Salesforce - gettectonic.com - Page 49
Learn AI
06Mar

Workflow Rules and Process Builder

End of Support Publish Date: Mar 5, 2024 Description Salesforce will no longer be supporting Workflow Rules and Process Builder on December 31, 2025, and we recommend that you migrate your automation to Flow Builder by that time. You’re also probably wondering why we’re retiring Workflow Rules & Process Builder. Salesforce wants to focus development on a modern, extensible, low-code automation solution in Flow Builder, which led us to retire the previous features. What does this change mean for me? If you have active Workflow Rules or Process Builder processes running after 2025, they will no longer receive customer support or bug fixes. What action can I take? We recommend implementing a plan to migrate any active rules or processes to Flow Builder before the deadline. Depending on the complexity of your org, this migration may take a significant amount of time and testing, so we recommend starting now. To assist in the migration process, we have a Migrate to Flow tool and extensive support resources available. What happens if I don’t take action? After December 31, 2025, Workflow Rules as well as Process Builder may continue to function and execute existing automation, but customer support will not be available, and bugs will not be fixed. How do I identify affected users? You can identify whether you have active workflow rules by going to Setup | Process Automation | Workflow Rules and sorting the Active column for checkmarks. You can identify whether you have active Process Builder processes by going to Setup | Process Automation | Process Builder and sorting the Status column for Active. If you have more questions, open a case with support via Salesforce Help. To view all current and past retirements, see Salesforce Product & Feature Retirements. To read about the Salesforce approach to retirements, read our Product & Feature Retirement Philosophy. Knowledge Article Number 001096524 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

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March 6, 2024in Salesforce
Advances in Public Sector Solutions
05Mar

Salesforce Announces Advances in Public Sector Solutions

Explore the diverse new ways in which advances in Public Sector Solutions revolutionize the provision of public services. Establish interactive application forms and deploy them on an Experience Cloud site accessible to constituents. Develop automated approval processes for efficient application review. Employ dynamic assessments for evaluating applications, and generate care plans and referrals to assist constituents in need. Utilize a trial Salesforce PSS org to explore the product and prepare for implementation. Discover the synergy between the Salesforce platform, a dedicated data model, and a suite of common components that facilitate the implementation of a solution tailored to your agency’s needs. Whether implementing Public Sector Solutions for a municipality, state, province, or at the federal or national level, each public agency has distinct requirements for serving constituents through digital tools and workflows. Public Sector Solutions avoids a one-size-fits-all approach, allowing you to combine various components and tools to create a customized solution for you and your constituents. Salesforce Platform: The cloud-based Salesforce platform, encompassing Sales Cloud, Service Cloud, and Experience Cloud, forms the foundation of Public Sector Solutions and is inclusive with the product. Offering relationship management, case management, collaboration, integration, and data insight capabilities, the platform provides a 360-degree view of constituents for more effective service, management, and interaction. Adhering to stringent data security regulations, the platform allows quick deployment and scalability, with flexibility for expansion. Data Model: The Public Sector Solutions data model is tailored for government agencies, encompassing objects for defining regulatory agencies, authorization types, codes, constituents as business or person accounts, visits, complaints, violations, and more. Whether managing licenses and permits, conducting inspections, or overseeing social services programs, the data model accommodates diverse governmental tasks. Industry Common Layer: A suite of no-code and low-code components and tools, including OmniStudio, Action Plans, Document Tracking and Approvals, OmniStudio Document Generation, Business Rules Engine, and more, enables automation of traditionally paper-based processes. Common layer components facilitate the creation of dynamic forms, application reviews, complex policy decisions, and more. Prebuilt Apps: These elements culminate in several prebuilt applications, each addressing specific needs: Contact Tectonic today to explore Salesforce public sector solutions. 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

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March 5, 2024in Mulesoft, Public Sector Solutions, Salesforce, Salesforce Experience Cloud, Salesforce Public Sector Solutions
Salesforce Partner Trailblazer Score
04Mar

Salesforce Partner Trailblazer Score

Salesforce Partner Trailblazer Score explained. The Consulting Trailblazer scorecard undergoes daily updates, while tier calculations occur on a quarterly basis. Following the conclusion of each quarter, the subsequent month is utilized to determine any tier adjustments. Upon completion of the quarterly assessment, any tier advancements take effect on the first day of the subsequent month. For precise timing regarding quarterly evaluations, please refer to our Partner Program Policies. Salesforce Partner Trailblazer Score. Upon accruing the requisite points for promotion to the next tier, individuals can anticipate the new tier to be reflected on their scorecard quarterly, occurring one month subsequent to the conclusion of the preceding quarter. This interval allows our internal teams adequate time for review and system updates. While accumulating sufficient points may indicate eligibility for tier advancement, it’s important to note that tiers are not automatically updated. Tier transitions occur solely following the culmination of a tier evaluation period. In instances where tier advancement does not align with expectations post-quarterly evaluation, individuals are encouraged to initiate a case via Salesforce Help for further investigation. To expedite the resolution process, Salesforce asks you to kindly provide the following details: Partners can monitor their Consulting Partner Trailblazer score via the Manage (New) tab within the Partner Community. Access to the Manage (New) tab is granted exclusively to partners who have progressed beyond the Provisional tier (Base, Ridge, Crest, Summit). 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

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March 4, 2024in Salesforce, Salesforce Implementation Services
demand generation web use cases for personalization
03Mar

Demand Generation Web Use Cases for Personalization

Utilize effective personalization techniques adopted by businesses in online campaigns to stimulate demand generation. The term “demand generation” has somewhat faded from the marketing lexicon due to the emphasis on analytics, AI, and metrics for lead conversion. However, where does personalization fit into the broader scope of demand generation? Demand generation web use cases for personalization. Personalization plays a pivotal role in various aspects of demand generation: In lead nurturing, personalization is equally vital: Moreover, personalization is instrumental in lead acquisition efforts by delivering relevant experiences to all of your prospects. To effectively implement personalization, real-time insights into individual behaviors and interactions are essential. A comprehensive personalization solution should unify data from various channels and systems, enabling seamless cross-channel personalization. This includes “stitching” together anonymous and known user profiles, integrating data with complementary systems like CRMs and marketing platforms, and facilitating real-time omni-channel personalization. The key to successful personalization lies in understanding and addressing each individual’s unique needs and preferences. By adopting a customer-centric approach and setting clear objectives aligned with business goals, organizations can leverage personalization to enhance customer experiences, boost conversion rates, and drive measurable business growth. To execute a successful personalization strategy, organizations must: By following these steps and continuously optimizing personalization efforts, organizations can build stronger customer relationships, drive business growth, and maximize marketing ROI. Website personalization serves as the starting point for many companies embarking on their personalization journey. This entails ensuring that returning visitors encounter pages tailored to their previous experiences or recent purchases. It can also involve presenting new customers with product recommendations based on their current browsing session. The return on this initial investment can be substantial, with many companies witnessing a significant increase in conversion rates, sometimes by as much as 50% or more. For instance, a site converting 2% of visitors might see that figure rise to 3%, a dream scenario for digital marketers. Moreover, this boost in conversion rates can have far-reaching effects across marketing programs, leading to a reduction in overall customer acquisition costs. Tectonic now offers Personalization Implementation Solutions. The next stage in personalization maturity involves integrating a customer’s web and email experiences. This seamless connection between two major channels for customer engagement brings organizations closer to achieving an omni-channel personalization experience. Timely and relevant follow-up messages after a customer’s website visit or purchase can deepen relationships and enhance lifetime value without significant additional marketing expenditure. Finally, the ultimate goal is to extend personalization across all channels, ensuring consistent and tailored experiences wherever customers interact with your brand. However, achieving this can be challenging due to fragmented customer data across multiple channels, teams, and systems. An effective personalization solution should consolidate and synthesize this cross-channel information by maintaining unified customer profiles and enabling real-time omni-channel personalization. Testing is a crucial aspect of successful personalization efforts, allowing organizations to optimize campaigns and maximize engagement, conversions, and revenue. A robust personalization solution should facilitate A/B testing, measuring lift over control, evaluating impacts against specific goals, and filtering results by segment. Effective website personalization lays the foundation for broader personalization efforts across channels. By seamlessly integrating web and email experiences and extending personalization to all touchpoints, organizations can deliver tailored experiences that drive engagement, loyalty, and ultimately, business growth. By Tectonic’s Salesforce Marketing Platform Architect Shannan Hearne 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

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March 3, 2024in Einstein Insights, Generative AI, Salesforce, Salesforce Einstein, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Sales Cloud
Turtle Bay Salesforce Journey
25Feb

Proud to Be A Part of the Turtle Bay Salesforce Journey

Turtle Bay a featured Success story at Salesforce TralblazerDX and more. Proud to be part of the Turtle Bay Salesforce journey! Learn how Tectonic can help you increase bookings. Proud to be part of the Turtle Bay Salesforce journey Travel Transportation Salesforce Tectonic has helped hospitality clients create a real-time view of their guests to surprise and delight them with personalized service across every interaction. Salesforce provides tailored solutions for the hospitality, tourism, resort and travel industry, helping businesses in this sector deliver exceptional customer experiences, streamline operations, and drive growth. These solutions leverage the power of the Salesforce Customer 360 platform to centralize data, enhance communication, and provide a personalized experience for guests. Salesforce provides technologies that digitally transform travel, tourism, and hospitality businesses. About the Company Nestled on O‘ahu’s legendary North Shore, Turtle Bay Resort spans 1,300 pristine acres with 12 miles of nature trails, seven secluded beaches, 408 ocean-view rooms, 42 Ocean Bungalows, a 468-acre Kuilima Farm, championship golf course, and Nalu Spa, with activities including surfing, kayaking, horseback riding, biking, helicopter tours, and more. Turtle Bay Resort is a sustainable and completely self-sufficient resort, cultivating all of the ingredients for its restaurants directly from the property. “We are dedicated to delivering the most incredible experience for each and every single one of our guests, personalizing their stays to their needs and wants. The Salesforce Einstein platform makes it easy for us to achieve this.” Lynette EugenioDirector of Marketing, Turtle Bay Resort 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

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February 25, 2024in Marketing Automation, Salesforce, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Personalization, Salesforce Sales Cloud
Salesforce roles and responsibilities
24Feb

What Are Salesforce Roles and Responsibilities?

When Salesforce Ben, one of our favorite resources for Salesforce information, originally published this list of Salesforce roles and responsibilities in 2021, the number of roles for Salesforce professionals had already grown significantly.  Arguably at Salesforce’s current rate of growth and the evolution of new technologies like AI, the list will only get longer.  By 2021 I had already been employed in the Salesforce ecosystem for over a decade.  Truthfully just a brief two years later the list continues to grow. As the Salesforce ecosystem experiences rapid expansion, IDC (International Data Corporation) predicts the creation of 4.2 million new jobs by the end of 2024. With Salesforce continually innovating and broadening its product suite through acquisitions and development, the growing roles and responsibilities within the Salesforce domain is in constant flux. Now is an opportune moment to enter the world of Salesforce, not only due to its substantial growth but also owing to the diverse array of roles available within the ecosystem. Your perfect job awaits, contingent on your skill set and preferences. Salesforce Roles and Responsibilities Salesforce Admin: Admins play a fundamental role in any Salesforce implementation. Continually ensuring the smooth operation of the system, addressing bugs, and optimizing a company’s investment. Their responsibilities encompass collaborating with stakeholders to comprehend business requirements, utilizing declarative functionality to build solutions, managing user access, and conducting platform maintenance. Salesforce Developer: Salesforce Developers extend the platform using code, supporting Admins and other roles. Their duties include collaborating with Salesforce Admins to validate business requirements, developing Apex code, creating user interfaces, utilizing Salesforce APIs for integration, and adhering to best practices. Salesforce DevOps Engineer: Salesforce DevOps Engineers facilitate smooth deployment of Salesforce changes through the software development lifecycle. Their responsibilities cover source control management, setting up and monitoring DevOps processes, and overseeing the end-to-end DevOps process,. They hold responsibility for ensuring final releases to production. Salesforce Consultant: Salesforce Consultants work on new or existing implementations, helping implement new products or build custom functionality. Responsibilities include scoping projects, creating Salesforce solutions based on user stories, and continually utilizing declarative functionality. They oversee User Acceptance Testing, and provide documentation and training. Salesforce Business Analyst: Business Analysts act as translators, understanding business needs and translating them into Salesforce solutions. Typically their responsibilities include gathering requirements, writing user stories, and facilitating requirements acceptance. Continually applying business process mapping, and presenting outcomes to executive teams. Salesforce Product Owner: Salesforce Product Owners manage the vision, strategy, roadmap, and requirements of Salesforce as a product. Their roles involve collaborating with stakeholders to discover and build the Salesforce roadmap, working with users to understand needs, adhering to a product vision, and prioritizing deliverables. Salesforce Project Manager: Salesforce Project Managers oversee project delivery, ensuring it aligns with scope, timelines, and budget. Their responsibilities include end-to-end project delivery, sprint planning, and holding team members accountable, Thereby they provide effective use of project management tools. Salesforce Solution Architect: Salesforce Solution Architects oversee Salesforce implementations to ensure the correct solution aligns with documented requirements. Their roles involve a deep understanding of Salesforce products, customization, and development, ensuring solutions meet best practices. Solution architects see the big picture. Salesforce Technical Architect: Salesforce Technical Architects are highly technical roles, guiding the technical direction of a project. They consistently possess expert knowledge of Salesforce and surrounding technologies, lead development teams, identify risks, and understand platform limitations. Salesforce Marketers: Salesforce Marketers encompass a range of roles related to marketing automation platforms such as Pardot and Salesforce Marketing Cloud. Responsibilities may include setting up campaigns, reporting on campaign influence, building email campaigns and other marketing assets. Building and managing automation, maintaining data quality, lead qualification, launching advertising campaigns, monitoring website behavior, and technical tasks like data import and SQL queries. In this thriving ecosystem, diverse opportunities cater to varied skill sets and preferences, therefore making Salesforce an enticing domain for career growth and exploration. If your core Salesforce team is missing a solid Salesforce members, reach out to Tectonic today for assistance. 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

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February 24, 2024in Salesforce
Virtual Event Management Plan
23Feb

Virtual Event Management Plan

Have You Recently Attended an Information-Packed Webinar? Think back to your experience: from how you first learned about the event to its promotion and eventual execution. It might seem like organizing a webinar is straightforward, but… Virtual event management requires meticulous planning, from the initial concept and promotion to post-event tasks. Read on to discover how you can plan your online events in Salesforce with ease and what you’ll need for success. What is Virtual Event Management Plan in Salesforce? Virtual event management encompasses all the activities needed to ensure your online event runs smoothly. It’s how you prepare to share your insights—or those of other experts—virtually. Why plan your events in Salesforce? All your data stays integrated within your CRM, allowing you to manage every aspect of your event, from registration and ticketing to marketing and attendee engagement, without the hassle of multiple tools or disorganized planning. Types of Virtual Event Management Plans in Salesforce Choosing the right virtual event format can be overwhelming, but here are some common options: How to Plan Virtual Events in Salesforce: A 4-Step Guide 1. Create a Virtual Event Concept When planning a virtual event, don’t treat it like an in-person one. Virtual events require their own set of strategies. Start by answering these questions: Remember, seasonal holidays or other events can impact attendance. Avoid scheduling events during low-attendance periods, like the summer or late December. 2. Select an Event Management Tool You need the right technology to manage online events effectively. Salesforce offers robust functionality for this. When selecting a tool for Salesforce event management, look for these features: 3. Outline Content and Strategy Crafting a virtual event that resonates with your audience requires more than just setting a date and topic. You need a compelling content strategy. Here’s how to make it work: 4. Design an Event Microsite Like in-person events, virtual ones benefit from a dedicated event page or microsite. On your Salesforce Experience Cloud site, you can: The Ultimate Virtual Events Checklist Final Thoughts Virtual event management isn’t daunting if approached wisely. With a clear plan, engaging content, and the right tools, success is within reach. Follow these steps, and your next virtual event will be a breeze. 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

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February 23, 2024in Data, Enterprise, Marketing Automation, Salesforce, Salesforce Experience Cloud, Technology
Salesforce Pro Suite
20Feb

Salesforce Pro Suite

Revolutionizing CRM: Introducing Salesforce Pro Suite In today’s dynamic business technology landscape, Salesforce has established itself as a leader in customer relationship management (CRM) solutions. The launch of Salesforce Pro Suite marks a significant milestone in their mission to empower businesses with cutting-edge tools designed to optimize operations, enhance customer engagement, and drive growth. This article explores the features, benefits, and potential of Salesforce Pro Suite, showcasing why it stands out as a transformative solution for businesses of all sizes. What is Salesforce Pro Suite? Salesforce Pro Suite is a comprehensive collection of integrated tools and services designed to augment the capabilities of Salesforce’s CRM platform. Tailored for modern businesses—from startups to large enterprises—it incorporates advanced functionalities such as artificial intelligence (AI), automation, and data analytics to boost productivity, foster collaboration, and facilitate informed decision-making. Unlock growth and deepen customer relationships with Pro Suite—the all-in-one CRM suite with marketing, sales, service, and commerce tools that scale with your business. Get the flexibility to automate tasks and customize your CRM to fit your specific needs with Pro Suite. Key Features of Salesforce Pro Suite Benefits of Salesforce Pro Suite Use Cases of Salesforce Pro Suite What Can You Do with Pro Suite? Conclusion Salesforce Pro Suite represents a significant advancement in CRM technology, offering a comprehensive suite of tools that cater to the diverse needs of modern businesses. By harnessing AI, automation, and advanced analytics, Pro Suite empowers organizations to optimize operations, enhance customer engagement, and make informed, data-driven decisions. Whether you’re a small startup or a large enterprise, Salesforce Pro Suite provides the scalability, flexibility, and security required to thrive in today’s competitive landscape. 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

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February 20, 2024in Artificial Intelligence, Data, Enterprise, Salesforce, Technology
Marketing Cloud Growth Extends The Platform
20Feb

Marketing Cloud Growth Extends The Platform

Marketing Cloud Growth extends the platform capabilities to enhance your team’s marketing endeavors. It allows you to integrate multiple data sources with Data Cloud, create content using Digital Experiences, orchestrate complex customer journeys with Flow Builder, and optimize campaigns with Einstein AI. Required Editions: Available in Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth Edition. Marketing Cloud Growth Extends The Platform Today, Salesforce unveiled Marketing Cloud Growth, a new edition tailored for small businesses to drive efficient growth through CRM, AI, and data integration. Marketing Cloud Growth integrates marketing automation with sales, service, and commerce functionalities on Salesforce’s trusted customer platform, Einstein. Furthermore, Salesforce announced that marketers can leverage Data Cloud at no cost, enabling them to access trusted first-party data crucial for AI-driven, personalized customer experiences. Why it matters: Studies show that 51% of marketers use generative AI to streamline tasks like content creation, copywriting, and market data analysis. However, without high-quality first-party data, AI-generated content lacks the accuracy necessary for businesses to trust and utilize it effectively. AI has significant potential to benefit small businesses, which spend nearly 11 hours per week drafting emails—time that could be saved through AI-driven automation for content creation, personalization, and optimized customer communication timing. By consolidating CRM, AI, and data within a unified platform, these innovations empower businesses to deliver compelling, interconnected customer experiences. Steve Hammond, EVP and GM, Marketing Cloud, Salesforce perspective: “Marketers want to leverage AI to fuel creativity, drive efficiency, and grow their business, but often lack the necessary data for accurate, trustworthy results. By consolidating CRM, AI, and data within a single platform, these innovations empower businesses to deliver the compelling connected experiences customers expect.” With Marketing Cloud Growth, small businesses gain access to Data Cloud and generative AI directly within their workflow, integrating multi-channel marketing with sales, service, and commerce on a single platform. New customers can easily start leveraging data and generative AI to: Additionally, Data Cloud, available at no cost to Salesforce customers, enables: Go deeper: Data Cloud enables companies to consolidate trapped data into Salesforce, creating a comprehensive 360-degree view of customers across products, services, and interactions. Einstein 1 seamlessly integrates with Data Cloud to unlock organizational data for superior customer experiences, AI-driven employee augmentation, and enhanced profitability. Manage Your Marketing App: Salesforce admins, Data Cloud admins, and marketing admins configure and manage Marketing Cloud Growth. Determine whether these roles are consolidated or managed by multiple individuals. Increase Productivity with AI: Predictive and generative AI tools from Einstein in Marketing Cloud Growth enhance work outcomes and day-to-day productivity. Comply with Privacy Regulations: Stay compliant with privacy and consent regulations using Marketing Cloud Growth’s consent management tools, including default marketing communication subscriptions and a built-in email preference page. Target Audiences with Marketing Cloud Growth: Utilize Data Cloud data to filter segments, ensuring your campaigns reach the right audience. Manage Marketing Efforts with Campaigns: Design and automate campaigns in a centralized hub with templated options for content creation. Manage Content in Marketing Cloud Growth: Organize and create various content types within the Content tab powered by Salesforce CMS. Measure Success in Marketing Cloud Growth: Monitor performance and campaign success with Data Cloud reports available in the Analytics tab. Marketing Cloud Growth will initially launch in the United States and Canada, with plans to expand to EMEA by year-end and additional regions thereafter. Salesforce customers with Sales or Service Enterprise Edition (EE) or above can access Data Cloud at no cost. 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

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February 20, 2024in Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Einstein
Salesforce prompt builder
18Feb

Salesforce Prompt Builder Spring ’24

Salesforce and Salesforce Admins have long been familiar with the concept of Artificial Intelligence (AI). Salesforce Prompt Builder Spring ’24 release brings it closer than ever. Over time, Salesforce has provided admins with a user-friendly interface to implement predictive AI features like Opportunity Scoring, Lead Scoring, and Einstein Bots. Now, with the introduction of generative AI in Salesforce, admins have even more tools to enhance productivity and empower users with AI-driven solutions. One such tool is Prompt Builder, a groundbreaking generative AI tool that enables admins to integrate prompts seamlessly into workflows, enhancing business tasks. This post delves into the essential AI concepts underlying Prompt Builder and offers best practices for creating, managing, testing, and refining prompt templates. But before we explore Prompt Builder, let’s understand what generative AI means for admins and the opportunities it presents: Generative AI opens up new possibilities for admins in the evolving world of Salesforce Administration. However, utilizing such technologies comes with its own set of challenges. Admins need to consider various factors, including grounding large language models (LLMs) with context and business data, ensuring data security, refining prompts to avoid inaccuracies, and deploying AI seamlessly to users. With the Spring ’24 release, Salesforce introduces Prompt Builder, a revolutionary tool designed to address these challenges and drive efficiency and innovation for admins. Prompt Builder empowers admins to: These templates streamline user workflows and make businesses smarter while ensuring data security within Salesforce trust boundaries. To effectively leverage Prompt Builder, admins need to understand key components such as grounding data, creating and managing prompt templates, testing and refining prompts, and deploying them to users. Overall, Prompt Builder revolutionizes how businesses leverage AI within the Salesforce Platform, offering admins a comprehensive solution to harness the full potential of generative AI. Whether you’re a seasoned Salesforce Admin or new to AI integration, Prompt Builder opens up a world of opportunities for innovation and transformation. 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

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February 18, 2024in Einstein 1 Platform, Marketing Automation
Use Salesforce Einstein Copilot
17Feb

Uses for Einstein Copilot

Capabilities of Einstein Copilot Utilizing Data Cloud for Grounded Prompts: Einstein Copilot enhances its responses by grounding them in trusted business data from Data Cloud, providing essential context for high-quality outputs. This approach enables Einstein Copilot to generate more precise and tailored, personalized responses based on reliable company data. Pre-Programmed “Actions” Out of the Box: Einstein Copilot comes equipped with a library of out-of-the-box actions, comprising pre-programmed capabilities, automated responses, or business tasks that the AI can execute when prompted. These actions are versatile and can be combined to execute dynamic multi-step plans. For instance, a customer service agent can instruct Einstein Copilot to close a case, open a sales opportunity, or sell an add-on, and the AI will comprehend the user’s intent, seamlessly executing the specified tasks within the service experience. Einstein Copilot ensures a seamless flow of operations without silos between applications or data. Uses for Einstein Copilot Getting Started with Custom Actions in Einstein Copilot 5 Business Applications for an AI Copilot Customization for Specific Business Needs: Einstein Copilot is adaptable to specific sales, service, marketing, commerce, and IT tasks, ensuring the application of company and industry policies. Copilot Builder facilitates the creation of custom actions, Prompt Builder activates custom prompts within the workflow, and Model Builder utilizes proprietary AI models to empower custom functionality in Einstein Copilot. Reasoning Engine for Intent Interpretation: Einstein Copilot’s reasoning engine, which interprets and processes information to make informed decisions or generate insights, interacts with a Large Language Model (LLM) by analyzing the complete context of the user’s prompt. It determines the actions or series of actions to take and generates the output accordingly. For instance, if a sales representative asks Einstein Copilot to recommend a new product tier, the AI can assess the customer’s current products, understand upgrade options, and transition the customer into a new high-value marketing segment. Einstein Copilot can also update information across multiple systems using MuleSoft and Salesforce Flow. Trusted Responses and Actions: Einstein Copilot provides reliable AI interactions with privacy and security measures, facilitated by the Einstein Trust Layer. As part of the Einstein 1 Platform, the Trust Layer ensures the masking of personally identifiable information (PII), scores outputs for toxicity, and safeguards information from unauthorized access and data breaches through zero-data retention from Salesforce’s LLM partners. Uses for Einstein Copilot 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

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February 17, 2024in Einstein 1 Platform
Which Industries Use Salesforce
15Feb

Which Industries Use Salesforce?

Salesforce’s comprehensive industry solutions cater to specific needs across a wide array of business sectors, making it a crucial tool for businesses seeking tailored CRM solutions. Its adaptability and industry-focused approach have contributed to its widespread adoption across various domains.

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February 15, 2024in Salesforce Automotive Cloud, Salesforce Communications Cloud, Salesforce Education Cloud, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Government Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Manufacturing Cloud, Salesforce Media Cloud, Salesforce Public Sector Solutions
What is GovSlack
13Feb

What is GovSlack?

GovSlack: Streamlined, Secure Collaboration for Government GovSlack brings together your team, tools, and partners into one secure platform, specifically designed to meet government regulations for processing and storing sensitive data. By integrating GovSlack, organizations can eliminate internal and external communication silos while empowering employees with the flexibility to excel in their roles. What is GovSlack?GovSlack is a tailored version of Slack that allows agencies, contractors, citizens, and partners to collaborate in a centralized, secure workspace. It complies with the strictest security and operational standards required by public sector clients. Is Slack FedRAMP approved?Yes, Slack holds FedRAMP Moderate authorization to meet public sector compliance needs. GovSlack goes further, earning FedRAMP JAB High authorization and is actively pursuing DoD CC SRG IL4 compliance to cater to defense sector clients. Does the federal government use Slack?Security is crucial for public sector agencies and their partners. Federal agencies trust Slack as their secure digital HQ, helping teams from the U.S. Department of Veterans Affairs to the GSA’s 18F office enhance collaboration while meeting stringent data privacy requirements. GovSlack Key FeaturesGovSlack, launched in July 2022 after extensive testing and feedback from government clients, offers several features to ensure secure and compliant collaboration: GovSlack integrates seamlessly with other government-specific tools such as Salesforce Government Cloud Plus, creating a powerful CRM and collaboration ecosystem to accelerate agency goals and improve constituent services. Case Study: Army Software Factory (SWF)The Army SWF, using agile methods to upskill soldiers and develop cutting-edge digital solutions, required a flexible and secure collaboration platform. By adopting GovSlack, they fostered improved collaboration without compromising compliance with stringent DoD policies. Partner IntegrationsLeading companies such as Lockheed Martin and Box are leveraging GovSlack to streamline collaboration while maintaining compliance with federal regulations. For example, Lockheed Martin is using GovSlack to manage projects with government partners while ensuring sensitive data remains protected. ThoughtsGovSlack is built for secure, government-specific collaboration, providing agencies and their partners with the flexibility to work more effectively while meeting compliance needs. By integrating with key tools and offering enhanced security features, GovSlack supports the digital transformation efforts of public sector organizations across the globe. 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

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February 13, 2024in Data, Enterprise, Hyperforce, Salesforce Government Cloud, Salesforce Optimization, Salesforce Public Sector Solutions, Salesforce Slack

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