Salesforce Sales Cloud Archives - gettectonic.com - Page 5
Salesforce Service Cloud Einstein
09Mar

Salesforce Service Cloud Einstein

Einstein for Service is a robust suite of time-saving Artificial Intelligence features designed to empower agents in delivering exceptional customer service experiences. Salesforce Service Cloud Einstein-learn more. Customer service has evolved from being a cost center to a growth driver, and leading companies are prioritizing customer service to increase brand loyalty. In Service Cloud Einstein, various AI technologies, such as Machine Learning (ML), deep learning, predictive analytics, Natural Language Processing (NLP), and smart data discovery, work collaboratively to enhance customer support, providing faster and better service. Salesforce Einstein, recognized as the world’s first “generative AI” built for CRM, seamlessly integrates into multiple Salesforce products, including Marketing Cloud, Sales Cloud, and Service Cloud. Sales Cloud incorporates Einstein in the form of eight essential tools: Salesforce Einstein, since its inception in 2016, has been at the forefront of CRM AI technology, delivering personalized and predictive experiences for enhanced professionalism. Salesforce Service Cloud is a CRM platform focused on providing service and support to business customers. It is an extension of the Sales Cloud product tailored for sales professionals. Service Cloud Einstein is utilized by notable companies like Thomson Reuters, Southern Glazer’s Wine and Spirits, Cisco, and Skillsoft. Service Cloud Einstein benefits businesses by providing efficient customer service, with Einstein GPT responding promptly to inquiries, offering precise responses, enhancing customer satisfaction, and reducing resolution time. Studies show that in the same time 3 customers could be serviced before Service Cloud Einstein, now ten can be taken care of. The difference between Einstein GPT and ChatGPT lies in their design, with Einstein GPT specifically tailored for Salesforce users and clouds, while ChatGPT is a more versatile model for general use. Einstein is available for free with Salesforce’s Developer Edition, providing access to most platform features for building and testing custom applications and integrations using Einstein. Salesforce Sales Cloud and Service Cloud differ in their focus, with Sales Cloud concentrating on sales processes, while Service Cloud centers around customer service and support. Einstein remains the overarching AI brand for Salesforce, present across the portfolio, including within Tableau. Einstein Discovery is available as part of Tableau CRM Plus or through Einstein Predictions. Are you ready to explore the power of Einstein in your Salesforce Service Cloud implementation? Contact Tectonic today. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. Content updated January 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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 9, 2023in Artificial Intelligence, Data, Generative AI, Marketing Automation, Salesforce, Salesforce Einstein, Salesforce Sales Cloud, Salesforce Service Cloud, Technology
Dialpad Powerdialer With Salesforce and Salesforce Engagement
08Mar

Dialpad Powerdialer With Salesforce and Salesforce Engagement

Is Dialpad integrated with Salesforce? Dialpad Powerdialer With Salesforce and Salesforce Engagement. Dialpad offers various integration options with Salesforce, each with specific requirements. Let’s dive into the details of each integration option. Dialpad for Salesforce necessitates a Pro or Enterprise Dialpad plan type and is compatible with both Service and Sales Clouds. Dialpad’s Powerdialer feature within Salesforce empowers Sales Managers to generate and assign dial lists comprising Leads, Contacts, Opportunities, or Accounts. This capability streamlines the process, enabling representatives to automatically dial through these lists without having to access each record individually. Dialpad for Salesforce brings AI-powered workflows, native calling functionality, and real-time customer intelligence directly into Salesforce, enabling your teams to concentrate on driving more sales and enhancing customer satisfaction. Dialpad Powerdialer With Salesforce and Salesforce Engagement Requirements: Ensure you’re using the latest version of the Salesforce package to optimize the functionality of our robust features. This information is available below and on the Salesforce AppExchange. Lightning Classic Powerdialer Omnichannel High Velocity Sales Version V1.758 – Released 03/01/2024 Teams also require an Enterprise or Unlimited edition of Salesforce and/or an edition supporting API access. Which Salesforce integration suits my needs? Dialpad for Salesforce facilitates seamless connectivity and breaks down silos by integrating sales and service calls directly within Salesforce, enhancing engagement and agent productivity. Let’s explore the available integrations: CTI and Chrome Click-to-Call: Enables users to click numbers and initiate calls using Dialpad through Chrome and Salesforce. Salesforce Lightning: Dialpad’s native integration designed for Salesforce users on the Lightning platform. Salesforce Classic: Dialpad’s native integration tailored for Salesforce users on the classic Salesforce platform. Powerdialer: Allows Sales Managers to set up dial lists within Salesforce, comprising Leads, Contacts, Opportunities, or Accounts, and assign them to representatives. Representatives can automatically dial through these lists without accessing each record individually. *Exclusive to Ai Sales Users. High Velocity Sales: Enhances reps’ productivity by enabling calls to be triggered from a cadence and marking call tasks as complete afterward. *Exclusive to Ai Contact Center and Ai Sales users. Omnichannel: A comprehensive CX solution allowing Admins to manage and sync Agent statuses, simplifying prioritization within the Salesforce Omnichannel console. *Exclusive to Ai Contact Center and Ai Sales users. Salesforce1: This mobile Salesforce solution (available on Classic and Lightning) permits calls from the Salesforce mobile app to be routed to the Dialpad app. *Dialpad mobile app installation on your device is required for this integration. Frequently Asked Questions: What distinguishes Salesforce from Salesforce Lightning? Salesforce Lightning is a more contemporary version of Salesforce, offering a simplified user experience, advanced features, and optimized pages for managing sales and service processes. Does Dialpad retain Salesforce data? No, Dialpad does not store Salesforce activities. It solely conducts real-time fetches to display information using Salesforce APIs. In what languages are these integrations available? Dialpad’s Salesforce integrations are accessible in English and Japanese. Does Dialpad feature an autodialer? Set up your autodialer while scheduling a meeting. You’ll find a toggle for autodialing to participants. Activate this toggle, add your participants, and Dialpad Meetings takes care of the rest. Participants receiving the autodial will receive a 5-minute reminder via SMS. Dialpad’s integration with Salesforce Sales Engagement (formerly known as High Velocity Sales) enhances sales representatives’ productivity by initiating calls from a cadence and automatically marking call tasks as complete afterward. Additionally, representatives can customize their cadences based on dispositions logged through Dialpad. Let’s dig into Salesforce Sales Engagement and Dialpad. Who can access this feature? The integration between Dialpad and Salesforce Sales Engagement is available to Ai Sales and Ai Contact Center customers subscribed to the Pro and Enterprise plans with Salesforce Sales Engagement access. If you lack access to Salesforce Sales Engagement, kindly contact your Salesforce account manager to activate this feature. Salesforce administrators must install the Dialpad package and integrate it into Sales Engagement. Branching based on call dispositions To configure Branching based on call dispositions, navigate to your Salesforce Setup settings. Go to High Velocity Sales. Enable “Define Call Outcomes for Branching” and map the Call Disposition values saved in Dialpad to relevant Call Outcomes in Salesforce. Click Save. Once branching is activated, select a rule to execute branching based on the Call Outcome as demonstrated below: Now, you can log a disposition through Dialpad to trigger branching based on the call outcome. Frequently Asked Questions Is this the same as High Velocity Sales? Yes, Salesforce rebranded High Velocity Sales to Sales Engagement. The product’s automation features now encompass customer engagement tracking, chatbots, cadences, and automated actions. The new name encompasses all tools for automating processes and strategically engaging with leads and customers, enabling sales teams to focus on selling. Do I need a special license for this integration? This integration is accessible on Pro and Enterprise plans for all Ai Sales and Contact Center customers. Note that High Velocity Sales may entail an additional license fee. For pricing details, please contact your Salesforce Account Manager. Can I use this integration with the Dialpad Desktop App or Web App? No, this integration operates exclusively within Salesforce High Velocity Sales with the Lightning dialer. Can I perform power dialing through call steps in a cadence? Currently, the integration only supports click-to-dial. Power dial mode is not supported. Why wasn’t my call step marked as complete? We transition the cadence to the next step only after logging the task. Please ensure that the task is logged before navigating away. 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

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March 8, 2023in Salesforce
Salesforce Sales Analytics
06Feb

Salesforce Sales Analytics App

Sales Analytics empowers users to leverage the analytical capabilities of Analytics within Sales Cloud, accessible on any device supporting Analytics functionality. Featuring intuitive visualizations derived from Salesforce data, Sales Analytics facilitates a swift transition from insights to actionable strategies, enabling users to transform data into informed and intelligent sales decisions. The Salesforce Sales Analytics App provides improved visibility across departments. Built by Salesforce Built by Salesforce, Sales Analytics streamlines the analysis of Sales Cloud data. Whether you’re an executive, manager, sales representative, or involved in operations, Sales Analytics offers an elevated level of insight into your Salesforce data. Begin with the Sales Analytics Home dashboard to gain insights into recent wins, win rates, and average deal amounts. Dive deeper into other dashboards that utilize Sales Cloud Collaborative Forecasts to showcase quotas, aiding in precise forecasting. Executives benefit from a comprehensive overview highlighting pipeline and sales and service business performance, along with insights into top deals. Managers can access leaderboards displaying team key performance indicators (KPIs) and delve into specific details about quotas, pipeline changes, team trends, and average sales cycle time. Reps can monitor their own quota attainment, bookings, and pipeline activities, while operations staff can analyze performance by geography, source, and customer to identify trends and expedite new deals. App creation is simplified with Sales Analytics, conducting a compatibility check against your org to ensure the inclusion of all necessary data for app datasets and dashboards. If any data is missing, error messages guide you on the required additions before app creation. Once compatibility is confirmed, you have two options: Post-app creation, explore Sales Cloud data seamlessly across any device supporting CRM Analytics. The intuitive CRM Analytics interface delivers actionable insights promptly. Constantly allowing for in-depth exploration and customization of Sales Analytics tailored to your business requirements. Prebuilt dashboards in Sales Analytics feature key performance indicators (KPIs) for managing pipeline, visualizing quota data, fine-tuning forecasts, understanding business performance drivers, visualizing trends, and assigning actions. Use these dashboards to provide swift answers to business-related queries, ensuring value extraction from Salesforce data. Sales Analytics also incorporates lenses—focused visualizations providing greater detail about sales KPIs, enhancing dashboards. Upon creating Sales Analytics, the app automatically generates datasets based on existing Salesforce data. By encompassing standard and custom fields. These datasets fuel the dashboards and lenses. Instantly delivering insights necessary for effective business management. Users can further create custom lenses and dashboards utilizing the data within the Sales Analytics dataset. CRM Analytics, the rebranded Tableau CRM from Salesforce, represents a dynamic evolution from its previous incarnation, Einstein Analytics. Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

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February 6, 2023in Salesforce Sales Cloud
31Jan

Improving Customer Experiences with Salesforce

In 2023, sustaining competitiveness demands businesses to prioritize personalization and agility in their customer experience (CX) strategy. Brands need to build customer relationships and provide experiences that exceed expectations. If not, your connected customer will find a competitor who can. Improving Customer Experiences with Salesforce begins with initial implementation. Salesforce plays a critical role in achieving customer success as it serves as a central hub for customer data, streamlines communication, and offers valuable insights for customized customer interactions. It also allows for the tracking of customer behavior and preferences, enabling proactive and personalized support. Salesforce did not invent Customer Success, but the company quickly built what has become the number one customer relationship management platform to help their customers provide great experiences to their customers. Here are strategies to enhance your customer experience program: Enhancing Customer Experience for Brand Loyalty: Advance Personalized Experiences: By concentrating on these core areas, organizations can navigate the evolving CX landscape, delivering exceptional customer experiences. Tectonic is poised to collaborate, customizing Salesforce tools to craft remarkable customer experiences. If a friend ignores a call, text, or email, it probably doesn’t bode well for the relationship. As with friendships, customer relationships bloom when individuals feel understood. Relationships weaken when customers feel that businesses don’t appreciate their personal preferences, whether that’s remembering they enjoy romantic comedies, or that they would rather be contacted by email. Improving Customer Experiences with Salesforce The customer experience is broader and deeper than just the level of service received. Customer experience is the total perception of the company, interaction by interaction, from the first touchpoint to the last. This may include navigating the website, talking to sales reps over the phone, visiting a store, sampling a product or service, and experiencing an onboarding phase after a purchase. CRM may be a modern term, but the importance of nurturing customer relationships is age-old. The role of the customer experience has shifted in recent years, becoming one of the most crucial brand differentiators. Let’s explore how leveraging Salesforce can create customer experiences that surpass expectations and foster long-term relationships. As products become less distinguishable by brand and price, a great customer experience has become essential for companies to differentiate themselves. What are the 4 E’s of customer experience? Then come the 4Es – Economic, Efficient, Emotional, and Empathetic experiences, which focus on making your customers’ journey worthwhile. Every interaction should offer value for money (Economic), be easy for the customer (Efficient), generate positive feelings (Emotional), and show customers you get them (Empathetic). 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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January 31, 2023in Salesforce Experience Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Service Cloud
03Jan

Differences Between Salesforce Sales Cloud and Salesforce Service Cloud Explained

Salesforce Sales Cloud focuses on the sales process, while Salesforce Service Cloud is dedicated to customer service and support. Sales Cloud is designed for managing leads, opportunities, and sales forecasts, whereas Service Cloud is tailored for handling customer inquiries and cases. Both Sales Cloud and Service Cloud share critical features as they are built on the core Salesforce Platform. If your business primarily emphasizes sales, Sales Cloud is the ideal choice. If your focus is more on customer service, then Service Cloud is the preferred option. For businesses involved in both sales and customer service, both Sales Cloud and Service Cloud may be the best Salesforce solution. Difference Between Sales Cloud and Service Cloud: Sales Cloud streamlines sales and marketing efforts, focusing on lead management and increasing sales. Service Cloud helps support agents provide excellent customer service, resolving issues proactively. Functions Included in Service Cloud but not in Sales Cloud: Service Cloud includes specialized functions for customer support, such as omnichannel case routing, Web-to-Case and Email-to-Case conversion, and configurable assignment rules to streamline support agents’ work. Sales Cloud Features: Service Cloud Features: Agent Productivity (Service Cloud): Call Center Management (Service Cloud): Live Chat (Service Cloud): Customer Portal (Service Cloud): Ticket Management (Service Cloud): 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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January 3, 2023in Data, Salesforce, Salesforce Experience Cloud, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud
Connecting Marketing Cloud Account Engagement, Marketing Cloud, and Salesforce
23Dec

Why Optimize Sales Force

Maximizing Sales Force Productivity: Overcoming Challenges and Reaping Rewards-Why Optimize Sales force? The productivity of a sales force is paramount to the success and growth of any business. A high-performing sales team not only drives revenue but also enhances customer satisfaction. However, organizations often encounter obstacles that hinder the optimization of their sales force. Typical Challenges and Problems Why Optimize Sales force? Approaches to Address These Challenges To effectively tackle these issues, a holistic approach is necessary: Benefits of Enhanced Sales Force Productivity Optimizing sales force productivity is key to driving growth and gaining a competitive edge. By addressing challenges, implementing strategic approaches, and emphasizing continuous improvement, organizations can elevate the effectiveness of their sales teams and enjoy the benefits of increased revenue, customer satisfaction, and employee morale. Implementing Salesforce could be just what your sales team needs. Contact Tectonic 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 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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December 23, 2022in Salesforce, Salesforce Sales Cloud, Technology
Salesforce Sales Cloud
22Nov

Preparing Salesforce Sales Cloud Data for Salesforce Einstein

Data quality holds significant importance in your CRM, even in the absence of AI, as it aids sales representatives in enhancing efficiency, fostering customer trust, and utilizing Salesforce more effectively. preparing Sales Cloud Data for Salesforce Einstein When AI is integrated, the significance of data quality is further heightened. The predictive models underlying Sales Cloud Einstein rely on your Salesforce data; hence, having complete and accurate data is crucial for Einstein to provide optimal predictions, recommendations, and insights. However, data quality isn’t the sole factor in the AI equation—data quantity is equally vital. Sales Cloud Einstein leverages machine learning to identify patterns in vast data sets, and these patterns yield reliable intelligence. To facilitate pattern identification, Sales Cloud Einstein requires a substantial amount of historical data. Einstein Readiness Assessor The Einstein Readiness Assessor is a tool that evaluates whether you meet the prerequisites for specific Sales Cloud Einstein features. This tool analyzes your Salesforce implementation, generating a personalized report indicating which Einstein features you can use immediately and which ones need further preparation. When analyzing your data, your Salesforce administrator should focus on identifying missing records, duplicate records, data standardization issues, incomplete records, and stale data. Dimensions such as age, completeness, accuracy, consistency, duplication, and usage can be used to assess data quality. To address data quality issues, the Salesforce AppExchange offers various packages and tools that provide access to reports and dashboards with just a few clicks. Once you’ve assessed the health of your data, you can develop and implement a data management plan. A typical plan establishes standards for creating, processing, and maintaining data, including naming conventions, formatting for dates and money, and standardizing field data with picklists. Workflows and Automations Workflows and automations should be implemented around processes for record creation, reviewing, updating, and archiving to maintain data integrity. Company-wide standards for data quality, ownership, responsibility for changes, and notifications for data changes should be established. Appropriate privacy levels for data, considering regulatory, legal, and contractual requirements, along with roles and permission sets for users, should be determined and set up. Monitoring, with an outlined process for quality control of data, is essential to ensure that your Salesforce data remains Sales Cloud Einstein ready. This includes determining the frequency, scope, owners, and checks for updating data, preventing duplicates, merging records, adding records, and archiving records. Preparing Sales Cloud Data for Salesforce Einstein Salesforce’s flexibility allows customization to support your company’s data management plan. Ensure all required fields for your business are mandatory in Salesforce, and use validation rules and data governance to enforce correct entries for numeric fields. Workflow rules can automate standard internal procedures and processes, saving time and preventing human error. Modify page layouts to display only relevant data to users, and use data enrichment tools available through Data Apps on the AppExchange to append data accurately. Duplicate management tools built into Salesforce help prevent the creation of new duplicates, contributing to accurate and healthy data. Data integrity, encompassing security, accuracy, and overall data quality, is crucial for every measurable success metric in your business, whether you use Salesforce as a standalone tool or in conjunction with add-ons like Sales Cloud Einstein. If the task of getting your Salesforce data Sales Cloud Einstein ready is overwhelming, the Tectonic team offers assistance. For those starting to implement Salesforce, Tectonic’s Salesforce Quickstarts are worth exploring. 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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November 22, 2022in Einstein Insights, Salesforce Sales Cloud
Sending Emails Through Salesforce
20Oct

Marketing Cloud Email Sends and Reports

How do I dispatch Marketing Cloud email sends and reports from Sales or Service Clouds? Once Marketing Cloud Connect is configured, utilize the Marketing Cloud tab to send Marketing Cl;oud emails to campaigns and reports. For Campaigns, Contacts, or Leads, utilize the “Send Marketing Cloud Email” option after integrating the custom Visualforce page into the page layouts. Is it possible to send to Sales or Service Cloud Campaigns or Reports? Certainly. You can send emails to one or more campaigns or reports directly from the Marketing Cloud tab. Reports must include either a Lead ID or Contact ID field, and appropriate permissions to view the report are required. Can I send to multiple Reports and Campaigns simultaneously? Absolutely. You have the flexibility to send emails to up to 10 campaigns, reports, or a combination of both directly from the Marketing Cloud tab. Is it feasible to send to Reports in My Personal Custom Reports Folder? Yes, but only if the “Scope by User” option was selected during integration or if the “Tracking User” and “View My Personal Custom Reports” options were enabled in the Marketing Cloud Connect configuration. Can I send to Sales or Service Cloud Person Accounts? Certainly. You can send emails to Person Accounts. Can I send to a single Sales or Service Cloud Contact or Lead? Certainly. Simply click on “Send Marketing Cloud Email” on the Lead or Contact record after incorporating the custom Visualforce page into the appropriate page layout. Which objects in Salesforce can I send to? You can send emails to Contacts, Leads, Campaigns, and Person Account objects. Is it possible to create emails in Sales or Service Cloud for use in Marketing Cloud Connect sends? No. Email content must be created in Marketing Cloud for use within Marketing Cloud Connect sends. Can I preview emails in Sales or Service Cloud before sending? Absolutely. After selecting an email, you can preview a thumbnail version. If you choose both an email and a report or campaign, a dynamic preview with subscriber-specific content is also accessible. Can I verify my counts in Sales or Service Cloud before sending? Yes, you can verify counts in advance if you have access to the report you are sending to. Is it possible to associate an email with a Report or Campaign? Yes. Associate email content with a list of recipients (reports or campaigns) through email linkages. Simply check the box for “Remember recipients and exclusions for this email” after selecting an email and a recipient list from the Send Email page. Are Joined Reports supported by Marketing Cloud Connect? No, Joined Reports are not supported. Refer to additional information about joined reports. What are Exclusions or Suppressions? Exclusions permit the exclusion of specific customers from a send. Both reports and campaigns can be excluded at the time of dispatch. What options do I have for a Send-From Address? You can send from your own email address, the owner of a record, an organization-wide email address, or a Marketing Cloud send classification. What time-based options are available for sending? You have the choice to send immediately or schedule for a future time and date. Can I view a thumbnail preview of my Triggered Sends? Certainly. You can view a thumbnail preview of triggered sends on the Individual Email Results record. Note that previews include triggered sends created with Content Builder after the 209 managed package release, but they do not render personalization or AMPscript. Marketing Cloud email sends and reports provide users with multiple email sending options. Like1 Related Posts 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 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more

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October 20, 2022in Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Einstein Bots
27Sep

Does Salesforce Feature a Chatbot?

Does Salesforce feature a chatbot? Yes, Salesforce offers Einstein Bots – AI-powered chatbots seamlessly integrated into your CRM and fueled by data from the Einstein 1 Platform. With just a few clicks, you can automate personalized, intelligent service, accelerating issue resolutions and enhancing team efficiency by automating routine tasks with bots linked to your Salesforce data. Einstein Bots leverage Artificial Intelligence (AI) to elevate the customer service experience, residing on various channels such as SMS, Chat, Slack, Facebook Messenger, and WhatsApp. They are adept at handling conversations in multiple languages. Does Salesforce Feature a Chatbot? A Salesforce Einstein Chatbot is an AI-driven application designed to enhance customer relationships through swift and intelligent interactions. Quick responses are valued by customers, and Einstein Chatbots excel in providing information without the need for creating new cases. Salesforce Einstein Bots serve as chatbots focused on rapid and accurate customer interaction, eliminating the necessity for human agents. They engage in messaging, pose queries, and execute actions based on organizational rules. On which platform are Einstein bots constructed? Einstein is built on Salesforce’s robust and flexible security architecture, including the Einstein Trust Layer for safeguarding sensitive customer data. This ensures the benefits of generative AI in Customer 360 while upholding data protection and privacy. What advantages do Einstein bots offer? Einstein bots play a pivotal role in assisting customers, addressing queries, and enhancing insights for customer support representatives. They analyze data, predict outcomes, recommend optimal actions, and streamline automation across various tasks. Are Einstein Bots free? For Salesforce chat users (formerly LiveAgent Chat), Einstein Bots are complimentary. Each Chat license provides 25 free bot sessions per month. How do I host an Einstein bot in Salesforce? In Salesforce Classic, the Case Feed Upgrade Process involves enabling Case Feed, creating Permission Sets, assigning Permission Sets, assigning Custom Profile, and configuring the Case Feed Page Layout. In Lightning Experience, actions such as Log a Call, Send Email, and other considerations are involved. Other Chatbot Apps Integrated with Salesforce Sales Cloud: How do I use a chatbot in Salesforce? Salesforce users have two options for creating a chatbot: using an external platform and connecting the finished product through Salesforce Lightning, or directly writing it in Salesforce Einstein Bot. Salesforce’s philosophy revolves around empowering customers to create codeless applications. Content updated November 2023. Like2 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more

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September 27, 2022in Salesforce Sales Cloud
Salesforce Data Cloud
12Sep

Data Spaces and Unified Profiles in Salesforce Data Cloud

Efficiently manage and safeguard your data by categorizing it based on brand, department, and region, enabling distinct business processes. Elevate customer interactions through personalized engagement. Facilitated by a comprehensive, unified customer view accessible to your team. Unified Profiles in Salesforce Data Cloud. In the realm of Data Cloud (formerly Salesforce Genie), a data space serves as a logical partition for organizing data. By fostering profile unification, insights, and targeted marketing. A Cloud Profile encompasses pertinent settings for the underlying cloud, including regions, Security Groups, and subnets. Multiple clusters can be deployed to a Cloud Profile over time. Thereby ensuring scalability and adaptability. Identity resolution, a core function of Customer Data Platforms (CDP), involves matching and consolidating disparate data sets. This enables you to pinpoint and link the same individual across various sources and devices. Unified data, represented by a unified data layer, signifies a company’s ability to amalgamate fragmented data sources. Turning them into a singular, central view. This view can manifest as a unified enterprise data lake or a virtual federation of distinct physical data stores. Salesforce distinguishes between CDP and DMP, recommending CDP for organized utilization of first-party data for diverse purposes and DMP for leveraging third-party audiences in digital advertising campaigns. Key considerations for Salesforce CDP implementations involve identifying required data, preparing it for ingestion, and establishing keys for seamless data organization. CDPs are versatile, allowing the combination of structured, unstructured, and semi-structured data. Data can come from various sources like email, social media, loyalty programs, ERP, CRM, and DMPs, facilitating the creation of a unified customer view. Unified Profiles in Salesforce Data Cloud A unified data model (UDM) offers benefits such as standardized storage of records from different vendors, simplified rule implementation, and vendor-agnostic rule application. Unified data is pivotal as it provides a singular source of truth for business operations. The result enabling informed decision-making. This is exemplified in a retail setting, where a unified data store analyzes sales, inventory, and customer data for enhanced product and service strategies. Create Unified Data Key steps to create a unified data model involve identifying data sources. Next is understanding data requirements, defining a standard schema, mapping and transforming data,. Then establishing data integration processes, implementing data governance, documenting the data model, and testing and iterating for continuous improvement. Data Cloud Data Cloud makes it easy for every business to make sense of all their data from any system, channel, or data stream. It integrates data from every step in the customer experience into a unified customer profile record. And that real-time customer profile can be used to instantly create an unprecedented level of personalization, which feels like magic. Everything in this unified customer profile record is visible and actionable across Salesforce’s entire suite of products, including all industry solutions. You can also build custom apps that take advantage of Data Cloud, allowing you to meet customer expectations for apps that reflect their behavior in real time. 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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September 12, 2022in Marketing Automation, Salesforce Data Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Sales Cloud
Custom Fiscal Forecasts in Revenue Insights
17Aug

Custom Fiscal Forecasts in Revenue Insights

Custom Fiscal Years in Salesforce: A Complete Guide Many companies customize their fiscal years, quarters, and weeks to align with their financial planning needs. Salesforce supports this customization by allowing the definition of Custom Fiscal Years. When to Use Custom Fiscal Years in Salesforce If your company follows the Gregorian calendar year but simply wants to change the fiscal year start month, the standard fiscal year option in Salesforce will suffice. However, if your company uses a non-standard fiscal year structure, enabling Custom Fiscal Years in Salesforce is necessary to accurately define your unique fiscal timeline. Enabling a Custom Fiscal Year in Salesforce impacts your forecasts, quotas, and reports. It’s important to note that configuring a Custom Fiscal Year will delete all existing forecast history and records from the first period of the fiscal year onward. Using Custom Fiscal Forecasts in Revenue Insights If your forecast types are configured with custom fiscal quarters or periods, you can leverage them in Revenue Insights. For instance, you can analyze the total amount of closed-won opportunities for a custom fiscal period defined for your team. Where: This feature is available in Sales Cloud within Lightning Experience in Enterprise and Unlimited editions, but it comes with an additional cost. How: To use this feature, you must enable custom fiscal year usage in Data Prep. Navigate to Data Prep Settings in Analytics Object Manager, then click “Enable Date Settings.” The Importance of Sales Forecasting Sales forecasting is essential for businesses as it helps anticipate future sales and enables informed decision-making. Accurate sales forecasts lead to better resource allocation, inventory management, and financial planning. Salesforce, a leading CRM platform, is widely used by sales teams to enhance their sales operations. Its robust sales forecasting capabilities allow businesses to create precise revenue forecasts, driving growth. However, for companies with revenue from usage-based products, bookings, or subscriptions, there are challenges in fully leveraging Salesforce’s revenue forecasting potential. Why Salesforce is a Powerful Tool for Sales Teams Salesforce’s extensive CRM capabilities and the AppExchange marketplace, offering numerous solutions to extend its functionality, contribute to its effectiveness in forecasting. The platform allows businesses to manage both existing clients and potential leads, track customer behavior, and create targeted sales strategies. Salesforce’s forecasting tools enable sales teams to predict both short-term and long-term performance, which is crucial for making informed business decisions. By leveraging these tools, businesses can set team quotas, continuously monitor sales progress, and work toward achieving their company goals. However, companies with revenue spread over time, such as through bookings or subscriptions, may face challenges in extracting accurate financial insights from Salesforce for planning and analysis. Automating revenue forecasting can help reduce manual errors and lead to smarter decisions. Sales Forecasting in Salesforce Salesforce Sales Team Sales Cloud Salesforce Implementation SolutionSalesforce offers customizable forecasting, allowing users to create custom fields, adjust forecast settings, and modify forecast categories as needed. The native Salesforce Sales Cloud forecasts page displays forecast amounts based on the totals and subtotals of opportunity stages. Salesforce’s forecast categories classify sales opportunities based on the sales team‘s confidence level in closing the deal. Typical forecast categories include: Customizable forecasting and forecast categories in Salesforce enable sales teams to create more accurate revenue forecasts and plan more effectively for the future. Revenue Forecasting in Salesforce While Salesforce’s forecasting tool is effective for estimating future sales revenue, it has limitations in revenue forecasting. Often, revenue forecasting in Salesforce is done manually through spreadsheets, which can be error-prone and time-consuming. This can lead to visibility issues for financial planning and analysis, as well as for sales operations teams. Manual creation of revenue forecasts and reports increases the risk of inaccuracies due to human error. Cloud-based integrations like revVana’s Salesforce Revenue Forecasting can help. By converting forecasts from pipeline and closed opportunities into revenue streams, revVana automates and streamlines revenue forecasting, providing real-time insights on CRM data and reducing manual errors. Conclusion Custom Fiscal Years in Salesforce allow for precise data analysis over extended periods, aiding in the effective analysis of revenue, earnings, and other expenses. By understanding and leveraging Salesforce’s advanced capabilities, businesses can enhance their forecasting processes and make more informed financial decisions. Content updated June 2024. 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. 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August 17, 2022in Salesforce Optimization, Salesforce Sales Cloud
What is Distributed Marketing in Salesforce
15Aug

What is Distributed Marketing in Salesforce?

Distributed Marketing encompasses a suite of tools, workflows, and interfaces that enable users to access, interact with, and disseminate Marketing Cloud Engagement content seamlessly from within their CRM environment. It empowers users to effectively engage with their client base, whether individually or by segments. What is Distributed Marketing in Salesforce? Distributed marketing software, on the other hand, refers to the array of technology, tools, and platforms utilized by marketers to amplify personalized advertising and promotional content across various distribution channels. So, what sets Marketing Cloud apart from distributed marketing? In Marketing Cloud, configuring requires administrative privileges and the ability to install packages. In contrast, Distributed Marketing leverages Marketing Cloud journeys and Salesforce campaigns within Sales, Service, Financial Services, and Experience Clouds. Enter Distributed Marketing from Salesforce. It enables non-marketers to effortlessly inform, market, and sell to their clientele at scale. As consumers seek connected, relevant, and convenient interactions with brands, delivering seamless engagement experiences becomes imperative. However, for organizations operating through extensive partner networks like franchisees, financial advisors, or resellers, ensuring consistent consumer engagement at scale presents a significant challenge. Distributed Marketing from Salesforce simplifies the process for brands to deliver uniform experiences across both corporate marketing and partner networks. Distributed Marketing empowers corporate marketers to extend their marketing initiatives to channel partners seamlessly. By providing partners with access to content and campaigns, corporate marketers can enhance marketing reach, address lead generation challenges, and mitigate inconsistent communication, ultimately driving consumer engagement and increasing channel ROI. Content updated February 2024. 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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August 15, 2022in Distributed Marketing, Salesforce
ROI with Salesforce Campaigns
04Aug

Capture ROI with Salesforce Campaigns in Sales Cloud

Efficiently Manage and Monitor Marketing Initiatives with Salesforce Campaigns. Aligning your campaign structure with business processes enables comprehensive reporting of ongoing marketing performance and return on investment (ROI) across various activities and segments. Calculating ROI for a Campaign in Salesforce: ROI percentage is determined by dividing the net gain (Value Won Opportunities in Campaign – Actual Cost) by the Actual Cost. Campaign ROI Analysis Report: Located on the Reports tab in the Campaign Reports folder, this report evaluates campaign performance using ROI and average cost. For each campaign in the report: Distinguishing Campaign Influence from ROI Reports: Campaign influence tracks pipeline and revenue for multiple campaigns, associating all campaigns of a contact role with an opportunity for pipeline and ROI reporting. This is particularly beneficial for extended deal cycles involving contributions from more than one campaign. Simple ROI Calculation: Sales growth minus marketing costs, divided by marketing cost, expresses the simple ROI as a percentage. Utilizing ROI with Salesforce Campaigns: Salesforce Campaigns serve as a crucial Salesforce object for marketers, acting as a centralized hub for campaign recipients, engagement, budget, and ROI. While initially appearing straightforward, Salesforce Campaigns reveal deeper interconnectedness within your Salesforce org as you delve further. Creating a Salesforce Campaign: Adding an Opportunity to a Campaign in Salesforce: Users can associate existing Opportunities with Campaign records by adding a standard field to the Opportunity record page layout. Editing the Opportunity Page Layout involves clicking the Opportunity tab and opening an Opportunity record. Differentiating Between Campaign and Opportunity in Salesforce: Opportunities can have only “One Primary Campaign,” while Campaign Influence allows one opportunity to be associated with multiple campaigns. Sales vs. Marketing Campaigns: Sales teams focus on moving individual prospects through the sales pipeline, while marketers concentrate on planning, executing campaigns, and producing content and marketing assets. Sometimes the same person or team develops content and campaigns for both. In larger organizations separate teams may work on each. Utilizing Campaign Hierarchy in Salesforce: Admins add the Parent Campaign field to campaign records before users can create a hierarchy. To build a tree of campaigns, users enter the campaign name into the Parent Campaign field, creating family units. A campaign hierarchy supports only one currency in its child campaigns. For help setting up and implementing Salesforce Campaigns contact Tectonic today. Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

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August 4, 2022in Salesforce Sales Cloud

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