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Salesforce Marketing Cloud Social Studio

Introducing Salesforce Marketing Cloud Social Studio

Social media is undeniably reshaping the customer experience, constituting a significant portion of online time spent, as indicated by a recent report from Global Web Index. Introducing Salesforce Marketing Cloud Social Studio. The demand for businesses to transcend conventional products and services in delivering a truly distinctive customer experience has never been greater. Enter the influential realm of Social Studio to meet these evolving needs. Introducing Social Studio Publish Imagine having a centralized hub for managing all your social accounts. Social Studio Publish offers precisely that – a singular platform to oversee your social content. Here’s what you can accomplish: All of this is conveniently accessible from your desktop or through a mobile app compatible with Android or iOS. Navigating Through Publish In your Social Studio initiation, you discovered that a workspace is where you integrate, customize, and configure the social media accounts you wish to monitor. Access a workspace by clicking the respective tile upon logging into Social Studio. Once in a workspace, you are seamlessly directed to Publish for that workspace. Here, you create and publish content for the authorized social accounts. The main navigation in Publish comprises the following options: The Publish Calendar Upon entering Publish, you encounter the calendar as the initial page. The workspace calendar serves as a centralized venue for planning, scheduling, and creating content. Each workspace boasts its own calendar, allowing members to view and collaborate on content effortlessly without distractions from other business unit content. As a workspace member, you can: Pro Tip for Calendars To establish a global calendar view showcasing all published posts in Social Studio, create a workspace encompassing all social accounts in the tenant. The global calendar exclusively displays previously published posts, and future posts from other workspaces will populate once they are live. Have a Message? Leave a Note! Enhance collaboration through calendar notes, enabling reminders, questions, or messages for other team members. Any workspace user can add a note, limited to 256 characters, for past or future dates. To create a note: The note is then visible on your calendar with editable or deletable options. Note that Salesforce has announced the retirement of Social Studio on November 18, 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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Salesforce Gamification in 2022

Salesforce Gamification in 2022

Salesforce Gamification: Key Elements to Boost User Adoption Many companies struggle with people-centric challenges when implementing Salesforce—high training costs, frequent employee turnover, and skills gaps can all contribute to a lower return on investment (ROI). One powerful strategy to address these issues is gamification, which enhances adoption and boosts employee engagement. Research shows that gamified training leads to a 30% increase in knowledge retention, with 83% of employees feeling more motivated. This insight will explore how Salesforce gamification improves employee performance and drives Salesforce adoption. What is Salesforce Gamification? Salesforce gamification applies gameplay techniques to influence employee behavior and drive better business outcomes. It turns learning into a fun, engaging experience, making the adoption of Salesforce easier and more effective. One great example is Trailhead, Salesforce’s learning platform. Trailhead gamifies learning by awarding points and badges as users progress, allowing them to climb the ranks and compete with others, all while mastering Salesforce. Six Essential Elements of Salesforce Gamification Salesforce gamification uses various elements to engage users. Here are six key components that can help drive success: How Salesforce Gamification Improves User Adoption Gamification is a proven method for driving user adoption, engagement, and retention across internal tools and customer-facing applications. For instance, Autodesk increased free trial usage by 40%, and Extraco Bank boosted customer acquisition by over 700% through gamification. Here are five ways gamification can improve Salesforce adoption: How Digital Adoption Platforms Elevate Gamification Digital adoption platforms (DAPs) like Whatfix enhance Salesforce gamification by providing in-app guidance, interactive walkthroughs, and task lists. These features reduce the time employees spend searching for information, improving their productivity and Salesforce proficiency. For example, Experian used Whatfix to increase Salesforce adoption by 72% in just one year. Final Thoughts Salesforce gamification drives user adoption by using gameplay elements—such as badges, leaderboards, and real-time feedback—to reinforce key performance indicators (KPIs) and engage employees at all levels. By incorporating gamification into Salesforce training and daily workflows, businesses can improve employee productivity, automate repetitive tasks, and increase their ROI. Using gamification tools can transform your Salesforce experience and help your teams get more out of their investment. 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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Value of Queues in Salesforce

Value of Queues in Salesforce

Salesforce Queues serve as a streamlined and collaborative solution for the management of records and tasks. The value of queues in Salesforce is the ease of access they provide for records. They offer an organized and automated method to structure, distribute, and assign work items among users or teams efficiently. Visualize a Salesforce Queue as a virtual container or repository that holds a collection of records or tasks. These items encompass leads, cases, opportunities, or any standard/custom object in your Salesforce org. Instead of manually assigning individual records to specific users, the queue becomes the focal point for distributing work seamlessly. Value of Queues in Salesforce The utility of Salesforce Queues shines in situations where multiple users or teams collaborate in handling incoming requests or overseeing a specific record type. For instance, a customer support team may utilize a queue for incoming cases, allowing any team member to access and work on cases from the shared queue. Significance of Salesforce Queues: In sales and support teams, the influx of leads and issues demanding resolution is often substantial. Without proper assignment of this workload, inefficiencies and mismanagement can arise. Salesforce Queues play a pivotal role in addressing this challenge. A queue acts as an orderly arrangement of records, especially leads, ensuring systematic prioritization and handling. Through the use of queues, collaborating team members can efficiently distribute and manage the workload associated with these records. This collaborative framework empowers employees to share responsibilities and address tasks as they become available. Records remain within the queue until claimed by an individual user. The implementation of queues benefits both the organization’s workforce and its customers. It prevents employee overload by ensuring a balanced distribution of tasks while ensuring prompt attention to customer concerns. As a result, this approach guarantees that no records are overlooked or left unattended. 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 Success Story

Case Study: Flexible CRM for High Growth Sales

Hospitality company needs to enhance their CRM capabilities to match the business with a Flexible CRM for High Growth Sales. Industry: Hospitality – High Tech Client is a hospitality company specialized in a new, modern mode of housing, making it easy to live well — wherever, whenever. Company has homes in over 30 cities across the U.S. and have hosted over 1 million nights of stays. Backed by Airbnb, Comcast, Bowery, and Initialized Capital, they’ve raised $90M in funding. Problem: Implemented : Our solution? Results: Salesforce offers customized solutions for the travel and hospitality industries, assisting companies in this field to provide outstanding client experiences, optimize workflows, and spur expansion. These solutions make use of the Salesforce Customer 360 platform to improve communication, organize data, and give visitors a customized experience. Salesforce offers digital transformation technology for travel, tourist, and hospitality industries. If you are considering a Salesforce hospitality implementation, contact Tectonic today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Success Story

Case Study: Service Cloud Marketing Cloud Hospitality

Resort company builds loyalty and drives sales increase across all sites using data and segmentation. hospitality salesforce service marketing case study. Industry: Hospitality Located at the epicenter of Honolulu’s most exciting neighborhoods, resort offers guaranteed oceanfront panoramic views in guestrooms and luxury suites. The hotel also has its own golf course. Problem: Implemented : Technologies integrated : Our solution? Results: Tectonic has assisted customers in generating a live view of their visitors so they can pleasantly surprise and amuse them with customized service during every engagement. Salesforce offers customized solutions for the travel and hospitality industries, assisting companies in this field to provide outstanding client experiences, optimize workflows, and spur expansion. These solutions make use of the Salesforce Customer 360 platform to improve communication, organize data, and give visitors a customized experience. Salesforce offers digital transformation technology for travel, tourist, and hospitality industries. If you are considering a Salesforce hospitality implementation, contact Tectonic today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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clock

Salesforce Integrations for Sales and Marketing Teams

What do Salesforce integrations entail? Salesforce Integrations for Sales and Marketing Teams. Salesforce integrations involve establishing connections between Salesforce and various third-party applications, ranging from marketing automation tools and customer service software to accounting programs. This seamless exchange of data between platforms serves to enhance Salesforce’s overall functionality. How extensive is Salesforce’s integration ecosystem? Salesforce boasts a robust integration ecosystem, with over 3,000 integrations available on its AppExchange marketplace. Beyond these, users can leverage: Salesforce Integrations for Sales and Marketing Teams While there isn’t a one-size-fits-all list of essential Salesforce integrations for sales and marketing, we’ve curated a selection of widely-used integrations across various categories: These integrations cater to diverse needs within sales and marketing, facilitating efficient data handling, analytics, communication, project management, and more. 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 for Hospitality

Salesforce for Hospitality

Transforming Hospitality with Salesforce CRM The hospitality industry, known for its expansive options and fierce competition, faces challenges from small hotels to globally recognized resorts. Beyond traditional amenities like clean rooms and Wi-Fi, evolving customer expectations demand highly personalized services for enhanced comfort and swift issue resolution. Salesforce CRM emerges aremains a tool for managing customer interactions and elevating the operations of various players in the hospitality sector. Leading establishments such as Quest Apartment Hotels, Carlson Hotels Worldwide, and HotelTonight harness the capabilities of Salesforce CRM to enhance their services. Salesforce for Hospitality Beyond the realm of hotels, the world’s most widely used CRM solution empowers the entire hospitality industry, encompassing transportation and travel, to deliver personalized and seamless customer experiences. Transportation companies leverage real-time query management and dynamic services to navigate the future of freight efficiently. Simultaneously, travel and hospitality entities utilize data-driven insights to tailor travel options, incorporate artificial intelligence for personalized recommendations, and establish connected guest services, ensuring unparalleled comfort and satisfaction. In essence, Salesforce CRM offers the hospitality industry unified customer views, heightened customer satisfaction and loyalty, invaluable analytics data, automation solutions, and prompt customer service. Its implementation accelerates industry efficiency, fostering innovation and driving continuous improvements in the realm of hospitality. Content updated September 2023. 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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Unlimited Edition Brings Together A La Carte AI

Unlimited Edition Brings Together A La Carte AI

Salesforce has integrated eight formerly standalone AI and automation tools into its Sales Cloud Unlimited Edition subscription, simplifying its pricing structure. Unlimited Edition Brings Together A La Carte AI for a comprehensive sales solution. These tools include Conversation Insights, which leverages natural language processing to analyze audio and video recordings for insights like competitor mentions and challenges. Also included is Salesforce Inbox, which integrates email and calendar information directly into Salesforce, and Sales Engagement (formerly High Velocity Sales), offering reporting, manager-set workflows, and productivity tools. Additionally, the integrated tools encompass Automated Contacts, Lead Scoring, Forecasting, Opportunity Scoring, and Pipeline Inspection. Salesforce has confirmed that the subscription fee for Sales Cloud Unlimited Edition will remain unchanged at $300 per user per month, as stated by Ketan Karkhanis, executive vice president and general manager of Salesforce Sales Cloud. These consolidations coincide with what Salesforce terms a “relaunch” of Sales Cloud Unlimited Edition, the company’s flagship CRM product. The initiative reflects Salesforce’s strategy to automate the top manual tasks that sales representatives typically perform, freeing up more time for actual selling, according to Karkhanis. This is a huge advancement in bringing artificial intelligence to Salesforce users. While Sales Cloud Unlimited Edition is designed for businesses of any size, it particularly targets organizations with 1,000 or more employees, typically boasting robust sales teams. Smaller companies are also finding appeal in Sales Cloud Unlimited Edition due to its capabilities in sales rep onboarding and workflow automation, which are increasingly crucial in a fully remote or distributed sales environment, noted Rebecca Wettemann, CEO of Valoir. Salesforce’s ongoing efforts to enhance Sales Cloud include the acquisition of Troops.ai, aimed at integrating sales-oriented Slack features into Salesforce. Troops.ai specializes in Slack and Microsoft Teams bots that automate sales-related tasks, such as updating Salesforce data and alerting salespeople to actionable changes. The acquisition underscores Salesforce’s commitment to improving productivity and efficiency within digital sales channels. In parallel, Box Inc. has deepened its integration with Salesforce by adding Box Sign functionality for documents and supporting Salesforce Flow for low-code automation. This integration enables streamlined document processes, enhancing proposal creation, delivery, and tracking capabilities within the lead-to-cash cycle. These developments highlight Salesforce’s continuous efforts to empower sales organizations worldwide with enhanced automation, productivity tools, and seamless integrations across its ecosystem. 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 Data Model

Salesforce Data Model

The entity relationship diagrams (ERDs) featured in this insight elucidate significant connections among standard Salesforce objects, utilizing crow’s foot notation as part of Salesforce’s data modeling framework. The Salesforce Data Model shows the connection between fields, objects, and data. The Salesforce data model is essentially a composition of objects and fields. Data modeling involves structuring data using objects, fields, and relationships. In Salesforce, the database adopts a relational structure, storing data in tables referred to as Objects. These tables consist of columns representing types and rows denoting records, with entries named fields or data records. In Salesforce, objects play a pivotal role as they enable data storage, akin to tables in a database. Each object comprises multiple fields designed to house data effectively. Salesforce’s Data Model shows how each object relates to the others. The core architecture of Salesforce is characterized by a multi-tenant structure, where a common application serves multiple groups or clients. This architecture ensures the security and isolation of data for each client, even though they share the same server. Fields in the Salesforce data model are fundamental units of data storage, encompassing various types such as text, number, picklist, and date. These fields are utilized to store data specific to a particular object. For example, the Account object incorporates fields like Account Name, Account Number, and Phone. 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 LiveRamp Integration

Salesforce and LiveRamp Integration

Salesforce Marketing Cloud empowers you to maximize every customer interaction by providing tools to manage the customer journey across all channels. With Salesforce’s Customer Data Platform (CDP), you get a comprehensive view of each customer through unified profiles. This platform integrates data from the world’s #1 CRM, creating a single source of truth. Salesforce and LiveRamp Integration. Partnership with LiveRamp Salesforce Customer Data Platform users can leverage LiveRamp’s Distribution application to deliver their customer audiences to LiveRamp. This enables the orchestration of targeted, people-based advertising campaigns powered by RampID across 500+ publishers, including walled garden platforms. A walled garden platform, also known as a closed ecosystem or closed platform, is a software system that restricts access to content, applications, and media. The provider of the platform has complete control over what is shared, and users can only access what the provider allows. Walled gardens are often used in the marketing and tech industries, and can be used to improve cybersecurity by isolating users from external threats. Benefits for LiveRamp Customers: Key Features: Earlier this week, Dreamforce 2022 returned to San Francisco, where Salesforce introduced its new real-time data platform, Genie. LiveRamp was highlighted as a key partner in Genie’s launch, playing a crucial role in delivering highly personalized customer experiences by enriching and activating data across the advertising ecosystem. Salesforce users can now access LiveRamp technology through the LiveRamp Distribution App, available on the AppExchange. Marketers utilize platforms like Genie as their single source of truth to drive personalization. LiveRamp Distribution equips Salesforce customers with tools to build more accurate audiences powered by RampID, a people-based identifier. This integration allows direct access to over 500 platforms and partners for activation, enabling impactful, personalized, and relevant marketing programs across the ecosystem. All activations through LiveRamp ensure privacy by avoiding the sharing of hashed or raw directly identifiable personal data with any activation platform. “Customer data platforms are transforming the advertising ecosystem to be more customer-first. By providing a single, real-time view of the customer and centralizing customer knowledge, Salesforce Genie delivers unparalleled consistency and effectiveness across all customer touchpoints throughout the media ecosystem,” said Travis Clinger, SVP of Activations and Addressability, LiveRamp. According to Salesforce’s Fifth Edition of the State of the Connected Consumer report, 62% of respondents expect companies to anticipate their needs. However, data fragmentation across the ecosystem hinders this personalized customer experience. Brands require advanced segmentation and activation capabilities to successfully engage customers with the right message at the right moment on the right channel. Our partnership empowers marketers to take more control over their data, offering capabilities such as: Supporting CDPs with Activation To remain competitive and grow, businesses must find innovative ways to engage their customers and deliver personalized, relevant messages through preferred channels. The powerful combination of platforms like Genie and LiveRamp enables the transformation of personalized experiences and enhances the reach and accuracy of marketing programs while respecting consumer privacy. 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 AI Propensity Scores

Salesforce AI Propensity Scores

AI-driven propensity scores take an existing data model and improve its predictions, speed, and analysis with AI. Salesforce AI Propensity Scores in CRM: In CRM, a propensity score is the model’s probabilistic estimate of a customer performing a specific action.  A propensity model is a mathematical formula that takes into account all of the known factors that are associated with conversion. The model then uses this information to estimate the likelihood that a given lead will convert to a customer. In super geeky terms, The propensity score is the probability of a unit (e.g., person, classroom, school) being assigned to a particular treatment given a set of observed covariates. How do you calculate propensity score? Propensity scores are generally calculated using one of two methods: a) Logistic regression or b) Classification and Regression Tree Analysis. a) Logistic regression: This is the most used method for estimating propensity scores. It is a model used to predict the probability that an event occurs. Why do we need propensity score? Propensity score analysis (PSA) arose as a way to achieve exchangeability between exposed and unexposed groups in observational studies without relying on traditional model building. Exchangeability is critical to our causal inference. Get Accurate Predictions by Defining the Target Variable Defining the target variable is crucial for accurate model predictions. Your model needs a primary focus for analysis and predictions. Scoring models uncover relationships between features and the target variable, providing insights on how to maximize or minimize this variable. For example, to predict the likelihood of opportunities converting into accounts, define a target variable that indicates this conversion. You can also apply custom logic to refine this target variable further. Make Informed Business Decisions Based on Historical Trends Generate predictions for specific periods to make informed business decisions and maximize revenue based on historical trends. For example, to determine which accounts sales representatives should focus on in the next 30 days, select a 30-day prediction duration. Then, use CRM Analytics datasets with historical data to identify revenue trends from accounts in the past 30 days. Effortlessly Build and Deploy Propensity Models Utilize the Scoring Framework to build and deploy generic propensity models for various industries without coding. Configure and deploy Einstein Discovery models through the AI Accelerator, which displays predictions and Einstein Next Best Action recommendations on record pages using the AI Accelerator—Einstein Predictions & Recommendations component. Scoring Framework Features AI Accelerator and Scoring Framework Integration Get real-time predictions across multiple industries by integrating AI Accelerator. Build generic propensity models without writing code using the Scoring Framework. Configure and deploy Einstein Discovery models, and showcase predictions and Next Best Action recommendations on record pages. AI Accelerator Functionality Salesforce Einstein’s Role Salesforce Einstein integrates robust AI technologies within the Lightning Platform, offering administrators and developers a comprehensive set of platform services to build smarter apps and customize AI for their businesses. Scoring Framework and CRM Analytics Use the Scoring Framework, based on CRM Analytics, to quickly build and deploy propensity models for various industries. Define template configurations, create CRM Analytics apps, and develop Einstein Discovery models and recipes effortlessly. Validating Input Features and Prediction Accuracy Train your model to validate input features and prediction accuracy. Then, deploy the model based on these predictions. Predictions Based on Standard or Custom Objects Build predictive models using standard or custom objects, enhancing business processes with smarter and more predictive capabilities. Making Business Decisions from Historical Trends Generate predictions based on historical trends to help make informed business decisions aimed at maximizing revenue. Enhancing Analysis with Additional Input Features Improve data analysis by incorporating features from CRM Analytics datasets along with object data. Focused Predictions with Defined Target Variables Improve prediction accuracy by defining the primary focus variable for your model. Customize input features to ensure valuable and accurate predictions for your use case. Targeted Predictions with Data Subsets Enhance prediction relevance by focusing on specific data subsets using filter conditions. Contextual Predictions by Storing in Records Store predictions in records to view them within the context of your use case, facilitating informed decision-making. Real-Time Predictions with AI Accelerator Integrate the Scoring Framework with AI Accelerator for real-time predictions, suggestions, and insights. Template Configuration and Data Requirements Ensure data requirements are met while configuring templates, confirming that there are enough records in the dataset. Quick Access to CRM Analytics and AI Accelerator Easily access CRM Analytics apps or AI Accelerator use cases by clicking the relevant button on the template configuration card. Handling Template Configuration and AI Accelerator Issues Retry template configuration activation or deactivation if unsuccessful. Similarly, retry creating or deleting AI Accelerator use cases as needed. Exploring New Metadata Types and Tooling API Objects Explore new metadata types and use the Tooling API to work with Scoring Framework setup objects, enhancing your capabilities within the Scoring Framework. Content updated April 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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Heroku and Go

Heroku and Go

Heroku makes it easy to deploy and scale Go apps. Whether you prefer frameworks like Negroni or Gin, or getting your hands dirty with the standard library, Heroku helps you build things your way with the tools you love. You use the CLI to manage and scale your applications, provision add-ons, view your application logs, and run your application locally. When you create an app, a git remote (called heroku) is also created and associated with your local git repository. Heroku generates a random name (in this case polar-inlet-4930) for your app, or you can pass a parameter to specify your own app name. Deploying and scaling Go apps on Heroku is a breeze. Whether you lean towards frameworks like Negroni or Gin, or prefer diving into the standard library, Heroku empowers you to build your way, using the tools you love. Manage and scale your applications effortlessly using the CLI. From provisioning add-ons to viewing application logs and running your app locally, using Heroku simplifies the process. When you create an app, Heroku automatically sets up a git remote called “heroku” associated with your local repository. Additionally, it generates a random name for your app, or you can specify your own. Heroku treats logs as streams of time-ordered events from all your app and Heroku components, providing a unified channel for all events. You can view log information using commands like heroku logs –tail. To explicitly declare how your app should be started, use a Procfile in the root directory of your application. This file specifies the command to be executed, such as web: go-getting-started. Scaling your app is simple. By default, your app runs on a single web dyno, but you can easily scale it up by specifying the number of dynos to run your web process type. Heroku recognizes that your app is a Go application by the presence of a go.mod file in the root directory, which specifies dependencies and build configurations. Running your app locally requires compiling it and ensuring it’s available on your $PATH. You can achieve this with go install -v . followed by heroku local. To propagate local changes, follow the standard Git workflow: add, commit, and push your changes. Heroku supports add-ons, which are third-party cloud services providing additional functionality for your app, from logging to monitoring. Configuration variables (config vars) store sensitive data and environment-specific information, accessible to your app at runtime. Heroku’s built in logging system aggregates events from all processes into Logplex, facilitating real-time monitoring and debugging. Heroku provides a comprehensive platform for developing, deploying, and running scalable applications, offering seamless integration with various tools and services. Manage and scale your applications effortlessly using the CLI. From provisioning add-ons to viewing application logs and running your app locally, Heroku simplifies the process. Scaling your app is simple. By default, your app runs on a single web dyno, but you can easily scale it up by specifying the number of dynos to run your web process type. Configuration variables (config vars) store sensitive data and environment-specific information, accessible to your app at runtime. In summary, Heroku provides a comprehensive platform for developing, deploying, and running scalable applications, offering seamless integration with various tools and services. Understanding How Heroku Works Heroku’s operational framework encapsulates the intricate process of developing, configuring, deploying, and running applications on its platform. Defining Applications Heroku facilitates the deployment, execution, and management of applications scripted in various computer languages including Ruby, Node.js, Java, Python, Clojure, Scala, Go, and PHP. An application encompasses the source code written in one of these languages, potentially accompanied by a framework, and a dependency description specifying the additional dependencies necessary for building and running the application. Understanding Execution Executing an application on Heroku typically requires minimal modifications. However, it’s necessary to inform the platform about the runnable components of the application. This can often be automatically inferred for established frameworks, while for others, explicit declaration is necessary through a text file called a Procfile. Each line in the Procfile designates a process type, defining a named command executable against the built application. Deployment Process Heroku primarily employs Git as the means for deploying applications, associating a new Git remote, usually named “heroku,” with the local Git repository upon application creation. Consequently, deploying code involves a familiar Git command: git push heroku main. Building Applications Upon receiving the application source, Heroku then initiates a build process tailored to the specific language. This typically involves retrieving specified dependencies and generating necessary assets, culminating in the creation of a “slug” – a bundled package containing the compiled, assembled application ready for execution. Running Applications on Dynos The program executes applications by running specified commands on “dynos” – isolated, virtualized Unix containers preloaded with the prepared slug. Dynos serve as the operational environment for the application, with the ability to scale dynamically based on demand. Configuring Applications Application configuration, encompassing environment-specific variables and credentials, is stored in config vars, accessible as environment variables at runtime. Changes to config vars necessitate the creation of a new release. Add-ons Integration Heroku allows the integration of add-ons, third-party services extending application functionality, seamlessly attached to the application. Add-ons play a crucial role in providing backing services such as databases, queueing systems, and storage. Monitoring and Logging Heroku’s built in logging system collates time-stamped events from all processes and components into Logplex, facilitating real-time monitoring and debugging. Dyno scaling and HTTP routing are crucial components of Heroku’s operational framework, ensuring efficient resource allocation and request handling. Summary The operational framework of Heroku encompasses the development, deployment, and runtime aspects of applications. From defining applications and executing processes to managing configurations and integrating add-ons, Heroku provides a robust platform for deploying and running scalable applications. 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

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formula fields

Bucket Field in Salesforce

The Bucket Field in Salesforce feature facilitates rapid categorization of values for a field in a report without requiring the creation of a custom formula field at the object level. In reporting, a bucket represents a customized category crafted by users and serves as a tool within Salesforce for reporting and documentation purposes. What is the purpose of the Bucket Field tool? The Bucket Field tool simplifies the process of organizing data and enhances reporting capabilities. By grouping records based on specific criteria, users can delve deeper into their data, enabling them to make more informed decisions. Is it possible to bucket a formula field in Salesforce? To utilize in another report, a Bucket Field must be recreated for each additional report, or a separate formula field must be created for the object depending on the bucket. Custom Summary Formulas cannot be applied to Bucket Fields. Limitations of Bucket Fields Each Bucket Field allows a maximum of 20 buckets. Bucket Fields cannot be created against Custom Summary Formulas. Reports can incorporate a total of 5 bucket fields. Can you filter on a bucket field in Salesforce? Bucketing can be utilized to group, filter, or organize report data. When creating a bucket field, users define multiple categories (buckets) used to group values in the report. 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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