Salesforce Mobile App Archives - gettectonic.com

03Oct

Compact Page Layouts in Salesforce

Compact page layouts in Salesforce serve to showcase the essential fields of a record when minimal details are required. They dictate which fields appear in the highlights panel at the top of a record. A compact layout displays a record’s key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations. Lightning Pages For users employing Lightning Pages, ensure that the Highlights Panel Component is included on your page to ensure visibility. Navigate to the Object Manager, select the Object, go to Compact Layouts, and create a new layout. After naming the Compact Layout, add the desired fields for viewing. Note that a compact layout can only include fields from its object or fields that may be utilizing a formula as a cross-object reference to another object. Salesforce fields not present in SOAP API cannot be added to compact layouts in the Salesforce mobile app. Compact Page Layouts in Salesforce Compact layouts also influence how records are displayed in the Salesforce mobile app, helping users quickly recognize pertinent information on mobile screens. These layouts enable a tailored view of records, emphasizing the information users need at a glance. While compact layouts support all field types, it’s worth noting that they exclude text area, long text area, rich text area, and multi-select picklist fields. 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

October 3, 2022in Salesforce, Salesforce Development Services

17Jul

Order Management Enhancements Commerce Cloud

Salesforce Order Management Enhancements stands out for its scalability, catering to both small startups and large enterprises by offering customization to meet specific needs. Its adaptability facilitates seamless integration with other systems, presenting a comprehensive solution for e-commerce requirements. Explore the latest features in Salesforce Order Management and Lightning B2B Commerce, including process exception management, return merchandise authorizations, and various enhancements. Salesforce Order Management now provides tools to identify and address process exceptions during order processing interruptions. The addition of a new return order data model aids in managing return merchandise authorizations. Further updates include improved order summary flows, customization of payment methods, and the creation of order summaries with custom numbers and statuses. Enhancements to Lightning B2B Commerce introduce new components for deliveries and order summaries, improved searchability, an integration dashboard, and the Price Book Workspace. The integration dashboard consolidates management of integrations, providing a centralized overview. Order Management serves as the central hub for handling the entire order lifecycle, covering order capture, fulfillment, shipping, payment processing, and service. Customers can submit orders through any commerce channel, and merchants can efficiently manage fulfillment, shipping, invoicing, and service using integrated and customizable workflows. Salesforce Mobile App allows easy access to data on the go, although certain console features are not available. Order Management offers various resources, including preconfigured permission sets, Salesforce Payments integration for seamless payment processing, and extensive documentation for setup, administration, and extension. Salesforce Order Management utilizes Einstein Generative AI to enhance the overall experience, providing smarter service to customers. High-scale orders are supported on Hyperforce, offering increased capacity for order processing. For post-implementation monitoring and optimization, tracking key performance indicators (KPIs) such as order processing time, customer satisfaction, and inventory levels is crucial. Salesforce analytics aid in making data-driven improvements, and troubleshooting tools are available for resolving common issues like order discrepancies and payment failures. The Salesforce Order Management Implementation Guide outlines steps from initial setup and data migration to workflow customization, payment, and shipping integrations. Real-world case studies demonstrate successful implementations, showcasing the platform’s benefits, scalability, and advanced features. The retirement of Commerce Cloud Order Management is announced, with Salesforce Order Management positioned as the new product built within the Salesforce core platform. For further details or assistance, users are advised to contact their account manager or refer to Salesforce Order Management Help documentation. 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

July 17, 2022in Generative AI, Hyperforce

17May

What is Omni-Channel Salesforce?

What is Omni-Channel Salesforce? Omni-Channel is a Salesforce feature designed for Customer Service and Console applications that automates the routing of various work items, such as Leads and Cases, to agents. It ensures that work items are assigned to agents based on their capacity, priority, skill set, and other criteria. Features of Omni-Channel Benefits Omni-Channel in Salesforce Enhanced Omni-Channel Setting Up and Using Omni-Channel Key Differences: Multichannel vs. Omni-Channel Route Work with Omni-Channel Omni-Channel is a flexible, customizable feature, and you can configure it declaratively—that is, without writing code. Use Omni-Channel to manage the priority of work items, which makes it a cinch to route important work items to agents quickly. Manage your agents’ capacity to take on work items so that they’re given only the number of assignments that they can handle. You can also define which agents can work on different types of assignments. For example, you can create one group of agents to respond to leads and sales inquiries, and another group that helps customers with support questions. Omni-Channel routes work requests to the most available and qualified support agents in the app. You can also provide real-time operational intelligence to support supervisors with Omni Supervisor. Agents no longer have to pick and choose work assignments manually from a queue, which saves everyone in your call center time, effort, and brainpower. Because it’s easier for agents to work on their assignments, they can assist your customers faster and more effectively and close assignments more quickly. Routing logic is applied when work is assigned to an owner. If field values on the work item are changed after the item is routed, the routing logic isn’t reapplied. Omni-Channel is supported in both Lightning Experience (recommended) and Salesforce Classic. You can run Omni-Channel in both standard and console apps. Route Work with Omni-Channel Use Omni-Channel to route work items to queues, agents, skills, and even Einstein Bots (on supported channels). Depending on your business needs, you can use different ways to route work, including Omni-Channel flows. Omni-Channel routes work based on the defined routing logic. When an agent is assigned a work item, they can accept it to begin working on it or decline it. When a work item is declined, Omni-Channel releases the agent’s capacity consumed by the work item. But the declined work item remains owned by the declining agent until the work is routed again. If the agent declines a work item or doesn’t accept the work item in the specified time period, Omni-Channel doesn’t try to route that work item to that agent again. If an agent accepts the work, they can transfer the work to another agent. NOTE We recommend using Enhanced Omni-Channel. Enhanced Omni-Channel features better and more extensive experiences for agents and supervisors than Standard Omni-Channel, and future Omni-Channel features are developed on Enhanced Omni-Channel. See Compare Standard and Enhanced Omni-Channel and Enable Omni-Channel. Set Up Omni-Channel Set up Omni-Channel to route any type of incoming work item to the most qualified, available support agents in your call center. Omni-Channel integrates seamlessly into both console and standard apps. NOTE We recommend using Enhanced Omni-Channel. Enhanced Omni-Channel features better and more extensive experiences for agents and supervisors than Standard Omni-Channel, and future Omni-Channel features are developed on Enhanced Omni-Channel. See Compare Standard and Enhanced Omni-Channel and Enable Omni-Channel. Test Your Omni-Channel Implementation Now that you’ve got Omni-Channel set up and enabled, test your implementation to make sure it’s working correctly. To test your implementation, route a work item to yourself. Sit back and relax. You’ll see an incoming request notification in Omni-Channel within a few seconds. Manage Agents, Queues, and Skills with Omni Supervisor Manage agents, queues, and skills in Omni Supervisor. Get to Know the Omni Supervisor TabsSupervisors can check the health of their call center in real time using the Agents, Queues Backlog, Assigned Work, and Skills Backlog tabs in Omni Supervisor. These tabs let supervisors see which work items are open and active, who’s assigned to what, and other details such as open capacities and average wait times for customers. Provide Customer Support for Real-Time Channels with Omni-Channel Service customers using their preferred means of real-time communication, including phone, messaging, or chat in standard and enhanced channels. You can accept and manage these types of support requests in Omni-Channel. If needed, while helping a customer, you can reach out to your supervisor to get support. Use the Omni-Channel Component to Work with CustomersTo begin receiving inbound requests from customers or to make outbound contacts, log in to the Omni-Channel component and update your status to indicate that you’re available. If you don’t see the Omni-Channel component in your app, check with your admin. Use the Omni-Channel Component to Work with Customers To begin receiving inbound requests from customers or to make outbound contacts, log in to the Omni-Channel component and update your status to indicate that you’re available. If you don’t see the Omni-Channel component in your app, check with your admin. When you mark your status as available in Omni-Channel, you begin receiving work requests, like phone calls. Work items assigned to you appear in Omni-Channel until you complete, transfer, or decline them. TIP By default, phone calls are taken through the same speakers and microphone your system device uses. To take calls through different audio devices, click the Settings icon on the Omni-Channel component and choose your preferred devices under Input and Output. The devices you choose are only set only for your current browser. For example, if you choose a device for Google Chrome, that device isn’t set for Mozilla Firefox. This feature isn’t available in Apple Safari browser. If you set up a service channel to use the tab-based capacity model, Omni-Channel determines agent capacity based on the open tabs. Each tab is a session for a specific work item. To close the work item and remove it from your Omni-Channel instance, close the tab for that item. The tab-based capacity model releases an agent’s capacity

May 17, 2022in Data, Enterprise, Google, Salesforce, Salesforce Implementation Services, Salesforce Service Cloud

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

October 27, 2021in Mulesoft

27May

Page Layout in Salesforce

Page layouts in Salesforce are essential for controlling the arrangement and organization of various elements on object record pages in Salesforce. These elements include buttons, fields, s-controls, Visualforce, custom links, and related lists. Page layouts play a crucial role in determining the visibility, read-only status, and required fields, allowing customization of record pages tailored to user preferences. Required Editions: Page layouts can incorporate s-controls and Visualforce pages, adjusting their size and deciding whether to display labels and scroll bars. Salesforce provides two tools for editing page layouts: the original page layout editor and an enhanced page layout editor. The enhanced editor, enabled by default, offers additional functionality and a user-friendly interface compared to the original editor. Within a page layout, users can access a mini page layout, defining hover details when mousing over a field in the Agent console or Recent Items section in Salesforce Classic. Salesforce automatically generates a default page layout for custom objects, and if unused, Lightning Platform API can still interact with the object or build a custom user interface. Create Page Layouts: Utilize the enhanced page layout editor to tailor record page layouts to meet user needs effectively. Enhanced Page Layout Editor: This tool, enabled by default, enhances the customization of page layouts in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal. It combines the functionality of the original editor with additional features and an improved interface. Assign Page Layouts to Profiles or Record Types: Define which page layouts users see by assigning them based on profiles or record types. Profiles determine the page layout for a user, while the combination of profile and record type determines the displayed layout for a specific object. Edit Multi-Line Layouts for Opportunity Products: Customize columns for displaying or editing items in the Products related list on an opportunity detail page. Configure Fields on Multi-Line Layouts for Opportunity Products: Ensure fields are visible on the Opportunity Product page layout before adding them to the multi-line layout, achieved through the Product related list on an Opportunity object page layout. Customize Related Lists: Tailor buttons, columns, order, and record sort order of related lists on record detail pages in Salesforce and the Salesforce Customer Portal. Customize Standard and Custom Buttons on Page Layouts: When customizing page layouts, control the display and order of both standard and custom buttons. How Page Layout Elements Display in Lightning Experience: Customizations made in Salesforce Classic affect object record pages in Lightning Experience. However, the page elements display differently, with some elements not supported in Lightning Experience. Page Layout Tips: Keep page layouts organized and user-friendly. How Page Layouts Work in the Salesforce Mobile App: Use the enhanced page layout editor to customize object record detail pages, configure actions, and determine field and related list visibility in the Salesforce mobile app. Manage Mobile Cards in the Enhanced Page Layout Editor: Enhance the Mobile Cards section of your page layout with expanded lookups, components, and Visualforce pages to display them as mobile cards in the Salesforce mobile app. Feed-Based Layouts in Salesforce Classic: Feed-based page layouts simplify record work by offering separate views for the record’s feed and its details, including related lists. Salesforce Classic Home Tab Page Layouts: Customize the Home tab in Salesforce Classic by including components like sidebar links, a company logo, a dashboard snapshot, or custom components. Different home page layouts can be assigned to users based on their profiles. Customize Page Layouts with the Original Page Layout Editor: Use the original page layout editor for customizing page layouts in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal. 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

May 27, 2021in Salesforce, Salesforce Development Services

24Jun

Salesforce Mobilepush

Salesforce MobilePush is included in Corporate and Enterprise editions. Salesforce Marketing Cloud’s MobilePush feature powers the creation and delivery of notifications to encourage app usage. To effectively target your notifications, leverage user data from various channels. Push notifications, resembling SMS text messages and mobile alerts, are exclusive to users who have installed your app. Each mobile platform – iOS, Android, Fire OS, Windows, and BlackBerry – has its own services supporting push functionality. To send a push notification in Salesforce Marketing Cloud (SFMC), utilize the Outbound Message template in MobilePush. You can send push messages to mobile devices based on demographic attributes, including rich media content like images or videos. Push notifications operate as brief messages sent directly from app publishers to users’ mobile devices. Users don’t need to actively use the app or their phones to receive these notifications. They serve as a prompt and efficient means for brands to convey important information. In Salesforce, you can employ push notifications to notify sales managers of changes in opportunities or alert service agents to cases requiring immediate attention. These notifications can be configured for any object based on criteria set up in Salesforce Flow automation. The key distinction between a push notification and an app notification lies in their impact on users. A push notification brings users to the application, initiating engagement, while an in-app notification guides users within the app. The working principle is that push notifications can be received at any time, while in-app notifications are effective only when the application is open. 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

June 24, 2020in Salesforce

10Jun

Salesforce Order Management Explained

An Entire Solution for Commerce In addition to both B2B and B2C Commerce Cloud, Salesforce has introduced Order Management, an application constructed on the core Salesforce platform. This application facilitates order fulfillment through automated workflows. What is Salesforce Order Management? It’s a platform for managing orders, customer records, fulfillment, inventory visibility, payments and invoicing, and customer care. Since Order Management is integrated with Salesforce CRM, it enables seamless integration with Service Cloud, assisting in handling customer requests and returns. Moreover, the Salesforce Platform can be leveraged to address any specific custom requirements you may have. Use Order Management with Service Cloud to give service agents a single view of order and service history to ensure timely processing of requests. Order Management is your central hub for handling all aspects of the order lifecycle, including order capture, fulfillment, shipping, payment processing, and service. The entire batch of data involved is all in one place, one single system of truth. With the Order Management app: Salesforce Mobile App The Salesforce mobile app is designed for easy data access on the go. You can view Salesforce Order Management record pages on the mobile app, but you can’t access its console features, like screen flows. Use Order Management to automate and manage the order lifecycle from order capture through fulfillment and post-fulfillment service. You can also store data for orders that are managed outside of Order Management. Order Management objects, together with existing objects, represent the elements of an order as the order progresses through the order lifecycle. The process for creating records in Order Management depends on your storefront. For example, if you use Salesforce B2C Commerce, the B2C Commerce Integration imports order data into Order Management. The terms “item” and “product” are used interchangeably throughout Order Management. Usually, technical areas like APIs and flow actions use “item,” while the user interface uses “product.” Order Management works with Salesforce Flow, which makes it easy for you to create manual and automated functions. We provide out-of-the-box flow templates for processes such as order summary creation, placing orders on behalf of shoppers, order fulfillment, and order servicing. Salesforce Order Management QA Is Salesforce Commerce cloud an Order Management System? The Salesforce Order Management System is the heart of Commerce Cloud, handling everything from processing orders, accepting payments online, communicating with suppliers, tracking orders, coordinating shipment schedules, and processing returns. Is Salesforce an OMS? Salesforce’s Order Management System enables businesses to make their selling process more efficient and improve the overall customer experience. What is the difference between CRM and order management? A customer relationship management (CRM) is a tool that handles customer data like contact information and past purchases. On the other hand, an order management system (OMS) tracks orders and automates order management tasks. What are the benefits of Salesforce OMS? One of the key benefits of integrating Salesforce OMS with e-commerce is that it enables companies to cut costs. The integration allows companies to manage their logistics processes more efficiently and better align their inventory levels with customer demand. Contact Tectonic today to explore an OMS solution 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 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

June 10, 2020in Salesforce Automotive Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Manufacturing Cloud, Salesforce Public Sector Solutions, Salesforce Sales Cloud, Salesforce Service Cloud

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