Salesforce Objects

03Dec

Simplify Data Management with Salesforce Schema Builder

Simplify Data Management with Salesforce Schema Builder and Tectonic Gone are the days of manually checking and cross-referencing data! Spending hours—or even involving multiple team members—to ensure data accuracy before presenting it to key stakeholders is a thing of the past. Today, Salesforce admins and developers are turning to built-in tools like Schema Builder to streamline data management. This intuitive graphical interface makes it easier to view, edit, and understand data models with confidence. Imagine effortlessly showing stakeholders or new teammates how data flows through your systems. With Schema Builder, you can achieve this and so much more. This powerful Salesforce tool enables you to: Let’s dive into what makes Schema Builder such a game-changer for admins and developers alike! What is Schema Builder in Salesforce? Schema Builder empowers Salesforce admins to easily edit or visualize data models in alignment with business goals. Whether you’re designing new objects, building relationships, or troubleshooting existing models, Schema Builder provides a dedicated space for managing complex data architectures. How to Access Schema Builder Schema Builder is a built-in Salesforce tool and is simple to access: That’s it—you’re ready to begin! Top Features of Schema Builder Schema Builder is an essential tool for managing Salesforce objects and relationships. Here are two standout features that make it invaluable for administrators: 1. Design Flexibility Schema Builder allows admins to easily add components to a schema, such as: This flexibility enables admins to tailor schemas to meet unique business needs, ensuring data is organized for optimal usability. 2. Simplified Object Creation Creating custom objects to store business data is a common task for Salesforce admins. With Schema Builder, these objects can be created quickly and efficiently, saving time and effort. How Does Schema Builder Work? Schema Builder provides an intuitive drag-and-drop interface that simplifies the process of visualizing and editing your Salesforce data model. One of the tool’s greatest advantages is its ability to present your data model without altering the underlying objects and relationships. For example, if you need to onboard a new hire or explain your data architecture to stakeholders, Schema Builder serves as the perfect visual aid. Impact Analysis with Schema Builder Beyond data visualization, Schema Builder supports impact analysis, helping businesses avoid costly mistakes when making changes to their Salesforce setup. For example, Schema Builder can display all object fields within your Salesforce org, giving you a comprehensive view of potential impacts before making adjustments. This feature ensures that workload changes, process updates, and business decisions are based on accurate and complete information. Pros and Cons of Salesforce Schema Builder While Schema Builder offers many benefits, it’s important to be aware of its limitations. Advantages Disadvantages Available in both Salesforce Classic and Lightning. Real-time data modifications can deploy errors if changes aren’t carefully reviewed. Usable by anyone with Customize Application permission. Limited visibility into dependencies between linked fields. Provides real-time updates for Salesforce changes. Potential risk of unintentional changes to critical fields, impacting other departments. Visualizes relationships between Salesforce objects and fields. Drag-and-drop user interface simplifies schema design. Conclusion: Make the Most of Schema Builder with Tectonic At Tectonic, we understand that Salesforce’s tools and technology are constantly evolving. Schema Builder is a prime example of how Salesforce enables admins to: Want to learn more about Salesforce tools that can help your business scale? Let us know! We specialize in helping organizations streamline their Salesforce solutions with innovative tools and strategies. Take Salesforce to the Next Level with Tectonic If you’re ready to extend Salesforce’s capabilities without writing a single line of code, look no further than Tectonic. Our no-code platform integrates seamlessly with Salesforce, empowering your teams to: With Tectonic, you can accelerate project timelines, reduce development costs, and bring processes to market faster—all while improving efficiency and scalability. Contact us today to learn more about how Tectonic can help your organization unlock the full potential of Salesforce. Let’s transform your data workflows into a competitive advantage! 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

December 3, 2024in Data, Salesforce, Technology0 Comments

14Nov

Agentforce at Work

Agentforce Salesforce Agentforce in Action: A Practical Example of Using Agents in Salesforce Autonomous Agents on the Agentforce Platform Agentforce represents a transformative shift in Salesforce’s strategy, poised to redefine how users engage with their CRM. By introducing both assistive AI—enhanced by generative AI for capabilities like summaries and sales emails—and autonomous AI, which empowers agents to automate actions without human oversight, Agentforce helps users operate more efficiently in Salesforce. Despite the excitement around Agentforce, most blogs and marketing materials focus on AI hype rather than practical applications. This insight focuses on illustrating how these tools work and the tangible value they can provide for your organization’s custom processes. Curious about setting up Agentforce agents using both out-of-the-box actions and custom actions? Let’s dive in. What is Agentforce? Agentforce is Salesforce’s conversational AI tool for CRM. In simple terms, it lets users “talk” to Salesforce. Powered by generative AI and the Atlas Reasoning Engine, Agentforce processes user input to perform tasks like summarizing data from objects, updating fields, and generating content such as emails or knowledge articles. This innovative tool is only at the beginning of its journey, likely setting the stage for a future where CRM interactions may evolve beyond traditional form-based interfaces to more intuitive chatbot-style engagement. Scenario: Managing Sales Pipeline Consider a salesperson with the daily objectives of tracking deals, managing pipeline opportunities, and identifying potential risks. Traditionally, this would require manually navigating numerous Salesforce objects, risking data inconsistencies and user errors. Agentforce’s assistive actions can streamline much of this, automating processes to identify key deals, summarize progress, and track deal risks across the pipeline. Let’s take a closer look at configuring a custom action for a pipeline summary. All powered by Salesforce Agentforce. Step-by-Step Guide to Configuring a Pipeline Summary Action Agentforce Use Cases: Getting Started Agentforce offers powerful tools for implementing AI-based functions within Salesforce, but to realize productivity gains, consider the following: Agentforce’s standard actions are a great starting point, providing immediate productivity impacts that can be enhanced as you customize actions to meet specific needs. For tailored guidance on integrating Agentforce, explore Tectonic’s Salesforce Agentforce Consulting Services. Tectonic’s expertise can support your organization in optimizing user experience, boosting productivity, and training users to responsibly leverage Agentforce’s capabilities across industries and channels. 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

November 14, 2024in Agentforce Platform, Data, Generative AI, Mulesoft, Salesforce0 Comments

07Nov

Lightning Record Picker in Salesforce

The lightning-record-picker component enhances the record selection process in Salesforce applications, offering a more intuitive and flexible experience for users. With its ability to handle larger datasets, customizable fields, and strong validation features, it is a powerful tool for developers to incorporate into their Salesforce applications.

November 7, 2024in Data, Salesforce0 Comments

14Oct

Case Study: Children’s Hospital Use Cases

In need of help to implement requisite configuration updates to establish a usable data model for data segmentation that supports best practices utilization of Marketing Cloud features including Contact Builder, Email Studio and Journey Builder.

October 14, 2024in Data, Google, Life Sciences Cloud, Salesforce, Salesforce Development Services, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Shield, Salesforce Success Stories

08Oct

Set Up Salesforce and Slack Integration

Set Up Salesforce and Slack Integration for Sales Elevate and Salesforce Channels To use Sales Elevate or Salesforce channels in Slack, establish a connection between Salesforce and Slack. This setup allows your team members to access these features seamlessly. You can map Salesforce accounts to corresponding Slack accounts to ensure the right individuals access the right tools. Note: You must have Salesforce Admin permissions to complete the setup in Salesforce. Prepare Your Salesforce Org Before connecting Salesforce and Slack, complete the following steps in Salesforce: Step 1: Create and Configure a Salesforce Integration User An Integration User ensures proper permissions and prevents disconnection if your personal Salesforce account is deactivated or updated. Step 2: Allow the Integration User to Bypass SSO If your organization uses single sign-on (SSO), you’ll need to bypass it for the Integration User to complete authentication. Step 3: Assign Permissions to the Integration User Grant the Integration User access to Salesforce objects and fields used in Slack. Connect Slack to Salesforce With your Integration User ready, connect your Salesforce org to Slack. You can connect up to 25 Salesforce orgs to Slack. Step 1: Request a Connection in Slack Step 2: Approve the Connection in Salesforce Step 3: Activate the Connection in Slack Manually Map Member Accounts If you opt out of automatic mapping, you can manually map accounts: Remove Member Mapping Salesforce Admins can remove and reset member mappings: Assign Access to Salesforce Tools in Slack Manage access to Sales Elevate and Salesforce channels by assigning the Slack Elevate User permission set in Salesforce: This configuration streamlines collaboration, giving your team access to powerful Salesforce tools directly in Slack. 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

October 8, 2024in Salesforce

08Oct

Data Cloud Model

While many Salesforce products like Sales Cloud, Service Cloud, Education Cloud, Health Cloud, and various industry clouds are built on a common ‘core’ platform that shares the same datastore (an Oracle relational database), Salesforce Data Cloud operates on (Data Cloud Model) a distinct architecture and technology stack. This insight explores the data models and related concepts that underpin the platform. Data Cloud Architecture and Storage Starting with the storage layer, Salesforce Data Cloud integrates multiple services: This combination enables Data Cloud to provide a petabyte-scale data store, overcoming the scalability and performance constraints of traditional relational databases. The physical architecture of Data Cloud is represented as a set of data objects, which form the foundation for how data is ingested, harmonized, and activated within the platform. Key Data Cloud Objects Data Source A Data Source is the initial data layer in Data Cloud, representing an external platform or system from which your data originates. Data Sources can include: Data Stream A Data Stream is an entity extracted from a Data Source, such as ‘Orders’ from Commerce Cloud, ‘Contacts’ from Sales Cloud, or ‘Subscribers’ from Marketing Cloud. Once a Data Source is connected to Data Cloud, Data Streams provide access to these entities and require assignment to a category: Profile, Engagement, or Other. A single Data Source can contain multiple Data Streams. Data Source Object (DSO) Data Streams are ingested into Data Source Objects (DSOs), which serve as temporary staging stores containing data in its raw, native format (e.g., CSV files). Minor transformations can be applied to fields during data ingestion. Data Lake Object (DLO) The next step in the data flow is the Data Lake Object (DLO). DLOs are typed, schema-based, materialized views that reside in the data lake (Amazon S3) and are generally stored as Apache Parquet files. This format, along with Apache Iceberg’s abstraction layer, supports efficient data storage and retrieval. DLOs are the first objects available for inspection and preparation of data, including field mapping and additional transformations. Data Model Object (DMO) Unlike DSOs and DLOs, which use a physical data store, Data Model Objects (DMOs) provide a virtual, non-materialized view into the data lake. Queries against a DMO return results based on the current data snapshot in DLOs, without storing them. DMOs can aggregate attributes from different Data Streams, Calculated Insights, and other sources. DMOs inherit their category from the first DLO mapped to them, and only DLOs with the same category can be mapped to the DMO. Like Salesforce objects, DMOs offer a canonical data model with pre-defined attributes (standard objects), and you can also create custom DMOs (custom objects). DMOs can have one-to-one or many-to-one relationships with other DMOs. Currently, there are 89 standard DMOs in Data Cloud, and this number is growing to support more use cases. DMOs are organized into various subject areas, including: Data Spaces Data Spaces offer logical partitions, allowing data to be segregated between different brands, regions, or departments, without the need for multiple Data Cloud instances. They also align with a Software Development Lifecycle (SDLC), enabling you to stage and test Data Objects in separate environments without affecting production data. Data Sources, Data Streams, and DLOs can be shared across Data Spaces, while DMOs and other platform features are isolated based on user permissions. Final Thoughts With the drop in storage costs and advancements in technology, companies now have vast datasets at their disposal. Every customer interaction, whether it’s a purchase, an email open, or a web page view, can be captured and stored. When properly organized, this data allows businesses to understand customers better, predict their needs, personalize interactions, and much more. However, one of Salesforce’s challenges is that its original platform, built over 20 years ago, was designed for a different era and struggles with handling voluminous, “big” data. Salesforce Data Cloud addresses these limitations with a modern architecture that overcomes the constraints of relational databases. Data Cloud is poised to become the backbone of the Salesforce platform, supporting the data needs of customers and products for the next two decades. If you’re interested in learning how to implement and integrate Salesforce Data Cloud in your organization, following best practices, reach out today. 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

October 8, 2024in Salesforce Data Cloud, Unified Knowledge

02Oct

Ingest Salesforce Data to Microsoft Fabric

I’m using Dataflow Gen 2 in Microsoft Fabric to ingest data from Salesforce via the Salesforce Objects connector, which is authenticated through an Organizational Account (OAuth 2.0). However, unlike Azure Synapse’s SalesforceV2 type, this connector doesn’t offer fields to input a client ID, client secret, or environment URL. Here are the key concerns: 1. Reauthentication Requirement Will reauthentication be required regularly (e.g., after access tokens expire), and how often will that occur? What factors contribute to the frequency of reauthentication? With OAuth 2.0, the system typically provides an access token (short-lived, often around 1 hour) and a refresh token, which can last longer. Reauthentication is necessary when both expire. While Dataflow Gen 2 does not allow manual token management, it should handle refreshing access tokens automatically. The reauthentication frequency depends largely on: 2. Cons of Using an Organizational Account What are the potential downsides of using an Organizational Account for this connection, particularly in a production setting where automation and stability are critical? Potential drawbacks: To mitigate these risks, I recommend using a service account (rather than individual accounts) to centralize and secure access. 3. Workaround for Client Credentials Flow Is it possible to implement a client credentials flow (i.e., providing a client ID, client secret, and environment URL) to prevent frequent reauthentication, similar to Azure Synapse or Data Factory? If not, what options are available for maintaining a stable, long-term data connection from Salesforce? Currently, there doesn’t appear to be support for client credentials flow in Dataflow Gen 2. You may want to reach out to Microsoft support for confirmation. As an alternative, you could explore: 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

October 2, 2024in Data, Salesforce, Salesforce Implementation Services, Salesforce User Questions

01Oct

Data Governance in Salesforce

Use Case Highlights Introduction Salesforce is a powerful platform for building strong customer relationships. However, to maximize the value of your data, a strategic approach is essential. Unmanaged data can lead to inconsistencies, security vulnerabilities, and compliance issues, making it difficult to rely on Salesforce data for strategic decision-making. This data governance insight looks into data governance for Salesforce and highlights top tools that integrate seamlessly with the platform. While these tools are not exclusively built for Salesforce, they offer powerful features that enhance the accuracy, security, and regulatory compliance of your data. Implementing a data governance strategy with the right tools unlocks the hidden potential of your Salesforce data. Imagine making decisions based on reliable information, streamlining workflows, and maximizing data value—all possible with clean, trustworthy data at your fingertips. Disclaimer: The specific third-party security solutions mentioned in this insight are for informational purposes only and do not constitute endorsements by Tectonic. 6 Data Governance Tools for Salesforce Users Understanding the Importance of Data Governance in Salesforce Salesforce, a cornerstone for managing customer relationships, thrives on a rich data repository. However, unmanaged data growth can lead to inconsistencies, security vulnerabilities, and compliance hurdles, hindering the data’s potential to drive strategic decisions. Data governance goes beyond data management. It establishes principles and practices to ensure your Salesforce data is: Why is data governance crucial for Salesforce? Data governance transforms data from a potential liability into a strategic asset, driving informed decisions, fostering trust, and empowering your organization to achieve its goals. Key Challenges in Salesforce Data Governance Implementing robust data governance within Salesforce presents challenges: Evaluating Data Governance Tools for Salesforce Choosing the right data governance tool for Salesforce requires careful evaluation: Comparing Top Data Governance Solutions for Salesforce When comparing top data governance solutions, assess factors like features, pricing, scalability, and customer reviews. A comparison table can offer a quick overview of key features and differences between solutions. Product Key Features Pricing Collibra Centralized platform, business glossary management, data lineage tracking, access controls Starting at $170,000/year Dataedo Collaborative data catalog, data documentation, quality rules, improved data literacy Starting at $18,000/year Alation Data discovery and intelligence platform, searchable data catalog, business terms & data lineage Starting at $60,000/year OneTrust Data Governance AI-driven discovery & classification, integrated catalog, governance policy management Contact for pricing Talend Data Fabric Data quality checks, automated metadata management, data inventory & Trust Score, stewardship workflows Starting at $12,000/year Informatica Axon AI-powered discovery & quality assessment, stewardship communication, curated marketplaces, common dictionary Contact for pricing Data Governance in Salesforce This table provides a snapshot of key features and pricing, helping organizations make informed decisions based on their needs and budget. Reach out to Tectonic if you need assistance. Tectonic’s Remarks This insight has provided the knowledge to harness the true potential of your Salesforce data. Data governance is no longer a distant concept but a powerful practice that every organization must embrace. Success lies in selecting the right data governance solution. Consider your specific needs—whether it’s robust data lineage tracking offered by tools like Collibra and Talend, user-friendly interfaces from Dataedo and Alation, or cost-effectiveness. Several tools explored in this insight also offer strong security features to safeguard your customer data. Tools like Informatica Axon can assist with data discovery and quality assessment, empowering data stewards. By embracing data governance and leveraging the right tools, you can transform Salesforce data from a raw resource into a strategic asset. This newfound data clarity fuels informed decision-making, fosters customer trust, and drives your organization toward achieving its goals. 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

October 1, 2024in Salesforce

26Sep

Mapping Data Salesforce to Canva

Mapping Data Fields in Salesforce for Canva Integration Salesforce administrators can map data fields from a brand template to Salesforce objects, enabling data from Salesforce to automatically populate placeholders in Canva designs. This feature is available exclusively for Canva Enterprise users and integrates with Salesforce Professional, Enterprise, or Unlimited editions. Mapping Data Salesforce to Canva. Steps for Mapping Data Fields in Salesforce: Pre-requisites: The following are the steps to set up field mapping using the Canva for Salesforce app. Step 1: Sync Brand Templates Before mapping fields, you need to sync brand templates from Canva to Salesforce. Here’s how: Step 2: Create a Template Mapping Template mapping connects data fields from a Salesforce object to placeholders in a Canva brand template, allowing Salesforce data to autofill the design. You need to create a separate template mapping for each Salesforce object. Unmapped Fields: You don’t have to map every field. If a field is unmapped, the placeholder in the Canva template will remain unchanged in the final design. Additional Information: Connecting Data Source Apps to Canva for Autofill You can connect data sources like Salesforce to Canva to autofill elements in your designs. Here’s a brief overview of how to connect and use Salesforce data: Creating Brand Templates for Salesforce To use Canva for Salesforce to generate sales collateral, brand designers must first create and publish a brand template. These templates include data fields that act as placeholders for Salesforce data. Mapping Data Salesforce to Canva With this setup, Salesforce admins can easily map data fields and auto-generate designs based on Salesforce data. 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

September 26, 2024in Data, Enterprise, Salesforce

07Aug

Salesforce Query Builder

Salesforce Query Builder Effortlessly Build SOQL Queries for Salesforce Objects with Salesforce Query Builder. The Salesforce Query Builder is a powerful Chrome extension that simplifies the creation of SOQL (Salesforce Object Query Language) queries for administrators, developers, and power users. This tool addresses the common challenge of building complex queries directly within your Salesforce environment, eliminating the need for external tools. Key Features and Benefits Seamless Integration: The Query Builder works directly within your Salesforce tabs, streamlining your workflow by removing the need to switch between apps or browser windows. This integration ensures better productivity without disruption. User-Friendly Interface: Its intuitive design makes query building easy for users at any skill level. A step-by-step process walks you through selecting objects, fields, and applying filters, reducing the complexities of SOQL syntax. Dynamic Object and Field Selection: The extension automatically fetches and displays available Salesforce objects and fields, saving time and minimizing errors by using up-to-date schema information. Real-Time Query Generation: As you choose objects, fields, and filters, the extension generates the SOQL query in real-time. This live feedback helps you understand the structure of the query, allowing for quick adjustments. Secure Authentication: Using your existing Salesforce session, the Query Builder ensures your credentials remain secure. It doesn’t store or transmit sensitive information, maintaining the integrity of your data. Flexible Filtering: Easily add WHERE clauses to filter data based on specific criteria, making it simple to focus on the data subsets you need. Copy to Clipboard: With one click, copy the generated SOQL query to your clipboard for easy use in other tools, development environments, or for sharing with teammates. Field Search: For objects with many fields, the search function helps you quickly locate the fields you need, reducing time spent scrolling. Lightweight and Fast: As a browser extension, the Query Builder is lightweight, requiring no installation on your Salesforce instance, ensuring fast performance without impacting your org. Cross-Domain Support: The tool supports multiple Salesforce domains (salesforce.com, force.com, cloudforce.com), providing a consistent experience across different environments. Why You Should Install It Time-Saving: The Query Builder dramatically reduces the time spent constructing SOQL queries, especially for complex objects or unfamiliar schemas. Error Reduction: By providing a visual interface, the tool minimizes syntax errors that can occur when manually writing SOQL queries. Learning Tool: Ideal for those new to SOQL, the Query Builder helps users understand query structure and best practices through its interactive design. Increased Productivity: With seamless Salesforce integration, you can generate queries quickly without disrupting your workflow. Accessibility: The tool empowers users who may not be comfortable writing SOQL manually, making advanced querying capabilities accessible to a wider range of Salesforce users. Consistency: It encourages consistent query-building practices across teams, making collaboration and sharing of queries easier. No Setup Required: As a browser extension, it requires no changes to your Salesforce org, making it perfect for admins or developers working across multiple orgs or with limited customization permissions. By installing the Salesforce Query Builder, you gain a valuable tool for your daily Salesforce tasks. Whether you’re a developer needing to prototype queries, an admin exploring data relationships, or a business analyst needing custom views, this tool simplifies interacting with your Salesforce data. With its combination of ease of use, security, and powerful features, it’s an essential addition to any Salesforce professional’s toolkit. 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

August 7, 2024in Data, Salesforce

18Jun

Salesforce and MySQL

Salesforce CRM houses a wealth of customer data, encompassing interactions, leads, and purchase histories. However, without proper organization, these insights risk being lost in the shuffle. Get a handle on data with Salesforce and MySQL. MySQL, a free, open-source relational database management system (RDBMS) that acts as a digital filing cabinet for structured data, including customer information. Integrating Salesforce CRM with MySQL presents a compelling solution by establishing a seamless bridge between the two systems. This integration enables businesses to efficiently transfer customer data from Salesforce into MySQL, ensuring centralized, accessible, and analyzable data. Imagine having all customer data neatly organized within a single, searchable database, facilitating holistic insights that empower informed decision-making and personalized marketing campaigns. Let’s explore the significant benefits of integrating Salesforce CRM and MySQL, and how this synergy can revolutionize your business operations. Benefits of Integrating Salesforce CRM and MySQL How to Integrate Salesforce CRM and MySQL Integrating Salesforce CRM with MySQL involves leveraging Salesforce APIs for secure data communication and synchronization. Here’s a step-by-step approach: Common Challenges and Solutions Conclusion Integrating Salesforce CRM with MySQL represents a transformative approach to streamline data management and enhance operational efficiency. By combining Salesforce’s robust CRM capabilities with MySQL’s flexible database management, businesses can unlock real-time insights, improve customer engagement, and drive strategic growth initiatives seamlessly. Embrace the power of Salesforce CRM and MySQL integration to stay competitive in today’s data-driven landscape effortlessly. 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

June 18, 2024in Salesforce

18Jun

Salesforce Summer 24 Industries Release

Industries Salesforce Summer 24 Industries Release Industries solutions shape Salesforce to the needs of your business, reducing the need for you to customize things yourself. Consumer Goods Cloud streamlines delivery and distribution processes with Direct Store Delivery and Van Sales. Optimize service operations in the field with Field Service for Industries. Health Cloud integrates with Milliman Care Guidelines (MCG) to bring industry-standard assessments to Integrated Care Management. Loyalty Management gives marketing managers greater flexibility with Global Promotions Management. Manufacturing Cloud helps manufacturers streamline the process of recovering costs on defective parts from suppliers with Warranty Supplier Recovery. Salesforce for Education helps students plan their degrees better with Intelligent Degree Planning. We also have plenty of changes for Automotive Cloud, Salesforce for Nonprofits, Public Sector Solutions, Industries common features, and much more. Salesforce Summer 24 Industries Release 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

June 18, 2024in Public Sector Solutions, Salesforce, Salesforce for Nonprofits

31May

Personalize Product Catalog Management Items with Custom Fields

Personalize Product Catalog Management Objects with Custom Fields You can now add custom fields to multiple Product Catalog Management objects and pass the custom fields as additional fields in the Product List API and Bulk Product Details API. These APIs return values of all the custom fields to the requesting run time systems. Personalize Product Catalog Management Items with Custom Fields. Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions. Why: You can add custom fields to these objects: Product Catalog Management adds standard and custom fields to some standard Salesforce objects. These fields are available only in orgs where Product Catalog Management is enabled. This object is available in API version 60.0 and later. 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

May 31, 2024in Salesforce, Salesforce Sales Cloud

24Apr

Salesforce Industries Summer 24 Release Notes

Industries solutions shape Salesforce to the needs of your business, reducing the need for you to customize things yourself. Salesforce Industries summer 24 release notes. Consumer Goods Cloud streamlines delivery and distribution processes with Direct Store Delivery and Van Sales. Optimize service operations in the field with Field Service for Industries. Health Cloud integrates with Milliman Care Guidelines (MCG) to bring industry-standard assessments to Integrated Care Management. Loyalty Management gives marketing managers greater flexibility with Global Promotions Management. Manufacturing Cloud helps manufacturers streamline the process of recovering costs on defective parts from suppliers with Warranty Supplier Recovery. Salesforce for Education helps students plan their degrees better with Intelligent Degree Planning. We also have plenty of changes for Automotive Cloud, Salesforce for Nonprofits, Public Sector Solutions, Industries common features, and much more. Salesforce Industries Summer 24 Release Notes 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

April 24, 2024in Public Sector Solutions, Salesforce, Salesforce Automotive Cloud, Salesforce CPQ, Salesforce Education Cloud, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Manufacturing Automotive Energy, Salesforce Nonprofit Cloud

13Apr

Salesforce Einstein Features

Salesforce Einstein Discover the power of the #1 AI for CRM with Einstein. Built into the Salesforce Platform, Einstein uses powerful machine learning and large language models to personalize customer interactions and make employees more productive. With Einstein powering the Customer 360, teams can accelerate time to value, predict outcomes, and automatically generate content within the flow of work. Einstein is for everyone, empowering business users, Salesforce Admins and Developers to embed AI into every experience with low code. Salesforce Einstein Features. Einstein Copilot Sales Actions: Sell faster with an AI assistant in the flow of work.Call Exploration: Ask Einstein to synthesize important call information in seconds. Ask Einstein to identify important takeaways and customer sentiment, so you have the context you need to move deals forward.   Sales Summaries: Summarize records to identify likelihood the deal will close, the competitors involved, key activities, and more. Forecast Guidance: Ask Einstein to inform your forecast and help you identify which deals need your attention. Close Plan: Generate a customized action plan personalized to your customer and sales process. Increase conversion rates with step-by-step guidance and milestones grounded in CRM data. Salesforce Einstein Features Sales Generative AI features: ° Knowledge Creation: ° Search Answers for Agents and Customers: Einstein Copilot Service Actions: Streamline service operations by drafting Knowledge articles and surfacing answers, grounded in knowledge, to the most commonly asked questions. Summarize support interactions to save agent time and formalize institutional knowledge. Surface generated answers to agents’ & customers’ questions that are grounded in your trusted Knowledge base directly into your search page. Search Answers for Agents is included in the Einstein for Service Add-on SKU and Search Answers for Customers is included in the Einstein 1 Service Edition. Empower agents to deliver more personalized service and reach resolutions faster with an AI assistant built into the flow of work. You can leverage out-of-the-box actions like summarize conversations or answer questions with Knowledge or you can build custom actions to fit your unique business needs. Service Salesforce Einstein Features This Release Einstein CopilotSell faster with an AI assistant. No data requirements Included in Einstein 1 Sales Edition.hEinstein Copilot: Sales ActionsSell faster with an AI assistant.No data requirements.   Call explorer and meeting follow-up requires Einstein Conversation Insights. Included in Einstein 1 Sales Edition. Generative AIBoost productivity by automating time-consuming tasks.No data requirements.   Call summaries and call explorer requires Einstein Conversation Insights. Included in Einstein 1 Sales Edition. Einstein will use a global model until enough data is available for a local model. For a local model: ≥1,000 lead records created and ≥120 of those converted in the last 6 monthsEinstein Automated Contacts Automatically add new contacts & events to your CRM≥ 30 business accounts. If you use Person Accounts, >= 50 percent of accounts must be business accounts Einstein Recommended ConnectionsGet insights about your teams network to see who knows your customers and can help out ona deal ≥ 2 users to be connected to Einstein Activity Capture and Inbox (5 preferred) Einstein Forecasting Easily predict sales forecasts inside of Salesforce Collaborative Forecasting enabled; use a standard fiscal year; measure forecasts by opportunity revenue; forecast hierarchy must include at least one forecasting enabled user who reports to a forecast manager; opportunities must be in Salesforce ≥ 24 months;Einstein Email Insights Prioritize your inbox with actionable intelligence Einstein Activity Capture enabledEinstein Activity Metiics (Activity 360) Get insight into the activities you enter manually and automatically from Einstein Activity Capture Einstein Activity Capture enabled Sales Analytics Get insights into the most common sales KPIs No data requirements. User specific requirements like browser and device apply Einstein Conveisation Insights Gain actionable insights from your sales calls with conversational intelligenceCall or video recordings from Lightning Dialer, Service Cloud Voice, Zoom and other supported CTI audio and video partners.Buyer Assistant Replace web-to-lead forms with real-time conversations. No data requirements – Sales Cloud UE or Sales Engagement. Einstein Opportunity ScoringEinstein Activity CaptuiePrioritize the opportunities most likely to convertAutomatically capture data & add to your CRMEinstein will use a global model until enough data is available for a local model. For a local model: ≥ 200 closed won and ≥ 200 closed lost opportunities in the last 2 years, each with a lifespan of at least 2 days≥ 30 accounts, contacts, or leads; Requires Gmail, Microsoft Exchange 2019, 2016, or 2013 Einstein Relationship Insights Speed prospecting with AI that researches for you. No data requirements. Einstein Next Best Action Deliver optimal recommendations at the point of maximumimpactNo data requirements. User specific requirements like browser and device apply Sales AIGenerate emails, prioritize leads & opportunities most likely to convert, uncover pipeline trends, predict sales forecasts, automate data capture, and more with Einstein for Sales. Generative AIPrompt BuilderEinstein Lead ScoringEinstein Opportunity ScoringEinstein Activity CaptureEinstein Automated ContactsEinstein Recommended ConnectionsEinstein ForecastingEinstein Email InsightsEinstein Activity Metrics (Activity 360)Sales AnalyticsEinstein Conversation InsightsBuyer Assistant Sales AIGenerative AI:  Feature Why is it so Great? What do I need? Automate common questions and business processes to solve customer requests fasterBoost productivity by auto-generating service replies, summarizing conversations during escalations andtransfers or closed interactions, drafting knowledge articles, and surfacing relevant answers grounded inknowledge for agents’ and customers’ commonly asked questions. Deliver optimal recommendations at the point of maximum impactEliminate the guesswork with AI-powered recommendations for everyoneDecrease time spent on manual data entry for incoming cases and improve case field accuracy and completionAutomate case triage and solve customer requests fasterDecrease time spent selecting field values needed to close a case with chat conversations and improved field accuracySurface the best articles in real time to solve any customer’s questionEliminate time spent typing responses to the most common customer questionsGet insights into contact center operations, understand customers, and deliver enhanced customerexperiencesChat or Messaging channels, minimum of 20 examples for most languagesNo data requirements. User specific requirements like browser and device apply Make sure that your dataset has the minimum records to build a successful recommendation. Recipient Records need a minimum of 100 records,Recommended Item Records need a minimum of 10 records, andPositive Interaction Examples need a minimum of 400 records

April 13, 2024in Generative AI, Salesforce Einstein, Snowflake

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