salesforce flow? Streamlines workflows and saves Time: Flow automates repetitive tasks and business processes, freeing up employees to focus on more critical and strategic work. Flow Builder is the most powerful tool that a Salesforce Admin has at their disposal, giving you similar powers that Salesforce developers have. If you need to perform mass updates across multiple unrelated records, or complex logic into opportunity conversion, these are common examples for when you should use Flow. What are the 5 types of flows in Salesforce? How many types of flows are there in Salesforce? The Flow can be classified into five subtypes- Screen flows, Schedule-triggered flows, Autolaunched flows, Record-triggered flows, and Platform Event-triggered flows. What triggers a flow in Salesforce? Creating or updating a record can trigger an autolaunched flow to make additional updates to that record before it’s saved to the database. A record-triggered flow can update a Salesforce record 10 times faster than a record-change process. Configure the record trigger in the Start element of your autolaunched flow. How many flows should you have per object Salesforce? You can configure your before and after flows to be executed on Create or Update, but Delete will need to be handled separately again. This means that, ultimately, the magic number of flows per object is three: Before create or update. After create or update. Can we create two flows on the same object in Salesforce? As per flow best practices in Salesforce we should create one record triggered flow per object per type/event or context. This idea comes from the Apex trigger framework. As we can create multiple record trigger flows, but it will be difficult to manage those multiple flows. Three characteristics of Flow Salesforce In Flow Builder, there are three groups of elements: Interaction, Logic, and Data. The Data Elements reach out from the flow instance and interact with Salesforce data, allowing the flow to retrieve information from or make changes to records in the database. What are three basic building blocks of flow? Flow has three major building blocks known as Element, Connector, and Resource. With the help of these blocks, you can easily develop Flows. Element represents an action that Flow can use to display or collect information from the Flow user, create or update records, delete records, or loop logic. What are flow templates in Salesforce? Templates are patterns that you can leverage to build a flow. All of the steps and field mappings are predefined, so you can select the template and enter the missing information for the various connectors used (such as connection secrets) to create a flow you can later customize to meet your business needs. What is difference between flow and trigger in Salesforce? Salesforce Flow is a no-code visual automation tool for multi-step processes, while Salesforce Trigger is a code-based automation tool for real-time, record-based actions. What are the limitations of flows? Complexity: While flows offer a visual interface for creating automation, complex business processes may still require advanced logic and customization beyond what flows can provide. 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

Read More
December 14, 2022in Salesforce, Salesforce Development Services
Salesforce Integration
10Dec

Canvas Integration With Salesforce

Can Salesforce be seamlessly integrated with Canvas? The integration of Salesforce and Canvas is made effortless through the Tray Platform’s robust connectors for Salesforce and Canvas. These connectors are designed to connect with any service without the need for additional integration tools. Canvas facilitates the easy integration of third-party applications within Salesforce. It comprises a set of tools and JavaScript APIs that allow you to expose an application as a canvas app. This implies that you can make your new or existing applications accessible to users as part of their Salesforce experience without the need for extensive redesign or reintegration. Canvas provides tools to manage various aspects, including: The third-party app you wish to expose as a canvas app can be written in any language, with the only requirement being a secure URL (HTTPS). Other integration options to consider before opting for Canvas include: How do I open a Canvas app in Salesforce? To view canvas apps in the navigation menu, log in to Salesforce mobile web. The Canvas app displays in the call control tool when Open CTI is selected in the call center’s definition file. Additionally, the Canvas app can be displayed in the publisher. What is the Canvas app used for? Canvas apps are ideal for constructing task-based or role-based applications. For instance, a team within the customer service department responsible for creating support tickets can efficiently use Canvas apps for this purpose. What are two features of a Canvas app? Two features of a Canvas app include: 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

Read More
December 10, 2022in Salesforce
Salesforce Service Cloud
01Dec

Salesforce Service Cloud Explained

Service Cloud, developed by Salesforce, functions as a powerful customer relationship management (CRM) tool explicitly tailored to bolster a business’s customer service operations. This platform streamlines communication between customers and companies, utilizing channels such as email support, live chat, and phone interactions to aid customer agents in promptly identifying and resolving customer issues. Service Cloud, as a comprehensive customer service platform, empowers businesses to effectively manage and resolve customer inquiries and issues. Its huge array of features encompasses case tracking, social networking plug-ins for conversion, and analytics. If you’ve recently engaged with a business through live chat or created a support ticket, chances are they were leveraging a system like SFDC Service Cloud. Revolutionize the way your service teams provide value across every customer touchpoint, encompassing customer experience, engagement, processes, automation, and service operations. By reimagining service with Service Cloud, businesses can enhance customer lifetime value, reduce operational costs, and optimize efficiency—from the contact center to the field. Achieve personalized support at scale with trustworthy Artificial Intelligence. Integrate every customer service process into the Einstein 1 Platform to decrease costs and boost productivity. Service Cloud provides businesses with a 360-degree view of their customers, enabling the delivery of faster, smarter, and more tailored experiences. Businesses can establish a connected knowledge base, manage case interactions, and facilitate live agent chat—all within a unified platform. Leveraging customer’s past activity data allows for personalized interactions and opportunities for upselling services or products. It’s important to note the distinction between Salesforce Sales Cloud and Service Cloud. Sales Cloud focuses on the sales process, managing leads, opportunities, and sales forecasts. On the other hand, Service Cloud is dedicated to addressing customer inquiries and cases, emphasizing exceptional customer service and support. Important Features of Service Cloud Custom Reports and Dashboards Utilizing real-time reports within SFDC Service Cloud empowers business owners to access a comprehensive case history of customers, facilitating informed decision-making. The associated dashboard provides professionals with a 360-degree view, enabling easy tracking of customer information and cases for efficient problem-solving. Salesforce Lightning Service Console The Salesforce Service Cloud console consolidates customer data across multiple devices and channels. It provides a unified view of customer interactions, encompassing emails, chats, social media mentions, and phone calls. Salesforce Service Cloud Case Management A case management system collects and organizes customer service interactions from various channels, allowing agents to respond promptly. Automated Case Routing Automation in case routing expedites resolutions by assigning tasks to personnel based on qualifications and skills, managing tasks across multiple service channels. Social Customer Service Empowering customer teams, Social Customer Service handles user queries on social media channels and directs them to relevant agents, offering a 360-degree view of customers. Asset and Order Management Tracking orders, assets, and support history in one place provides a comprehensive view, enabling personalized services and enhancing customer satisfaction. Telephony Integration Integrating with Computer Telephony Integration (CTI) systems boosts agent productivity, allowing viewing of customer information without picking up the phone. Benefits of Salesforce Service Cloud: Supplementary Products: Digital Engagement, Service Cloud Einstein, Service Cloud Voice, Customer Lifecycle Analytics, Salesforce Surveys Response Pack. Are you ready to achieve the best in customer service with Salesforce Service Cloud?  Contact Tectonic today to learn more. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. Content updated September 2023. 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 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 Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

Read More
December 1, 2022in Salesforce Development Services, Salesforce Einstein, Salesforce Service Cloud
Salesforce Integration
19Nov

Salesforce Implementation Services

As certified experts, Tectonic offers comprehensive Salesforce implementation, management, and support services. Seek professional guidance from a trusted Salesforce Partner. Tectonic’s Salesforce implementation services encompass consulting, configuration, customization, migration, integration, support, and more. With over a decade of experience in CRM development, Tectonic assists companies in implementing robust Salesforce solutions that empower their sales, customer service, and marketing processes. Who participates in Salesforce implementation? The implementation team should include sales agents, customer service representatives, IT experts, marketers, general users, and business administrators. And of course, your Salesforce implementation partner. As an experienced Salesforce Partner, we follow a proven six-phase approach to ensure project success: Kickoff, Discovery, Build, Test, Deploy, and Service. Is it possible to implement Salesforce independently? Yes, but, we strongly discourage attempting a solo Salesforce implementation, especially if you are new to the platform. While Salesforce provides an admin-friendly interface, the risk of creating a non-scalable solution is high without expert guidance. Do you need a Salesforce implementation partner? In cases involving large-scale projects requiring a team of 10+ Consultants, engaging a Certified Implementation Partner is recommended. What are the critical success factors for Salesforce implementation? A well-defined strategy aligned with business goals, user training, effective data migration, proper customization, ongoing support, user adoption, clear communication, and commitment to continuous improvement are crucial elements. How long does Salesforce implementation take? On average, implementation for core products like Sales Cloud takes 5 to 12 weeks. The timeline may extend for a few months with add-ons or highly customized projects. How challenging is Salesforce implementation? Implementing Salesforce can be challenging and overwhelming, with up to 70% of CRM platform implementations facing difficulties. Salesforce itself recommends working with a Salesforce Implementation partner. One of the biggest challenges with the Salesforce platform is that it is highly customizable, this is not software you install and run with. Being highly customizable, however, is also why Salesforce is the number one CRM solution in the world. Why do Salesforce implementations fail? Failures in Salesforce implementations can result from fundamental data problems such as incomplete, inaccurate, or duplicative data, leading to issues like poor customer experience and incorrect budget forecasting. The lifecycle of Salesforce development involves planning, design, development, testing, deployment, and maintenance phases. The development process includes analyzing requirements, designing a solution, building and testing, and deploying it to end users. Is it time to explore bringing in a Salesforce implementation partner? Contact Tectonic today. 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

Read More
November 19, 2022in Data, Salesforce, Salesforce Implementation Services
Salesforce Security and Privacy
02Nov

Salesforce Security and Privacy

Tailor Salesforce security and privacy add-on solutions to fit your specific company needs, covering essential aspects such as monitoring and masking sensitive data, implementing backups to prevent accidental or malicious data loss, and ensuring compliance with evolving privacy, encryption, and data residency regulations. Maintaining data privacy and compliance is made easier with user-friendly tools that streamline processes in Salesforce. Reduce compliance costs and enhance customer data protection by automating data subject requests, managing consent efficiently, and consolidating identities into a single profile. Simplify privacy management while safeguarding customer data effectively. Protecting data in production involves various strategies to meet legal obligations and minimize risk. Utilize methods such as randomization for unique data, hardcoding for static values, and deletion when data is unnecessary. Additionally, minimize storage in your production org by automatically deleting old records and files, removing audit data, and implementing hard deletion when appropriate. Automate data subject requests to save time and ensure efficient processing. Create policies to fulfill Right To Be Forgotten and Data Subject Access Requests automatically, monitor request progress, and utilize Privacy Hold to prevent data anonymization or deletion. Streamline customer consent management with Preference Manager, capturing customer preferences to maintain compliance and trust. Use customizable templates for consent forms, enable customers to update preferences easily, and integrate responses into the Salesforce Consent Data Model for consistency. Secure access management and unify customer identities across diverse sources. Administer customer profiles seamlessly within Salesforce, tailor customer journeys across various channels, and enhance personalization. Implement Passwordless Login for a simplified registration and access experience, catering to mobile-first markets and enhancing user convenience. Enable Social Sign On to streamline registration using familiar social credentials, reducing friction and improving the overall user experience. Maximize ROI with Salesforce’s Success Ecosystem, offering support, expert guidance, and resources to unlock the full potential of your investment. Salesforce prioritizes security and transparency, providing robust data processing mechanisms and privacy commitments to ensure compliance with data protection laws. As the leading CRM platform, Salesforce empowers organizations to build trust while leveraging data intelligence to enhance customer experiences. Embrace a Zero Trust security strategy, grounded in the principle of least privilege, to fortify your organization’s security posture. Implementing Zero Trust requires continuous authentication and restricting access to essential resources, mitigating the risk of unauthorized network access. Adhere to the Principle of Least Privilege within your Salesforce org by granting minimal permissions necessary for users’ roles. Conduct regular privilege audits to prevent over-privileged users and maintain compliance with security best practices. Stay informed about upcoming changes, such as the end-of-life of permissions on profiles, and explore additional security measures to strengthen your Salesforce instance’s security further. Ensure data security at rest with encryption-enabled databases and adherence to regional data laws, such as GDPR. Salesforce’s secure server environment and robust firewall technologies protect customer data from external intruders. In order to keep your data secure and private, prioritize data privacy and security in your Salesforce implementation by leveraging tailored solutions, adopting best practices, and fostering collaboration between your organization, Salesforce, and security teams. For assistance doing an audit of your system’s security or adding security features, contact Tectonic today. Content updated March 2024. 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

Read More
November 2, 2022in Data, Laws, Salesforce

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com