Salesforce Integration Archives - gettectonic.com - Page 8
Visualize Your Task List With Salesforce and Wrike
24Jun

Visualize Your Task List With Salesforce and Wrike

Streamlining Collaboration with Wrike and Salesforce Integration If your team uses Wrike and your sales team operates in Salesforce, seamless collaboration is now within reach without the hassle of switching between platforms or relying on excessive email communication. Visualize Your Task List With Salesforce and Wrike. Account administrators can integrate Wrike with Salesforce, a widely used CRM solution. This integration allows you to manage client projects directly within Salesforce, enhancing collaboration between sales and other customer-facing teams using Wrike. This setup facilitates faster, more transparent work processes. More information on Salesforce can be found here. How the Integration Works Once the integration is in place, you can monitor task status from within Salesforce. You can link any Salesforce object to a Wrike project or folder, ensuring that changes in Wrike are immediately reflected in Salesforce. This integration supports both Salesforce Classic and Salesforce Lightning. Key Benefits of Wrike-Salesforce Integration: Utilizing the Integration Every record page in Salesforce (where the integration is enabled) includes a Wrike widget. This widget lets you select or change the project or folder displayed, access tasks, and monitor their status. If a project or folder hasn’t been set up for a Salesforce record, you can create it directly from the widget using templates provided by the admin. The integration’s customization options allow you to select which Salesforce objects (such as Leads, Opportunities, Accounts, or Subscriptions) you want to link with Wrike. On enabled objects, record pages will feature the Wrike widget for easy access to related tasks. Setting Up the Wrike Widget To set up the Wrike widget on your Salesforce pages: Practical Applications Common Use Cases: Getting Started – Visualize Your Task List With Salesforce and Wrike Wrike’s Salesforce Integration is available to Wrike Enterprise accounts. If you are ready to implement this integration, contact Wrike’s Support team for the installation package. Please note that List view is not available for accounts created on or after June 9, 2023; we recommend using the Table view instead. This integration not only simplifies workflow management but also enhances collaboration and accountability across your teams, making it an invaluable tool for organizations using both Salesforce and Wrike. 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

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June 24, 2021in Salesforce
Salesforce Managed Services
11Jun

Facebook Integration for Salesforce

You can integrate Facebook and Salesforce to automate ad exclusion lists, which will help you boost ROAS and drive down cost-per-click (CPC). Facebook integration for Salesforce can be managed through a native connector, Zapier, or many tools you will find on the Salesforce AppExchange. How do I link Facebook lead form to Salesforce? Import Facebook Leads into Marketing Cloud with the Facebook integration for Salesforce To post to Facebook pages and track engagement, add the Facebook connector. You can add up to 25 connectors for company pages. Is Facebook using Salesforce? Facebook gathers data about your existing customers through Salesforce® CRM integration. You can configure a Facebook authentication provider so your users can log in to Salesforce using their Facebook credentials. Let customers communicate with your business using Facebook Messenger. Customers send messages to your Facebook page, and agents reply from the Service Console. To control how incoming messages are routed, link an Omni-Channel flow or routing configuration to your Facebook Messenger channel. Salesforce Trailhead even has a Facebook page. 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

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June 11, 2021in Salesforce
Business Card Scanner App for Salesforce
16Apr

Business Card Scanner App for Salesforce

Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning system can create a CSV file or import data into Excel, which can then be saved as a .csv file. This resulting file can be uploaded to Salesforce. And there are several Business Card Scanner App for Salesforce solutions. Business Card Scanner App for Salesforce Does Salesforce Have a Business Card Scanner? Yes, Salesforce can utilize CamCard for Salesforce, a top OCR software that allows you to batch scan and digitize multiple business cards with unrivaled accuracy. Does CamCard Sync with Salesforce? Yes, CamCard perfectly integrates with customized Salesforce fields, making lead and contact management easier and more efficient on mobile. With a standard subscription, you can save unlimited cards to your Salesforce account. Is the CamCard App Free? CamCard offers many features, such as dating when you received a card, grouping cards received at one location, writing notes on each card, and searching by keywords, locations, or dates. The app is free, which is an added benefit. Is Scan to Salesforce Free? Yes, Scan to Salesforce allows you to instantly and accurately scan business cards and upload data to Salesforce for free. You can keep contacts in the iOS/Android app or sync them to your phone. How Do I Install Scan to Salesforce? Other Business Card Scanning Solutions: Using Outlook for Business Card Scanning: If you prefer more tools, consider those that import to Outlook and then use Salesforce’s Outlook integration tool to sync with Salesforce. This adds an extra step but offers more flexibility in choosing business card scanning software. Direct Integration with Salesforce: These options provide a variety of ways to seamlessly integrate business card data into Salesforce, ensuring efficient and accurate data management. Content updated March 2023. 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

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April 16, 2021in Public Sector Solutions, Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud
Lucidchart Salesforce Integration
14Aug

Lucidchart Salesforce Integration

Salesforce makes cloud-based software designed to help businesses find more prospects, close more deals, and wow customers with amazing service. Lucidchart Salesforce Integration. In Lucidchart, you can import Salesforce account, opportunity, contact, activity, and task data to create dynamic account maps that align your entire revenue team. Easily visualize and understand relationships between key prospects, identify gaps in the buying team, and see the best path to win. These account maps also help sales leadership assess the health of a deal and improve forecasting. With bi-directional sync, any changes made in Lucidchart will instantly be reflected in Salesforce and vice versa. With Lucidchart, you can also import your Salesforce schema to create entity-relationship diagrams that help teams identify areas for optimization and map future changes to your CRM architecture. Lucidchart even offers exclusive Salesforce shapes and templates so you can standardize documentation within your company. Key features Lucidchart Salesforce Integration Lucidchart is a visual workspace that allows sales orgs to visualize their accounts, build scalable processes, and align their revenue team to find the best path to sale and close bigger deals, faster. – Customers must have an Enterprise Lucidchart license – Customers must purchase an add-on to use account mapping features with external data sources 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

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August 14, 2020in Salesforce, Salesforce Implementation Services
Salesforce
10Jun

Campaign Monitor and Salesforce

What is the Purpose of Campaign Monitor for Salesforce? With this integration, you’ll no longer need your tech team to manually pull a list or gather data for you before you can create the hyper-targeted emails your subscribers expect. Campaign Monitor makes it radically easy to run professional email marketing campaigns to reach your goals without ever having to leave the Salesforce platform. You’ll have all the tools you need to test and optimize your emails for the best results and 24/7 support to ensure your success. Campaign Monitor empowers users to effectively manage customer data, They can execute and evaluate the success of email campaigns, all seamlessly within their Salesforce organization. Once the integration is installed and configured, users gain visibility into email campaign activity. All directly from contact, lead, or campaign pages. They can effortlessly create new subscribers from Salesforce leads. A pivotal feature includes the synchronization of accounts, ensuring users consistently work with the latest and most accurate data across both platforms. How Can I Establish the Connection between Campaign Monitor and Salesforce? Combine the power of Campaign Monitor to gain your email marketing independence. Get your days back. To initiate the connection between Campaign Monitor – SFDC, you must have paid accounts for both applications. Begin by installing the app from the AppExchange into Salesforce. Then proceed with the installation and setup guide. The key requirement is a valid Campaign Monitor account. 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

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June 10, 2020in Salesforce
Integration
19Mar

Manage Your Postman Assets With the Postman API

Postman assets Salesforce: The Postman API Platform empowers users to generate a diverse array of resources for building and utilizing APIs. These include: These Postman resources, along with users, permissions, and Flows, can be managed manually through the Postman desktop or web app. Alternatively, users can leverage the Postman API to programmatically handle these resources, enabling the automation of various API-related workflows. Postman Assets Salesforce Endpoints for All Plans For all users, irrespective of their Postman plan, the following endpoints are available: Workspaces: Collections: Variables and Environments: APIs: Mock Servers: Monitors: User and Usage Information: APIs for Enterprise or Professional Plans Exclusive endpoints for Enterprise or Professional plan users include: Private API Network: Tags: Secret Scanner: SCIM User Management: API Security and Governance: Audit Logs: As one Salesforce integration tool, the Postman API provides a comprehensive set of endpoints to programmatically manage Postman resources, allowing for the automation of organizational processes. 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

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March 19, 2020in Salesforce
salesforce integrations
14Oct

Salesforce Integrations

How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity to marketing to collaboration and beyond, now you can connect your Salesforce to the other tools you need to run your business. MuleSoft is Salesforce’s integration and automation technology and offers connectivity solutions for all of your apps. Learn more about Salesforce integrations. Streamline your team’s workflow and increase productivity by syncing G Suite by Google Cloud with Salesforce. Increase team collaboration and efficiency with the Slack and Salesforce integration. Increase sales while generating accurate financial data by integrating Quickbooks and Salesforce. Make it easier to manage email lists and contact records by connecting directly MailChimp to Salesforce. Target and engage the right buyers and save valuable time with the LinkedIn and Salesforce integration. Connect DocuSign to Salesforce and send, sign and track agreements and approvals on any device. Integrate Jira and Salesforce and make it easier to monitor the progress of your projects. Use the HelloSign integration to simplify the process for preparing and tracking e-signature documents. Build customer apps lightning fast, with the Salesforce and CodeScience integration. Connect ActiveCampaign and Salesforce to accelerate business growth with automated one to one experiences that connect across all channels and through the entire customer lifecycle. Sync documents to keep files updated and organized, with the Dropbox and Salesforce integration. This is just the beginning of the ways that integrating Salesforce with your other systems can increase employee productivity, automate data transfer, reduce human error, and make everyone happier. If you have questions about integrating your systems with Salesforce, 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

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October 14, 2019in Data, Google, Mulesoft, Salesforce, Salesforce Development Services, Salesforce Slack, Technology, Third Party Apps
09Oct

Box and Salesforce Integration

What is Box and Salesforce integration? Together, Box and Salesforce integration bring you seamless solutions that make it easy for teams to securely collaborate on the most critical content in Box, without leaving Salesforce. It easily connects with other Apps to share and store the data. Box allows users to create, edit, update, and share files/folders with Salesforce. It has a highly secured authentication process and a customizable user permission to access the files/folders. Your teams and customers expect amazing digital experiences, no matter what tools they use — which means you must deliver a consistent content experience across every app. Together, Box and Salesforce bring you seamlessly integrated solutions. The result? Better customer engagements, faster resolution on support cases, and seamless signatures so organizations can quickly go from quote to cash. Content is at the core of business today — and a driving force for your sales teams. Our integration empowers sales reps to collaborate on content directly in Salesforce, while your organization’s documents are centralized in Box to streamline processes, engage customers, and accelerate sales cycles. With Box for Salesforce, account teams can easily and securely access and share relevant files from any device, no matter if they’re at home, in the office, or out in the field. 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

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October 9, 2019in Data, Google, Salesforce, Salesforce Managed Services
Salesforce and Demandbase
14Sep

Demandbase Salesforce Integration

The integration of Demandbase with Salesforce creates a seamless connection between Demandbase One and your Salesforce CRM, establishing a bidirectional sync for efficient data exchange. Bidirectional sync means data can travel in both directions from one platform to the other. Note that Demandbase does not generate new Salesforce account, contact, lead, opportunity, or campaign records by default. The creation of a new Salesforce task record occurs only when utilizing the Take Action or Automation feature. An important consideration is the duration of the initial sync when first integrating with Salesforce, which varies based on the volume of records in your CRM. You can monitor the sync status in System Notifications. Tectonic recommends you do the initial sync outside of the highest demand hours on your Salesforce org. Data synchronization from Salesforce to Demandbase occurs via the REST API, with Demandbase processing data from 3,000 records per API call. The frequency of the read cron job from Salesforce can be configured within Data Sync Settings. Demandbase queries Salesforce for records (account, contact, lead, activity, opportunity, and campaign) with a last modified date after the Datetime of the last completed sync. Conversely, data synchronization from Demandbase to Salesforce utilizes the SOAP API through Bulk Data Load jobs, syncing up to 500 records per batch. The writeback job to Salesforce runs daily between 10:00 a.m. and 10:00 p.m. UTC. For adjustments to the writeback job timing, contact [email protected]. Demandbase syncs data exclusively to the account, lead, and contact objects. Data is transmitted only when there is a disparity between the calculated state in Demandbase and the previous field value in Salesforce, provided the record exists in Demandbase. This ensures that Demandbase synchronizes only meaningful updates to your Salesforce org. For a comprehensive list of fields to which Demandbase syncs data, refer to the Demandbase App Package Custom Fields and Calculated Fields. Additionally, there is a read-only integration option, Demandbase Salesforce Lite, available. For details, refer to the instructions for setting up Salesforce Lite, which includes an optional Salesforce Marketing Cloud Account Engagement integration. Before initiating the integration, ensure that you review the Best Practices: Salesforce Permissions. It’s important to note that Demandbase supports Enterprise, Unlimited, and Performance editions of Salesforce, while Group, Professional, or Developer editions are not supported. 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

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September 14, 2019in Marketing Automation, Salesforce Managed Services, Salesforce Sales Cloud
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 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

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August 12, 2019in 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 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

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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 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

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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 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

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May 15, 2018in Salesforce, Salesforce Implementation Services, Salesforce Sales Cloud

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