Salesforce Archives - Page 57 of 77 - gettectonic.com
Salesforce Security and Privacy

Salesforce Security and Privacy

Tailor Salesforce security and privacy add-on solutions to fit your specific company needs, covering essential aspects such as monitoring and masking sensitive data, implementing backups to prevent accidental or malicious data loss, and ensuring compliance with evolving privacy, encryption, and data residency regulations. Maintaining data privacy and compliance is made easier with user-friendly tools that

Read More
Salesforce Google Drive Integration

Google Drive Integration with Salesforce

Maximize your company’s investment in both Salesforce and Google Drive by bringing your users’ collaborative documents directly to your Salesforce records!  Google Drive integration with Salesforce is simple. As Salesforce analyzes data and generates reports, this integration proves beneficial with real-time updates, business process optimization, multi-level data security, increased storage, and reduced cost. The Salesforce

Read More
Salesforce Genie

Genie Salesforce

Salesforce Genie is a real-time platform that synthesizes customer data, enabling organizations to meet their customer requirements and expectations as and when they change. What is the difference between Salesforce Genie and CDP? Data activation protocols are followed by the Salesforce Customer Data Platform. This helps in order to segment the audience and activate the

Read More

In App Guidance Salesforce

What is Salesforce In-App Guidance? Salesforce In-App Guidance is a pre-built tool empowering Salesforce Admins and power users with Managed Prompts and View All Profiles permissions to create customized training for user enablement or onboarding. These custom prompts are displayed on Salesforce Lightning pages, enhancing the user experience. How much does Salesforce In-App Guidance cost?

Read More
Google Forms to Salesforce

Google Forms to Salesforce

Can I integrate Google Forms with Salesforce? Yes. Google Forms to Salesforce. To connect Google Forms to Salesforce, follow these steps: Note: The exact steps for Google Forms integration may vary depending on your business requirements and Salesforce/Google editions. This insight aims to simplify the process of integrating your Google Forms account with Salesforce for

Read More
connect Salesforce to external APIs

Bulk API Salesforce

Bulk API 2.0 provides a simple interface to load large amounts of data into your Salesforce org and to perform bulk queries on your org data. The Bulk API is one of several APIs that Salesforce provides out-of-the-box. It’s a programmatic, REST-based API solution that allows you to work with large data sets in Salesforce.

Read More
Salesforce Genie Announced

Salesforce Genie Announced

Salesforce Genie announced this year is an innovative data platform recently unveiled at Dreamforce 2022, heralding the world’s first real-time CRM. Genie is the driving force behind Salesforce’s entire Customer 360 platform, delivering hyper-scale, real-time data capabilities. With Genie, any business can harness the power of data to create magical customer experiences, offering seamless, personalized

Read More
Turn on the Slack Slash Command

Turn on the Slack Slash Command

Introducing the Power of Slash Commands in Slack With the simple use of a slash and a command, you can seamlessly access data from connected apps without ever leaving Slack. The Service Cloud for Slack app streamlines workflows for service teams, enabling them to create new Salesforce records directly from Slack. This reduces the need

Read More

Attribution with Google Tag Manager and Custom Code

Utilizing Google Tag Manager with Custom Code If you’re already using Google Tag Manager (GTM) on your website, you can leverage it to store UTM parameters in a browser cookie. This stored data can then be extracted and populated into hidden form fields, which are sent to Salesforce upon form submission. Attribution with Google Tag

Read More
Salesforce Shield Data Monitoring and Encryption

Salesforce Shield

Safeguarding your most sensitive data and proactively addressing evolving compliance and industry regulations through the implementation of Salesforce Shield can result in significant cost savings, as highlighted in Salesforce’s 2022 Top Data Security Trends report. Safeguarding with Salesforce Shield. Salesforce Shield was originally launched in 2015. Shield for Encryption Salesforce Shield allows you to encrypt

Read More
Salesforce Manufacturing Cloud

Benefits of Salesforce Manufacturing Cloud

Salesforce Manufacturing Cloud is a custom, industry specific solutions platform that helps you manage your entire book-of-business and customer service lifecycle, while increasing collaboration and visibility between sales, operations, and partners. Here are the Benefits of Salesforce Manufacturing Cloud. Salesforce Manufacturing Cloud offers numerous benefits that contribute to the efficient and seamless operation of your

Read More
Salesforce Industries

Salesforce Industries Acronyms

Here is a helpful glossary of terms you are likely to encounter when discussing Salesforce Industries (formerly Vlocity). Salesforce Industries Acronyms. Salesforce Industries Acronyms Acronym Meaning Industry Cloud Definition AAR Account-Account Relationships Financial Services Cloud A feature to relate households with businesses and organizations. For example, it can be a relationship between a household and

Read More
Improved Quoting Process

Improved Quoting Process

Is Your Quoting Process Suffering from Pricing Errors or Delays? Are pricing errors or inconsistencies slowing down your quoting process and leading to customer dissatisfaction? Is the generation of quotes or proposals hampered by bottlenecks? Are your sales reps finding it challenging to navigate complex pricing structures, discounts, or promotions? Its time for an Improved

Read More
gettectonic.com