Salesforce - gettectonic.com - Page 59
Salesforce
16Jun

Codescan Salesforce

Codescan Salesforce by AutoRABIT is a static code analysis solution that provides visibility into code health from the first line written through final deployment into production. Reliable code analysis directly on the AutoRABIT DevSecOps platform drives Salesforce development quality, speed, and security. The quick code scan tool is free of charge at this time. Code Scanning Definition Code scanning is the process of examining code to identify bugs, errors, and security flaws. Any issues found are displayed, enabling you to address them quickly and enhance the security of your application. What is the CodeScan tool for Salesforce? CodeScan Shield is the leading end-to-end static code analysis solution for code security and quality. Lightning ready and exclusively for the Salesforce platform, CodeScan increases productivity, quality, and security for all Salesforce DevOps teams. What does static code analysis do? Static analysis is a method of debugging that is done by automatically examining the source code without having to execute the program. This provides developers with an understanding of their code base and helps ensure that it is compliant, safe, and secure. The most comprehensive code analysis tool supporting SF languages and metadata. Track and control your SF code quality with CodeScan. Robust Analysis for High-Quality Code and Intuitive Governance Total visibility over the health of your environment reduces costs and increases time to market.  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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June 16, 2023in Salesforce
Use Salesforce Einstein Copilot
14Jun

Marketing GPT and Commerce GPT Announcement

Salesforce Introduces Marketing GPT and Commerce GPT to Revolutionize Personalized Campaigns and Shopping Experiences with Generative AI San Francisco — June 7, 2023 — Salesforce (NYSE: CRM), the global CRM leader, announced today at Connections its latest innovations, Marketing GPT and Commerce GPT, which combine generative AI with real-time data from Data Cloud. These groundbreaking products aim to transform how businesses engage with customers by delivering personalized experiences across every touchpoint. Significance: Generative AI is driving efficiency and productivity for businesses, with 60% of marketers acknowledging its transformative potential. However, concerns about accuracy and quality remain prevalent, highlighting the importance of trusted customer data for effective generative AI implementation. What’s new: Marketing GPT empowers marketers to create personalized, relevant experiences using generative AI and trusted first-party data from Data Cloud. With Marketing GPT and Data Cloud, marketers can: Commerce GPT enables companies to deliver customized shopping experiences throughout the buyer’s journey with auto-generated insights and recommendations based on unified real-time data from Data Cloud. With Commerce GPT and Data Cloud, brands can: Salesforce partners like DEPT®, Media.Monks, NeuraFlash, and Slalom are building a generative AI ecosystem with new accelerators, language models, and integrations to simplify Marketing GPT and Commerce GPT implementation for businesses. Soundbites: Availability: 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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June 14, 2023in Generative AI, Salesforce Einstein
Benioff Dreams of AI Making Messaging Intelligent
08Jun

Benioff Dreams of AI Making Messaging Intelligent

During the company’s recent earnings call, Salesforce CEO Marc Benioff spoke about the “revolutionary” impacts of generative AI, emphasizing the immense potential it holds for the tech industry. Benioff Dreams of AI Making Messaging Intelligent. Benioff highlighted Salesforce’s integration of OpenAI’s ChatGPT platform into Slack, the workplace messaging app owned by Salesforce. This integration aims to enhance Slack’s capabilities by enabling features such as conversation summarization, research assistance, and message drafting directly within the platform. Benioff expressed his vision for Slack to become intelligent itself, leveraging the wealth of data stored within the platform. He emphasized the transformative potential of generative AI in providing intelligent support to users, potentially revolutionizing customer service interactions and business operations. Salesforce’s clients, including Gucci, are already leveraging AI to enhance customer service experiences, reflecting the growing adoption of AI-driven solutions across various industries. Generative AI offers benefits such as time-saving automation of routine tasks, efficient research gathering, and concise information delivery, benefiting individuals in personal, professional, and academic contexts. However, concerns regarding the ethical implications of generative AI have also surfaced, including issues related to deepfake images, bias, and potential job displacement. Some advocate for stricter regulation and careful assessment of AI’s risks before further development. Benioff Dreams of AI Making Messaging Intelligent Despite these concerns, Benioff remains optimistic about the transformative potential of generative AI, describing it as a revolution that will reshape the world in unprecedented ways. He believes that we are only at the beginning of this AI revolution, with much more innovation and transformation yet to come. 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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June 8, 2023in Generative AI, Salesforce, Salesforce Einstein
Salesforce
05Jun

Salesforce for Outlook Retirement Moved to 2024

Is Salesforce for Outlook retiring in June 2023? Salesforce for Outlook Retirement Moved. Tectonic looks forward to helping your organization prepare for Salesforce for Outlook retirement and decide which products you want to migrate to. We will help you plan and execute your move. The Tectonic Team Salesforce for Outlook Retirement Salesforce for Outlook product retirement has been rescheduled for June 2024. The action menu (also known as the New Record button in the Salesforce for Outlook side panel) stopped functioning in Summer ’21. Salesforce for Outlook has helped reps stay productive for a long time. What does Salesforce for Outlook do? Salesforce for Outlook It allows users to access and update Salesforce data directly from within Outlook, such as contacts, leads, and opportunities. Users can also schedule meetings, log calls and emails, and manage tasks without switching between platforms. Sync contacts, events, and tasks between your desktop-based version of Outlook and Salesforce. Select an email in Outlook to see related Salesforce records, like leads, contacts, tasks, and opportunities. And relate that email to the Salesforce records of your choice. Salesforce for Outlook is scheduled for full retirement in June 2024. What is replacing Salesforce for Outlook? Salesforce offers the following products to replace Salesforce for Outlook functionality: Outlook Integration (replaces the Salesforce side panel experience, where reps can see Salesforce records and use some Salesforce features directly from Outlook) Einstein Activity Capture (replaces contact and event sync) Tectonic looks forward to helping your organization prepare for Salesforce for Outlook retirement and decide which products you want to migrate to. We will help you plan and execute your move. Outlook Retirement Moved until June of 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

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June 5, 2023in Salesforce
Tableau Pulse and Tableau GPT
04Jun

Announcing Tableau Pulse and Tableau GPT

It’s fair to say that many are familiar with ChatGPT, the groundbreaking Large Language Model from OpenAI that has transformed how we work and interact with AI. At TC 2023, Tableau announced a new tool called Tableau GPT. But what exactly is Tableau GPT, and how does it fit into Tableau’s suite of products? Announcing Tableau Pulse and Tableau GPT. Tableau GPT Tableau GPT is an assistant leveraging the advanced capabilities of generative AI to simplify and democratize data analysis. Built from Einstein GPT, a Salesforce product developed in collaboration with OpenAI, Tableau GPT integrates generative AI into Tableau’s user experience. This integration aims to help users work smarter, learn faster, and communicate more effectively. During the Devs on Stage segment of the keynote at TC, Matthew Miller, Senior Director of Product Management, showcased Tableau GPT’s ability to generate calculations. For example, with a prompt like “Extract email addresses from JSON,” Tableau GPT quickly produces a calculation that users can copy into the calculation window. Tableau Pulse Tableau GPT also powers a new tool called Tableau Pulse, designed to generate powerful insights swiftly. Tableau Pulse provides “data digests” on a personalized metrics homepage, offering a curated, ‘newsfeed’-like experience of key KPIs. As users interact with Pulse, it learns to deliver more personalized results based on their interests. For example, Tableau Pulse highlights metrics that require attention, derived from recent data trends identified by Tableau GPT. The tool provides the latest metric values, visual trends, and AI-generated insights for user-selected KPIs. Tableau Pulse also enables users to ask questions about their data in natural language. For instance, when asked, “What is driving change in Appliance Sales?” Tableau Pulse responded with a brief answer and visualization. Further inquiries, such as “What else should I know about air fryers?” revealed that the “inventory fill rate” for air fryers is forecasted to fall below a set threshold, providing actionable insights that users can share across their organization. Future Impact and Availability Tableau GPT and Pulse promise to revolutionize interactions with Tableau products, enabling quicker visualization creation and making data accessible to non-technical users. Salesforce announced that Tableau Pulse and Tableau GPT would enter pilot testing later this year. When they do, we’ll be ready to share new insights. Follow us on LinkedIn to stay updated on all the latest developments and features in Tableau! 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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June 4, 2023in Generative AI
Migrating from Zoho to Salesforce
03Jun

Migrating from Zoho to Salesforce

Migrating from Zoho to Salesforce is a major undertaking that can significantly enhance a business’s CRM processes as it scales. To ensure a smooth transition, careful planning, data preparation, and execution are essential for accurate and efficient data transfer. In this guide, we’ll outline a step-by-step approach to migrating from Zoho to Salesforce, covering everything from pre-migration planning to post-migration follow-up. Step 1: Pre-Migration Planning 1. Evaluate Your Business RequirementsBegin by assessing your current and future CRM needs. Identify critical functionalities in Zoho that you depend on and determine which Salesforce features will either replace or enhance them. Consider: This evaluation ensures that Salesforce is configured to align with your business processes during the migration. 2. Assign a Project TeamForming a dedicated project team is crucial for a successful migration. Include stakeholders from various departments, designate a project manager to oversee the migration, and enlist CRM specialists familiar with both Zoho and Salesforce. You might also consider hiring a certified Salesforce consultant or partner to assist with technical aspects. 3. Backup Your DataBefore starting the migration, back up your data from Zoho. Export all relevant information, including: This backup ensures you have a complete copy in case any issues arise during the migration. Step 2: Preparing Salesforce for Migration 1. Customize Salesforce to Fit Your NeedsNow is the time to tailor Salesforce to reflect your existing business processes. Review the custom fields, objects, workflows, and automations in Zoho, replicating or enhancing them in Salesforce. Salesforce’s high customization level allows you to optimize your CRM for your team’s specific needs. 2. Set Up IntegrationsIf you’ve been using third-party tools integrated with Zoho, establish the corresponding integrations in Salesforce. The Salesforce AppExchange offers a range of integrations, from email marketing platforms to accounting systems. Ensure the necessary tools are connected before migrating your data. Step 3: Data Migration 1. Map Data FieldsTo facilitate accurate data transfer between Zoho and Salesforce, map your Zoho data fields to their Salesforce counterparts. For instance, “Account Name” in Zoho should correspond to “Account” in Salesforce. Create equivalent custom fields in Salesforce if they exist in Zoho. 2. Cleanse Your DataData cleansing is vital to ensure only relevant, accurate, and up-to-date information is migrated. Remove duplicates, outdated contacts, and incorrect data from Zoho. This step streamlines the migration process and enhances the quality of your Salesforce database. 3. Choose a Migration ToolSelect an appropriate tool for migrating data between CRMs, such as: Depending on your data’s complexity, choose a tool that provides additional support, such as mapping or automation features. 4. Perform a Test MigrationConduct a test migration using a subset of your data before proceeding with the full migration. This allows you to verify that everything transfers correctly and identify any issues with data formatting, relationships between objects, or custom fields. Adjust your mapping and migration processes based on the test results. Step 4: Full Data Migration Once you’re satisfied with the test migration results, proceed with the complete data migration from Zoho to Salesforce. This process may take time, depending on your data’s size and complexity, so plan for downtime or staggered migrations to minimize disruptions to your team’s workflow. Step 5: Post-Migration Setup and Testing 1. Validate Your DataAfter the full migration, verify that all data has been transferred accurately. Check for discrepancies between Zoho and Salesforce records, ensuring that relationships (e.g., contacts linked to accounts) remain intact. 2. Recreate Automation and WorkflowsRe-establish any automations, workflows, or triggers that were functioning in Zoho within Salesforce. Utilize Salesforce’s automation tools, like Process Builder or Flow, to replicate these processes. Adjust them as necessary to leverage Salesforce’s advanced capabilities. 3. Train Your TeamSuccessful migration extends beyond data transfer; it’s crucial to ensure your team is equipped to use Salesforce effectively. Conduct training sessions focused on new features and workflows, providing documentation or cheat sheets to facilitate adjustment. 4. Monitor System PerformancePost-migration, monitor your Salesforce instance for any performance issues or data inconsistencies. Make necessary adjustments and ensure that integrations are functioning as expected. Step 6: Post-Migration Follow-Up 1. Run Parallel OperationsConsider operating both systems in parallel for a brief period to confirm Salesforce is fully functional before phasing out Zoho. This allows your team to continue using Zoho if critical issues arise in Salesforce during the transition. 2. Optimize Your Salesforce InstanceOver time, identify opportunities to further customize and optimize Salesforce to meet your evolving needs. Regularly review workflows, automations, and reporting to fully utilize Salesforce’s advanced features. Who Should You Work With A successful migration from Zoho to Salesforce involves key stakeholders from various departments to ensure the new CRM setup aligns with company processes. Typical Migration Timelines The duration of a Zoho to Salesforce migration typically depends on your data’s complexity and the required customizations. For smaller businesses with straightforward CRM setups, the process may take 4 to 6 weeks, encompassing planning, data mapping, testing, and training. However, larger organizations with extensive custom fields, workflows, and third-party integrations may require 3 to 6 months. Allow ample time for thorough testing and validation to ensure data accuracy and system functionality before going live. User training and post-migration follow-up are also critical for a smooth transition. Conclusion Migrating from Zoho to Salesforce is a growth step in enhancing your company’s CRM capabilities and positioning it for future growth. By meticulously planning your migration, cleansing your data, and configuring Salesforce to meet your business requirements, you can facilitate a smooth transition and leverage Salesforce’s powerful features from day one. With the right preparation and support, your business will be well-equipped to scale, streamline operations, and achieve long-term success using Salesforce. If you need assistance with your migration, don’t hesitate to contact Tectonic for a quote. Content updated September 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

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June 3, 2023in Data, Mulesoft, Salesforce
Salesforce for Transportation and Logistics
02Jun

Transportation, Logistics, The Cloud, and CRM

Transportation and logistics and crm. Typically, the state of transportation and logistics (T&L) mirrors the state of the economy, with FedEx earnings serving as a reliable indicator of how the rest of the players in the industry are doing. However, the past few years have been anything but normal. The pandemic led to a surge in demand, marked by container-filled ports and a nationwide hunt for truck drivers. After navigating two years of high intensity, T&L now faces challenges such as inflation, the Ukraine war, ongoing supply chain disruptions, the threat of recession, climbing interest rates, higher fuel costs, and overly cautious consumer behavior. Where are the Challenges? Compounding these issues is a staffing crisis in the industry, with a global shortage of warehouse workers, dock personnel, drivers, pilots, and rail crews that is expected to persist. In such uncertain times, successful transportation and logistics companies are taking strategic steps to future-proof themselves. One key strategy involves unifying customer data on a single platform to enhance efficiency and readiness for various scenarios. Smart transportation and logistics organizations plan for best, expected, and worst-case scenarios by monitoring critical signals such as capacity in key lanes, customer spending by lane, and customer lifetime value. Unifying customer data across sales, service, and operations enables informed decision-making, focusing investments where needed and optimizing resources. Manual Processes Despite this, much of T&L business, especially in sales, marketing, and customer service, relies on manual processes like phone calls, spreadsheets, and email. Centralized customer data is crucial for applying intelligence and analytics to process trends, segmenting customers, and analyzing their value. Companies investing in data unification report significant cost savings and efficiency benefits, including a 25% reduction in IT costs. Centralized customer data is also leveraged to enhance shipper experiences. T&L leaders use artificial intelligence (AI) to predict customer retention and potential churn, allowing proactive steps to be taken. Real-time data intelligence empowers customer service agents to make informed decisions swiftly. Access to shipper-specific on-time delivery performance provides valuable insights and strengthens client relationships. Transportation and Logistics and CRM More than half of T&L organizations are investing in cloud connectivity and data sharing, with 18% deriving the most value in sales and marketing, customer relationship management (CRM), distribution, and end-to-end visibility. These strategic investments are proving instrumental in navigating the complexities of the current economic landscape. Is it time to explore Salesforce CRM for your company? Contact Tectonic today. 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

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June 2, 2023in Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Service Cloud
Flexpricer and Optional Salesforce Line Items
29May

Flexpricer and Optional Salesforce Line Items

If sales users are wasting time with the standard product selector while adding line items on Quotes and Opportunities in Salesforce, but treating them as optional, use Flexpricer’s Optional Line Items interface instead. Flexpricer and Optional Salesforce Line Items let users designate any line item for an opportunity or quote as optional. Flexpricer Benefits Flexpricer and Optional Salesforce Line Items What are Optional Line Items and Why are They Useful? In Sales Cloud, adding products to a Quote or Opportunity using the basic interface can be time-consuming and limited. Sales Cloud doesn’t offer functionality to easily mark products as additional or alternate. Flexpricer enhances Sales Cloud with Optional Line Items for Opportunities and Quotes. Sales Users can: Create Accurate Quotes in Salesforce Without specialized tools, creating quotes with optional line items is challenging and prone to pricing errors. Flexpricer’s Optional Line Items provides: Optional Line Items as Alternates Using the standard product selector in Sales Cloud, users struggle with adding line items for products that can be swapped out with others. With Flexpricer, selecting line items as alternates for upsell or replacements is easy: Standard Sales Cloud Objects Flexpricer uses standard Sales Cloud objects. Your Optional Line Items aren’t locked in custom objects requiring additional licenses. Optional Line Items are commonly used by companies to present alternate or additional line items on Quotes in Salesforce without contributing to the total amount. 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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May 29, 2023in Salesforce
Salesforce and Snowflake
26May

What Makes Snowflake So Popular?

Why opt for Snowflake over its competitors? What Makes Snowflake So Popular? One of Snowflake’s standout features is its multi-cloud capability, being accessible on major cloud platforms like Azure, AWS, and GCP. This is particularly advantageous for companies operating in multi-cloud environments, as they can seamlessly query Snowflake data from any of these platforms. Snowflake distinguishes itself as a true self-managed service, eliminating the need for users to handle hardware selection, installation, configuration, or management. Moreover, there is minimal software involvement, with ongoing maintenance, management, upgrades, and tuning efficiently managed by Snowflake. If your scaling requirements are primarily related to data warehousing, Snowflake’s data-centric scalability makes it a preferred choice. On the other hand, AWS might be more suitable for general infrastructure scalability across diverse cloud infrastructure components. Organizations opt for Snowflake’s cloud-built data warehouse to achieve significant benefits. These include reducing query times from hours to seconds, providing universal access to all business users, handling structured and semi-structured data swiftly, and doing so more cost-effectively compared to other data analytics platforms. Snowflake’s storage and compute separation enables seamless sharing of live data across business units, eliminating the need for data marts or maintaining multiple data copies. The flexibility to scale virtual warehouses based on specific needs, without concerns about underlying hardware, sets Snowflake apart. Additionally, its pricing model and central data repository contribute to enhanced flexibility, scalability, and cost-effectiveness. Furthermore, Snowflake allows users to share data with partners and customers, irrespective of region or cloud, fostering collaboration on a global scale. If you would like learn more about Snowflake cloud-build data warehouse, 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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May 26, 2023in Salesforce Development Services, Snowflake
Salesforce Revenue Cloud Integration
25May

Salesforce Revenue Cloud Integration

Integrating Revenue Management with Salesforce Revenue Cloud If your organization utilizes both Revenue Management and Salesforce Revenue Cloud Integration, you can seamlessly integrate them using the Revenue Cloud Connector feature available in Feature Console. Enabling this feature configures your org with a standardized integration, allowing Revenue Management to effectively recognize revenue and costs against Salesforce orders. Key Integration Capabilities By enabling the Revenue Cloud Connector feature, you benefit from: Hierarchical Structure of Recognition Settings The integration creates recognition settings records for Salesforce objects organized in the following hierarchical structure: Level 2 Objects: Level 3 Objects: Level 4 Objects: Recognition Transactions The resulting recognition transactions encompass transaction lines generated from: Additional Considerations Revenue Contracts for Revenue Cloud For organizations creating revenue contracts for Salesforce orders, enabling the “Revenue Contracts for Revenue Cloud” feature is recommended. This feature streamlines the creation of revenue contracts via engagements linked to orders: For comprehensive details regarding fields, recognition settings, and templates established upon feature activation, refer to “Metadata Changes when Enabling Revenue Cloud Connector.” Instructions for enabling the feature are available under “Enabling Revenue Cloud Connector.” By leveraging these integrative features, organizations enhance their ability to manage revenue recognition efficiently and maintain compliance with regulatory standards. 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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May 25, 2023in Salesforce Revenue Cloud
Use Salesforce Data Protection Services
24May

Use Salesforce Data Protection Services

Ensuring Data Security in Salesforce: Use Salesforce Data Protection Services How is Data Protected in Salesforce? Salesforce.com employs cutting-edge Internet security technology, including Secure Socket Layer (SSL) with server authentication and data encryption, ensuring the protection of user information during access via supported web browsers. Why Use Salesforce Data Protection Services? Data Security is imperative to meet evolving privacy standards and safeguard sensitive information shared over the internet. Unauthorized access could pose significant risks to the entire organization, making data security a crucial aspect. Salesforce GDPR Certification: Yes, Salesforce is GDPR certified, as confirmed in Section 11 of the Data Processing Addendum, where Salesforce commits to providing reasonable assistance to customers. Salesforce CCPA Compliance with Customer 360: Salesforce 360 facilitates CCPA compliance by seamlessly connecting Marketing Cloud to Sales Cloud, ensuring a cohesive flow of customer data across the organization. Introduction to Salesforce Shield: Salesforce Shield comprises three security tools – Shield Platform Encryption, Event Monitoring, and Field Audit Trail – embedded into critical business applications to enhance trust, compliance, and governance. Data Protection and Privacy Regulations: Salesforce assists companies in complying with various data protection and privacy regulations, including GDPR, CCPA, PIPA, LGPD, PIPEDA, and more, offering guidance on common privacy principles. Guidance for Data Management and Privacy Compliance: Salesforce provides tools for efficient data management and privacy compliance, covering aspects such as data deletion, consent management, restriction of processing, data access and portability, and privacy center functionalities. Encryption of Data at Rest with Salesforce Shield Platform Encryption: Salesforce Shield Platform Encryption encrypts data at rest within servers, databases, search index files, and the file system, preserving functionality and ensuring secure storage. Use Salesforce Data Protection Services: To enable Data Privacy and Protection in Salesforce, users can navigate through Lightning Experience or Salesforce Classic, accessing the setup and entering “Data Protection and Privacy” in the Quick Find box. Various Data Security Settings in Salesforce: Salesforce offers multiple data security settings, including Object-Level Security through profiles, Permission Sets, Permission Set Groups, Ownership-Based Sharing Rules, Criteria-Based Sharing Rules, and Guest User Sharing Rules. Salesforce Data Ownership and Digital Chain of Custody: Salesforce Data Ownership involves maintaining a Digital Chain of Custody, ensuring meticulous tracking of data through each replication process. This guarantees data remains under control and protected at all times. Salesforce and DLP Functionality: Salesforce does not have built-in Data Loss Prevention (DLP) functionality. It relies on third-party apps like Nightfall to provide DLP capabilities, crucial for maintaining compliance with regulations such as HIPAA and PCI. 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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May 24, 2023in Salesforce, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Shield
Create a Salesforce Approval Process
20May

Create a Salesforce Approval Process

Streamlining Your Salesforce Approval Process: Top Options Create a Salesforce Approval Process – an essential for tasks such as: This insight explores the top methods for implementing a Salesforce approval process in your organization. Option 1: Manually Send Opportunities Over Email or Slack The classic approach is manually sending approval requests via email or Slack, starting with a simple “Hey, can you approve this?” message. This method can be effective if the volume of requests is low. Pros: Cons: Many businesses using this method eventually seek more efficient systems to avoid cluttered inboxes and disorganized processes. Option 2: Use a Google Sheet Another option is to manage the approval process through a Google Sheet. Sales reps and managers add new deal information to the sheet, which acts as a central repository for tracking approval statuses without email chains. Pros: Cons: The manual nature of this method often leads to abandonment, as it can slow down the sales workflow and burden reps with administrative tasks. Option 3: Salesforce Approvals Salesforce offers native approval functions, allowing users to create approval processes involving various stakeholders. Approvals can be managed via email or directly within Salesforce. Pros: Cons: While Salesforce Approvals improve upon manual methods, they still have limitations in notifying stakeholders and tracking responses efficiently. Option 4: Use Rattle Rattle is an automation tool that integrates Salesforce with Slack to streamline the approval process. Custom Slack alerts trigger when deal information in Salesforce changes, notifying sales managers of approval needs. Pros: Cons: Rattle offers a blend of accountability and speed, enabling sales reps to focus on clients while managers receive timely approval notifications and can make decisions quickly. Choosing the Best Option Now that we’ve reviewed several methods for implementing a Salesforce approval process, it’s time to determine the best fit for your organization. Consider the following steps: By selecting a dynamic approval process tailored to your needs, you’ll free up your sales team to focus on bringing in and closing more deals, enhancing overall productivity and efficiency. 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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May 20, 2023in Salesforce
Sales Cloud Innovation Driven by UX Design Principles
18May

Enhance UX With Keyboard Accessibility

Enhancing User Experience (UX) with Keyboard Accessibility Keyboard accessibility plays a crucial role in creating more inclusive and scalable products. While many individuals can navigate a computer using a mouse, there are those with mobility- or dexterity-related accessibility needs who rely on alternative devices like head wands or switch controls. The foundation of these alternative interactions is keyboard access. Enhance UX With Keyboard Accessibility for greater user experiences. In a world where approximately 16% of the population has at least one disability, prioritizing keyboard accessibility becomes paramount. Salesforce, a company committed to equality, incorporates this principle into its product design, ensuring that every user, regardless of their abilities, can effectively engage with their products. Enhance UX With Keyboard Accessibility But what does keyboard accessibility entail? Essentially, it means that any action achievable with a mouse should also be accomplishable with a keyboard. This foundational principle accommodates various user needs, such as screen readers for the blind or voice commands. The consistent factor across these diverse modes of interaction is the reliance on keyboard access. Let’s explore an alternative interaction pattern called “click to create” that serves as a keyboard-accessible substitute for drag-and-drop functionalities, addressing accessibility issues in the Email Builder of Marketing Cloud. This pattern allows users, including those with mobility challenges, to add content through keyboard strokes. By incorporating “click to create” into a new keyboard-accessible version of the Email Builder, Salesforce ensures compliance with keyboard accessibility standards and facilitates content creation for all users. To elevate keyboard accessibility during the product design process, consider these five key moments: By integrating keyboard accessibility considerations at each of these key moments, designers, product managers, and engineers can collaboratively contribute to creating products that are accessible to all users. The mantra “Can I do it with a keyboard?” serves as a constant reminder to prioritize inclusivity throughout the product development cycle, making accessibility a shared responsibility among all contributors. 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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May 18, 2023in Salesforce

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