Salesforce Integration Archives - gettectonic.com - Page 10
How Good is Our Data
12Aug

Agiloft Salesforce Integration

Optimize organizational efficiency, performance, and value by automating contracts with Agiloft Contract Lifecycle Management Software. Regain control and streamline processes through seamless integration with Salesforce. Read on about Agiloft Salesforce integration to learn more. Agiloft’s core platform offers direct integrations that facilitate interaction within your daily tools. Collaborate effortlessly in Microsoft Teams, Outlook, and Office, exchange data seamlessly in Salesforce, and create actionable dashboards in Tableau or Power BI. Integration works in two directions: inbound and outbound. Inbound integration occurs when an external system initiates contact with Salesforce, while outbound integration involves Salesforce initiating contact with an external system. Wondering about the cloud aspect? Agiloft is purposefully designed as a pure web application with full multi-tenancy support. It stands out by being available as a Hosted Cloud service and also for deployment on-premise, providing flexibility to suit your specific needs. Agiloft Salesforce integration is one of the many Salesforce integrations Tectonic can handle. Extend your Salesforce CRM Experience by adding a no-code, AI-powered Contract Lifecycle Management (CLM) solution. Eliminate red tape and automate the contracting process Full Salesforce integration with one-click contract creation of proposals, MSAs, and other agreements as well as automated approval processes integrated with email, SMS, and e-signature. Minimize revenue leakage from contracts Keep track of performance obligations, contract end-dates, renewals, and invoicing as well as recommend actions to maximize revenue. Build custom dashboards to track KPIs and issue alerts as required. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 12, 2019in Data, Google, Salesforce
Account Based Marketing
16Jan

Bill.com and Salesforce Integration

Bill.com is used by more businesses to automate payables and receivables than any other platform. The most trusted automated payables and receivables platform. Numerous Salesforce third-party integration tools have been used to connect with bill.com. Integrate.io’s data integration platform makes it easy for you to integrate Salesforce with Bill.com to process your data, no coding required. Salesforce and Bill.com couldn’t be easier with the Tray Platform’s robust Salesforce and Bill.com connectors, which can connect to any service without the need for separate integration tools. Instantly integrate Bill.com and your workflows and tasks across on-premise, cloud apps and databases with workato. Bill.com is an automated accounts receivable solution that allows you to send recurring invoices to your customers, deliver automatic overdue notices, track the status of invoice payments, and accept flat-rate ACH payments. The platform integrates seamlessly with other business solutions like Sage Intacct, Quickbooks, Zero, and NetSuite to streamline data entry tasks, boost accounting accuracy, and achieve more efficient account reconciliations. About Salesforce Extract data from and load data into Salesforce to create your Customer 360 view. Do more with your Salesforce data. About Bill.com Bill.com is an automated accounts receivable solution that allows you to send recurring invoices to your customers, deliver automatic overdue notices, track the status of invoice payments, and accept flat-rate ACH payments. The platform integrates seamlessly with other business solutions like Sage Intacct, Quickbooks, Zero, and NetSuite to streamline data entry tasks, boost accounting accuracy, and achieve more efficient account reconciliations. Popular Use Cases Bring all your Salesforce data to Amazon Redshift Load your Salesforce data to Google BigQuery ETL all your Salesforce data to Snowflake Move your Salesforce data to MySQL Bring all your Bill.com data to Amazon Redshift Load your Bill.com data to Google BigQuery ETL all your Bill.com data to Snowflake Move your Bill.com data to MySQL Salesforce’s End Points Table of Contents Connect Salesforce for a single source of truth Salesforce Marketing Cloud lets your business send targeted messages to your prospects and personalize them with specific details to help boost engagement and perception. However, to accomplish these tasks, your Salesforce account needs a wealth of data about your customers. Likewise, the Salesforce Sales Cloud allows your sales team to take action at precisely the right moment using AI-powered prompts. Yet, it’s impossible for anyone to know the right moment to act unless you’ve historical trends and patterns to pull from. Salesforce is innovative and powerful, but its functionality is only made possible with accurate, up-to-the-minute data, and that’s where Integrate.io comes in. With Integrate.io, you can improve your email marketing campaigns, landing pages, segmentation strategies, and more by enriching your Salesforce account with all the data it needs. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 16, 2019in Salesforce
Salesforce Integration
16Oct

Integration With Salesforce

What is Salesforce Integration? Integration is the process of establishing connections between two or more applications within an enterprise system. In many cases, these applications are not inherently designed to function together seamlessly. In other words, they don’t know how to talk to each other. They may not map or recognize or categorize data in the same way. They may not share the same unique ID or identifier for contacts or accounts. What does Integration With Salesforce entail? When referring to integration, it involves establishing a link between a specific Salesforce instance and another database or system. This connection can take the form of inbound, outbound, or bi-directional, connecting to databases, other Salesforce instances, or cloud-based data sources. A common example of code-based Salesforce integration is achieved through Apex, a proprietary programming language with a syntax similar to Java. The advantages of code-based integration using Apex include its simplicity and user-friendly language. Why is Salesforce integration crucial? Integration with SFDC plays a pivotal role in facilitating a smooth and error-free flow of data across different departments, automating data synchronization. Enterprises often utilize various software applications for purposes such as enterprise resource planning, communication, accounting, and data management. Integration ensures these disparate systems work cohesively. The time savings alone of integration instead of users having to log in and out of multiple systems all day long is often worth the investment. Integration allows the seamless connection of data, systems, or AI models, ensuring secure interactions and automating tasks and processes across diverse environments, including legacy systems. This empowers both developers and business users to build efficiently through clicks, code, and AI-powered natural language prompts. Tectonic has extensive experience integrating SFDC with third party products.  Contact us today to learn more. Content updated December 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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October 16, 2018in Mulesoft, Salesforce
salesforce inbox
15May

Salesforce Inbox Explained

Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether they’re on the move or at their desk. Available in: Lightning Experience Certain features are accessible with Sales Cloud and included in Starter, Professional, Enterprise, Performance, and Unlimited Editions. All features are accessible with Inbox, Sales Engagement, or Sales Cloud Einstein. An Inbox license grants access to Inbox features within the Outlook integration, Gmail integration, and Lightning Experience, and also provides entry to the mobile app. Outlook and Gmail Integration Features Email integrations empower sales reps to interact with Salesforce data directly within Microsoft Outlook and Gmail or through the Salesforce Inbox mobile app. The Outlook integration (with or without Inbox) is accessible as a Salesforce Outlook add-on from the Office Store. The Gmail integration (with or without Inbox) is available as a Salesforce Chrome Extension from the Chrome Web Store. The Inbox mobile app can be obtained from the Apple Store or Google Play Store. Certain Inbox features are also accessible when sending emails from Lightning Experience. Setting Up Inbox To configure Salesforce Inbox, enable the application for desktop, mobile, or both, designate users permitted to use Inbox, and customize Inbox features. All features are accessible with Inbox, Sales Engagement, or Sales Cloud Einstein. Using Inbox Features Boost productivity and efficiency with Inbox. View pertinent Salesforce records alongside your emails and events, and link email messages to Salesforce, keeping your colleagues informed about your communications. Access productivity features wherever you send emails. Once Salesforce Inbox is configured for your organization, Inbox users can install any or all Inbox clients. During installation, users link their email and calendar to Salesforce. Inbox Clients Each user requires an Inbox client to access Inbox features. The app offers various client options to support common Google™ and Microsoft® email platforms for desktop and mobile devices. Choose the client that aligns with your environment. Installing Inbox Clients To utilize Inbox, install the client that is compatible with your platform and email account. Utilizing Inbox Features in Outlook and Gmail Maximize productivity and efficiency with Inbox features directly within Microsoft Outlook® or Gmail™. Using Inbox Mobile Enhance productivity and efficiency while on the move with the Inbox mobile app. Salesforce Inbox Mobile Release Notes Inbox mobile was retired as of February 1, 2024. An Inbox license grants access to Inbox features within the Outlook integration, Gmail integration, and Lightning Experience, and also provides entry to the Inbox mobile app. Legacy Salesforce Inbox Legacy versions of the Salesforce Inbox Outlook add-in and Chrome extension have been retired. Inbox features are now accessible via the Salesforce add-in available in the Microsoft AppSource Store and the Chrome Web Store. An Inbox license unlocks the Inbox features you currently use. To continue utilizing Inbox features in Outlook and Gmail, obtain the Salesforce add-in for Outlook or the Chrome Extension for Gmail. Ensure to uninstall the legacy add-in or extension after installing the new version. Obtain the Salesforce add-in for Outlook Obtain the Salesforce add-in for Gmail (G Suite or Google Workspace email required) Content updated January 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 15, 2018in Data, Enterprise, Google, Salesforce, Salesforce Implementation Services, Salesforce Sales Cloud
Salesforce Big Data and Travel and Hospitality
13Feb

Salesforce and Zendesk Integration

Zendesk Connection Salesforce and Zendesk integration. Create a remote connection using the Zendesk connector to sync data from Zendesk to Salesforce CRM Analytics. Create Connection Connection Settings All settings require a value, unless otherwise indicated. SETTING DESCRIPTION Connection Name Identifies the connections. Use a convention that lets you easily distinguish between different connections. Developer Name API name for the connection. This name can’t include spaces. The API name is used in your recipes to reference data extracted through this connection. You can’t change the developer name after you create the connection. Description Description Username User name for the Zendesk account. URL Complete URL of the Zendesk account. Enter in the format: <http or https>://<Instance Name>.zendesk.com/<Instance Details>For example:https://blueskysystems.zendesk.com/api/v3 Password Password for the Zendesk account. Salesforce and Zendesk integration Connector Considerations When working with the Zendesk connector, keep these behaviors in mind. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 13, 2018in Salesforce, Salesforce Implementation Services

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