Salesforce News Archives - gettectonic.com - Page 2
Salesforce
05Jun

Salesforce for Outlook Retirement Moved to 2024

Is Salesforce for Outlook retiring in June 2023? Salesforce for Outlook Retirement Moved. Tectonic looks forward to helping your organization prepare for Salesforce for Outlook retirement and decide which products you want to migrate to. We will help you plan and execute your move. The Tectonic Team Salesforce for Outlook Retirement Salesforce for Outlook product retirement has been rescheduled for June 2024. The action menu (also known as the New Record button in the Salesforce for Outlook side panel) stopped functioning in Summer ’21. Salesforce for Outlook has helped reps stay productive for a long time. What does Salesforce for Outlook do? Salesforce for Outlook It allows users to access and update Salesforce data directly from within Outlook, such as contacts, leads, and opportunities. Users can also schedule meetings, log calls and emails, and manage tasks without switching between platforms. Sync contacts, events, and tasks between your desktop-based version of Outlook and Salesforce. Select an email in Outlook to see related Salesforce records, like leads, contacts, tasks, and opportunities. And relate that email to the Salesforce records of your choice. Salesforce for Outlook is scheduled for full retirement in June 2024. What is replacing Salesforce for Outlook? Salesforce offers the following products to replace Salesforce for Outlook functionality: Outlook Integration (replaces the Salesforce side panel experience, where reps can see Salesforce records and use some Salesforce features directly from Outlook) Einstein Activity Capture (replaces contact and event sync) Tectonic looks forward to helping your organization prepare for Salesforce for Outlook retirement and decide which products you want to migrate to. We will help you plan and execute your move. Outlook Retirement Moved until June of 2024. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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June 5, 2023in Salesforce
Salesforce Flow
05May

Einstein GPT Integration with Flow and Data Cloud Now Available

Salesforce has recently unveiled exciting new capabilities for Flow, Einstein GPT Integration with Flow and Data Cloud. Introducing Einstein GPT and Data Cloud features to its growing family of automation tools. This development empowers everyday administrators, eliminating the need for extensive engineering teams to harness large datasets for automation purposes. The groundbreaking aspect lies in the ability to achieve this in real-time, using a user-friendly interface without the need for coding. Introduction to Einstein GPT: Einstein GPT builds upon ChatGPT technology, combining public and private AI models with CRM data within Salesforce. This allows users to pose natural-language prompts directly within Salesforce CRM, receiving AI-generated content that adapts continuously to changing customer information and needs. The learning capability of Einstein GPT ensures ongoing improvement based on user input, aligning with best practices. Einstein GPT for Flow: When integrated with Salesforce Flow, Einstein GPT enables users to create and modify automations through a conversational interface, simplifying the flow creation process significantly. This fusion lowers barriers for non-technical users, enhancing the overall experience with Flow Builder and ensuring adherence to best practices. Key benefits of Einstein GPT for Flow include: Pricing details for Einstein GPT products are pending confirmation, and Salesforce will soon announce pilot program dates to broaden accessibility. Data Cloud for Flow: Introduced at Dreamforce 2022, Salesforce Data Cloud, formerly Genie, facilitates highly personalized customer experiences in real-time. Serving as a command center for customer data, Data Cloud integrates real-time data streams with Salesforce data, powering Flow with actionable insights. By combining Data Cloud with Flow, users can automate complex workflows and trigger actions based on real-time changes without the need for extensive IT involvement. This approach streamlines the process of designing, building, and testing custom integrations, reducing the burden on IT teams. Key advantages of Data Cloud for Flow include: These announcements bring forth transformative capabilities, making data utilization more accessible and streamlining the automation process within Salesforce. The combination of Einstein GPT and Data Cloud for Flow opens up possibilities for creating personalized and interconnected customer experiences across different sectors. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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May 5, 2023in Salesforce Data Cloud, Salesforce Einstein
Salesforce Genie Announced
19Oct

Salesforce Genie Announced

Salesforce Genie announced this year is an innovative data platform recently unveiled at Dreamforce 2022, heralding the world’s first real-time CRM. Genie is the driving force behind Salesforce’s entire Customer 360 platform, delivering hyper-scale, real-time data capabilities. With Genie, any business can harness the power of data to create magical customer experiences, offering seamless, personalized interactions across sales, service, marketing, and commerce. It adapts effortlessly to evolving customer needs. Consider scenarios we encounter daily: the frustration of lengthy customer support calls navigating purchase history, or the challenge of locating specific items on cluttered e-commerce websites. These situations underscore the demand for real-time updates in every customer interaction, a demand that Genie aims to fulfill. In the last 12 hours alone, the volume of stored customer data worldwide has doubled, explaining the delays in customer support. However, with Salesforce Genie, businesses can make sense of their data regardless of source, system, or channel. This unified data drives unprecedented levels of personalization, akin to magic. Salesforce Genie’s Key Features: Genie is pivotal for various industries leveraging Salesforce, like banks managing vast customer records and administrative tasks. Salesforce aims to enhance data utilization without altering existing approaches. Comparison with Salesforce CDP: Genie transcends traditional Customer Data Platforms (CDPs) by: How Genie Works: Genie ingests and stores real-time data streams at scale, integrating them seamlessly with Salesforce data. It consolidates data from diverse channels, legacy systems via MuleSoft, and proprietary data lakes through connectors. Core Pillars of Salesforce Genie: Salesforce Genie’s Extensibility: Genie partners with leading data providers such as Snowflake and Amazon SageMaker, enabling seamless integration and real-time data sharing without data movement. Unified Customer 360 Use Cases: Genie unifies data across Salesforce’s Customer 360 products for various departments: In essence, Salesforce Genie revolutionizes data integration and utilization, enabling businesses to deliver unparalleled customer experiences across all touchpoints. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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October 19, 2022in Hyperforce, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Slack, Snowflake
Salesforce Logo
26Aug

Retirement of Salesforce Data Recovery Service

In July 2020, Salesforce announced that they were retiring their last-resort Data Recovery Service because it did not meet their high standards of customer success and trust. Then, in March 2021, they reversed their decision and reintroduced the Data Recovery Service. Editor’s note: This post was updated on February 7, 2022, with the latest information and resources. Read about the new option here. As a result of tremendous customer feedback early last year, we reinstated our Data Recovery Service. At that time, we heard that you relied on this functionality as your backup and restore strategy, as there was no other Salesforce native capability available. We are very pleased to announce that in fall 2021, we launched Salesforce Backup and Restore, built natively on the Salesforce Platform. We’ve co-designed these services with customers, and we intend to deliver the performance, speed, and scale you’ve come to expect from the platform while continuing to provide additional ways to innovate and extend these capabilities through our vibrant ecosystem. Backup and Restore not only replaces Data Recovery Service but also offers an experience beyond that original service—providing a simple, elegant point-and-click interface to create and manage backups and restore as it best suits your business. To support customers in this scenario, Salesforce has launched Salesforce Backup replacing Salesforce Data Recovery Service, which automatically creates backup copies of business data and empowers any organization to restore data and recover, in just a few clicks, from even worst-case scenarios. And, as always, Salesforce AppExchange is home to a rich partner ecosystem that provides robust backup and restore solutions for customers today. A list of AppExchange partners who offer these solutions can be found here. As both native and partner solutions are available to our entire customer base, Sale3sforce has retired their Data Recovery Service. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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August 26, 2020in Salesforce
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