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Mulesoft

Salesforce Mulesoft Explained

The pivotal acquisition of MuleSoft in 2018 marked a significant achievement for Salesforce, introducing a seamless approach to connecting with any system through an extensive array of pre-built connectors. The Anypoint platform, part of MuleSoft, offers a centralized cloud-based system for managing API connections, executing integrations, and overseeing monitoring and reporting. MuleSoft with its Anypoint platform, is equipped with a broad library of connectors that facilitate integration with Mainframes, ERP systems, and SaaS applications through well-established and templated solutions. Salesforce has recently unveiled Salesforce MuleSoft Composer, a user-friendly and lightweight version designed for administrators that seamlessly integrates within Salesforce. MuleSoft provides a diverse set of tools to build automations and integrations tailored to various enterprise use cases. Its API-led connectivity approach includes three categories of APIs: MuleSoft’s integration platform enables businesses to connect applications, data, and devices, while Salesforce, a cloud-based customer relationship management (CRM) platform, focuses on enhancing customer relationships. In the integration process, MuleSoft fetches data from a third-party system, transforms x, y, z data elements, converts the data to JSON, and inserts/upserts it into Salesforce objects. Salesforce then automates further data processing on the saved data, showcasing the synergy between the two platforms in streamlining and optimizing data workflows. Mulesoft will likely be a part of your Salesforce implementation if you are using any legacy or third-party products. Contact Tectonic today to explore Mulesoft 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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Salesforce Distributed Marketing

Salesforce Distributed Marketing

Salesforce Distributed Marketing bridges the gap between corporate marketing, employees, channel partners, and your brand, ensuring consistent experiences across various networks. Corporate marketers can create and share collaborative, on-brand content in Marketing Cloud Engagement, which distributed teams like advisers and partners can access, personalize, and send directly from CRM experiences such as Sales, Service, Financial Services, or Experience Cloud. Distributed Marketing is facilitated through a managed package installed in your CRM environment, allowing you to integrate Distributed Marketing content blocks into your Marketing Cloud Engagement environment effortlessly. Leveraging the power of Marketing Cloud Engagement, all communications are streamlined, enabling teams to engage with their customer base reliably and efficiently. As a marketer utilizing Distributed Marketing, you can: For advisors, partners, or dealers utilizing Distributed Marketing, the benefits include: Before installing Distributed Marketing for Marketing Cloud Engagement, it’s essential to review the required products, licenses, and permissions. Guided setups are available to quickly activate new workflows for your teams, covering installation, configuration, and content management. Distributed Marketing setup involves utilizing Marketing Cloud Engagement journeys and Salesforce campaigns within Sales, Service, Financial Services, and Experience Clouds. After installation and authentication configuration, setting up Distributed Marketing includes creating entry event data extensions, profile attributes, content, sender profiles, and journeys, along with customizing the Campaign page layout. By managing settings, administrators can enhance CRM with Marketing Cloud Engagement content, enabling the delivery of relevant, on-brand content at every touchpoint. Additionally, Distributed Marketing allows the extension of powerful content to distributed teams, ensuring safe and efficient interaction. Enhancing Distributed Marketing functionality is essential to align with your company’s needs. Custom personalization interactions can be created to extend the message personalization flow, while the payload can be extended to include more data for journey decisions and content personalization. Overall, Distributed Marketing provides tools, workflows, and experiences to better serve and engage your entire customer base, ensuring consistent brand experiences across various touchpoints and networks. 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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Salesforce

Genesys Cloud and Salesforce Integration

With the Genesys Cloud for Salesforce integration, there is nothing to install on each user’s computer and nothing to maintain or back up on your servers. Genesys Cloud for Salesforce works with Service Cloud, Lightning Experience, Salesforce Omni-Channel, and High Velocity Sales. Genesys Cloud for Salesforce can use Genesys Cloud to run outbound dialing campaigns, show campaign activity, and reconcile campaign and campaign member data in Salesforce. Genesys Cloud for Salesforce can route Salesforce emails that users receive through the Email-to-Case functionality. Genesys can be added to Salesforce through the managed package settings. Does Genesys integrate with Salesforce? Integrating contact center software with CRM systems should be fast and easy. Genesys Cloud connects to Salesforce seamlessly via a pre-built integration. You get powerful features that work out of the box, recommended configurations, and an open platform and marketplace for easy extension. Where is Genesys Cloud hosted? Base Genesys Cloud services are deployed in “core regions.” Each core region is associated with an AWS Region and uses multiple AWS Availability Zones. You select a default core region based on your organization’s location. User access is then routed to the URL that corresponds to the data center for that region. Genesys Cloud CX is a SaaS product. 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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Salesforce Revenue Intelligence

Salesforce Revenue Intelligence

Achieve Sales Targets and Ensure Forecast Accuracy with Revenue Intelligence Salesforce Revenue Intelligence is a powerful data-driven sales solution designed to help sales teams hit their targets, grow pipelines, and ensure accurate forecasts. By combining Tableau CRM dashboards and analytics with a visual pipeline progress flow chart in Pipeline Inspection, Revenue Intelligence offers a comprehensive view of your sales pipeline. Key Features of Revenue Intelligence Unified Sales Insights Revenue Intelligence integrates several advanced tools, including: These features leverage AI, forecasting, and customer engagement data to help your sales team confidently close deals and drive revenue growth. Available for an Additional Cost Revenue Intelligence and its robust features are available as an add-on. For detailed pricing information, please contact your Salesforce account executive. Enhance Revenue and Build Stronger Pipelines with Revenue Insights Comprehensive Performance Insights Revenue Insights empowers sales teams with crucial performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue. It offers three embedded dashboards: Dynamic Pipeline Visualization With Pipeline Inspection, users can track changes in their pipeline dynamically. The Flow tab displays changes to opportunities across different forecast categories over time, allowing users to filter and focus on the most relevant data. By leveraging Salesforce Revenue Intelligence, sales teams can achieve unprecedented clarity and control over their sales processes, ensuring consistent growth and 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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Marketing Cloud Lead Scoring

Marketing Cloud Lead Scoring

The acquisition of Exacttarget, now known as Salesforce Marketing Cloud, in 2012 caused a stir in the industry. It wasn’t due to Salesforce’s reputation for acquiring top martech products and teams, but rather because Salesforce had predominantly focused on B2B2B, while Exacttarget was firmly established in the B2C realm. Nonetheless, the acquisition also brought in Pardot, one of the leading marketing automation platforms for B2B marketing at that time. So, why did Salesforce make this move? They recognized that B2C-style marketing was on the verge of becoming the norm in B2B environments. This approach emphasizes storytelling and creating experiences over simple transactions. Salesforce Marketing Cloud enriches email journeys with SMS, advertising, social engagement, and more. Today, it ranks among the top three choices for enterprises, counting clients like Adidas and American Express among its roster. However, like any product, Marketing Cloud has its acknowledged limitations, especially when competing with Marketo, Eloqua, or Hubspot in fiercely contested deals. One significant challenge for B2B marketers is Marketing Cloud’s lead scoring and website tracking functionalities—critical tools for achieving superior sales and marketing alignment and executing client-driven, behavioral marketing campaigns. Lead scoring is a tactic used in marketing and sales to prioritize potential customers (leads) based on their likelihood to convert into paying customers. The aim is to focus the sales team’s efforts on leads most likely to convert, thereby enhancing the efficiency of the sales process and maximizing revenue. Lead scoring involves assigning a numerical value or score to each lead based on various factors and behaviors indicating their level of interest and engagement with your products or services. These factors include demographics, behavioral data, engagement metrics, lead source, intent, scoring models, explicit data, and negative signals. Once leads are scored, they can be categorized into different segments or tiers, such as “Hot,” “Warm,” and “Cold,” or Marketing Qualified or Sales Qualified, allowing sales teams to prioritize their efforts accordingly. Lead scoring facilitates more effective collaboration between marketing and sales teams, leading to improved conversion rates and overall revenue generation. The significance of lead scoring cannot be overstated. According to Marketing Sherpa, 61% of B2B marketers send any lead directly to sales without a lead qualification strategy, while sales reps ignore 70% of all leads from marketing, leading to significant inefficiencies and considered a top-three time-waster for sales teams. To address this issue and achieve sales and marketing alignment, businesses can take several steps, including defining their Ideal Customer Profile (ICP or Persona), tailoring communication and content to attract the right leads, collecting necessary data to qualify leads effectively, and identifying which leads match their profile and are ready to be handed over to the sales team. Analyze the steps in your customer jouneys by ICP or Persona and assign a score to the possible disposition of each step. While a bit stressful this is a great exercise in measuring historical data to see what really moves the needle in your sales cycles. While some steps are within a company’s control, others require technological support. One key tool for this is lead activity tracking, which collects data on lead engagement. Additionally, a lead scoring mechanism is needed to quantify lead interest and fit objectively. Unfortunately, Salesforce Marketing Cloud doesn’t offer satisfactory native functionality for activity tracking and lead scoring. However, there are several options to successfully track lead scoring within Salesforce, such as SalesWings, Marketing Cloud Connect and Process Automation, Marketing Cloud Journey Builder, and Marketing Cloud Personalization Builder and Predictive Intelligence, among others. Each option offers unique features and advantages, enabling businesses to tailor their lead scoring strategies to their specific needs and objectives. While Salesforce Marketing Cloud may lack native lead scoring capabilities, there are powerful ways to drive sales and marketing interactions effectively. The key is to base decisions on core marketing automation features and keep the goal of lead scoring in mind to align sales and marketing teams and personalize the customer experience based on intent. When a visitor goes to your website with the tracking code installed, a cookie is dropped with a unique ID and session ID. The cookie adds an ID to all Collect calls. The cookie tracks the user until it’s removed or cleared. The Collect Tracking Code pixel identifies itself as an invisible image, and it doesn’t affect the user experience of website visitors who use a screen reader. Configurations vary by product and use case. Collect Tracking Code monitors the variables and events that you select at the contact level. Considerations Salesforce Marketing Cloud may lack native lead scoring capabilities, there are powerful ways to drive sales and marketing interactions effectively. Base your decision on core marketing automation features and keep the goal of lead scoring in mind to align your sales and marketing teams and personalize the customer experience based on intent. All solution product descriptions are provided by their respective owners. Content updated May 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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Order Management Enhancements Commerce Cloud

Order Management Enhancements Commerce Cloud

Salesforce Order Management Enhancements stands out for its scalability, catering to both small startups and large enterprises by offering customization to meet specific needs. Its adaptability facilitates seamless integration with other systems, presenting a comprehensive solution for e-commerce requirements. Explore the latest features in Salesforce Order Management and Lightning B2B Commerce, including process exception management, return merchandise authorizations, and various enhancements. Salesforce Order Management now provides tools to identify and address process exceptions during order processing interruptions. The addition of a new return order data model aids in managing return merchandise authorizations. Further updates include improved order summary flows, customization of payment methods, and the creation of order summaries with custom numbers and statuses. Enhancements to Lightning B2B Commerce introduce new components for deliveries and order summaries, improved searchability, an integration dashboard, and the Price Book Workspace. The integration dashboard consolidates management of integrations, providing a centralized overview. Order Management serves as the central hub for handling the entire order lifecycle, covering order capture, fulfillment, shipping, payment processing, and service. Customers can submit orders through any commerce channel, and merchants can efficiently manage fulfillment, shipping, invoicing, and service using integrated and customizable workflows. Salesforce Mobile App allows easy access to data on the go, although certain console features are not available. Order Management offers various resources, including preconfigured permission sets, Salesforce Payments integration for seamless payment processing, and extensive documentation for setup, administration, and extension. Salesforce Order Management utilizes Einstein Generative AI to enhance the overall experience, providing smarter service to customers. High-scale orders are supported on Hyperforce, offering increased capacity for order processing. For post-implementation monitoring and optimization, tracking key performance indicators (KPIs) such as order processing time, customer satisfaction, and inventory levels is crucial. Salesforce analytics aid in making data-driven improvements, and troubleshooting tools are available for resolving common issues like order discrepancies and payment failures. The Salesforce Order Management Implementation Guide outlines steps from initial setup and data migration to workflow customization, payment, and shipping integrations. Real-world case studies demonstrate successful implementations, showcasing the platform’s benefits, scalability, and advanced features. The retirement of Commerce Cloud Order Management is announced, with Salesforce Order Management positioned as the new product built within the Salesforce core platform. For further details or assistance, users are advised to contact their account manager or refer to Salesforce Order Management Help documentation. 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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Salesforce Commerce Cloud Ecommerce Implementation Tasks and Roles

Commerce Cloud Explained

What is Salesforce commerce cloud? Salesforce Commerce Cloud is a cloud-based suite of products that enable e-commerce businesses to set up e-commerce sites, drive more automation and provide customers with seamless shopping experiences. Commerce enables retailers to swiftly establish an online presence, leveraging the capabilities of Salesforce CMS. Equipped with numerous out-of-the-box features, it caters to both B2C and B2B retailers, facilitating the creation of exceptional online experiences. Commerce Cloud encompasses standard Salesforce features, exhibiting mobile readiness, seamless integration with Service Cloud, and compatibility with other Salesforce products. Additionally, it incorporates Einstein AI-enabled functionalities. Noteworthy examples of SFDC Commerce Cloud implementation can be observed through prominent Salesforce customers like Puma and Adidas. The platform offers two variants, each catering to distinct customer focuses: Scale commerce with confidence on the most complete platform. Simplify everything from setting up your digital storefront to driving sales on any customer touchpoint with AI and automation powered by the Einstein 1 Platform. Salesforce Commerce capabilities enable you to cover more touchpoints with your customers, deliver personalized services to them, launch in new markets faster, and boost conversions. It helps you make analytics-based decisions to provide truly unforgettable services to your shoppers. 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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Salesforce and Healthcare

Healthcare Technology Solutions

Healthcare institutions have the golden opportunity to enhance the technology systems implemented over the past few pandemic years, particularly in the realm of virtual rounding—where clinicians utilize collaboration technologies to interact with patients remotely. This approach gained significant traction during the pandemic and is now poised for further growth and refinement. Healthcare Technology Solutions. Healthcare technology solutions refer to the use of technology to improve both healthcare delivery and outcomes.  These solutions encompass a wide range of technologies from electronic health records to wearable devices to mobile applications.  Many believe the solution to better healthcare is data and collaboration.  The right software can help. Healthcare Technology Solutions Here are ways to maximize the impact of virtual rounding specifically in your healthcare organization: Devices: Collaboration Software: Telehealth Peripherals: Electronic Medical Records: Patient Experience APIs: Asset Tracking: Business Intelligence: Mobility Management: Whether your organization requires healthcare technology hardware, software, or cloud-based solutions, Tectonic is well-equipped to expedite the implementation process with numerous healthcare implementations under our belt. Five Exciting and emerging healthcare technology solutions coming in 2023 and beyond: 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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CRM Analytics and Tableau

CRM Analytics and Tableau

Whether you’re exploring data visualization tools or delving into the realm of analytics, Tableau and Salesforce CRM Analytics (formerly known as Tableau CRM) likely appear on your radar, both under the Salesforce umbrella. In this discussion, we’ll scrutinize the key disparities between these solutions and discern when one triumphs over the other. Firstly, let’s clarify the essence of both platforms: Tableau stands as a standalone, user-centric business intelligence platform, offering a suite of products like Tableau Prep, Tableau Desktop, and Tableau Online, tailored for data preparation, visualization, and dissemination. Salesforce CRM Analytics embeds analytics and reporting within Salesforce, furnishing insights seamlessly within your CRM workflow, predominantly drawing data from your Salesforce environment while accommodating certain external data sources. Here’s a comparative glimpse: Tableau: Salesforce CRM Analytics: Moreover, Salesforce offers Einstein Discovery, an AI-powered analytics tool augmenting data analysis with machine-learning models and statistical analysis. It enables swift detection of correlations, prediction of outcomes, and recommendation of improvement strategies, enhancing proactive decision-making. This plug-in seamlessly integrates with both Salesforce CRM Analytics and Tableau, subject to appropriate licensing. In contemplating between Tableau and CRM Analytics, Charlotte Bayart, Data & AI consultant at delaware, emphasizes the level of reporting: “For business reports on a management level, Tableau will likely excel due to its versatility and powerful visualizations. However, for operational reporting within CRM workflows necessitating real-time insights and immediate actionability, CRM Analytics proves indispensable. With embedded solutions like CRM Analytics, users gain direct access to detailed insights without additional layers, facilitating prompt decision-making and action.” Ultimately, organizations leveraging Salesforce as a CRM platform might find synergy in employing both Tableau and CRM Analytics concurrently, optimizing their analytical prowess across various reporting needs. 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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Salesforce Queues

Salesforce Queues

Salesforce Queues streamline the prioritization, distribution, and assignment of records among teams that collaborate on shared workloads. They function as holding areas within Salesforce where records wait for team members to pick them up and take ownership, either for themselves or on behalf of another user. Key Benefits of Salesforce Queues: How Salesforce Queues Work: In Salesforce, queues act as record owners instead of individual users. Records awaiting action are associated with a queue until a team member takes ownership. Components of a Salesforce Queue: Difference Between Queues and Groups in Salesforce: While both serve as ways to share records, queues and groups differ in their functionality. Creating a Salesforce Queue (Lead Queue Example): Step 1: Create a Queue Step 2: Create or Edit Assignment Rules Step 3: Test It Out Using Salesforce Queues Efficiently: Additional Salesforce Queue Examples: Salesforce Queues optimize team collaboration by facilitating record prioritization, distribution, and assignment. Organizations can leverage queues to enhance visibility and streamline workload management across teams effectively. With no limit to the number of queues you can create, Salesforce Queues empower teams to work smarter and collaborate efficiently. 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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Tectonic Salesforce Customization

Tectonic Salesforce Customization

Mastering Salesforce Customization with Tectonic As an official Salesforce Consulting Partner, Tectonic brings nearly two decades of experience in delivering Salesforce configuration and customization services. Our team includes over 80 Salesforce Certified Consultants dedicated to providing tailored solutions for nonprofits and membership associations. We specialize in customizing, configuring, and implementing Salesforce solutions to meet specific client needs. Our services range from configuring core functionality to expanding scope with AMS implementations like Fonteva, across various Salesforce clouds. The Benefits of Salesforce Customization Salesforce customization offers a more engaging, personalized user experience for your member community, customers, or partners and a more streamlined, profitable platform for your team. Salesforce Customization Services Leverage the full potential of Salesforce with Tectonic’s customization and configuration services. Our Salesforce Customizations and Configurations As an official Salesforce Consulting Partner, Tectonic has extensive experience delivering Salesforce configuration and customization services, supported by a team of Salesforce Certified Consultants. We work with nonprofits and membership associations to customize, configure, and implement Salesforce solutions tailored to their specific requirements. Our services include configuring core functionality, expanding scope with AMS implementations like Fonteva, and working with various Salesforce clouds: Our Workspace Salesforce is continually evolving, and so are we. Tectonic’s workspace is our R&D arena where we experiment with next-gen technologies and solutions to ensure our clients receive cutting-edge configurations. Tech Stack Integration Salesforce is the central hub of an entire ecosystem. We deploy proven AppExchange products to extend your Salesforce platform and integrate existing components of your tech stack into one holistic system. Device Optimization Experience design drives our Salesforce configurations. With the trend towards smart devices, we ensure your Salesforce platform delivers a seamless experience on any device. Code Review We maintain a strict code review process to ensure your Salesforce platform is robust and reliable, preventing breakdowns during critical processes like membership renewals or webinar bookings. Documentation With a highly configured Salesforce platform, documentation is essential. We maintain and deliver comprehensive documentation throughout the process, from gathering requirements to implementing your Salesforce solution. The Benefits of Salesforce Customization Drive Member Engagement Tailoring your Salesforce platform to your members makes it more intuitive and engaging. We configure custom elements like personalized Experience Cloud pages and registration flows that align new users with the right organization. Increase Revenue Salesforce customization enhances user experience, leading to improved sales and a stronger revenue pipeline. Features like visibility of cart abandonment, Stripe integration, and streamlined payment processing bolster revenue. Enable Greater Efficiency A customized platform doesn’t have to be complex. We help replace your legacy CRM and AMS, streamline essential processes, and simplify managing and updating the system. Tectonic’s Customization Projects For over a decade, we’ve helped nonprofits and membership organizations support their missions and engage their communities with Salesforce. Working with Tectonic Customizing Salesforce requires the right support. Tectonic is a trusted tech partner with deep platform expertise. We know when to use Salesforce flows or configure with code and can navigate common pitfalls. We follow best practices for developing Salesforce functionality and support IT teams through complex transitions or deliver proofs of concept to architecture review boards. Delivery and Integration Our standardized delivery model ensures efficient, consistent integration of new solutions based on our extensive experience. We guide you through building and transitioning to your new Salesforce platform while supporting ongoing growth and data management on your current CRM. 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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Salesforce Logo

What is Salesforce and Why is it so Popular?

What is Salesforce and Why is it so Popular? Salesforce, a software company specializing in Customer Relationship Management (CRM), has emerged as a dominant force in business technology since its establishment in 1999. It encompasses both a software package and a complete ecosystem designed to enhance and modernize various business processes. The widespread popularity of Salesforce can be attributed to its all-encompassing CRM solutions, user-friendly interface, cloud-based platform, scalability, and the robust ecosystem it has fostered. Offering comprehensive tools for managing customer data, automating processes, analyzing data and insights, and creating personalized customer experiences, Salesforce extends its reach to various solutions such as customer service, marketing automation, commerce, app development, and more. What sets Salesforce apart is its highly customizable platform, allowing users to tailor CRM according to specific requirements. Renowned for its flexibility, Salesforce offers a plethora of customizable features and functionalities, making it stand out in the business technology landscape. Many companies opt for Salesforce due to its role as a customer relationship management solution, effectively bringing together companies and customers. Positioned as an integrated CRM platform, Salesforce provides all departments, including marketing, sales, commerce, and services, with a unified view of each customer. This capability to foster collaboration and coherence across diverse business functions contributes to the widespread adoption of Salesforce by numerous companies. 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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field dependencies

Guide to Salesforce Field Dependencies

Salesforce provides robust tools to optimize processes, streamline workflows, and ensure data accuracy. In this guide, we’ll explore how to set up Salesforce field dependencies, implement validation rules, and use formula fields to enhance data quality and maintain data integrity across your organization. Understanding Field Dependency Field dependency in Salesforce allows you to filter and display relevant options in one picklist based on the user’s selection in another picklist. It links a controlling field and a dependent field, where the controlling field determines which values are shown in the dependent field. This helps maintain data integrity by preventing irrelevant selections, ensuring accurate and consistent data. Benefits of Field Dependencies Here’s why field dependencies are a valuable asset in Salesforce: Popular Use Cases for Field Dependencies How to Set Up Field Dependencies Best Practices for Managing Field Dependencies Conclusion Salesforce field dependencies are a powerful feature for ensuring clean data, enhancing workflows, and improving user experience. By enabling context-specific data entry, they reduce errors and save time, boosting productivity across your organization. If you need expert assistance with Salesforce configurations, Tectonic, a trusted Salesforce consultant, can help. With deep expertise in Salesforce solutions, Tectonic ensures your workflows are optimized and your Salesforce environment is perfectly aligned with your business needs. Reach out today to unlock the full potential of Salesforce for 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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Marketing Cloud Journeys and Automations

Marketing Cloud Journeys and Automations

Creating Engaging Marketing Campaigns with Journeys and Automations in Marketing Cloud-Marketing Cloud Journeys and Automations In Marketing Cloud, design and automate campaigns that lead customers through their interaction with a brand. Execute various marketing and data management tasks promptly, triggered by specific actions, or on a scheduled basis. Addressing Email Client Privacy and Non-Subscriber Activity Certain email client providers are implementing privacy changes that can affect open metrics and calculations. At Salesforce, trust is paramount, and we prioritize privacy and security. In response to evolving digital landscapes, we aim to provide solutions that enable you to adapt and succeed. While email opens traditionally signal customer interest, evolving privacy options may diminish their reliability as engagement indicators. Leveraging Automation Studio Utilize Automation Studio to streamline email sends, queries, imports, and more within Marketing Cloud Engagement. Craft workflows, simple or intricate, to automate marketing and data management tasks based on your specified criteria. Harnessing Journeys and Messages Journey Builder, a pivotal campaign planning tool in Marketing Cloud Engagement, empowers you to design and automate campaigns guiding customers along their brand journey. At its core lies the journey, serving as your communication blueprint. Canvas activities within Journey Builder dictate communication methods and guide contacts through the journey. Contacts enter via entry sources, and the journey continuously evaluates them to progress to the next activity. Utilizing Behavioral Triggers Employ Marketing Cloud Engagement to target customers who abandon items or services before purchase. Configure the flow of behavioral data into data extensions for email sends and journeys, a strategy known as Behavioral Triggers. This approach leverages behavioral data to engage customers effectively throughout their 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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salesforce donor management

Salesforce and Nonprofits Donor Management

Can Salesforce Support Donor Management? How does Salesforce Nonprofits Donor Management fit into the bigger picture? Salesforce Nonprofit Cloud serves as a comprehensive CRM platform designed specifically for nonprofits. It not only streamlines fundraising but also addresses program management, grant management, marketing, and, crucially, donor management. Is Salesforce Suitable for Nonprofits? Salesforce.org extends robust CRM technology to a global network of nonprofits and educational institutions, empowering them to operate efficiently, raise funds effectively, and cultivate more meaningful relationships with their beneficiaries. Can Salesforce Facilitate Fundraising? Harnessing the secure foundation of Salesforce, the Fundraising module enhances operational efficiency, collaboration, and the adoption of best practices. Nonprofit Cloud for Fundraising applications empowers organizations to fulfill common responsibilities and tasks associated with fundraising. Understanding Donor Management Systems A donor management system (DMS) functions as an extensive cloud-based filing cabinet, meticulously tracking every aspect of an organization. From names and emails to tasks, deadlines, and gift asks, a nonprofit DMS, like Nonprofit Cloud, operates as a specialized CRM geared specifically towards donors. Considerations for Nonprofit Donation Management Systems Before investing in a nonprofit donation management system, consider key components during your fundraising technology research. These include the ability to track detailed contact information, monitor campaign metrics, and segment information according to organizational and campaign strategies. The Role of Salesforce Nonprofits Donor Management in Event Success Event management is crucial for nonprofit professionals, and a donor management system can significantly enhance operations. By uploading attendance sheets to the donor management system after hosting events, organizations can efficiently track donors, build strong relationships, and collect donations, ensuring that vital donor information is easily accessible. Elevating Fundraising with Intelligence Taking donor management to the next level involves transitioning from data to intelligence, commonly known as fundraising intelligence. This encompasses processes and systems that provide nonprofits with information on the affinity, capacity, and inclination of donors. A comprehensive donor management system allows organizations to prioritize prospects, cross-reference contacts with vast records, batch score records, enhance communication, and generate detailed scores for each prospect or donor—all within the Salesforce platform. 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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