Salesforce Archives - gettectonic.com - Page 60
AI Capability Maturity Model
30Jan

AI Capability Maturity Model

The AI Capability Maturity Model (AI CMM), devised by the Artificial Intelligence Center of Excellence within the GSA IT Modernization Centers of Excellence (CoE), functions as a standardized framework for federal agencies to evaluate their organizational and operational maturity levels. It is equally useful for private organizations in aligning them with predefined objectives. Instead of imposing normative capability assessments, the AI CMM concentrates on illuminating significant milestones indicative of maturity levels along the AI journey. The AI Capability Maturity Model focuses primarily on the development of AI capabilities within an organization. It evaluates an organization’s maturity across four main areas: data, algorithms, technology, and people. Serving as a valuable tool, the AI CMM assists organizations in shaping their unique AI roadmap and investment strategy. The outcomes derived from AI CMM analysis empower decision-makers to identify investment areas that address immediate goals for rapid AI adoption while aligning with broader enterprise objectives in the long run. Maturity vs capability models A maturity model tends to measure activities, such as whether a certain tool or process has been implemented. In contrast, capability models are outcome-based, which means you need to use measurements of key outcomes to confirm that changes result in improvements. AI development rooted in sound software practices underpins much of the content discussed in this and other chapters. Though not explicitly delving into agile development methodology, Dev(Sec)Ops, or cloud and infrastructure strategies, these elements are fundamental to the successful development of AI solutions. The AI CMM elaborates on how a robust IT infrastructure leads to the most successful development of an organization’s AI practice. What are the maturity levels of AI? What are the maturity levels of Artificial Intelligence? Or it can be measured this way. AI Maturity Model Why is AI maturity important? The AI Maturity Assessment is a process designed to help organizations evaluate their current AI capabilities, identify gaps and areas for improvement, and develop a roadmap to build a more effective AI program. Organizational Maturity Areas Organizational maturity areas represent the capacity to embed AI capabilities across the organization. Two approaches, top-down and user-centric, offer distinct perspectives on organizational maturity. Top-Down, Organizational View Bottom-Up, User-centric View Operational Maturity Areas Operational maturity areas represent organizational functions impacting the implementation of AI capabilities. Each area is treated as a discrete capability for maturity evaluation, yet they generally depend on one another. PeopleOps CloudOps DevOps SecOps DataOps MLOps AIOps AI Capability Maturity Model This comprehensive overview of organizational and operational maturity areas underlines the multifaceted nature of AI implementation and the critical role played by diverse elements in ensuring success across different layers of an organization. How AI is transforming the world? AI-powered technologies such as natural language processing, image and audio recognition, and computer vision have revolutionized the way we interact with and consume media. With AI, we are able to process and analyze vast amounts of data quickly, making it easier to find and access the information we need. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 30, 2024in Salesforce Einstein
Generative AI Glossary
27Jan

Key Questions to Ask About Generative AI Before Diving into the Gene Pool

As generative AI plays an increasingly significant role in shaping business decisions and reshaping customer relationships, leaders must grasp the potential.  This means use cases, and risks associated with AI. The good, the bad, and the ugly.  Questions to Ask About Generative AI gene pool. The journey begins with asking pertinent questions. Are you feeling overwhelmed by generative AI yet? The multitude of questions that businesses need to address regarding AI—covering technology, skills, privacy, data, and organizational requirements, among others—can be seemingly endless. Knowing where to start and identifying the most crucial AI-related questions before jumping into implementation can be challenging.  But it is totally worth the time. “Many organizations are venturing into AI for the first time. They are transitioning from predictive AI, machine learning, or deep learning to explore the next generation of AI for elevating productivity.” Marc Benioff, CEO of Salesforce While the demand and potential of AI are substantial, so are the associated risks. To assist in navigating this landscape, here’s a snapshot: Employee View: Exec Summary: Your Next Move: By Tectonic’s Marketing Consultant, Shannan Hearne Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 27, 2024in Generative AI, Salesforce Einstein
crm analytics
26Jan

Build Better Tableau Dashboards

The effort made to build better Tableau dashboards pays tenfold in there readability and usability. “Dashboard design is not about making dashboards ‘pretty. It’s making them functional and helping the user to get the information they need as efficiently as possible.” ALEXANDER WALECZEK, ANALYTICS PRACTICE LEAD AND TABLEAU AMBASSADOR Effective communication with your audience involves considering their needs from start to finish. The key lies in posing the right questions. To convey information to your readers in an engaging manner, it is crucial to grasp fundamental aspects, such as: Possibly, when tailoring content for a time-pressed salesperson with only 15 seconds to spare for crucial performance indicators, it is imperative to present the most vital information in a glance. Additionally, ensuring that the dashboard is mobile-friendly and loads swiftly becomes essential. On the other hand, if your target audience consists of a team set to review quarterly dashboards over an extended period, offering more detailed views of the data might be advisable. Build Better Tableau Dashboards for Your Audience Take into account the expertise level of your audience. Gain a deeper understanding of their skill set by inquiring about their priorities and data consumption habits. This insight is crucial for determining the most effective way to present data, guiding key design decisions. For instance, a novice may require more action-oriented labels for filters or parameters compared to an advanced user. Here are four effective methods to assess the dashboard and data proficiency of your audience: Adjust Your Narrative Adjust your narrative accordingly. Tailoring your dashboards to suit the intended audience enhances their impact. Below are three visualizations depicting the distribution of tornadoes in the United States for the first nine months of the year. The distinction lies in the level of visual information employed to convey the narrative. There might e an extremely minimal presentation, progressing in complexity towards the right. None of these approaches is inherently superior to the others. The minimal visualization on the left might be ideal for audiences well-versed in the subject matter, appreciating simplicity and the elimination of redundancy. On the other hand, for newcomers or individuals viewing the visualization just once, the explicitness of the visualization on the right could be more effective. Determining what constitutes clutter versus essential information is where collaboration with colleagues becomes crucial. Crafting persuasive dashboards involves making a lasting impact on partnership. By closely collaborating with line-of-business stakeholders, you can secure the buy-in and engagement needed to tailor the dashboard to their specific requirements and expectations. This collaborative approach forms the essence of dashboard persuasion. A Work in Progress Demonstrate your process and embrace iterative refinement. Establishing a culture of analytics should be accompanied by a culture of supportive and frequent critique. Creating multiple versions of your work and actively seeking feedback throughout the process will contribute to a superior final product. Avoid isolation and stagnation; share your progress with others, use the feedback to refine your work, and repeat the process until you achieve a satisfactory result. Much like the formation of a diamond requiring extraordinary heat, pressure, and time, the outcome is worth the effort. Encouraging critiques is essential for cultivating a culture of constructive feedback. Trust among colleagues is important, arguably it enables mutual respect and trust in each other’s feedback. Developing a thick skin is also necessary, focusing on designing dashboards that cater to users and clients’ needs rather than personal preferences. Similar to writers who must “kill their darlings,” designers must prioritize the overall effectiveness of the dashboard, making honest assessments and adjustments when needed. “It also helps to have a public place—on a real or virtual wall—for sharing work. Making work public creates constant opportunities for feedback and improvements.” 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 26, 2024in Salesforce, Salesforce Tableau
Salesforce Success Story
25Jan

Case Study: Reduce the Time and Cost of Provider Onboarding

The primary provider of ancillary insurance services including life, dental, disability, vision and other large provider organizations in eight states. Industry: Insurance Implemented: Salesforce Platform Technologies Replaced: Multiple Systems Tectonic has greatly streamlined the entire provider onboarding process including automation the Practice/Provider credentials verification process. In addition, prospecting and overall affiliate management process was transformed. The Challange The Solution How can Tectonic Reduce the Time and Cost of Provider Onboarding for your organization? Contact us 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 25, 2024in Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions
Salesforce Revenue Lifecycle Management
25Jan

Salesforce Revenue Lifecycle Management

Seamless Revenue Lifecycle Management Powered by Salesforce Revenue Cloud Is your company struggling to manage complex revenue streams, manual billing processes, or compliance with ASC 606 and IFRS 15 standards? Tectonic specializes in implementing Salesforce Revenue Lifecycle Management solutions through Salesforce Revenue Cloud. We offer tailored strategies for mid-market and enterprise companies across industries like High Tech, SaaS, Manufacturing, Hospitality, and Life Sciences. Industries We Serve The Challenges You Face Managing complex revenue streams can be overwhelming without the right systems. If your business is facing challenges like: Tectonic’s Tailored Solutions – Salesforce Revenue Lifecycle Management We leverage Salesforce Revenue Cloud to automate and streamline your Salesforce Revenue Lifecycle Management, helping companies overcome these challenges with ease. Key Use Cases for Salesforce Revenue Lifecycle Management (RLM) 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 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 25, 2024in Data, Enterprise, Salesforce, Salesforce CPQ, Salesforce Revenue Cloud
Salesforce for Energy and Utilities
24Jan

Salesforce for Energy and Utilities

The Energy & Utilities Cloud (E&U Cloud) integrates and extends the comprehensive capabilities of Salesforce Sales and Service Cloud. Integrated with the Salesforce Platform to provide an industry-specific solution tailored for utilities, retail energy, and modern energy services companies. Align your business with the future of energy through personalized service, unified customer and asset data, and enhanced business agility. Key Features: By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 24, 2024in Salesforce, Salesforce Manufacturing Automotive Energy, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce
22Jan

Spring ’24 Salesforce Enhancements to Health Cloud and the Financial Services Industry

Salesforce Enhancements to Health Cloud and the Financial Services Industry bring about big changes for Health Cloud and financial services solutions. Enhancements Home Health Enhancements Health Cloud Deliver connected health in the home with new slot broadcasting, intelligent medication management, and a self-service patient portal. Provider Relationship and Network Management Enhancements Health Cloud Process referrals faster with automated intake, guided flows, and fax-conversion. Simplify provider searches with filters for conditions, services, and geographic location. Advanced Therapy Management Enhancements Health Cloud Use e-signatures to maintain FDA compliance with a digital trail of custody. Interoperability Enhancements Health Cloud Accelerate healthcare interoperability with clicks, not code. Use real-time APIs for EMRs, embedded analytics, and bulk data ingestion to simplify integration. Personalized Financial Engagement Financial Services Unify terabytes of customer data across legacy and third-party systems into a single view. Ignite your personalization strategy at scale by using out-of-the-box calculated insights to create targeted segments and improve employee efficiency. Automation Templates Enhancements Financial Services Deliver self-service embedded into your digital banking solutions, move faster with an expanded library of prebuilt service process templates, and streamline transaction disputes with a dedicated data model and smart intake capabilities. Transaction Dispute Management Enhancements Financial Services Streamline complex dispute processes to drive faster resolution. Generate personalized email communications drafts using prompts based on relevant customer data. Eliminate the inefficiencies of switching between systems and reduce operational costs. Actionable Segmentation Enhancements Financial Services Build more advanced lists with Data Cloud and AI-driven Propensity Scores. Drive business outcomes with new actions like adding list members to a Sales Cadence. Salesforce Enhancements to Health Cloud and the Financial Services Industry Stay tuned to Tectonic’s Insights for more details and news from Salesforce. Salesforce Enhancements to Health Cloud and the Financial Services Industry 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 22, 2024in Life Sciences Cloud, Salesforce Financial Cloud, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud
Salesforce Data Cloud
21Jan

Salesforce Data Cloud License Offer

At Dreamforce 2023, Salesforce announced that Data Cloud free licenses are now included for all Enterprise Edition or above customers so they can become familiar with the new capabilities and develop use case ideas for Salesforce Data Cloud. Salesforce Data Cloud License Offer! Are you taking advantage of Salesforce Data Cloud’s customer 360 capabilities when it comes to intuitive, fast, efficient customer service? Today is the day! With the Salesforce Data Cloud Offer you can take advantage now! Data Cloud is the fastest growing organically built product in Salesforce’s history (Salesforce built it themselves, not via acquisitions). Data Cloud could be described as the ‘Holy Grail of CRM’, meaning that the data problem that’s existed since the earliest days of CRM is now finally solved. This is truly a 360 degree customer view. Why is Data Cloud important? A data cloud gives you an infrastructure for efficient data management across multiple systems at any scale. You can ensure data is available to anyone who needs it without compromising data integrity or security. There’s never been a better time to partner with Tectonic to explore Salesforce Data Cloud for your data and your business. Take advantage of the Data Cloud License Offer today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 21, 2024in Salesforce Data Cloud, Salesforce Managed Services
Salesforce Logo
20Jan

Spring ’24 Enhancements to Salesforce Analytics, Data Cloud, Einstein, and Net Zero Cloud

Discover the Spring ’24 Enhancements to Analytics Data Cloud Einstein and Net Zero Cloud Enhancements to Salesforce Analytics, Data Cloud, Einstein, and Net Zero Cloud in Spring’24. Reports and Dashboards for Data Cloud Enhancements Analytics Create custom report types, more core semantics, calculated insights, and date and time formulas. Analytics Collection Components Analytics Curate related analytics assets for better organization and easier consumption. Embed a specific collection directly into Lightning pages to easily access the insights you need right in your workflow. Enhanced Dashboard Customization Analytics Easily create and remember custom colors for widgets. Save hours in development time by applying layouts and colors to all widgets in a dashboard with just a few clicks. Revenue Intelligence Enhancements Analytics A new streamlined setup helps you get started even faster, and a library of KPI components lets you further customize Forecast Insights. To better understand conversation rates, use the new Win Rate Funnel view. Data Graphs Data Cloud Combine multiple data model objects and calculated insights into a unified view. New Profile API improves query performance to power near real-time use cases across Customer 360. Bring Your Own Lake with Snowflake Data Cloud Share data between Data Cloud and Snowflake with zero-ETL. With Data Federation, you can now share your data bidirectionally and access Snowflake datasets in Salesforce to enrich your unified customer profiles and unlock new insights. Bring Your Own Lake with Google BigQuery Data Cloud Share data between Data Cloud and Google BigQuery with zero-ETL. With seamless data access, you can enrich your unified customer profiles with BigQuery datasets, helping you unlock new insights and better power your Google Analytics and AI models. Streaming Data Ingest for Salesforce CRM Connector Data Cloud Ingest changes to Salesforce standard and custom objects in near real-time with streaming data ingest for the Salesforce CRM Connector. Now, existing batch ingestion checks for more frequent updates to your Salesforce objects. Einstein Copilot Einstein Embed Einstein Copilot—a conversational AI assistant—across all Salesforce applications to help teams be more productive. Automate steps or tasks with out-of-the-box actions, or create custom actions that call flows, Apex, or MuleSoft APIs. Prompt Builder Einstein Create, test, and refine prompt templates easily without code. Ground prompts with dynamic CRM data, including merge fields and flows. Invoke prompted workflows across the Einstein 1 Platform through Flow, Lightning Web Components, and Apex. ESG (Environmental, Social, and Governance) Disclosure Authoring with Generative AI Net Zero Cloud Use Einstein to generate more efficient Corporate Sustainability Reporting Directive (CSRD), Global Reporting Initiative (GRI), and Carbon Disclosure Project (CDP) reports. Einstein can access and use the internal information you’ve uploaded to Net Zero Cloud to write and answer specific questions required for these reporting standards. Disclosure and Compliance Hub Plugin for Microsoft Word Net Zero Cloud Net Zero Cloud now provides sustainability managers more flexibility to support multiple authoring formats using Microsoft Word Office 365. Multiuser collaboration, easy navigation, and rich text support create a cleaner and easier experience. Marginal Abatement Cost Visualizations Net Zero Cloud With marginal abatement cost visualizations, customers can gain insights into required investments for various programs and forecast future emissions based on the cost to offset carbon. Sustainability Program Visualizations Net Zero Cloud Visualize the combined effects of multiple environmental, social, and corporate governance (ESG) initiatives and gain a deeper understanding into different ESG projects and specific metrics within these projects. Improved Emissions Factors Management Net Zero Cloud Automatically integrate emissions factors from Net Zero Marketplace into Net Zero Cloud to easily manage and apply the data, for improved transparency and visibility in one location. Stay tuned to Tectonic’s Insights for more details and news from Salesforce. Enhancements to Salesforce Analytics, Data Cloud, Einstein, and Net Zero Cloud. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 20, 2024in Google Analytics, Salesforce Data Cloud, Salesforce Einstein, Salesforce Marketing Automation, Salesforce Net Zero Cloud
Better Sales and Services with Salesforce Unlimited Edition
17Jan

Granular Data Center Overview

Granular Data Center Overview in Marketing Cloud Intelligence The Granular Data Center is an advanced feature tailored for ingesting detailed, raw data into the system. This data can reach a scale of hundreds of millions or even billions of rows due to its granularity. Unlike other data stream types, usage and pricing are based on terabytes of storage rather than row count. Ideal data types for Granular Data Center streams include keyword-level data, event-level data, logs, and precise geodata. Granular Data Center streams generate corresponding tables of data specific to a workspace. All data stored in the Granular Data Center fully complies with GDPR regulations and requirements. The Granular Data Center is a premium feature. For inquiries about purchasing, please contact a Marketing Cloud Intelligence representative at Salesforce. Deprovisioning the Granular Data Center add-on from an account triggers the following actions: Note: System admins and higher can still access the Granular Data Center for 90 days after unchecking the checkbox. Access will be unavailable after this period. Note: System admins and higher can continue running SQL queries and exports for 90 days. After this period, all Granular Data Center data streams are automatically deleted, along with the data. When retrieving data from the Granular Data Center, be mindful of these timeout limits: Enabling the Granular Data Center in a Workspace Purchasing the Granular Data Center automatically activates it in the account, but an admin must enable it in the workspace to make the Granular Data Center tab visible. Viewing Granular Data Center Data The Granular Data Center landing page provides an overview of all created data streams in that workspace. Users can manage ingested data, aggregations, extracted data, share data streams, create queries, and more from this centralized location. Creating Granular Data Center Data Streams Generate a Granular Data Center data stream to ingest detailed data, such as event-level or keyword-level data. Mapping Granular Data Center Data Upon file upload or usage of a technical vendor, users are directed to a mapping preview screen where they can verify data identification, modify mapping, add mapping formulas, and more. Each uploaded dataset creates a dynamic table tailored to the loaded data type, impacting data load options and behavior. Querying Granular Data Centers Access and extract data from Granular Data Centers within your workspace. Users can also query Granular Data Centers in other workspaces via data sharing. Queries can be manually crafted using an SQL editor or created effortlessly with the Query Builder. Visualizing Granular Data Center Data The Entity-Relationship Diagram (ERD) visually represents tables and connections between specific dimensions. Each block symbolizes a table containing available fields, with lines denoting connections between tables based on specific dimensions. Sharing Granular Data Centers Relevant Granular Data Centers can be shared across workspaces within the same account. Deleting Data from a Granular Data Center To align with data protection regulations, users have the option to delete data from a Granular Data Center. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 17, 2024in Data, Google, Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Marketing Cloud
Salesforce Developer Toolkit
16Jan

Salesforce Developer Toolkit

Have you ever been overwhelmed by a complex project with numerous tasks and deadlines? I felt the same until I discovered Salesforce tools. One afternoon, a colleague introduced me to these tools, and everything changed. Suddenly, I could manage my work more effectively, collaborate better with my team, and consistently deliver outstanding results. Salesforce tools completely transformed the way I work. They showed me that with the right technology, teams don’t just meet expectations—they exceed them, driving better business performance. Let’s explore how Salesforce tools can lead to better development outcomes and help you stay ahead of the competition. Key Takeaways Understanding Salesforce Development Tools Diving into Salesforce development tools reveals how essential they are for boosting productivity and streamlining processes. Each tool plays a unique role in making Salesforce adaptable for developers. For instance, using the Salesforce Developer Edition allows me to test apps without real data, helping me create better solutions. Scratch Orgs provide a space to develop apps for specific needs, offering flexibility in my work. The Salesforce CLI simplifies managing and integrating different tools, enhancing my overall development workflow. By learning and mastering these tools, I’ve significantly improved my technical skills, gaining confidence to tackle various projects knowing I have the right tool for each task. Key Benefits of Using Salesforce Tools Salesforce tools have revolutionized how we work and engage with clients. One of the standout benefits is the clear visibility into customer data. This makes our interactions more personalized and effective, as everyone on the team has access to the necessary customer information. Team collaboration also becomes more seamless. Sharing vital information removes delays, streamlining the development process and ensuring we all work towards the same goals. Automation is another game-changer. It reduces manual tasks, allowing us to focus on high-value activities. Companies that embrace these tools often see improved sales and overall business performance. Salesforce Tools for Better Development The right tools can transform your development process. Salesforce tools enhance every aspect, from understanding customer needs to improving team collaboration. By making both teams and customers more visible, these tools lead to better strategies and outcomes. Improved Customer Visibility Customer insight is crucial to business success. Salesforce tools provide immediate access to customer data, enabling us to tailor services to meet their needs. I can now predict trends and respond quickly, enhancing the customer experience. This visibility also allows businesses to adjust plans rapidly, leading to faster improvements. Enhanced Collaboration Across Teams Collaboration is key to success. Salesforce tools enable seamless communication and information sharing across teams, reducing errors and making development smoother. As teams work more efficiently together, productivity rises, and customer satisfaction improves. These tools have fundamentally changed how my team operates, driving us toward our goals. Getting Started with Salesforce Tools When I began exploring Salesforce tools, I realized how crucial it was to understand the setup process. It’s not just about choosing the right tool—it’s about selecting one that aligns with your business needs. I spent considerable time researching and selecting the best tools for my organization, which resulted in smoother operations. Setting up accounts in an organized manner also prevented potential issues down the line. Training was equally important. I provided my team with comprehensive resources and hands-on experience with Salesforce tools. This approach ensured everyone was prepared to use the tools effectively and enhance our productivity. Salesforce Developer Toolkit For a Salesforce developer, the Salesforce Developer Toolkit is essential to improving workflow and productivity. Using the right tools significantly enhances both efficiency and output quality. Essential Tools for Every Salesforce Developer The toolkit includes indispensable tools like the Developer Console and Salesforce Extensions for Visual Studio Code. These make coding easier and allow for better testing and debugging. The Ant Migration Tool is invaluable for transferring project components, tracking changes, and deploying updates seamlessly. Streamlining Development Processes with Salesforce By utilizing the Salesforce Developer Toolkit, I’ve accelerated development processes. Integrated environments and robust command-line interfaces make app deployment faster. These tools enhance my coding efficiency, allowing me to deliver exceptional Salesforce apps to clients with speed and precision. Top Salesforce Tools to Consider When starting with Salesforce, it’s essential to identify the tools that best meet your needs. Salesforce Lightning, Salesforce CLI, and Workbench stand out for their powerful features and benefits. Salesforce Lightning Salesforce Lightning simplifies app development with its intuitive interface. Its drag-and-drop functionality enables quick assembly of components, allowing me to focus on adding value rather than technical complexities. Salesforce CLI For developers who prefer command-line interfaces, Salesforce CLI is an excellent choice. It automates tasks, improves workflow efficiency, and reduces errors, ultimately enhancing productivity. Workbench and the Ant Migration Tool Workbench is a versatile tool for managing data and running SOQL queries, making it a favorite among developers. The Ant Migration Tool ensures smooth metadata transfers between Salesforce environments, ensuring seamless development. Optimizing Salesforce Development Processes Optimizing development in Salesforce involves improving efficiency and productivity. Automated testing, for instance, simplifies repetitive tasks, allowing developers to focus on more complex challenges. Using scratch orgs for feature branches is another winning strategy. It enables developers to work on new features without affecting the main codebase—a must in fast-paced environments. Agile methodologies also transform development processes. Iterative practices ensure that workflows stay up-to-date with evolving requirements, and continuous feedback drives consistent improvement. Integrating Third-Party Tools with Salesforce When enhancing my Salesforce setup, I often consider third-party integrations. Salesforce AppExchange offers a variety of apps that can be tailored to fit specific business needs. This flexibility is invaluable. Salesforce API integration makes it easy to connect Salesforce with other apps, allowing for better data management and automation. By leveraging these integrations, I’ve enhanced workflows and improved efficiency across the board. Best Practices for Enhancing Salesforce Development Maximizing Salesforce development success depends on following best practices, such as leveraging automation and community resources. Automating Routine Tasks with Salesforce Tools Automation is central to my daily routine. Tools like Process Builder and Workflow automate repetitive tasks, saving time

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January 16, 2024in Data, Salesforce, Technology
Salesforce Logo
15Jan

Spring ’24 Release Enhancements for Public Sector, Education, and Nonprofit

Enhancements for Public Sector, Education and Nonprofit Spring ’24. Change of Circumstance Guided Flow Public Sector Ensure that benefit eligibility remains accurate even when circumstances change. Use guided flows to simplify the process for constituents to report a “change in circumstance” and for caseworkers to re-check eligibility and adjust disbursement amounts. Caseworker Productivity Dashboard Public Sector Analyze caseload trends, boost productivity, and see results. Out-of-the-box data insights empower agencies to understand caseload trends, prioritize and distribute caseloads based on key factors, and visualize their impact. Recruitment and Admissions Enhancements Education Increase application completions by simplifying application processes. Empower parents and agents to start and view applications, support applications to multiple programs, and keep applicants on track with checklists that are reusable across programs. Mentorship Support Education Help students build deeper relationships. Connect students with mentors like alumni, faculty, or peers, and support them with a comprehensive portal experience. Fundraising Enhancements Nonprofit Attribute revenue from recurring donation upgrade campaigns and understand ROI to make data-driven spend decisions. There is also a new object for payment information and a business process API that makes it easier to build integrations. Program Management Enhancements Nonprofit Save time and improve data quality with Automated Outcome Results. Experience Cloud Integration makes it possible to share your outcome strategy externally, and Care Plan Integration links individual care plans to outcomes. Grantseeker Collaboration Public Sector and Nonprofit Enable teams to collaborate when they’re seeking grant funding. Applicants can securely share applications, for faster information gathering and application completion. And applicant owners can control who can view and edit. Private Funding Opportunities Nonprofit Avoid unsolicited applications. Target projects closely aligned with funding priorities and manage the volume of applications you receive. Stay tuned to the Tectonic Insights for more great news from Salesforce and the Spring ’24 Release. Enhancements for Public Sector, Education, and Nonprofit. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 15, 2024in Salesforce Education Cloud, Salesforce for Nonprofits, Salesforce Government Cloud, Salesforce Nonprofit Cloud, Salesforce Public Sector Solutions

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