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14Mar

Salesforce CRM Analytics and Tableau Explained

In the busy world of business data management, leveraging data as a core element of strategy is not just important, it has become an imperative. Salesforce CRM Analytics and Tableau are great tools. Salesforce provides advanced solutions that surpass standard lightning reports and dashboards, offering profound insights into your data. CRM Analytics (formerly Tableau CRM): CRM Analytics is an integral part of the Salesforce platform, enabling the utilization of Salesforce data and external data sources to integrate analytics seamlessly within Salesforce. Users must possess Salesforce licenses to access this data. Tableau: Acquired by Salesforce in 2019 to expand into the broader business intelligence landscape, Tableau remains an off-platform solution, ideal for comprehensive data analysis across the entire business. Users are not required to have Salesforce licenses, and there is an option for Tableau to operate on-premise. CRM Analytics was formerly known as Einstein Analytics and Tableau CRM, before earning its current name. CRM Analytics is all about the Salesforce user experience, enabling the user to go quickly from data to insight to action without leaving CRM – goodbye swivel chair and spreadsheets! Tableau extends this capability outside of Salesforce to all users anywhere with all data. Salesforce CRM Analytics and Tableau – which one is right for you? 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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March 14, 2023in Salesforce
Data Collection
13Mar

Marketing Cloud Personalization Explained

Marketing Cloud Personalization introduces an advanced level of customization for both you and your clients. By tracking customer interactions on your website, the system can adjust messaging on web pages and customize experiences based on the products and services that interest your customer. With Marketing Cloud Personalization (formerly Interaction Studio), visualize, track, and manage customer experiences with real-time interaction management. SMCP gives you the power to utilize the 4 P’s of marketing personalization. What are the 4 Ps of marketing personalization? The timeless 4 Ps of marketing—Product, Place, Price, and Promotion—remain relevant. To capitalize on contemporary capabilities, it’s essential to update strategies. A recent Infosys survey found that: While monitoring customer behavior for personalized experiences is not new, the ability to do it in real-time is. To bring this vision to life, rely on Marketing Cloud Personalization (formerly Salesforce Interaction Studio). Salesforce Marketing Cloud Personalization is a real-time personalization and interaction management solution, creating personalized experiences at crucial touch points throughout the customer journey. Marketing Cloud Personalization enables you to: Other beneficial reasons to implement Marketing Cloud Personalization include: Impact & Benefits Across Industries: Marketing Cloud Personalization captures data from every interaction, building unique customer profiles for known and unknown visitors. It supports web, mobile, and email campaigns, offering real-time personalization experiences and advanced features like triggered and server-side campaigns. Gears, Feeds, and Catalogs: 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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March 13, 2023in Marketing Automation, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Personalization
Salesforce Einstein
12Mar

Salesforce ChatGPT

ChatGPT, an AI chatbot and Large Language Model developed by OpenAI with support from Microsoft, employs Natural Language Processing (NLP) to engage with users and provide responses by mining a vast database compiled from millions of websites. Its interactions are designed to be natural and conversational, but the accuracy may vary depending on the specificity of the user’s inquiry. In the context of the Salesforce ecosystem, the impact of ChatGPT can lead to both positive and negative outcomes. For example, it excels in generating code such as validation rules, formulas, and Apex classes. However, caution is advised when relying on it for declarative results or comprehensive answers. Junior developers may face challenges, as ChatGPT, drawing insights from extensive code samples, has the potential to outperform them in code writing. It is worth acknowledging that Salesforce has been integrating artificial intelligence since 2017. When it comes to output, ChatGPT is a little bit like canned cheese and string cheese. They are both “cheese” but neither one is cheese. For business analysts and consultants, ChatGPT can be a valuable resource for crafting generic proposals or suggesting process steps. Nevertheless, a measured reliance on its outputs is recommended. Architects, in contrast, may find limited value in ChatGPT, lacking the necessary experience and context for their role. Additionally, ChatGPT can be utilized to generate initial drafts of documents like training materials or business cases, but users must specify the rationale behind suggested changes, as ChatGPT lacks intrinsic understanding. It is crucial to clarify that ChatGPT functions as a content development tool and should not be confused with Salesforce Service Cloud Voice and conventional chatbots. Awareness of Salesforce’s My Domain changes is essential for those currently using chatbots, as these changes can impact their functionality. For marketers and content writers, it is essential to recognize that Large Language Models like ChatGPT may accentuate social biases and produce potentially inaccurate results. This stems from the questionable data found in some of the millions of websites that contribute to its training. In summary, while ChatGPT can be a beneficial tool, it is imperative to validate and verify its results before relying on them. 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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March 12, 2023in Salesforce, Salesforce Einstein
Dialpad Powerdialer With Salesforce and Salesforce Engagement
08Mar

Dialpad Powerdialer With Salesforce and Salesforce Engagement

Is Dialpad integrated with Salesforce? Dialpad Powerdialer With Salesforce and Salesforce Engagement. Dialpad offers various integration options with Salesforce, each with specific requirements. Let’s dive into the details of each integration option. Dialpad for Salesforce necessitates a Pro or Enterprise Dialpad plan type and is compatible with both Service and Sales Clouds. Dialpad’s Powerdialer feature within Salesforce empowers Sales Managers to generate and assign dial lists comprising Leads, Contacts, Opportunities, or Accounts. This capability streamlines the process, enabling representatives to automatically dial through these lists without having to access each record individually. Dialpad for Salesforce brings AI-powered workflows, native calling functionality, and real-time customer intelligence directly into Salesforce, enabling your teams to concentrate on driving more sales and enhancing customer satisfaction. Dialpad Powerdialer With Salesforce and Salesforce Engagement Requirements: Ensure you’re using the latest version of the Salesforce package to optimize the functionality of our robust features. This information is available below and on the Salesforce AppExchange. Lightning Classic Powerdialer Omnichannel High Velocity Sales Version V1.758 – Released 03/01/2024 Teams also require an Enterprise or Unlimited edition of Salesforce and/or an edition supporting API access. Which Salesforce integration suits my needs? Dialpad for Salesforce facilitates seamless connectivity and breaks down silos by integrating sales and service calls directly within Salesforce, enhancing engagement and agent productivity. Let’s explore the available integrations: CTI and Chrome Click-to-Call: Enables users to click numbers and initiate calls using Dialpad through Chrome and Salesforce. Salesforce Lightning: Dialpad’s native integration designed for Salesforce users on the Lightning platform. Salesforce Classic: Dialpad’s native integration tailored for Salesforce users on the classic Salesforce platform. Powerdialer: Allows Sales Managers to set up dial lists within Salesforce, comprising Leads, Contacts, Opportunities, or Accounts, and assign them to representatives. Representatives can automatically dial through these lists without accessing each record individually. *Exclusive to Ai Sales Users. High Velocity Sales: Enhances reps’ productivity by enabling calls to be triggered from a cadence and marking call tasks as complete afterward. *Exclusive to Ai Contact Center and Ai Sales users. Omnichannel: A comprehensive CX solution allowing Admins to manage and sync Agent statuses, simplifying prioritization within the Salesforce Omnichannel console. *Exclusive to Ai Contact Center and Ai Sales users. Salesforce1: This mobile Salesforce solution (available on Classic and Lightning) permits calls from the Salesforce mobile app to be routed to the Dialpad app. *Dialpad mobile app installation on your device is required for this integration. Frequently Asked Questions: What distinguishes Salesforce from Salesforce Lightning? Salesforce Lightning is a more contemporary version of Salesforce, offering a simplified user experience, advanced features, and optimized pages for managing sales and service processes. Does Dialpad retain Salesforce data? No, Dialpad does not store Salesforce activities. It solely conducts real-time fetches to display information using Salesforce APIs. In what languages are these integrations available? Dialpad’s Salesforce integrations are accessible in English and Japanese. Does Dialpad feature an autodialer? Set up your autodialer while scheduling a meeting. You’ll find a toggle for autodialing to participants. Activate this toggle, add your participants, and Dialpad Meetings takes care of the rest. Participants receiving the autodial will receive a 5-minute reminder via SMS. Dialpad’s integration with Salesforce Sales Engagement (formerly known as High Velocity Sales) enhances sales representatives’ productivity by initiating calls from a cadence and automatically marking call tasks as complete afterward. Additionally, representatives can customize their cadences based on dispositions logged through Dialpad. Let’s dig into Salesforce Sales Engagement and Dialpad. Who can access this feature? The integration between Dialpad and Salesforce Sales Engagement is available to Ai Sales and Ai Contact Center customers subscribed to the Pro and Enterprise plans with Salesforce Sales Engagement access. If you lack access to Salesforce Sales Engagement, kindly contact your Salesforce account manager to activate this feature. Salesforce administrators must install the Dialpad package and integrate it into Sales Engagement. Branching based on call dispositions To configure branching based on call dispositions, navigate to your Salesforce Setup settings. Go to High Velocity Sales. Enable “Define Call Outcomes for Branching” and map the Call Disposition values saved in Dialpad to relevant Call Outcomes in Salesforce. Click Save. Once branching is activated, select a rule to execute branching based on the Call Outcome as demonstrated below: Now, you can log a disposition through Dialpad to trigger branching based on the call outcome. Frequently Asked Questions Is this the same as High Velocity Sales? Yes, Salesforce rebranded High Velocity Sales to Sales Engagement. The product’s automation features now encompass customer engagement tracking, chatbots, cadences, and automated actions. The new name encompasses all tools for automating processes and strategically engaging with leads and customers, enabling sales teams to focus on selling. Do I need a special license for this integration? This integration is accessible on Pro and Enterprise plans for all Ai Sales and Contact Center customers. Note that High Velocity Sales may entail an additional license fee. For pricing details, please contact your Salesforce Account Manager. Can I use this integration with the Dialpad Desktop App or Web App? No, this integration operates exclusively within Salesforce High Velocity Sales with the Lightning dialer. Can I perform power dialing through call steps in a cadence? Currently, the integration only supports click-to-dial. Power dial mode is not supported. Why wasn’t my call step marked as complete? We transition the cadence to the next step only after logging the task. Please ensure that the task is logged before navigating away. 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

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March 8, 2023in Salesforce
Tectonic Salesforce implementation partner
06Mar

Salesforce Dynamic Forms are Here

The highly anticipated #1 requested feature has arrived from Salesforce after 13 years, during which it garnered 10,771 votes and merging 30 ideas in the Salesforce Idea Exchange. Salesforce Dynamic Forms are now accessible in your organization. Introducing Salesforce Dynamic Forms: Dynamic Forms revolutionize user-centric page layouts by presenting relevant information at the right time. Addressing the issue of congested Lightning pages, Dynamic Forms allow flexible placement of fields without the need for multiple page layouts. They introduce visibility rules, enabling fields and components to appear or disappear based on user-defined criteria, eliminating the complexity of managing multiple layouts. Dynamic Forms takes the Lightning App Builder to a new level enabling Salesforce admins to build highly flexible and dynamic experiences for users. Features of Dynamic Forms: With Dynamic Forms, you can: Availability for Standard Objects: As announced at Dreamforce ’22, Salesforce has expanded Dynamic Forms to support the majority of LWC-enabled standard objects (Lightning Web Component enabled). Notably, Dynamic Forms are not available for objects that do not support Lightning Web Components, including Campaigns, Tasks, and Products. To confirm Dynamic Forms support, edit the record page on the Lightning App Builder and check for the presence of the “Fields” tab in the component panel. Accessing Salesforce Dynamic Forms: Dynamic Forms are available immediately. To access them, navigate to the Lightning record page of an object, select the “Highlights Panel” or “Record Detail” component, and choose the “Upgrade Now” option. This allows you to migrate an existing page or start fresh. Setting Up Salesforce Dynamic Forms: Create or Migrate a Page: Add Fields to a Component: Make Fields and Components Conditionally Visible: Plan Page Performance: Enable Dynamic Forms on Mobile: Salesforce Dynamic Forms empower users to craft intuitive, user-centric page layouts, promoting efficiency and improved performance. The inclusion of Dynamic Forms in standard objects marks a significant advancement, offering a flexible and streamlined approach to page customization. Users can seamlessly transition to Dynamic Forms, enhancing their Salesforce experience. Dynamic Forms breaks the Record Details component on your Lightning pages into individual field and section components you can move anywhere. Use visibility rules to show your end users on the field they need to see when they need to see them. Contact Tectonic today if Dynamic Forms are a solution for your Salesforce org. 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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March 6, 2023in Salesforce
Slack and ChatGPT
05Mar

Slack and ChatGPT

Salesforce Inc announced its collaboration with OpenAI, the creator of ChatGPT, to integrate the chatbot technology into its Slack collaboration software and broaden the use of generative artificial intelligence across its business software. The San Francisco-based company unveiled EinsteinGPT, a technology merging its own AI capabilities with those of external partners like OpenAI. This collaboration aims to assist businesses in tasks such as drafting emails, managing customer accounts, and even generating computer code. Additionally, ChatGPT will integrate with Slack to help users summarize conversations and handle various queries. This strategic move reflects the competitive landscape among tech giants racing to enhance their platforms with generative AI, which can generate text, images, and other content based on historical data inputs. Microsoft Corp, for example, leveraging its investment in OpenAI, has integrated generative AI into its Teams product, enabling functionalities like generating meeting notes and suggesting email responses through its Viva Sales subscription. This places Teams in direct competition with Slack. Clara Shih, a general manager at Salesforce, highlighted during a press briefing that this announcement addresses the growing demand from businesses for advanced AI capabilities. She emphasized that Salesforce’s proprietary data and AI models would differentiate their offerings in the market. Salesforce’s initiative in generative AI is poised to transform customer engagement strategies for businesses, according to Shih, enabling them to innovate profoundly in their interactions with customers. In addition to this integration, Salesforce also unveiled a new fund aimed at investing in startups specializing in generative AI technologies. 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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March 5, 2023in Generative AI, Salesforce Slack
Custom Campaign Types
04Mar

Custom Campaign Types

Customizing Campaign Types in Salesforce The Type field in your campaigns indicates the overall method or channel used, such as Direct Mail or Referral Program. Customizing the picklist for this field helps to better organize the various campaign types your business runs. Marketers can use the Type field to track and compare the performance of different campaign methods, making it easier to optimize strategies. Available Editions User Permissions Required Default Values in the Type Field The Type field comes with a set of default values, including: Customizing Campaign Types Steps to Customize Campaign Types: Creating a Dependent Picklist You can also create dependent picklists to define subcategories under your main campaign types. Important Notes: How to Create a Dependent Type Picklist: Optimize Campaign Tracking By customizing and organizing campaign types, you can gain better insights into the effectiveness of various marketing strategies. Whether you’re using Lightning Experience or Salesforce Classic, tailoring campaign types helps you track performance and optimize future campaigns effectively. 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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March 4, 2023in Enterprise, Salesforce, Salesforce Managed Services, Salesforce Marketing Automation
MuleSoft Robotic Process Automation
03Mar

MuleSoft Robotic Process Automation

MuleSoft Robotic Process Automation (RPA) MuleSoft Robotic Process Automation (RPA) empowers organizations to automate business processes and tasks using bots, streamlining operations and minimizing human errors. Fully integrated with Salesforce Clouds, MuleSoft RPA enables admins, business teams, and developers to leverage robotic process automation technology, facilitating end-to-end workflow automation. Key Features and Capabilities Benefits of MuleSoft RPA Common Use Cases MuleSoft RPA Development Lifecycle Comprehensive Applications for Managing the Development Lifecycle Installation and Comparison Enhanced Efficiency and Productivity By automating data extraction and entry, reducing errors, and improving productivity, MuleSoft RPA significantly enhances operational efficiency. This allows human operators to focus on more complex and strategic tasks, driving overall organizational success. 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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March 3, 2023in Mulesoft
Salesforce Marketing Cloud
02Mar

Download History and Storage Details for Marketing Cloud Automations and Data Extensions

Analyze automation health with automation history downloads in CSV files. Monitor marketing data usage by downloading extension storage details as a CSV file. Administrators can use reports to perform detailed data analysis or grant another user access to reports. Access Marketing Cloud automations and data extensions Marketing Cloud automations and data extensions Evaluate your automations over time by downloading your automation history as a CSV file. Improve automation health by reviewing each automation’s success rate and identifying automations with high skip or error counts. The CSV file lists automations that have run in the past 12 months. Automations that support Einstein, Intelligence Reports, and Data Cloud aren’t included. Individually run activities are also not included. How: From your top-level Enterprise 2.0 account, go to Setup and click Download Automation History. How: From your top-level Enterprise 2.0 account, go to Setup and click Download Storage Details. Improving Automation Health Here are some ways that you can improve automation health. 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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March 2, 2023in Marketing Automation, Salesforce Marketing Cloud
Salesforce Data Cloud
27Feb

Salesforce Data Cloud

Revolutionizing Customer Engagement with the First Real-Time Platform – Salesforce Data Cloud In today’s business environment, customer expectations are soaring, with 71% anticipating personalized interactions at every touchpoint. However, the deluge of data, diverse devices, and evolving experiences poses a challenge for companies to maintain relevance. The typical business juggles an average of 1,061 form completions resulting in fragmented customer profiles and a sense of anonymity. The experience rather than giving personalized value. Leading to a sense of disconnection. Imagine a solution that consolidates all customer data, spanning channels and systems, into a unified source of truth. What if this real-time data could transform customer interactions? Empowering you to make them feel not just recognized but truly understood? Enter Salesforce Data Cloud, the inaugural real-time platform designed for customer magic. Data Cloud seamlessly integrates real-time data into Customer 360, unlocking the potential for enchanting customer experiences. Equipped with built-in connectors, Data Cloud aggregates data from diverse sources—Salesforce apps, mobile, web, connected devices, legacy systems via MuleSoft, and historical data from proprietary lakes—all in real time. However, the true power lies in distilling this vast pool of data into a cohesive customer view. Data Cloud achieves this by harmonizing and storing customer data at an extensive scale, crafting a dynamic, real-time customer graph—a singular source of truth. Real-Time Visibility The Data Cloud process involves connecting data streams, harmonizing the data into a real-time customer graph, and making it available across the Customer 360, facilitating engagement and creating magical experiences—all unfolding in real time. This real-time customer graph continually evolves as it absorbs more customer data. Activating this data across the entire Customer 360 empowers companies to create personalized, magical experiences. The real-time data from Data Cloud enhances automation with Flow and augments intelligence with Einstein, all under the reliable umbrella of Hyperforce infrastructure. The result? An automated, intelligent, and real-time Customer 360, delivering cost savings, time efficiency, and revenue growth. Data Cloud’s impact spans across the Customer 360 ecosystem: In essence, Data Cloud empowers businesses across industries to deliver real-time, intelligent, and automated experiences, fostering loyalty, cost efficiency, and increased ROI—a truly magical transformation! 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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February 27, 2023in Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Managed Services
23Feb

Review Benefit Eligibility When Circumstances Change

Benefits management involves the comprehensive process of identifying, planning, measuring, and tracking benefits from the inception of a program or project investment until the realization of the final projected benefit. Its aim is to ensure that the desired benefits are specific, measurable, agreed upon, realistic, and time-bound. Review Benefit Eligibility When Circumstances Change. Reviewing benefit eligibility should occur when circumstances change, enabling adjustments to disbursements. Constituents can be easily referred to providers using a guided flow, while gaining insights into caseload trends and community impact can boost caseworker efficiency. Additionally, expediting complaint filing for judicial and investigative cases, and allowing constituents to raise service requests on the public portal, can reduce administrative burdens. Review Benefit Eligibility When Circumstances Change To address the needs of eligible constituents, offer monetary benefits in various forms, such as social insurance, tax benefits, subsidies, food and housing assistance, or direct cash assistance. This assistance can be provided through direct or indirect transfers of resources or credits for a specified period. Eligibility criteria for benefits may include factors like age, income, expenses, household size, and others. Applications are reviewed and screened to approve eligible ones. Benefits are then assigned to eligible applicants, specifying details such as the amount and frequency of the benefit. Configuration options allow benefits to be disbursed automatically for upcoming payment schedules or manually. Constituents should be enabled to search for benefits they are eligible for, apply for them, and track the status of their applications and assigned benefits. They should also have access to view a schedule of payments they can expect to receive, along with explanations for decisions made. To set up benefits management: Reviewing applications for benefit eligibility involves: 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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February 23, 2023in Salesforce, Salesforce Public Sector Solutions
Salesforce Loyalty Management
22Feb

Salesforce Loyalty Program Explained

Loyalty Management enables you to customize programs that precisely align with the unique needs of your business and customer base. Salesforce, equipped with a flexible platform, aids businesses in reimagining their loyalty strategies. The Salesforce Loyalty Cloud empowers businesses across various industries to effortlessly build intelligent loyalty programs without the need for coding. These programs incentivize customers to engage more with the brand, fostering repeat business. Salesforce Loyalty Program Explained. Unleash the full potential of your Customer Loyalty platform through impactful features: The centralized program management feature allows you to configure loyalty programs tailored to your needs, activate segments across channels quickly, and iterate based on results. Improved customer engagement uses behavior analysis to optimize experiences across web and mobile, tailoring them to individual users. Cross-industry partnerships provide customers with more options, and fast time-to-market for referral promotions is facilitated through a guided setup wizard. Identifying brand advocates and implementing AI-powered referral programs with predictive dashboards enhance program impact. Personalizing promotions based on member data and utilizing predictive performance insights maximize engagement and ROI. A single customer view connects loyalty across the customer experience, triggering marketing journeys and providing insights for enhanced interactions. Elevate your loyalty initiatives, engage customers effectively, and drive business growth with the robust capabilities of the Customer Loyalty platform and the expert guidance from Tectonic. 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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February 22, 2023in Salesforce
Salesforce Success Story
18Feb

Case Study: Salesforce Innovation for Hospitality

Major hospitality management firm, moves to the cloud and adopts Google Cloud and Salesforce to improve operational insights and decision-making. Tectonic assisted them to move to the cloud and obtatin quicker, actionable insights with business intelligence. Salesforce Innovation for Hospitality.

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February 18, 2023in Google Analytics, Salesforce, Salesforce Development Services, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Optimization, Salesforce Success Stories
Salesforce Solutions for Communications
14Feb

Salesforce Solutions for Communications

Salesforce has recently unveiled tailored Salesforce Solutions for Communications aimed at enhancing customer experiences through advanced analytics, automation tools, and AI-driven customer service. These innovations empower providers to gain deeper insights into their customers, automate interactions, and effectively monitor customer satisfaction levels. For communication providers looking to elevate their customer service, Salesforce’s automation solutions offer significant benefits. They ensure seamless and efficient handling of every customer interaction, leading to improved satisfaction and increased loyalty. Salesforce Solutions for Communication Providers Salesforce offers a comprehensive suite of solutions specifically designed for communication providers to enhance customer experiences. This suite includes: Salesforce Customer Engagement Platform (CXP) and Tools The Salesforce Customer Engagement Platform equips communication providers with a suite of tools to enhance customer experiences, including: Salesforce Einstein AI Platform for Communication Providers The Salesforce Einstein AI Platform is tailored to improve customer experiences for communication providers by analyzing extensive datasets to identify patterns, understand customer needs, and optimize interactions, ultimately enhancing overall customer experience. Benefits of the Salesforce Customer Engagement Platform The Salesforce Customer Engagement Platform offers communication providers various benefits, including enhanced customer experience, increased sales, and improved operational efficiencies. Features such as social listening and engagement analytics enable providers to understand customer sentiment and behavior, facilitating personalized interactions and driving sales growth. New Salesforce Innovations for Communication Providers New innovations from Salesforce include analytics, AI, and prebuilt solutions that automate processes, improve customer experiences, and reduce operational costs. Integrations with WhatsApp enable richer customer engagements, personalized experiences, and automated interactions through chatbots. In conclusion, Salesforce’s solutions for communication providers represent a significant advancement in improving customer experiences, revolutionizing how providers interact with their clientele to achieve positive outcomes and business growth. Contact Tectonic today to explore Salesforce communications solutions. 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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February 14, 2023in Salesforce, Salesforce Communications Cloud, Salesforce Einstein, Salesforce Sales Cloud, Salesforce Service Cloud

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