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Successful Salesforce Implementation

Successful Salesforce Implementation

Unlocking the Potential of Salesforce: A Guide to Corporate Success Are you ready to explore the world of Successful Salesforce Implementation? In this Tectonic insight, we’ll explore how to leverage Salesforce to its fullest potential for your corporate success. Whether you’re a small startup or a large corporation, keep reading for practical advice and real-world insights to make Salesforce implementation work for you! What is Salesforce? Salesforce acts as a digital headquarters for organizations, organizing all client information, such as names, purchases, and contact methods. It’s also an Internet application that helps organizations manage customer relationships more effectively by sorting customer details, tracking sales leads, and automating tasks to ease customer interactions. Salesforce is cloudbased, so it is accessible from anywhere. Why Implement Salesforce Now? Implementing Salesforce offers numerous benefits for organizations across various industries: Overall, Salesforce improves how organizations manage customer relationships and utilize data for growth, but effective implementation requires thoughtful planning and customization. Types of Salesforce Implementation Sales Cloud Implementation Sales Cloud is Salesforce’s CRM platform designed to manage sales, leads, and customer interactions. Service Cloud Implementation Service Cloud helps companies provide excellent customer service and support. Marketing Cloud Implementation Marketing Cloud Engagement simplifies marketing efforts, helping businesses connect with customers across various channels. Each type of Salesforce implementation offers unique benefits and challenges, depending on the organization’s needs and goals. CRM Implementation Considerations Implementing a CRM system is a significant move for any business. Here are important things to remember: Step-by-Step Guide to Implement Salesforce Successfully Benefits of a Successful Salesforce Implementation Conclusion Implementing Salesforce is more than adding a powerful CRM system; it’s a journey to greater efficiency, productivity, and customer satisfaction. By thoughtfully planning and customizing Salesforce, organizations can enhance operations, deepen customer relationships, and drive sustainable growth. Embrace the possibilities of Salesforce implementation to chart a course for lasting success and innovation in the modern business 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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Data Cloud Free Licenses

Data Cloud Free Licenses

Salesforce Announces Data Cloud Free Licenses at Dreamforce 2023 At Dreamforce 2023, Salesforce announced that free Data Cloud licenses are now included for all Enterprise Edition or above customers to help them familiarize themselves with new capabilities and develop use case ideas. Starting September 19th, 2023, Enterprise Edition and above customers can get started with Data Cloud Provisioning at no cost by signing up under Your Account. Data Cloud Provisioning includes: Unlimited Plus Edition customers will get access to 2,500,000 Data Service credits. Two Tableau Creator licenses are a separate line item and can be quoted by your Salesforce Account Executive. Salesforce has been focusing on large data and AI tools for several years, acquiring Tableau, accelerating their Einstein AI tools, and significantly extending the Data Cloud product. Data Cloud allows you to easily harmonize data, analyze it in Tableau, and make it actionable across marketing, sales, and service. What Can I Do with Data Cloud? Data Cloud enables customers to start with one of three use cases: Across these use cases, customers can ingest data from multiple sources, unify data with identity resolution, calculate insights, visualize data in Tableau (with the provisioning of the Tableau Cloud – Creator for Data Cloud SKU), and view consolidated data on the contact record. Differences Between Data Cloud and Data Cloud Provisioning Functionality: Data Cloud Provisioning includes all the features of the existing Data Cloud offerings, except Segmentation and Activation. Credits for Segmentation and Activation can be purchased as add-ons through Marketing Cloud account teams. Capacity: Both include 1 TB of data storage, 1 Data Cloud admin, 100 internal Data Cloud identity users, 1,000 Data Cloud PSL, and 5 integration users. Entitlement: Data Cloud Provisioning entitlement is the same for all Enterprise Edition and above customers. Additional Information Sandbox Availability: Data Cloud is not available in Sandbox orgs; it can only be provisioned to an existing production org. Professional Edition Access: Data Cloud Provisioning is not available to Professional Edition customers. Existing Data Cloud or CDP Customers: Those with an existing Data Cloud or CDP tenant cannot sign up for Data Cloud Provisioning. Unlimited Edition Plus Bundle Customers: Data Cloud Provisioning is not available, as the bundle includes a Data Cloud tenant. Edition Information: Check your Salesforce org’s edition in Setup > Company Information > Organization Edition. Government Cloud: Data Cloud Provisioning is not available. Non-Profit Customers: Data Cloud Provisioning is available. Industry Cloud Customers: Industry Cloud customers with Enterprise Edition and above are eligible. ISV Partners: Data Cloud Provisioning is not accessible via Your Account in ISV Enterprise Edition orgs. ISV Partners need to create a support case with the Partner Ops team to request provisioning. Existing Tableau Customers: Tableau Cloud – Creator for Data Cloud is intended to provision a new Tableau tenant (aka site). Multiple Instances: Only one Data Cloud Provisioning instance is allowed per account/tenant. Access to Tableau Cloud – Creator for Data Cloud: To get access, you must have or include on the same quote any of the following: 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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Salesforce Net Zero Enhancements

Salesforce Net Zero Enhancements

Salesforce AI Innovations Boost ESG Reporting in Net Zero Cloud Powered by Einstein, Net Zero Cloud’s generative AI capabilities will suggest reliable, auto-generated responses for ESG reports – Salesforce Net Zero Enhancements CSRD Report Builder automates reporting, and Materiality Assessment empowers ESG managers to identify most relevant ESG topics  Global sports brand Rossignol Group uses Net Zero Cloud to track its carbon footprint; joins 1t.org with commitment to plant 100,000 trees Today at Dreamforce 2023, Salesforce unveiled new Einstein features for Net Zero Cloud to make corporate environmental, social, and governance (ESG) reporting easier for companies as they navigate a rapidly evolving regulatory landscape.  Beginning in 2024, approximately 50,000 companies — including many large, multinationals based in the United States — must comply with the Corporate Sustainability Reporting Directive (CSRD). This includes disclosing both climate-related financial risks and societal impact, along with scope 3 or the emissions generated by a company’s supply chain. The company also introduced two new capabilities for Net Zero Cloud — CSRD Report Builder and Materiality Assessment. The Report Builder automates CSRD report generation, and Materiality Assessment helps organizations determine what is material – both to their business and broader societal impact, the “double materiality” assessment that is a requirement of CSRD. Integrate a complete sustainability management solution into your organization 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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Salesforce is Hiring

Salesforce is Hiring

Salesforce is hiring approximately 3,000 new employees, CEO Marc Benioff announced in an interview with Bloomberg this week. This hiring initiative comes after the company laid off 10% of its workforce earlier this year as part of a significant cost-cutting effort. Salesforce is hiring. Yahoo story here. In January, Salesforce announced the layoffs of 8,000 employees, reducing its workforce from around 79,390. The job cuts were met with internal backlash, with employees criticizing the handling of the layoffs. According to Insider’s Ashley Stewart, staff were left in the dark, having to use Slack to check who among their colleagues had been let go, likening the experience to checking a missing persons bulletin board after a disaster. Despite the recent layoffs, Benioff is now focused on growth and expansion. He emphasized the need for new hires in a Bloomberg interview during Salesforce’s annual conference in San Francisco. “Our job is to grow the company and to continue to achieve great margins,” Benioff stated. “We know we have to hire thousands of people.” The new employees will be distributed across various departments, including sales, engineering, and the data cloud product teams. These roles are crucial as Salesforce aims to bolster its artificial intelligence business and attract further investments. Chief Operating Officer Brian Millham also spoke to Bloomberg, highlighting the company’s successful business segments and the need for a surge in those areas. Millham explained, “We have some very successful parts of our business right now, and we want a surge in those areas.” This strategic hiring push aims to capitalize on these thriving sectors, driving Salesforce’s continued growth and innovation. In an effort to bring back former employees, Benioff is particularly interested in attracting “boomerangs”—those who left Salesforce for other opportunities. He shared with Bloomberg that he recently held an “alumni event” to encourage these former employees to return, reassuring them that it is “OK” to come back to the company. This move signifies a shift in Salesforce’s strategy, from drastic cost-cutting measures to a renewed focus on expansion and talent acquisition. By rehiring experienced former employees and bringing in new talent, Salesforce aims to strengthen its workforce and position itself for future success. 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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Einstein Advancement

Einstein Advancement

Salesforce, the enterprise software giant, announced on Tuesday the latest Einstein advancement in its artificial intelligence (AI) technology, unveiling a new generative AI tool called Einstein Copilot. This tool is set to revolutionize its suite of applications, including popular platforms like Slack and Tableau. What Happened: Einstein Copilot is introduced as a conversational AI assistant, seamlessly integrated within every Salesforce application. This integration aims to enhance user productivity by enabling interactions through natural language queries and providing responses based on proprietary company data. Unlike previous AI copilots, which often operated as separate, non-integrated applications, Einstein Copilot can access data from any Salesforce app, ensuring more accurate AI-powered recommendations and content generation. Einstein Copilot offers a wide range of functionalities, from summarizing video calls to automatically drafting sales emails tailored to individual customer contexts. It assists service teams by providing generative answers to customer concerns and helps marketers craft email content for campaigns. Developers can also benefit from its ability to convert natural language prompts directly into Apex code. Salesforce highlighted that 45% of executives are increasing their AI investments, with some already experiencing benefits, such as a 30% release of employee time. The San Francisco-based company mentioned that Einstein Copilot would leverage a vast pool of data, including customer information, enterprise content, and Slack conversations, to provide reliable and relevant recommendations. These recommendations can aid in tasks such as constructing digital storefronts or providing actionable insights for sales associates. Einstein Advancement This move aligns Salesforce with tech giants like Microsoft Corp and Alphabet Inc, which are capitalizing on the growing demand for generative AI. With previous initiatives such as the Einstein GPT genAI product launch in March and the expansion of its AI venture capital fund to 0 million in June, Salesforce is positioned to redefine the enterprise software landscape with its AI-driven initiatives. 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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Crucial Role of Data and Integration in AI at Dreamforce

The Crucial Role of Data and Integration in AI at Dreamforce

Understanding The Crucial Role of Data and Integration in AI at Dreamforce At this year’s Dreamforce, AI is the star of the show, but two essential supporting actors are data and integration. Enterprises are increasingly recognizing the importance of unifying their diverse data sources for effective analysis and swift action, and the race to harness AI makes this integration even more critical. Integration is key not only for merging data but also for automating end-to-end processes, enabling organizations to move faster and deliver better outcomes to customers. Crucial Role of Data and Integration in AI at Dreamforce. It’s no surprise that MuleSoft, acquired by Salesforce five years ago, is now a major contributor to Salesforce’s growth. Brian Millham, President and COO at Salesforce, highlighted this during the company’s recent Q2 earnings call: “In Q2, nearly half of our greater than $1 million deals included MuleSoft. As customers integrate data from all sources to drive efficiency, growth, and insights, MuleSoft has become mission-critical and was included in half of our top 10 deals.” Breaking Down Silos Param Kahlon, EVP and General Manager for Automation and Integration at Salesforce, recently discussed the investments customers are making in data and integration. He emphasized the importance of breaking down operational silos: “We are in the business of breaking silos across systems to ensure that data can travel seamlessly through multiple systems and people for processes like order-to-cash or procure-to-pay. Our technology connects these dots.” The surge in AI interest has increased the urgency to act, as Kahlon explained: “Creating data repositories for AI algorithms requires real-time data across silos, driving significant demand for our integration solutions.” Consolidating Data Enterprises have long struggled with data consolidation due to monolithic application stacks with separate data stores. This has been a challenge even within Salesforce’s own products. Last year, Salesforce introduced a Customer Data Platform (CDP) called Data Cloud, which includes a real-time data layer named Genie. Kahlon elaborated on its significance: “Data Cloud’s strength lies in its understanding and storage of Salesforce metadata. This native integration allows for real-time actions within Salesforce, enhancing the ability to aggregate, reason over, and act on data.” For example, when a customer contacts a bank, Data Cloud can compile their ATM usage, website interactions, and recent support cases, providing the agent with a comprehensive view to better assist the customer. Leveraging Metadata for AI Salesforce’s metadata layer, which has been fine-tuned over two decades, gives it a distinct advantage. Kahlon noted: “This metadata-based architecture allows us to create meaningful AI algorithms that are natively consumed within Salesforce, enabling visualization and action based on real-time data.” This is crucial for training the underlying Large Language Model (LLM) accurately, ensuring generated content is contextually grounded and trustworthy. Kahlon emphasized: “The trust layer is essential. We need to ensure no hallucination or toxicity in the LLM’s responses, and that communications align with our company’s values.” Real-Time Data and API Management Data Cloud’s ability to connect to other data sources like Snowflake without duplicating data is a significant benefit. Kahlon commented: “Duplicating data is not desirable. Customers need real-time access to the actual source of truth.” On the integration front, APIs have simplified connecting applications and data sources. However, managing API sprawl is crucial. Kahlon explained: “Standardizing API use and publishing them in a centralized portal is essential for reusability and consistency. Low-code platforms and connectors are becoming increasingly relevant, enabling business users to access data without relying on IT.” Automation and AI The demand for automation is growing, and low-code tools are vital. Instead of integration experts being overwhelmed, organizations should establish Centers for Excellence to focus on creating reusable connectors and automations. Kahlon added: “Companies need low-code tools to involve more business users in the transformation journey without slowing down due to legacy applications.” In the future, AI may further ease the workload on integration specialists. MuleSoft recently introduced an API Experience Hub to make APIs discoverable, and AI might eventually help monitor execution logs and manage APIs more effectively. Kahlon concluded: “AI could help developers find and use APIs efficiently, enhancing security and governance while simplifying access to data across the organization.” 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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Sales Cloud Einstein

How Einstein Lead Scoring Works on Your Prospect Data

How Einstein Lead Scoring Works on Your Prospect Data By Shannan Hearne, Tectonic Marketing Consultant The love hate relationship between sales and marketing is based on lead quality.  Each party is tempted to blame the other for deals that fail to close.  Either marketing thinks the sales team dropped the ball following up with the prospect. Or the sales team thinks marketing failed to properly qualify the lead.  With Einstein Lead Scoring, the relationship between sales and marketing can improve. Not every lead holds the same significance, and relying on arbitrary details for accurate scoring is ineffective. Clicks, opens, and form fills vary in value for each lead, and visiting the Careers page does not necessarily diminish a lead’s potential.  Humans from both sales and marketing have to work together to craft scoring criteria that reflects behavior that great customers took before becoming customers.  The development of the scoring model is key to making Einstein Lead Scoring Works on Your Prospect Data. Einstein Lead Scoring, integrated with Sales Cloud Einstein, leverages artificial intelligence to enhance sales conversion efficiency. By automatically analyzing historical sales data and identifying key factors influencing lead conversion, sales reps can effectively segment and prioritize leads. With data supplied by Einstein running lead scoring in the background.  While the human factor is important, the speed of artificial intelligence to analyze data cannot be beaten. Tailored to individual business needs, Einstein Lead Scoring models analyze both standard and custom fields associated with the Lead object. By using predictive models like Logistic Regression, Random Forests, and Naive Bayes (definitions below). The system autonomously selects the best model based on a sample dataset, eliminating the need for statistical or mathematical expertise.  No more pouring through hours of spreadsheets sorting and creating pivot tables. Model Updates Regular model updates ensure accuracy. With leads being scored every hour using the latest model. This allows quick response to changes, ensuring that the prioritization of leads remains effective. The scoring factors are prominently displayed on the lead record page. Thus enabling sales reps to prepare for calls or emails efficiently with accurate engagement data. The true strength of Einstein Lead Scoring lies in its machine learning capabilities. Einstein is continuously refining predictions based on the latest Salesforce data. If new patterns emerge, such as VP titles in a specific industry showing interest in demos, Einstein automatically rescores leads meeting this criteria. Key benefits of Einstein Lead Scoring include increased connection and conversion rates, accelerated engagement with top leads, and a clear understanding of lead scoring factors. Important features encompass zero setup requirements, custom lead score-driven workflows for task assignments, and smart lead lists that prioritize the best leads for reps. Einstein Lead Scoring Works on Your Prospect Data For businesses utilizing or considering Salesforce Sales Cloud, consulting with Tectonic about integrating Einstein Lead Scoring can lead to faster implementation and deal closures. As your Salesforce implementation partner, Tectonic ensures a tailored Salesforce solution. Remaining aligned with your business needs, incorporating the powerful capabilities of Einstein tools within your Salesforce ecosystem.  Contact Tectonic today. Logistic regression estimates the probability of an event occurring, such as voted or didn’t vote, based on a given dataset of independent variables. Random forest is a commonly-used machine learning algorithm trademarked by Leo Breiman and Adele Cutler. It combines the output of multiple decision trees to reach a single result. Its ease of use and flexibility have fueled its adoption, as it handles both classification and regression problems. The Naïve Bayes classifier is a supervised machine learning algorithm, which is used for classification tasks, like text classification. It is also part of a family of generative learning algorithms, meaning that it seeks to model the distribution of inputs of a given class or category. 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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Salesforce Dedicated Data Model for Public Sector

Salesforce Dedicated Data Model for Public Sector

Public Sector Solutions Data Model Overview The Salesforce Dedicated Data Model for Public Sector leverages a suite of standard Salesforce objects to manage and structure data across various domains such as licensing, permitting, inspections, case management, benefit administration, grantmaking, and more. These objects are designed to facilitate efficient application processing, regulatory compliance, and service delivery within government agencies. Key Features Salesforce Dedicated Data Model for Public Sector Public Sector Solutions Standard Objects The data model includes a comprehensive set of objects tailored to support: Getting Started To implement and utilize the Public Sector Solutions data model effectively: Learn More Discover how Public Sector Solutions empowers government agencies in delivering efficient and effective public services. From automating approval workflows to enhancing constituent engagement, explore the capabilities tailored to meet the diverse needs of public sector organizations. 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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SaaS Data Protection from Own

Reporting With Own

In any Salesforce organization, vast amounts of data are generated constantly from sales activities, customer interactions, marketing campaigns, and more. Summarizing and digesting this information quickly is crucial, especially when presenting the big picture to leadership. This is where Salesforce reports come into play. The Salesforce Reports feature enables organizations to analyze, visualize, and summarize data in real time. By pulling data from across your Salesforce environment, reports help consolidate information into easily digestible formats, such as charts, tables, and graphs. Salesforce reports are essential for: How Historical Data Can Improve Reporting in Salesforce While real-time reports are valuable, incorporating historical data can significantly enhance reporting by offering deeper insights into your organization’s long-term performance. Here’s how: Challenges of Reporting with Historical Data in Salesforce While incorporating historical data is smart, Salesforce’s native reporting capabilities impose certain limitations: Don’t Let Salesforce Reporting Limitations Hold You Back With Own Discover, customers can effortlessly generate time-series datasets from any objects and fields over any time period in just a few clicks. These datasets can be accessed using standard query and reporting tools without requiring a data warehouse or the need to enrich existing data warehouses, overcoming Salesforce’s native limitations. 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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einstein discovery dictionary

Einstein Discovery Dictionary

Familiarize yourself with terminology that is commonly associated with Einstein Discovery. Actionable VariableAn actionable variable is an explanatory variable that people can control, such as deciding which marketing campaign to use for a particular customer. Contrast these variables with explanatory variables that can’t be controlled, such as a customer’s street address or a person’s age. If a variable is designated as actionable, the model uses prescriptive analytics to suggest actions (improvements) the user can take to improve the predicted outcome. Actual OutcomeAn actual outcome is the real-world value of an observation’s outcome variable after the outcome has occurred. Einstein Discovery calculates model performance by comparing how closely predicted outcomes come to actual outcomes. An actual outcome is sometimes called an observed outcome. AlgorithmSee modeling algorithm. Analytics DatasetAn Analytics dataset is a collection of related data that is stored in a denormalized, yet highly compressed, form. The data is optimized for analysis and interactive exploration. AttributeSee variable. AverageIn Einstein Discovery, the average represents the statistical mean for a variable. BiasIf Einstein Discovery detects bias in your data, it means that variables are being treated unequally in your model. Removing bias from your model can produce more ethical and accountable models and, therefore, predictions. See disparate impact. Binary Classification Use CaseThe binary classification use case applies to business outcomes that are binary: categorical (text) fields with only two possible values, such as win-lose, pass-fail, public-private, retain-churn, and so on. These outcomes separate your data into two distinct groups. For analysis purposes, Einstein Discovery converts the two values into Boolean true and false. Einstein Discovery uses logistic regression to analyze binary outcomes. Binary classification is one of the main use cases that Einstein Discovery supports. Compare with multiclass classification. CardinalityCardinality is the number of distinct values in a category. Variables with high cardinality (too many distinct values) can result in complex visualizations that are difficult to read and interpret. Einstein Discovery supports up to 100 categories per variable. You can optionally consolidate the remaining categories (categories with fewer than 25 observations) into a category called Other. Null values are put into a category called Unspecified. Categorical VariableA categorical variable is a type of variable that represents qualitative values (categories). A model that represents a binary or multiclass classification use case has a categorical variable as its outcome. See category. CategoryA category is a qualitative value that usually contains categorical (text) data, such as Product Category, Lead Status, and Case Subject. Categories are handy for grouping and filtering your data. Unlike measures, you can’t perform math on categories. In Salesforce Help for Analytics datasets, categories are referred to as dimensions. CausationCausation describes a cause-and-effect relationship between things. In Einstein Discovery, causality refers to the degree to which variables influence each other (or not), such as between explanatory variables and an outcome variable. Some variables can have an obvious, direct effect on each other (for example, how price and discount affect the sales margin). Other variables can have a weaker, less obvious effect (for example, how weather can affect on-time delivery). Many variables have no effect on each other: they are independent and mutually exclusive (for example, win-loss records of soccer teams and currency exchange rates). It’s important to remember that you can’t presume a causal relationship between variables based simply on a statistical correlation between them. In fact, correlation provides you with a hint that indicates further investigation into the association between those variables. Only with more exploration can you determine whether a causal link between them really exists and, if so, how significant that effect is .CoefficientA coefficient is a numeric value that represents the impact that an explanatory variable (or a pair of explanatory variables) has on the outcome variable. The coefficient quantifies the change in the mean of the outcome variable when there’s a one-unit shift in the explanatory variable, assuming all other variables in the model remain constant. Comparative InsightComparative insights are insights derived from a model. Comparative insights reveal information about the relationships between explanatory variables and the outcome variable in your story. With comparative insights, you isolate factors (categories or buckets) and compare their impact with other factors or with global averages. Einstein Discovery shows waterfall charts to help you visualize these comparisons. CorrelationA correlation is simply the association—or “co-relationship”—between two or more things. In Einstein Discovery, correlation describes the statistical association between variables, typically between explanatory variables and an outcome variable. The strength of the correlation is quantified as a percentage. The higher the percentage, the stronger the correlation. However, keep in mind that correlation is not causation. Correlation merely describes the strength of association between variables, not whether they causally affect each other. CountA count is the number of observations (rows) associated with an analysis. The count can represent all observations in the dataset, or the subset of observations that meet associated filter criteria.DatasetSee Analytics dataset. Date VariableA date variable is a type of variable that contains date/time (temporal) data.Dependent VariableSee outcome variable. Deployment WizardThe Deployment Wizard is the Einstein Discovery tool used to deploy models into your Salesforce org. Descriptive InsightsDescriptive insights are insights derived from historical data using descriptive analytics. Descriptive insights show what happened in your data. For example, Einstein Discovery in Reports produces descriptive insights for reports. Diagnostic InsightsDiagnostic insights are insights derived from a model. Whereas descriptive insights show what happened in your data, diagnostic insights show why it happened. Diagnostic insights drill deeper into correlations to help you understand which variables most significantly impacted the business outcome you’re analyzing. The term why refers to a high statistical correlation, not necessarily a causal relationship. Disparate ImpactIf Einstein Discovery detects disparate impact in your data, it means that the data reflects discriminatory practices toward a particular demographic. For example, your data can reveal gender disparities in starting salaries. Removing disparate impact from your model can produce more accountable and ethical insights and, therefore, predictions that are fair and equitable. Dominant ValuesIf Einstein Discovery detects dominant values in a variable, it means that the data is unbalanced. Most values are in the same category, which can limit the value of the analysis. DriftOver time, a deployed model’s performance can drift, becoming less accurate in predicting outcomes. Drift can occur due to changing factors in the data or in your business environment. Drift also results from now-obsolete assumptions built into the story

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Salesforce CDP

Utilizing a CDP

In the current digital landscape, customer data stands as a pivotal asset for organizations aiming to craft personalized and targeted experiences. Yet, the primary challenge for utilizing a CDP lies in the aggregation and consolidation of this data, often dispersed across a multitude of sources. This is where the significance of Customer Data Platforms (CDPs) becomes evident. Configured for optimal use, your data is good to go. A CDP functions as a software system that integrates customer data from various sources, encompassing marketing automation, AdTech, commerce, service, analytics, procurement, production, logistics, compliance, and more. The consolidated data is housed within a unified platform for analysis and marketing purposes. By serving as a single source of truth, CDPs empower organizations to create more pertinent, real-time, contextual, and compliant experiences for their customers. Operating as a connector within existing tech stacks, CDPs play a crucial role in filtering and binding siloed and fragmented customer data from diverse teams. This results in actionable insights, more profitable interactions, and a foundation for the growth of customer value. CDPs extend their utility beyond marketing, offering advantages to sectors like healthcare, where they can unify patient data, eliminate data silos, and furnish timely information to enhance patient outcomes. By addressing prevalent challenges such as unconnected data, non-optimized work efforts, operational inefficiencies, and encumbered time-to-market, CDPs prove instrumental in fostering organizational success. It’s important to highlight that a CDP is not a substitute for a CRM solution, especially in large enterprise settings. Integration with critical data-source systems beyond the martech stack is essential for extracting hidden value from the organization’s data. Utilizing a CDP As the digital marketing industry navigates the transition to a cookieless future, and first-party data takes precedence, the value of CDPs is set to grow. However, to unlock their full potential, the adoption of CDPs should extend beyond marketers. CDPs must evolve into interconnected sources of truth across all departments and interactions, both physical and digital. By functioning as cohesive data aggregators, they enable organizations to harness vast volumes of customer-impacting data and insights, delivering optimized, hyper-personalized, and differentiating experiences. 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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Salesforce for Small Business

Salesforce for Small Business – The Salesforce Starter Edition

Salesforce may be used by large enterprises, but it allows great automation tools for smaller businesses as well. With Salesforce Starter Edition. The pricing that Salesforce offers here is manageable by almost everyone and can be used to kickstart a small business. What is the Salesforce Starter Edition? Salesforce Starter brings powerful tools into one marketing experience, where you can leverage customer data and engage the people who follow your brand. A streamlined campaign experience brings contacts and content together, while flows enhance and automate your daily tasks. Is Salesforce too expensive for small businesses? Salesforce is a famous CRM software, but it is expensive for small businesses. Key CRM features like Automation and Sales Reports come with a costly Salesforce enterprise plan. Explore and compare price vs value proportion to get the most affordable small business CRM. Introducing Salesforce’s all-in-one, easy-to-use solution that brings marketing, sales, and service together. Starter Suite is the fastest, easiest way to get started with a complete CRM. Pro Suite adds customization capabilities and automated business processes to fit your needs. What can you do with Salesforce Starter Edition and Pro Suites? Find more leads, win more deals, and keep customers happy with out-of-the-box tools built into the world’s #1 CRM suite. Starter Suite helps you start fast and grow faster with marketing, sales, and service. Pro Suite takes Starter to the next level, unlocking customization, automation, and enhanced sales and service functionality. If your small business is considering a Salesforce implementation, 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

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Dropbox and Salesforce Integration

Dropbox and Salesforce Integration

Collaborate in Real Time with Salesforce Essentials Dropbox and Salesforce Essentials enable small businesses to effortlessly collaborate on files of any type and size. You can review, edit, and share content both internally and with customers directly within Salesforce, allowing you to focus on growing your business. Does Dropbox Integrate with Salesforce? Yes, the Dropbox for Salesforce integration allows teams to access and share their Dropbox files within Salesforce. To use this integration, you need to be on a Dropbox team account. Third-Party Integrations The following integration services work with both Dropbox and Salesforce. Note that these services are not vetted by us, so please exercise caution when deploying them: Getting Started with Dropbox for Salesforce The Dropbox for Salesforce integration allows teams to access and share their Dropbox files within Salesforce. Here’s how team members can get started after an admin has connected their Dropbox team account to Salesforce. Connecting Dropbox to Salesforce: Notes: Adding Files from Dropbox to Salesforce There are two ways to add files using Dropbox for Salesforce: Viewing or Downloading a File in Salesforce You can view, download, and share files directly from Dropbox for Salesforce: Understanding “All of Dropbox for Object” vs. “Dropbox for Object” “All of Dropbox for Object” and “Dropbox for Object” provide different levels of visibility into a user’s Dropbox account from Salesforce: Example Folder Structures: Can You Drag and Drop Files into Salesforce? Salesforce supports drag and dropping files stored on disk. Save the file to disk first, then drag the saved file to Notes & Attachments within Salesforce. 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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