Salesforce - gettectonic.com - Page 53
Apex
07Nov

Data Types in Salesforce

Apex assigns a data type in Salesforce to all variables and expressions, such as sObject, primitive, or enum. We use these data types as required depending on the condition. Integer, Double, Long, Date, Datetime, String, ID, or Boolean are examples of primitives. Data types in Salesforce. Salesforce Data Type Range and Description Transformation Data Type AnyType Polymorphic data type that returns string, picklist, reference, boolean, currency, integer, double, percent, ID, date, datetime, URL, or email data String Base64 Base64 encoded binary data String Boolean Boolean (true/false) values Integer Byte A set of bits String Combobox Enumerated values String Currency Currency values Decimal DataCategoryGroupReference Types of category groups and unique category names String Date Date values Date/Time DateTime Date and time values Date/Time Double Double values Decimal Email Email addresses String Encrypted String Encrypted text fields contain any combination of letters, numbers, or symbols that are stored in encrypted form String ID Primary key field for a Salesforce object String Int Fields of this type contain numbers with no fraction portion Integer Master record ID of the merged record String Multipicklist Multiple-selection picklists, which provide a set of enumerated values from which you can select multiple values String Percent Percentage values Decimal Phone Phone numbers String Picklist Single-selection picklists, which provide a set of enumerated values that you can select one value from String Reference Cross-references to another Salesforce object String String Character strings String Textarea String that appears as a multiple-line text field String Time Time values Date/Time URL URL values String Data Types in Salesforce Fields come in various types, including text, number, picklist, date, and more, and they are employed to house data that pertains to a particular object. 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

Read More
November 7, 2023in Salesforce
ethical ai consumer trust vs expectations
06Nov

Ethical AI-Consumer Trust Vs Expectations

Consumer Trust and Responsible AI Implementation Ethical AI Consumer Trust vs Expectations Research indicates that while consumers have low trust in AI systems, they expect companies to use them responsibly. Around 90% of consumers believe that companies have a duty to contribute positively to society. However, despite guidance on responsible technology use, many consumers remain apprehensive about how companies are deploying technology, particularly AI. ethical ai consumer trust vs expectations A global survey conducted in March 2021 revealed that citizens lack trust in AI systems but still hold organizations accountable for upholding principles of trustworthy AI. To earn customers’ trust in AI and mitigate brand and legal risks, companies need to adopt ethical AI practices centered around principles such as Transparency, Fairness, Responsibility, Accountability, and Reliability. Developing an Ethical AI Practice Over the past few years, industry professionals like have focused on maturing AI ethics practices within companies like Salesforce. This journey toward ethical AI maturity often begins with an ad hoc approach. Ad Hoc Stage In the ad hoc stage, individuals within organizations start recognizing unintended consequences of AI and informally advocate for considering bias, fairness, accountability, and transparency. These early advocates spark awareness among colleagues and managers, prompting discussions on the ethical implications of AI. Some advocates eventually transition to full-time roles focused on building ethical AI practices within their companies. Organized and Repeatable Stage With executive buy-in, companies progress to the organized and repeatable stage, establishing a culture where responsible AI practices are valued. This stage involves: Achieve Ethical AI Consumer Trust vs Expectations During this stage, companies must move beyond superficial “ethics washing” by actively integrating ethical principles into their operations and fostering a culture of responsibility. Additionally, the independence and empowerment of individuals in responsible AI roles are crucial for maintaining integrity and honesty in ethical AI practices. Final Insight Thoughts As companies progress through the maturity model for ethical AI practices, they strengthen consumer trust and mitigate risks associated with AI deployment. By prioritizing transparency, fairness, and accountability, organizations can navigate the ethical complexities of AI implementation and contribute positively to society. ethical ai consumer trust vs expectations 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

Read More
November 6, 2023in Salesforce Einstein
Salesforce Sales Enablement
05Nov

Salesforce Permissions for Sales Enablement Team

Assigning Permissions to Your Sales Enablement Team in Salesforce: Salesforce Permissions for Sales Enablement teams make everyone’s access safe. 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

Read More
November 5, 2023in Salesforce, Salesforce Sales Cloud
Tableau CRM Refresh Button With LWC
29Oct

Tableau CRM Refresh Button With LWC

Revitalize your Tableau CRM (formerly known as Einstein Analytics) dashboards with a custom Refresh button, enhancing user experience and analytical efficiency. This button serves as a simple yet powerful tool to reset applied filters and revert the dashboard to its default state, facilitating seamless exploration of data insights. Tableau CRM Refresh Button With LWC. What exactly is a Tableau CRM Refresh Button With LWC? It’s a user interface component that, upon activation, clears all applied filters, restoring the dashboard to its initial configuration. This feature proves particularly beneficial in scenarios where users seek to initiate fresh analyses or when dealing with intricate filter structures. To embark on this enhancement journey, you’ll require three essential components: Once equipped, follow these steps to integrate the Refresh button seamlessly: Step 1: Crafting a Lightning Web Component (LWC) Initiate the creation process by developing a Lightning Web Component (LWC) within Salesforce. This component will seamlessly embed into your Tableau CRM dashboard. Step 2: Designing the HTML Framework Within the HTML file of your LWC (let’s name it refreshButton.html), define the structural blueprint for your button. Below is a sample markup: phpCopy code<template> <div class=”reset-btn_container”> <lightning-button variant=”base” label=”&#xe912;” aria-label=”Clear Filters” onclick={clearFilters} class=”slds-m-right_x-small hpe-icon-button hpe-icon-bare” ></lightning-button> </div> </template> This markup establishes a container for the button, utilizing a lightning-button element to create the button itself. Key attributes such as label, variant, and onclick event handler are set accordingly. Step 3: Implementing JavaScript Logic In the JavaScript file of your LWC (refreshButton.js), define the logic to execute filter clearance upon button activation. Here’s an illustrative example: typescriptCopy codeimport { LightningElement, api, track } from ‘lwc’; export default class DceResetDashboardButton extends LightningElement { @api getState; @api setState; @api refresh; @track initialState = null; clearFilters() { const {state, pageId} = this.getState(); const newState = { state: { …state, datasets: this.initialState.state.datasets, steps: Object.fromEntries(Object.entries(state.steps).map(([k, v]) => { return [k, { …v, values: [] }] })), }, pageId, } this.setState({ …newState, replaceState: true }); } connectedCallback() { this.initialState = this.getState(); } } This JavaScript snippet encompasses crucial elements such as property definition, filter clearance methodology, and initialization of the dashboard’s initial state. Step 4: Deploying the Lightning Web Component With your LWC crafted, proceed to deploy it within your Salesforce organization. Step 5: Integrating the LWC into Your Dashboard Edit your Tableau CRM dashboard, adding a new “Custom Component” widget and configuring it to utilize your deployed LWC as the custom component. Step 6: Testing Your Refresh Button Upon completion, navigate to your Tableau CRM dashboard to confirm the presence of the Refresh Button. A simple click on this button will swiftly clear all filters, providing a seamless experience for resetting your analysis. By incorporating this Refresh button into your Tableau CRM dashboard, you enhance user satisfaction and analytical agility. Take advantage of this tutorial to elevate your dashboards and witness the appreciation from your users firsthand! If you need assistance building a refresh button in your Tableau CRM dashboard, 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 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

Read More
October 29, 2023in Salesforce, Salesforce Tableau
Salesforce Big Data and Travel and Hospitality
28Oct

Dynamic Components to Reduce User Record Page Size

Adapted from Kate Hughes Salesforce blog post October 2023 Effectively organizing and accessing the right information is crucial for Trailblazers in various roles, from Admins and Designers to Architects and Consultants. With dynamic components user record pages can be compact. Overcoming the challenge of simplifying the user experience of record pages is essential for optimizing productivity. We sought advice from #DreamDesigner Shahida Robertson on successful redesign strategies. Robertson collaborated with a donor relations team at a girls’ education nonprofit, recognizing that key donor information was buried in cluttered Salesforce page layouts. The initial issue involved up to 80 fields crowding a single page layout. Robertson conducted UX research to understand the root cause and discovered that users were creating new fields due to difficulty finding existing ones amidst the clutter. The solution was clear: reduce the field count by 40% and focus on displaying only what is essential at any given moment. Robertson emphasized the importance of the user experience, stating, “Let’s see only what we need to see, when we need to see it.” Her approach involved deprecating dozens of fields to declutter the interface. Most of her clients, including this nonprofit, utilize the Salesforce Nonprofit Success Pack, and Robertson typically assesses opportunities to simplify the user experience through page layouts and record types. However, in cases requiring more segmentation, she turns to Dynamic Lightning Pages. With Dynamic Components User Record Leads to Better UX To streamline the user experience further, Robertson implemented filter conditions. Using logic to control when specific components appeared. When a donor intends to make a donation, additional fields appear for specifying details. If a coordinator is checking the record of an anonymous donor, irrelevant fields are hidden. This dynamic control of component visibility ensures users see what they need when they need it, reducing clutter. The result of this redesign is a streamlined experience for coordinators who can now respond promptly to donors’ inquiries. They can easily access unified customer profiles. Profiles containing information on donation frequency, employer matching, previous communications, and more. This seemingly minor change in page layout has significantly improved user success. It has resolved pain points in the donor relations process. Thereby contributing to the organization’s overall strategies. Robertson emphasized the collaborative nature of the team highlighting the satisfaction of making the work less stressful. For those ready to design page layouts that prioritize user experience, her insights provide valuable guidance on creating efficient and clutter-free interfaces. 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

Read More
October 28, 2023in Salesforce, Salesforce for Nonprofits
Retrieval Augmented Generation in Artificial Intelligence
26Oct

RAG – Retrieval Augmented Generation in Artificial Intelligence

Salesforce has introduced advanced capabilities for unstructured data in Data Cloud and Einstein Copilot Search. By leveraging semantic search and prompts in Einstein Copilot, Large Language Models (LLMs) now generate more accurate, up-to-date, and transparent responses, ensuring the security of company data through the Einstein Trust Layer. Retrieval Augmented Generation in Artificial Intelligence has taken Salesforce’s Einstein and Data Cloud to new heights. These features are supported by the AI framework called Retrieval Augmented Generation (RAG), allowing companies to enhance trust and relevance in generative AI using both structured and unstructured proprietary data. RAG Defined: RAG assists companies in retrieving and utilizing their data, regardless of its location, to achieve superior AI outcomes. The RAG pattern coordinates queries and responses between a search engine and an LLM, specifically working on unstructured data such as emails, call transcripts, and knowledge articles. How RAG Works: Salesforce’s Implementation of RAG: RAG begins with Salesforce Data Cloud, expanding to support storage of unstructured data like PDFs and emails. A new unstructured data pipeline enables teams to select and utilize unstructured data across the Einstein 1 Platform. The Data Cloud Vector Database combines structured and unstructured data, facilitating efficient processing. RAG in Action with Einstein Copilot Search: RAG for Enterprise Use: RAG aids in processing internal documents securely. Its four-step process involves ingestion, natural language query, augmentation, and response generation. RAG prevents arbitrary answers, known as “hallucinations,” and ensures relevant, accurate responses. Applications of RAG: RAG offers a pragmatic and effective approach to using LLMs in the enterprise, combining internal or external knowledge bases to create a range of assistants that enhance employee and customer interactions. Retrieval-augmented generation (RAG) is an AI technique for improving the quality of LLM-generated responses by including trusted sources of knowledge, outside of the original training set, to improve the accuracy of the LLM’s output. Implementing RAG in an LLM-based question answering system has benefits: 1) assurance that an LLM has access to the most current, reliable facts, 2) reduce hallucinations rates, and 3) provide source attribution to increase user trust in the output. Retrieval Augmented Generation in Artificial Intelligence Content updated July 2024. 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 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

Read More
October 26, 2023in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Data Cloud
Salesforce Life Sciences Cloud
24Oct

Salesforce Life Sciences Cloud

Salesforce has unveiled Life Sciences Cloud, a secure and trusted platform tailored for pharmaceutical (pharma) and medical technology (medtech) organizations. This innovative solution aims to expedite drug and device development, streamline patient enlistment and retention throughout the clinical trial journey, and harness AI capabilities to deliver personalized customer experiences. The significance of this announcement lies in the life sciences industry’s urgent need for accurate and accessible data to advance research and development efforts and enhance clinical trials. Despite this need, the industry has been slow to adopt digital tools, with a staggering 88% of healthcare and life sciences organizations yet to achieve their digital transformation objectives. Amit Khanna, SVP & GM of Health and Life Sciences at Salesforce, emphasized the necessity for integrated, compliant, and data-driven solutions in the life sciences industry. He highlighted Salesforce’s commitment to enhancing stakeholder engagement across the R&D and commercialization spectrum by leveraging data, AI, and CRM capabilities. The Salesforce solution encompasses: Commercial Operations, available now, provides insights into the commercial lifecycle, including contract compliance, pricing, and inventory management. AI-powered bots offer timely alerts to field representatives and forecasting insights to optimize sales strategies. Clinical Operations offers tools to set up and execute efficient trials, including Data Cloud for Health, Chain of Custody Management, and Participant Management features, aiming to enhance patient recruitment, safety, and engagement. Pharma CRM facilitates personalized engagement with stakeholders, managing interactions and digital content while ensuring compliance with regulations. Features like Healthcare Professional (HCP) Engagement and Einstein for Life Sciences enhance engagement and automate tasks for streamlined operations. Customer testimonials, such as from SI-BONE, highlight the tangible benefits of digitizing processes and improving efficiency with Salesforce solutions. Availability details for various features are provided, with some features already generally available and others set to roll out in the coming months and years. To learn more about Salesforce’s offerings for healthcare and life sciences, access industry insights, and explore the potential of CRM and AI in this sector, interested parties are encouraged to dig into the available resources or contact Tectonic today. Additionally, it’s noted that sales automation functionality for pharma/biotech customers will be available from mid-2025 onward. Learn about Salesforce for healthcare and life sciences  Learn more about Salesforce Life Sciences Cloud 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

Read More
October 24, 2023in Life Sciences Cloud, Salesforce Einstein, Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services
Salesforce
22Oct

Salesforce Winter ’24 Release Highlights

Excitement is building in the Salesforce community. Dreamforce and the Winter ’24 release align within the same hot 30-day period, bringing a wave of new updates and announcements for the Salesforce ecosystem. Salesforce Winter ’24 Release Highlights are amazing. As the release date approaches, focus should be on two key aspects. Preparing your sandbox and knowing the upgrade timeline for your instance. Salesforce Winter ’24 Release Date: Understanding when your production instance will undergo the Winter ’24 release is necessary. To determine this, check your instance on Salesforce Trust by clicking on your instance name and selecting “Maintenance.” This will reveal the specific date of the Winter ’24 release for your organization. It’s essential to conduct thorough testing of your main use cases before this date to ensure a smooth transition. Release weekends for Winter ’24 are scheduled on: If you’re unsure about your instance, navigate to “company information” within “Setup” on your Salesforce platform. Winter ’24 Sandbox Preview Information: Equally critical is understanding how and when your sandbox will be upgraded, providing the first opportunity to test the new release within your custom Salesforce system. Salesforce has two release windows for sandboxes based on whether they are “Preview” or “Non-Preview” instances. Most sandboxes are expected to undergo upgrades on Aug 26th, 2023. Stay tuned for additional information on Sandbox previews. Winter ’24 Pre-Release Org: Pre-release orgs offer an excellent way to familiarize yourself with the new features ahead of sandbox upgrades. Existing preview orgs have been upgraded with the Winter ’24 release. For those without a pre-release org, sign up for a Winter ’24 Org to explore the latest features. Winter ’24 Release Highlights: While the dates are significant in the Salesforce release cycle, the most anticipated date is the official release of “Salesforce Release Notes.” Expected in early August 2023, consider these notes as providing the first insights into the features and enhancements. They are the first look into what will be applied across the entire Salesforce suite. And its always great to be the first to know. As the Salesforce community eagerly awaits these milestones, stay tuned for updates and announcements to make the most of the upcoming Winter ’24 release. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
October 22, 2023in Salesforce
Hubspot vs Salesforce
21Oct

Hubspot vs Salesforce

HubSpot began as a marketing automation solution tailored for small businesses, but it has since grown into a comprehensive Enterprise CRM, integrating marketing, sales, CMS, and service functionalities. While Salesforce continues to be a popular choice for CRM, more teams are increasingly turning to HubSpot for its marketing automation capabilities. HubSpot is a leading platform in CRM, marketing, sales, and customer service software, with a clear mission: to empower companies to optimize their sales processes and drive growth. HubSpot offers a range of resources centered around its five main products or “Hubs,” with the Marketing Hub and Sales Hub being the most prominent. HubSpot vs. Salesforce: Key Differences Salesforce is known for its robust reporting and extensive customization options. In contrast, HubSpot offers a smoother learning curve, a more intuitive interface, and a comprehensive suite of marketing and sales tools, all available at an accessible price point, including a free tier. Integrating HubSpot with Salesforce Integrating HubSpot with Salesforce allows you to streamline operations, creating a seamless and efficient connection between the two platforms without the need for complex technical setup. Key Benefits of HubSpot-Salesforce Integration: Enhanced Data Management The HubSpot-Salesforce integration simplifies and accelerates data management by eliminating manual data transfers and reducing the risk of errors. Syncing all relevant business data to HubSpot in just a few clicks provides deep insights into customer interactions and preferences, enabling you to deliver personalized experiences that boost engagement and foster customer loyalty. Empowering Sales Teams The integration enables seamless bi-directional synchronization, giving your sales team critical lead intelligence. By customizing record syncing and providing lead scores from HubSpot to Salesforce, sales teams can prioritize their outreach efforts more effectively, ultimately leading to increased deal closures. Bridging the Gap Between Marketing and Sales Close the gap between marketing and sales by using Salesforce data to personalize emails, segment databases, and send emails on behalf of sales representatives. The integration eliminates the need for manual exporting and importing of lists and campaign responses, while also allowing you to track revenue from closed-won deals in HubSpot, attributing campaigns directly to the revenue they generate. 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

Read More
October 21, 2023in Marketing Automation
Improve Customer Experience
18Oct

Shifting Trends in Customer Experience

Shifting Trends in Customer Experience Technology Amid Economic Challenges The customer experience technology market has expanded significantly over the past decade. However, the current economic climate is causing a slowdown in sales for this previously unstoppable industry. This shift reflects changes in how decision-makers approach purchasing customer experience software today. The Rise and Current State of CCaaS In recent years, there has been a surge in the adoption of CCaaS (Contact Center as a Service) within the customer experience technology stack. CCaaS is a cloud-based customer service solution that allows companies to operate a contact center without maintaining physical infrastructure or extensive on-premises equipment. Many leaders in CCaaS companies describe their current sales cycles as “weird,” indicating that inflation and global economic instability have finally impacted customer experience technology. Challenges in the Sales Process Brian Millham, Salesforce’s Chief Operating Officer, noted that Salesforce is experiencing “elongated deal cycles, deal compression, and high levels of budget scrutiny.” This means that getting a B2B sales prospect to say “yes” takes longer, clients are paying less, and more people are involved in the decision-making process, causing further delays. This results in frustration for software sales teams, uncertainty for marketing budgets, and broader impacts on related industries. Impact on Other SaaS Providers Workday, a SaaS application business, has lowered its revenue forecasts for the year, citing that larger customers are taking longer to finalize deals in a wavering economy. CEO Carl Eschenbach highlighted that although win rates remain strong, there is increased deal scrutiny compared to previous quarters. This sentiment is echoed across vendors selling customer experience or employee experience software. Marketing Budget Constraints Marketing leaders at customer experience software companies have described the current situation as a “tin-can” scenario when looking for marketing budgets. Despite many companies claiming that their customers are their top priority, economic anxiety leads to cuts in customer experience technology investments. Leaders are questioning the critical need for such technology, and many industries are answering with caution, reflecting a shift in technology purchasing decisions. The Role of AI in Customer Experience There were high expectations for new AI additions to software products, but the results have been mixed. Cosimo Spera, founder of Minerva CQ, noted that many companies testing AI solutions to improve customer experience have reported slow adoption by agents, resulting in increased agent handling time and costs without significant improvements in customer satisfaction or net promoter scores. Joe Fernandez, who founded Klout and is now building AllUp, remarked that companies are in a “wait and see” mode regarding AI, preferring to see stable outcomes before investing heavily in new products. Customer Experience Declines A recent WSJ article reported that customer experience in the U.S. has declined for the third year in a row, based on a Forrester report analyzing consumer perceptions. Consumers are skeptical, feeling that higher prices are not yielding better experiences. This global trend impacts various industries, underscoring the interconnected nature of today’s economy. Rethinking Contact Center Strategies Contact center consultant Michele Crocker, who has nearly 30 years of industry experience, advises companies to rethink their contact center operations rather than making sweeping cuts. She suggests optimizing organizational design and staffing, eliminating unnecessary recurring subscriptions, renegotiating vendor prices, auditing IT expenses, and considering more shared services. Crocker emphasizes the need for a leadership talent assessment to ensure the right leaders are in place to implement strategic growth agendas. She also highlights the potential savings in software costs through renegotiations and the importance of closely monitoring software licenses to avoid waste. A Contrarian Approach In times of economic downturn, a contrarian approach might be beneficial. Despite the slowdown in B2B spending, doubling down on customer experience initiatives could yield significant long-term benefits. Superior customer experiences lead to higher retention rates, increased word-of-mouth referrals, and greater customer loyalty. As many companies cut back on customer experience programs, those that maintain or enhance their efforts will be well-positioned to excel once the economy stabilizes. 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

Read More
October 18, 2023in Technology
Salesforce Flow
17Oct

Salesforce Flow

Salesforce Flow is a tool designed to automate complex business processes by collecting and manipulating data. Flow Builder, the declarative interface for creating flows, allows users to construct logic similar to coding without requiring programming expertise. When customers engage with a company—whether purchasing tickets, managing bills, or arranging reservations—they anticipate a seamless, personalized experience. Flow Builder empowers users to automate processes across Salesforce applications, experiences, and portals with intuitive, point-and-click functionality. Types of Flows in Salesforce include: Advantages of Salesforce Flow: Difference between Flow and Workflow in Salesforce: Flow offers more versatility than workflow rules and process builders. While workflows operate in the background, flows can guide users through processes with interactive screens and are not limited to specific objects. Flows have the capability to create, update, and delete records across multiple objects. Here’s a structured approach to effectively leverage Flow Builder: Flow Builder equips users with robust tools for automating Salesforce processes while adhering to best practices. By following these guidelines, users can develop efficient, tailored flows that align with specific business requirements. 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

Read More
October 17, 2023in Salesforce
Salesforce data backup
17Oct

Salesforce Data Backup

It is important for Salesforce customers to develop a routine data backup strategy as part of their overall data management and security model. It is important to understand the differences between data types (data and metadata) and what is included in each backup method: Data refers to all of your records, including Accounts, Contacts, Leads, Opportunities, Cases, Contracts, and other records. Data also includes your custom object records, files, content, and Chatter. Metadata refers to all of your configuration settings, such as custom fields, page layouts, Reports, Dashboards and custom code like Apex and Visualforce. Salesforce Data Backup Why do I need to backup my data? Even with the best of intentions, users and administrators have been in situations where they have either deleted large amounts of data, or have modified records, only to later realize that a mistake was made. With tools like the Data Loader, it is very easy to mass delete or update records. And a simple mistake in your source file or field mapping could spell disaster for your data. It is recommended that you keep a regular backup of your data and to do a manual point-in-time backup before you proceed with any major data project within your organization. Why do I need to backup my metadata? Just as it is easy for users to accidentally delete records or modify records, it is also easy for administrators or developers, and users with advanced permissions, to make changes to your configuration settings, such as adding or deleting custom fields, modifying page layouts, deleting or changing Reports and Dashboards, or modifying custom code. As many of these changes are not reversible, it is important to have a copy of your metadata to fall back on in the event that you need to restore prior settings. What about restoring my data? Salesforce provides tools like the Data Loader and the API as a method for customers to manually restore their data. It is important to note the order in which data is restored, so that relationships and the connection to related records can be preserved. Customers can also choose to engage Salesforce Services or a partner to assist them in the restoration of their data, provided they have a copy of that data available. To help customers routinely back up their data, we offer several native options that are available for no additional cost to customers. There are also several third-party options that can be leveraged when a more comprehensive approach is needed. Native Data Backup Options The following options are available to customers as a method of backing up their data. Native Metadata Backup Options The following options are available to customers as a method of backing up their metadata. Third-Party Offerings There are a number of data backup solutions offered by our partners on our AppExchange. Some of these are more comprehensive in that they allow you to automate backups of both your data AND your metadata and provide a mechanism by which to restore that data easily. You can search for these by visiting the AppExchange directly and searching for keyword backup. We recommend that customers vet multiple offerings and audit the reviews provided by other customers before selecting one of these offerings. Salesforce does not endorse or recommend one specific solution over another. 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 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

Read More
October 17, 2023in Salesforce
catch initial traffic source with Google Analytics
15Oct

Integrate Google Analytics 4 and Salesforce Marketing Cloud

Connecting Google Analytics 4 Properties to Salesforce Marketing Cloud Now, Google Analytics 4 properties can seamlessly integrate with Salesforce Marketing Cloud using the Sales Marketing Cloud interface. This integration is available for both GA4 standard and 360 properties, extending to users who previously utilized a similar setup with Universal Analytics 360. The significance of this integration lies in its ability to synchronize audiences from Google Analytics to Salesforce Marketing Cloud. By linking these platforms, you can leverage Analytics audiences in Salesforce email and SMS direct-marketing campaigns, enabling targeted and efficient audience engagement. Here’s how it works: Integrate Google Analytics 4 and Salesforce Marketing Cloud Requirements for Integration: Google outlines specific criteria for enabling integration between Salesforce Marketing Cloud and GA4 properties: This integration streamlines audience management across platforms, empowering marketers to leverage Google Analytics insights effectively within Salesforce Marketing Cloud campaigns for enhanced audience targeting and engagement. 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

Read More
October 15, 2023in Google Analytics, Salesforce, Salesforce Marketing Cloud
Field Service Lightning
14Oct

Field Service Lightning

Field Service Lightning (FSL) is a comprehensive system developed by Salesforce to streamline the operations of companies providing on-site services. It facilitates the creation of employee records, task assignments, and real-time location monitoring to enhance organizational efficiency. Formerly recognized as Field Service Lightning (FSL), Salesforce Field Service (SFS) enhances customer experiences through its advanced collaboration capabilities. Field Service enables businesses to automate tracking and analysis of customer interactions, leading to improved satisfaction rates and quicker response times. Service Cloud further automates customer service processes, including ticket and account management, enhancing overall efficiency. Offline capabilities in Salesforce FSL encompass caching frequently accessed records for offline viewing and enabling Offline Edit for creating, editing, and deleting records without internet connectivity. These features are accessible on Salesforce for Android and iOS platforms. Salesforce Lightning empowers users to develop customized applications tailored to specific requirements. With features like drag and drop functionality, improved navigation, and customizable dashboards, Salesforce Lightning enhances productivity and saves time. Notably, Salesforce Lightning offers a modern interface, equivalent cost to Salesforce Classic, more extensive features, and increased access to Einstein functionality. Salesforce Field Service, previously known as Field Service Lightning, provides a robust, customizable, and mobile-friendly field service hub within Salesforce. It caters to enterprises’ needs for work order, scheduling, and mobile workforce management, offering a wide array of functionalities, including: Field Service Lightning, integrated with Salesforce’s Service Cloud, streamlines customer data and record management for support departments. It facilitates seamless coordination between phone and field services, enabling agents to efficiently handle tasks like repairs, installations, and professional services. To utilize Field Service, a minimum of one Service Cloud user license is required. Existing Service Cloud customers must also possess at least one Dispatcher license or the Field Service Plus bundle, incorporating Service user functionality. Field Service’s core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. The suite includes standard objects such as work orders and service appointments, as well as additional functionalities provided through the managed package: The Field Service mobile app, compatible with iOS and Android platforms, enhances mobile workers’ productivity by enabling offline updates to work orders, parts tracking, customer signature collection, and dispatcher communication. For developers interested in integrating Field Service, resources such as the Field Service Developer Guide offer object relationship diagrams, API reference information, and code samples. Salesforce Field Service provides a comprehensive solution for managing field service operations, offering extensive customization options and mobile-friendly functionalities to streamline workforce management and enhance customer satisfaction. Content updated April 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 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

Read More
October 14, 2023in Salesforce
Salesforce Sales Enablement
13Oct

Sales Enablement from Salesforce

Sales enablement from Salesforce encompasses the utilization of content, coaching, training, and technology. By bringing it all together to facilitate the onboarding of sales representatives, enhance their skills, and optimize their selling capabilities.  The responsibility is on sales leaders to establish impactful enablement strategies that directly contribute to revenue goals and to demonstrate their effectiveness. In a business world where sales is increasingly complex, sales enablement proves indispensable in assisting sellers in overcoming key challenges inherent in their roles, such as the need to be subject matter experts, adapting to virtual selling in a hybrid environment, and navigating economic uncertainties. For effective sales enablement, companies must initiate the process by pinpointing a specific and measurable revenue goal, subsequently crafting custom training programs that propel sales reps towards achievement. The journey involves meticulous monitoring of progress as sellers modify their behavior, necessitating adaptability and continuous learning to streamline their path toward efficient growth. This demands the selection of a well-defined enablement goal, articulating the requisite behavioral changes, molding the desired behavior through targeted training initiatives, and vigilantly monitoring advancements. Ultimately, sales enablement must adopt a personalized approach, focusing on empowering sellers with the skills and tools essential for transforming them into adept closers. Before you get started with Sales Enablement from Salesforce, make sure that you understand the responsibilities required to build Enablement programs in Salesforce. Identify colleagues who can take on the responsibilities of managing, assigning, and analyzing Enablement programs. Doing so also helps your Salesforce admin assign permissions so that the appropriate team members can access necessary features. Discover more about Salesforce’s sales enablement tools by reaching out to Tectonic. Contact us today. 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

Read More
October 13, 2023in Salesforce, Salesforce Implementation Services, Salesforce Sales Cloud

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com