Salesforce - gettectonic.com - Page 65
Salesforce Managed Services
11Nov

Salesforce Managed Services

Salesforce is as a powerful CRM platform, streamlining operations, boosting productivity, and enhancing customer satisfaction. Nevertheless, the task of maintaining and optimizing a Salesforce org poses challenges for any business, no matter how large the IT team. To surmount these obstacles, many enterprises are turning to SFDC Managed Services.  Managed Services are a cost-effective solution to remote system administration and development providing maximum flexibility. Salesforce Managed Services Managed Services is the outsourcing of Sales, Marketing, and/or Customer Success functions to a certified Salesforce partner.   Your Salesforce MSP will provide optimal functionality to your Salesforce instance with minimal costs and hassle.  A Managed Services Provider can handle everything from installation and customization to ongoing administration and configuration in your org. Managed services entail an outsourcing model that delegates specific processes and functions to a third-party provider, aiming to optimize operations and reduce costs. This proactive approach concentrates on averting issues before they arise. With Managed Services, businesses gain access to the expertise of a dedicated Salesforce team, alleviating the complexities of hiring, managing, and retaining in-house employees. Avoiding the knowledge loss associated with employee turnover. This continuous support and maintenance solution enables businesses to keep their Salesforce org in optimal condition, aligned with their evolving needs. It also delivers essential consulting expertise to maximize the platform’s business value. Given that over 90% of Salesforce implementations involve enterprise-wide integrations and 60% utilize multiple Salesforce products, maintaining and optimizing a Salesforce org demands a broad skill set and a consulting mindset. By embracing SFDC Managed Services, businesses ensure they possess the necessary resources to fully capitalize on their Salesforce investment. What are managed services? Managed services for Salesforce are the best solution for businesses irrespective of their size and scope. It empowers organizations to reduce operational costs while aligning more specialized experts for implementation, training, administration, and support. Managed Service Provider The Managed Service Provider (MSP) Track is designed for partners that connect with their customers in entirely new ways by offering managed services. Unlike consulting partners who engage with customers during sales and implementation only, MSP Partners offer services post-implementation or on an ongoing basis. Your Salesforce Managed Service Provider keeps your Salesforce working at optimal performance levels allowing you to deliver world-class customer service to your customers. For a tailored Salesforce Managed Services solution for your business, reach out to Tectonic today. Tectonic is ready to partner with you, offering Salesforce support at every stage of your journey. 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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November 11, 2022in Salesforce, Salesforce Managed Services
Salesforce Managed Services
09Nov

Automation Tools in Salesforce

What are the types of automation in Salesforce? What are the Automation Tools in Salesforce? The automation capabilities offered by Salesforce are based on two main categories: process automation (workflows) and data operations (data loading and cleansing). There are four main automation tools that Salesforce offers, each tailored to a specific purpose. What is an automation tool in Salesforce? Automation provides the tools necessary to automate repetitive processes and tasks for your business, such as creating a follow-up task, sending a reminder email, or updating a record. Automations can help users save critical time and reduce errors by creating processes to complete repetitive tasks. The Top 8 Best Salesforce Automation Tools What is data automation in Salesforce? Healthy automation enables users to focus on high-value work and reduces time spent on repetitive, manual tasks or complex data entry. Most often, automation means translating business processes from one form to another: from paper-based form to digital form, from an old system to a new one. What is the power of automation in Salesforce? By adopting Salesforce automation, you save time and resources, which can be redirected to more productive tasks. Sales automation can reduce daily administrative time by 14%. Moreover, it significantly enhances deal closure rates by 30% and boosts sales productivity by 14.5%. Why is Salesforce difficult to automate? Here are some of the reasons why Salesforce is difficult to automate from a technical perspective: Frequent system updates: Salesforce regularly update their platform to enhance user experiences or fix underlying issues. Unfortunately, these changes can impact user customizations and even standard uses of the platform. This is one reason many Salesforce customers opt to have a Salesforce Managed Service Provider. Disadvantages of Salesforce Flow Limited Customization and Complexity: While Salesforce Flow is considered user-friendly, it may not offer the customization and complexity required for some advanced automation tasks. Businesses with highly specific needs might find Flow somewhat restrictive. Which three components are used to automate a process in Salesforce? Use Flow Builder to automate most of your organization’s repetitive business processes. More features can provide further automation functionality, including approval processes, Flow Orchestration, Einstein Next Best Action, and Apex. Note: Use Flow Builder instead of Process Builder and workflow rules. Content updated January 2024. 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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November 9, 2022in Data, Salesforce, Salesforce Development Services, Salesforce Flow, Salesforce Implementation Services, Salesforce Managed Services
Salesforce Slack
09Nov

Enable Salesforce for Slack Integrations

Seamlessly integrate Salesforce and Slack to unlock enhanced collaboration through Slack apps, tools, and services. Follow these admin procedures to enable Salesforce for Slack integrations. Required User Permissions To set up and use Salesforce for Slack, ensure users have the appropriate permissions or permission sets: Action Required Permissions/Permission Sets Connect Salesforce and Slack Connect Salesforce with Slack (system permission on supported Salesforce licenses) Use the Sales Cloud for Slack app Slack Sales User Use the PRM for Slack app PRM for Slack app Salesforce User or PRM for Slack Partner app User Use the Service Cloud for Slack app Connect Salesforce with Slack, Slack Service User, Run Flows Use the CRM Analytics for Slack app Connect Salesforce with Slack Also recommended: Note: Salesforce for Slack apps are not supported in Government Cloud or Government Cloud Plus orgs. Do not enable this feature in such environments. Contact your Salesforce Account Executive for more details. Steps to Enable Salesforce for Slack Integrations Follow these steps to set up and enable the integration: 1. Navigate to Slack Apps Setup 2. Accept Terms and Conditions 3. Enable Applications 4. Set Up Required Permissions 5. Configure Object Permissions 6. Install Slack Apps 7. Complete Additional App Setup 8. Customize Field Access (Optional) For Individual Users After the integration is complete, instruct users to: By following these steps, you can ensure seamless Salesforce and Slack integration, enhancing productivity and collaboration across your organization. Content updated October 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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November 9, 2022in Enterprise, Salesforce, Salesforce Slack
ChatGPT and Einstein GPT
08Nov

ChatGPT and Einstein GPT

Artificial intelligence (AI) has been rapidly advancing globally, with breakthroughs captivating professionals across various sectors. One milestone that has gained significant attention is the emergence of ChatGPT, a cutting-edge language model revolutionizing the tech landscape. This development has profoundly impacted businesses relying on Salesforce for their customer relationship management (CRM) needs. In March 2023, Salesforce unveiled its latest AI innovation, Einstein GPT, promising to transform how companies engage with their clientele. In this article, we explore what Salesforce Einstein GPT entails and how it can benefit teams across diverse industries. When OpenAI introduced ChatGPT in November 2022, they didn’t expect the overwhelming response it received. Initially positioned as a “research preview,” this AI chatbot aimed to refine existing technology while soliciting feedback from users. However, ChatGPT quickly became a viral sensation, surpassing OpenAI’s expectations and prompting them to adapt to its newfound popularity. Developed on the foundation of the GPT-3.5 language model, ChatGPT was specifically tailored to facilitate engaging and accessible conversations, distinguishing it from its predecessors. Its launch attracted a diverse user base keen to explore its capabilities, prompting OpenAI to prioritize addressing potential misuse and enhancing its safety features. As ChatGPT gained traction, it caught the attention of Salesforce, a leading CRM provider. In March 2023, Salesforce unveiled Einstein GPT, its own AI innovation, poised to transform customer engagement. Built on the GPT-3 architecture and seamlessly integrated into Salesforce Clouds, Einstein GPT promised to revolutionize how businesses interact with their clientele. Einstein GPT boasts a range of features designed to personalize customer experiences and streamline workflows. From generating natural language responses to crafting personalized content and automating tasks, Einstein GPT offers versatility and value across industries. By leveraging both Einstein AI and GPT technology, businesses can unlock unprecedented efficiency and deliver superior customer experiences. Despite its success, OpenAI acknowledges the need for ongoing refinement and vigilance, emphasizing the importance of responsible deployment and transparency in the development of AI technology. Exploring Einstein GPT Salesforce presents Einstein GPT as the premier generative AI tool for CRM worldwide. Utilizing the advanced GPT-3 architecture, Einstein GPT seamlessly integrates into all Salesforce Clouds, including Tableau, MuleSoft, and Slack. This groundbreaking technology empowers users to generate natural language responses to customer inquiries, craft personalized content, and compose entire email messages on behalf of sales personnel. With its high degree of customization, Einstein GPT can be finely tuned to meet the specific needs of various industries, use cases, and customer requirements, delivering significant value to businesses of all sizes and sectors. Objectives of Salesforce AI Einstein GPT Salesforce AI Einstein GPT is designed to achieve several key objectives: Distinguishing Einstein GPT from Einstein AI Einstein GPT represents the latest evolution of Salesforce’s Einstein artificial intelligence technology. Unlike its predecessors, Einstein GPT integrates proprietary Einstein AI models with ChatGPT and other leading large language models. This integration enables users to interact with CRM data using natural language prompts, resulting in highly personalized, AI-generated content and triggering powerful automations that enhance workflows and productivity. By leveraging both Einstein AI and GPT technology, businesses can achieve unparalleled efficiency and deliver exceptional customer experiences. Features of Einstein GPT in Salesforce CRM Key features and capabilities of Salesforce Einstein chatbot GPT include: Utilizing Einstein GPT for Business Improvement Einstein GPT can be leveraged across various domains to enhance business operations: Integration with Salesforce Data Cloud Salesforce Data Cloud, a cloud-based data management system, enables real-time data aggregation from diverse sources. Einstein GPT utilizes unified customer data profiles from the Salesforce Data Cloud to personalize interactions throughout the customer journey. OpenAI on ChatGPT Methods We trained this model using Reinforcement Learning from Human Feedback (RLHF), using the same methods as InstructGPT, but with slight differences in the data collection setup. We trained an initial model using supervised fine-tuning: human AI trainers provided conversations in which they played both sides—the user and an AI assistant. We gave the trainers access to model-written suggestions to help them compose their responses. We mixed this new dialogue dataset with the InstructGPT dataset, which we transformed into a dialogue format. To create a reward model for reinforcement learning, we needed to collect comparison data, which consisted of two or more model responses ranked by quality. To collect this data, we took conversations that AI trainers had with the chatbot. We randomly selected a model-written message, sampled several alternative completions, and had AI trainers rank them. Using these reward models, we can fine-tune the model using Proximal Policy Optimization. We performed several iterations of this process. ChatGPT is fine-tuned from a model in the GPT-3.5 series, which finished training in early 2022. You can learn more about the 3.5 series here. ChatGPT and GPT-3.5 were trained on an Azure AI supercomputing infrastructure. Limitations ChatGPT and Einstein GPT Salesforce Einstein GPT signifies a significant advancement in AI technology, empowering businesses to deliver tailored customer experiences and streamline operations. With its integration into Salesforce CRM and other platforms, Einstein GPT offers unprecedented capabilities for personalized engagement and automated insights, ensuring organizations remain competitive in today’s dynamic market landscape. When OpenAI quietly launched ChatGPT in late November 2022, the San Francisco-based AI company didn’t anticipate the viral sensation it would become. Initially viewed as a “research preview,” it was meant to showcase a refined version of existing technology while gathering feedback from the public to address its flaws. However, the overwhelming success of ChatGPT caught OpenAI off guard, leading to a scramble to capitalize on its newfound popularity. ChatGPT, based on the GPT-3.5 language model, was fine-tuned to be more conversational and accessible, setting it apart from previous iterations. Its release marked a significant milestone, attracting millions of users eager to test its capabilities. OpenAI quickly realized the need to address potential misuse and improve the model’s safety features. Since its launch, ChatGPT has undergone several updates, including the implementation of adversarial training to prevent users from exploiting it (known as “jailbreaking”). This technique involves pitting multiple chatbots against each other to identify and neutralize malicious behavior. Additionally,

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November 8, 2022in Generative AI, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Einstein
Salesforce Whatsapp Integration
07Nov

New Salesforce Whatsapp Integrations

Salesforce has unveiled its roadmap for upcoming WhatsApp integrations tailored for marketing and service teams. WhatsApp, a widely-used mobile messaging app with over 2.2 billion monthly active users and a daily message count exceeding 100 billion, has demonstrated remarkable international reach, fostering instant and effective communication across borders without reliance on local telecom providers. New Salesforce Whatsapp Integrations While WhatsApp integration was not previously available as a standard feature in Salesforce, the recent partnership announcement at Dreamforce ’22 prompted swift action. The integration will harness the WhatsApp Business Platform API, a cloud-based service provided by Meta (WhatsApp’s owner) for businesses at no cost in 2022. This API enhances end-to-end experiences, streamlining scalable business processes. For Salesforce + WhatsApp in Service: WhatsApp for Service can be utilized through Digital Engagement, an add-on for Service Cloud. Also Salesforce’s Contact Center for Communications within Communications Cloud. WhatsApp for Service Cloud is expected to be generally available (GA) starting March 16, 2023. For Salesforce + WhatsApp in Marketing: The WhatsApp for Marketing Cloud Rich Media support is anticipated to be generally available (GA) in the second half of 2023. As consumer demand for WhatsApp continues to surge, specialized integrations, like those tailored for Salesforce. By address the growing need for organizations to connect WhatsApp with their business-critical systems. The collaboration underscores Salesforce’s commitment to meeting evolving communication demands and leveraging the popularity of WhatsApp for enhanced customer interactions. Struggling to integrate WhatsApp in your Salesforce ecosystem? Tectonic can help. 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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November 7, 2022in Data, Salesforce, Salesforce Managed Services, Salesforce Sales Cloud
Data Collection
06Nov

What is Personalization?

Understanding Personalization in Marketing At its core, personalization can be categorized into two main aspects: personalization for marketing and personalization for communication. This insight will delve into the realm of personalization for marketing, with a forthcoming discussion on personalization for communication. Marketing personalization is a strategy that uses data to target and retarget leads with a branded message that speak directly to specific customers’ interests, demographics, and known buying behavior. Marketing personalization is becoming increasingly expected by consumers. Customer Expectations Beyond meeting customer expectations, there’s a compelling business incentive behind utilizing personalization. When a significant portion of revenue (50%) stems from the top 10% of customers, and 90% of revenue originates from the top 20%, the imperative becomes clear—to retain and find more customers like the top performers. Personalization emerges as a potent tool, enabling the creation of tailored experiences that resonate with customers on an individual level, fostering enduring relationships with your brand. While the buzz around personalization might suggest it as the ultimate goal, it’s crucial to recognize it as an important means to an end. At its fundamental level, personalization involves utilizing customer data to make interactions more pertinent to them. Achieving personalization at scale requires a comprehensive understanding of all aspects related to your customers. Everywhere one looks, brands are embracing personalization, be it in targeted social media ads or the personalized greetings from the local coffee shop barista. Customers now expect personalized experiences, and recent technological advancements have expanded the horizons of where and how personalization can be implemented. Whether it’s through social media, website interactions, or email communication, audiences anticipate personalized experiences that make them feel valued. In a study, 71% of consumers expressed the expectation of personalized interactions, and 76% admitted frustration when this expectation isn’t met. Incorporating personalization into your marketing strategy is not just a trend but a necessity for enhancing customer engagement and driving conversions. Before delving into its implementation, understanding what marketing personalization entails is vital. What is Marketing Personalization? Marketing personalization is a strategic approach that leverages data to target and retarget leads with brand messages tailored to specific customers’ interests, demographics, and buying behavior. The goal is to make customers feel that the brand message is crafted exclusively for them, often referred to as one-to-one or individual marketing. Notable companies like Netflix, Amazon, and YouTube employ personalization through algorithms to automate product and content recommendations based on user behavior. This extends beyond digital channels, impacting customer loyalty in physical establishments such as hotels, cafes, or salons. Importance of Personalization The primary reason for adopting marketing personalization is meeting customer expectations. It is the difference between customers feeling directly addressed versus being just a number among the 1,700 advertisements they encounter monthly. Whether implementing personalization in specific aspects or transforming the entire marketing plan, businesses stand to gain in several ways: Marketing Personalization Trends Keeping up with evolving trends is crucial for effective marketing personalization: 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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November 6, 2022in Data, Salesforce, Salesforce Personalization
Salesforce Lightning
03Nov

Why Migrate From Salesforce Classic to Salesforce Lightning?

Why Switch from Salesforce Classic to Lightning? Salesforce is actively advancing the Lightning interface, and the reasons are compelling. The Lightning platform offers numerous advantages, including an improved user interface, quicker development times, and extensive customization options. With user-friendly features like drag-and-drop functionality, Lightning enhances the overall user experience (UX). Many companies are opting to migrate from Salesforce Classic to Salesforce Lightning to leverage these benefits and more. Salesforce Classic Salesforce Classic served as the primary interface until 2016, but today, it is considered outdated. Investing in Lightning Experience is driven by the desire to deliver a superior user experience, adopt features solving business challenges, enhance processes, and gain access to Lightning innovation and rapid app development technology. Given that Salesforce Lightning is faster, provides advanced customization features, and boasts easier navigation compared to Classic, transitioning to Lightning in 2023 can be a strategic decision for your business. Lightning also integrates Salesforce Einstein, offering reporting, analytics, and generative AI capabilities. Salesforce Lightning In contrast to Classic, the Lightning development platform enables non-technical users to effortlessly create customized apps without programming knowledge. Due to its sleek UI, faster performance, regular feature releases, and comprehensive usability, Salesforce Lightning has become the preferred CRM for businesses. Migration However, migrating from Salesforce Classic to Lightning, or any other CRM to Lightning, presents challenges, including high implementation time. Opting for a phased rollout is an effective approach to overcome these challenges. While challenges may arise, a strategic plan executed by experienced Salesforce Lightning Support can ensure a seamless and timely migration. If you’re ready to migrate to Salesforce Lightning, especially if your Salesforce is highly customized, it’s crucial to document all changes made in Classic and identify corresponding solutions in Lightning. If handling the complexities of Classic seems daunting, consider engaging a Salesforce Migration partner like Tectonic to conduct a full Salesforce audit before migrating to Salesforce Lightning, ensuring a smooth transition. Content updated December 2023. 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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November 3, 2022in Data, Generative AI, Salesforce, Salesforce Einstein, Technology
Salesforce Security and Privacy
02Nov

Salesforce Security and Privacy

Tailor Salesforce security and privacy add-on solutions to fit your specific company needs, covering essential aspects such as monitoring and masking sensitive data, implementing backups to prevent accidental or malicious data loss, and ensuring compliance with evolving privacy, encryption, and data residency regulations. Maintaining data privacy and compliance is made easier with user-friendly tools that streamline processes in Salesforce. Reduce compliance costs and enhance customer data protection by automating data subject requests, managing consent efficiently, and consolidating identities into a single profile. Simplify privacy management while safeguarding customer data effectively. Protecting data in production involves various strategies to meet legal obligations and minimize risk. Utilize methods such as randomization for unique data, hardcoding for static values, and deletion when data is unnecessary. Additionally, minimize storage in your production org by automatically deleting old records and files, removing audit data, and implementing hard deletion when appropriate. Automate data subject requests to save time and ensure efficient processing. Create policies to fulfill Right To Be Forgotten and Data Subject Access Requests automatically, monitor request progress, and utilize Privacy Hold to prevent data anonymization or deletion. Streamline customer consent management with Preference Manager, capturing customer preferences to maintain compliance and trust. Use customizable templates for consent forms, enable customers to update preferences easily, and integrate responses into the Salesforce Consent Data Model for consistency. Secure access management and unify customer identities across diverse sources. Administer customer profiles seamlessly within Salesforce, tailor customer journeys across various channels, and enhance personalization. Implement Passwordless Login for a simplified registration and access experience, catering to mobile-first markets and enhancing user convenience. Enable Social Sign On to streamline registration using familiar social credentials, reducing friction and improving the overall user experience. Maximize ROI with Salesforce’s Success Ecosystem, offering support, expert guidance, and resources to unlock the full potential of your investment. Salesforce prioritizes security and transparency, providing robust data processing mechanisms and privacy commitments to ensure compliance with data protection laws. As the leading CRM platform, Salesforce empowers organizations to build trust while leveraging data intelligence to enhance customer experiences. Embrace a Zero Trust security strategy, grounded in the principle of least privilege, to fortify your organization’s security posture. Implementing Zero Trust requires continuous authentication and restricting access to essential resources, mitigating the risk of unauthorized network access. Adhere to the Principle of Least Privilege within your Salesforce org by granting minimal permissions necessary for users’ roles. Conduct regular privilege audits to prevent over-privileged users and maintain compliance with security best practices. Stay informed about upcoming changes, such as the end-of-life of permissions on profiles, and explore additional security measures to strengthen your Salesforce instance’s security further. Ensure data security at rest with encryption-enabled databases and adherence to regional data laws, such as GDPR. Salesforce’s secure server environment and robust firewall technologies protect customer data from external intruders. In order to keep your data secure and private, prioritize data privacy and security in your Salesforce implementation by leveraging tailored solutions, adopting best practices, and fostering collaboration between your organization, Salesforce, and security teams. For assistance doing an audit of your system’s security or adding security features, contact Tectonic today. Content updated March 2024. 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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November 2, 2022in Data, Laws, Salesforce
Salesforce Google Drive Integration
01Nov

Google Drive Integration with Salesforce

Maximize your company’s investment in both Salesforce and Google Drive by bringing your users’ collaborative documents directly to your Salesforce records! Google Drive integration with Salesforce is simple. As Salesforce analyzes data and generates reports, this integration proves beneficial with real-time updates, business process optimization, multi-level data security, increased storage, and reduced cost. The Salesforce AppExchange provides numerous connector options for joining Salesforce and Google Drive.  If you are torn in the selection or implementation process, contact Tectonic today. Quickly automate workflows with Salesforce and Google Drive using Zapier’s templates. CData Sync provides a straightforward way to continuously pipeline your Salesforce & Force.com data to any Database, Data Lake, or Data Warehouse, making it easily available to Analytics, Reporting, AI, and Machine Learning including Google Drive. Automate document management in Salesforce with XfilesPro. By integrating to your desired external cloud storage such as SharePoint, AWS S3, OneDrive, and Google Drive. Enjoy better collaboration, folder structures, large-volume file offloading, and more. One of many Google Drive integration to Salesforce available on the AppExchange. Integrate Google Drive & Salesforce to increase your team’s productivity. Link Google Drive files & folders to Salesforce records. Use Flow to create folders. Generate Google Docs, Sheets, Slides, MS Word, & PDFs from Salesforce data. 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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November 1, 2022in Salesforce
Salesforce Genie
31Oct

Genie Salesforce

Salesforce Genie is a real-time platform that synthesizes customer data, enabling organizations to meet their customer requirements and expectations as and when they change. What is the difference between Salesforce Genie and CDP? Data activation protocols are followed by the Salesforce Customer Data Platform. This helps in order to segment the audience and activate the data. With Genie, you are able to unify your data and resolve customer identity issues. What is the Genie platform? Genie is an online sales platform that allows you to leverage the strengths of traditional marketing. With online marketing and direct mail into successful multi-channel campaigns. Combine data, marketing and tracking in one place. Always with a team of data marketing experts only a phone call away for support. It makes it easier for businesses to decode and make sense of all their data from all systems, channels, or data streams. It also integrates data from each step in the customer’s experience into a unified customer profile record. Therefore helping create one single view of the customer. Have you ever called a support line and spent unnecessary time talking the agent through your purchase history to get the right level of support? Or when an ecommerce site states the shirts that you have been eyeing for are finally in stock, but they’re still out of stock when you get to the store? These are familiar scenarios for most of us. We expect every experience to be connected and updated in real time. When they aren’t, we’re disappointed. Salesforce Genie was first announced by Salesforce at Dreamforce ‘22. 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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October 31, 2022in Data, Salesforce
28Oct

In App Guidance Salesforce

What is Salesforce In-App Guidance? Salesforce In-App Guidance is a pre-built tool empowering Salesforce Admins and power users with Managed Prompts and View All Profiles permissions to create customized training for user enablement or onboarding. These custom prompts are displayed on Salesforce Lightning pages, enhancing the user experience. How much does Salesforce In-App Guidance cost? Salesforce In-App Guidance is linked to a myTrailhead license for each user, incurring a cost of $25 per user per month. This fee is paid in addition to the standard Salesforce license cost for each user. What are the benefits of In-App Guidance? In-App Guidance streamlines the learning process, boosts digital adoption, minimizes the need for training sessions, and empowers users by actively guiding them through the software’s functionalities. What are the best practices for In-App Guidance? Effective in-app guides should be interactive, personalized, and contextual. It is recommended to avoid overwhelming users with information upfront and instead guide them in the context of their specific goals at different stages of their user journey. Businesses can create customized help content, target specific audiences, and schedule different flows. The tool also offers customizable reports with real-time insights into user engagement. One notable advantage of this functionality is its user-friendly, declarative nature, requiring no programming knowledge. Additionally, it can be filtered based on profiles and permissions for specific user groups. The two available types, Single Prompt and Walkthrough, offer distinct advantages. If you’ve explored Salesforce, you might have noticed the tool being used internally, such as to drive adoption for Einstein Search or provide reminders about searchable elements in a List View. Single Prompt: Walkthroughs: How to Use In-App Guidance: Implementation is straightforward, ensuring a quick turnaround for impacted end-users. The functionality is versatile, catering to various user groups in Salesforce, from sales to support to marketing. Setup & In-App Guidance Builder: Get Hands On: In app guidance provides a great user experience.  If you need assistance customizing your Salesforce instance with in app guidance, Tectonic can help.   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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October 28, 2022in Salesforce Development Services, Salesforce Implementation Services, Salesforce Managed Services
Google Forms to Salesforce
26Oct

Google Forms to Salesforce

Can I integrate Google Forms with Salesforce? Yes. Google Forms to Salesforce. To connect Google Forms to Salesforce, follow these steps: Note: The exact steps for Google Forms integration may vary depending on your business requirements and Salesforce/Google editions. This insight aims to simplify the process of integrating your Google Forms account with Salesforce for efficient data collection and analysis. Is Google Forms HIPAA Compliant? By default, Google Forms is not HIPAA compliant. However, subscribing to Google Workspace or a Cloud Identity package can enable HIPAA compliance for Google Forms. To add an existing Google Doc to a Salesforce record or library: To add a Google Doc to a Salesforce CRM Content Library: Remember to share the Google doc with relevant Google Apps users in your organization for access from Salesforce. For more information on using Google Docs, refer to Google’s online help resources. Content updated November 2023. 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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October 26, 2022in Salesforce
connect Salesforce to external APIs
24Oct

Bulk API Salesforce

Bulk API 2.0 provides a simple interface to load large amounts of data into your Salesforce org and to perform bulk queries on your org data. The Bulk API is one of several APIs that Salesforce provides out-of-the-box. It’s a programmatic, REST-based API solution that allows you to work with large data sets in Salesforce. This process works asynchronously, meaning that it will work concurrently with other data operations in your org. What is the difference between REST and BULK API SFDC? Bulk API 2.0 is used in Salesforce when there is a need to process a large amount of data. When data processing involves more than 2,000 records this is an ideal use case for using Bulk API 2.0. If records are fewer than 2,000, it requires “bulkified” synchronous calls in REST (for example, Composite) or SOAP. What is the best practice for bulk API? A good rule of thumb is to start with a batch size of around 10,000 records and adjust as needed based on the performance of your specific use case. Another important best practice is to use the correct operation for your data load. The Bulk API supports different operations such as insert, update, upsert, and delete. What is the daily limit for bulk API? Bulk API V2, limits the maximum number of records (100 million) per 24-hour period, instead of limiting the number of Bulk Jobs and Batches. Both Bulk API and Bulk API 2.0 use the same REST API framework as other Salesforce REST APIs. What is the benefit of bulk API? Bulk API 2.0 is a RESTful API that allows you to perform large-scale data operations on Salesforce objects, such as insert, update, delete, and query. Bulk API 2.0 is designed to simplify the process of creating and managing bulk jobs, as well as to improve the performance and reliability of bulk data processing. 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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October 24, 2022in Salesforce
SysCloud Backup for Salesforce
21Oct

SysCloud Backup for Salesforce

Introducing SysCloud Backup for Salesforce. Protect and manage your critical SaaS applications seamlessly: Enhanced Backup Capabilities: Simplify Backups with Sky – Our AI Copilot: Addressing Salesforce’s Native Data Retention Limitations: SysCloud Shared Drives Backup: Effortlessly Protect Your Salesforce Data: Pricing and Compatibility: Superfast SOC-2 Compliant Backups: 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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October 21, 2022in Salesforce

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