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Experience Salesforce Experience Cloud
14Apr

Experience Salesforce Experience Cloud

Salesforce Experience Cloud, formerly recognized as Salesforce Community Cloud, offers organizations a platform to construct branded online communities for employees, customers, partners, and other stakeholders, fostering collaboration, engagement, and self-service among community members. Key Features: Customization: Experience Cloud facilitates customization, empowering organizations to tailor their community’s appearance to match their brand through custom themes, templates, and layouts. Member Engagement: Various engagement tools like discussion forums, chats, and groups enable members to interact, share information, and collaborate effectively. Content Management: Easily create, manage, and share content within the community, including articles, documents, videos, and more, organized into topics for streamlined navigation. Access Control: Administrators can regulate community access and permissions, defining different levels of access for diverse user groups. Integration: Seamless integration with other Salesforce products and external systems enables connectivity with CRM, marketing automation, and other business applications. Mobile-Responsiveness: Communities built with Experience Cloud are mobile-responsive, ensuring accessibility from different devices. Data Visibility: Users can access relevant data from Salesforce CRM, such as customer records and support cases, within the community. Self-Service: Community members can find answers, access support resources, and resolve issues themselves, reducing the burden on support teams. Analytics: Experience Cloud offers analytics and reporting tools to track community engagement, member activity, and content performance for informed decision-making. Developer Tools: Advanced customization and integration requirements are met through developer tools, APIs, and documentation provided by Salesforce Experience Cloud. Use Cases: Customer Communities: Partner Portals: Employee Communities: B2B Commerce: Knowledge Sharing: Event Management: Custom Applications: Branding and Theming: Analytics and Reporting: Advantages of Salesforce Experience Cloud: Enhanced Customer Engagement: Build interactive communities for customers to find support and connect with each other. Scalable Collaboration: Create communities for various user groups while maintaining security and access control. Personalization: Deliver personalized content and services to enhance user engagement. Brand Consistency: Customize community appearance to ensure a consistent brand experience. Integration: Seamlessly connect with other Salesforce products and external systems. Mobile-Friendly: Communities are accessible from various devices, improving accessibility. Analytics and Insights: Gain valuable insights into community engagement and user behavior. Automation: Automate processes like customer support workflows to save time and improve efficiency. Security: Protect community data with robust security features. Customer and Partner Enablement: Provide easy access to resources and support for customers and partners. Reduced IT Overhead: Configure and customize communities without extensive coding or IT resources. Community Growth: Scale communities as your organization grows. Comparison with Community Cloud: Experience Cloud offers a broader range of functionalities beyond traditional community building. It focuses on creating seamless digital experiences for customers, partners, and employees. It provides enhanced integration capabilities and AI-driven personalization features. The name change reflects Salesforce’s shift towards delivering comprehensive digital experiences. Examples of What Can Be Achieved: Self-Service Portals: Customer support and FAQs. Partner Portals: Lead management and collaboration. Employee Intranets: Collaboration and HR processes. E-Commerce Storefronts: Product catalogs and shopping carts. Discussion Forums: Community interaction and knowledge sharing. Event and Conference Portals: Event registration and agendas. Patient and Healthcare Portals: Medical records and appointment scheduling. Nonprofit Donor Engagement: Fundraising campaigns and volunteer opportunities. Education Portals: Learning materials and discussion boards. Government Portals: Citizen services and public discussions. Financial Services Client Portals: Account information and communication with advisors. 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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April 14, 2022in Marketing Automation, Salesforce Experience Cloud
Salesforce Service Cloud
03Mar

Improved Agent Efficiency With Salesforce Service Cloud Customization

Are your service representatives finding the Lightning Service Console too cluttered? Salesforce Service Cloud customization to the rescue! Whether you’re planning to optimize your Service Cloud or seeking quick enhancements for your service team, there’s a plethora of features and tips available to boost the efficiency of your Service Cloud. If you haven’t implemented a console app for your customer service teams yet, you’re overlooking valuable time-saving functionalities. Console features differ slightly between Lightning and Classic. This guide focuses on the Service Cloud Lightning Console – for Classic feature details, refer to Salesforce Help or contact Tectonic. Split View with Salesforce Service Cloud Customization: Console Navigation: Workspace Tabs and Subtabs: Utility Bar Features: 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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March 3, 2022in Data, Salesforce, Salesforce Managed Services, Salesforce Service Cloud
Salesforce Lightning
10Feb

Salesforce Lightning Apps and The Utility Bar

Ever considered having a static section in Salesforce for essential items like training links, flows, external links, visualforce pages, phone dialer, and more? Look no further – enter the Salesforce Lightning ‘Utility Bar.’ This insight provides a quick introduction to the utility bar, detailing how to set up and make the most of this handy tool. If you would like to incorporate the utility bar in your salesforce org, Tectonic can help. What Is a Salesforce Utility Bar? Think of the utility bar as a utility belt for Salesforce. These are items you want readily accessible at any point in Salesforce. Irrespective of the page you’re on, as long as you’re within the same app, you’ll encounter this “specialized Lightning page.” How to Set Up the Utility Bar? Setting up a utility bar is a straightforward process. Here are brief descriptions of the items which could be featured in your utility bar: Now armed with practical use cases and an understanding of the possibilities, jot down your ideas and start experimenting in a Salesforce sandbox. Have users test your proof of concept (POC) and iterate until it meets your requirements. If you are unsure where to start, contact Tectonic today. Keep in mind that the utility bar is configured per app, not per user. For unique user requests, consider creating a custom Visualforce page Sor screen flow. Additionally, note that the utility bar is exclusive to desktop use, with no mobile support as of now. 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 10, 2022in Salesforce, Salesforce Development Services, Salesforce Implementation Services
Salesforce Connect
27Oct

Salesforce Connect

Salesforce Connect is a comprehensive integration tool, offering users access to external data through the utilization of external objects and three distinct adapters: cross-org, OData, and Apex custom adapter. This tool ensures seamless data integration across system boundaries, allowing users to view, search, and modify data stored outside the Salesforce org. For instance, if data resides in an on-premises enterprise resource planning (ERP) system, instead of duplicating it within the org, external objects facilitate real-time data access through web service callouts. Salesforce Connect Salesforce Connect, as a robust App Cloud integration service, empowers Salesforce application users to effortlessly interact with and manage data from external sources without leaving the native Salesforce environment. It enables fetching data from both on-premise applications and cloud-based sources. Users can establish connections to external data sources for all Salesforce org users through a single login account or create separate login accounts for individual users. This native Salesforce integration tool is designed to connect legacy databases, ERP systems, and various data sources to Salesforce. Unlike traditional methods involving data copying into the Salesforce org using ETL tools, Salesforce Connect maps external objects directly to data tables in external systems, providing on-demand and real-time access without unnecessary data duplication. It is particularly recommended when dealing with large volumes of data that shouldn’t be copied into the Salesforce org, requiring small amounts of data at any given time, or necessitating real-time access to the latest data. SFDC Connect and Lightning Despite external data storage, Salesforce Connect seamlessly integrates with the Lightning Platform, making external objects available for use in Salesforce tools, such as global search, lookup relationships, record feeds, and the Salesforce mobile app. These external objects can also be accessed through Apex, SOSL, SOQL queries, Salesforce APIs, and deployed via the Metadata API, change sets, and packages. For example, if you have product order information stored in an ERP system, SFDC Connect facilitates the creation of a lookup relationship between the customer object and the external object for orders. This enables the display of order-related lists on each customer record. Additionally, you can update orders directly from the related list on the customer record by configuring the external data source to allow writable external objects. Two Capabilities Two notable capabilities of Salesforce Lightning Connect include the ability to read/write from anywhere, allowing real-time interaction with external sources, and the provision of custom adapters for any web API, enabling developers to link Salesforce with various web APIs. SFDC Connect also offers connectors to connect multiple Salesforce orgs across the company. MuleSoft Contrasting SFDC Connect with MuleSoft, during real-time data retrieval, Salesforce enforces validation rules for incoming data, while MuleSoft applies necessary transformations, such as field mappings and conversions, to the datasets. 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 27, 2021in Mulesoft
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 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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June 24, 2021in Salesforce
Tectonic Salesforce Services
16Jun

Merging Duplicate Sales Cloud Leads in Lightning Experience

Considerations when merging duplicate leads in Sales Cloud: Campaigns When merging duplicate leads in Sales Cloud associated with different campaigns, Salesforce preserves the campaign Member Status Updated date for each campaign to which the merged lead belongs. Related Items, Chatter Feeds, and Attachments In the case of merging duplicate Sales Cloud, leads, records linked to items like campaigns or activities, Salesforce establishes connections with the merged record, with certain exceptions. Chatter feeds are maintained solely from the master record. Salesforce Files attached in the Chatter feed or listed under Files are preserved in the merged record. Hidden and Read-Only Fields Salesforce retains data in hidden or read-only fields, including sharing settings, from the master record. These hidden fields remain concealed during the merging process. The merged record preserves the Created By user and Created Date from the oldest merged record, regardless of which record serves as the master. The Last Modified By date reflects the merge date. Non-Master Leads Non-master leads are relocated to the Recycle Bin after the merge process. One tool for duplicate management is Cloudingo. Improve and better manage Salesforce data with Cloudingo. From deduping to importing and even migrating data, Cloudingo makes it easier to manage your Salesforce org. Find duplicates within your existing records and easily merge them. The Salesforce AppExchange offers multiple tools for duplicate record management. 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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June 16, 2021in Data, Salesforce, Salesforce Sales Cloud
Lightning App Builder
22Jan

Lightning App Builder

What is a lightning app builder? Lightning App Builder is new software that allows you to build a website in minutes. With LAB, you can design your website with minimal technical knowledge or coding. What are the key benefits of lightning apps? In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and Lightning page tabs in your Lightning app. Your users are busy. They’re closing deals, providing top-notch service, and marketing to your prospects and customers. By creating customized pages, you can put key information at your users’ fingertips and provide them with an easy interface to update and add records. The LAB is a point-and-click tool that makes it easy to create custom pages for the Salesforce mobile app and Lightning Experience, giving your users what they need all in one place. But that’s not all. When you edit a Lightning app from the App Manager in Setup, you’re brought into the Lightning App Builder to manage the app’s settings. You can update the app’s branding, navigation, options, and manage the Lightning pages assigned to that app all in the Lightning App Builder. Building an app in minutes without experience may sound optimistic, but that dream is a reality with Salesforce’s Lightning App Builder. With the Lightning App Builder, you can build: Which three standard component types are available in the LAB? 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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January 22, 2021in Salesforce Optimization
Salesforce Trailheads
04May

Salesforce Trailheads

Salesforce (or “sforce”) is open to all, whether you’re an admin, user, or developer, with dedicated learning paths available for each role. Salesforce Trailheads Trails are curated learning journeys consisting of modules and projects, designed to guide users through various topics, develop relevant skills, and gain hands-on experience with Salesforce products. Modules break down complex subjects into manageable units, offering insights into features, their functionalities, and step-by-step instructions. Interactive challenges provide opportunities to test your comprehension. Salesforce Trailheads are an integral part of the company’s free online learning platform. This resource assists developers in transitioning from Salesforce Classic to Salesforce Lightning Experience, a modern development platform that utilizes declarative code, making it accessible to individuals with limited coding knowledge. Trailhead’s guided learning paths are freely available, aligning with Salesforce’s commitment to democratize industry knowledge. While some specialized courses are offered through Trailhead Academy for a fee, the majority of content is accessible at no cost. Salesforce’s official learning platform, Trailhead, offers comprehensive interactive learning paths called “trails.” Covering basic to advanced topics, these trails are free and often include hands-on practice through projects and challenges. The time required to learn Salesforce varies based on the area of focus. For Admin skills, it may take three to four months, while Salesforce Developer and Consultant skills may require five-plus months and six or more months, respectively. Trailhead, utilized by over 3 million individuals, is a recommended platform to embark on this learning journey. Trailhead is accessible to anyone with an internet connection, regardless of background, age, gender, or beliefs. Creating a free Trailhead account (no Salesforce CRM account required) is quick and easy at Trailhead.com. Operating on a gamification model, Trailhead awards badges and points to users as they progress through ranks. Achieving the highest rank, ‘Ranger,’ requires earning 100 badges and accumulating 50,000 points, signifying a significant accomplishment for Trailblazers. Trailhead empowers individuals to become Trailblazers by providing in-demand skills for career transformation, globally recognized credentials, and opportunities for connection within the vibrant Trailblazer Community. Learning is made flexible with the Trailhead mobile app, enabling users to upskill anytime and connect from anywhere. Content updated November 2023. 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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May 4, 2020in Salesforce

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