Salesforce Archives - gettectonic.com - Page 70
Salesforce Automation Guide
02Jul

Salesforce Automation Guide

Salesforce Automation Guide. I cannot lie. There was a time when I thought the greatest thing about Salesforce was that it prevented leads from falling through the cracks. I was a marketing opps person. There was a time I thought readily available information at your fingertips and integration with an email platform was the greatest thing. I was in sales management. Today, as a Solutions Architect, I think Salesforce Automation Guide is the best. Automation provides the tools necessary to automate repetitive processes and daily tasks for your business, such as creating follow-up tasks, sending reminder emails, or updating records. Automations help users save critical time and reduce errors by creating automated processes to complete repetitive tasks. Below, you’ll find resources to help you decide which automations to use depending on your needs. An Intro to Salesforce Automation Before determining which automation best suits your business’s needs, you must first understand what automation means. These resources will help paint a clear picture of what the automation of processes, approvals, and tasks can look like for your organization. They aren’t just time savers. They can be game changers. Why Should You Love Automation?Check out this article highlighting the positive global impact of automation across different industries and countries. Review the customer story on how automation helped digitize an approval process during a time of especially high-volume requests. After reading this, you will understand why automation is so beneficial! Intro to AutomationExplore this documentation to get a high-level overview of the different automation methods. Automation Tools Salesforce provides multiple automation tools depending on the level of complexity needed to achieve your goals. These resources will help you understand which automation tool will best help you reach your business objectives. Automation Tool: FeaturesScroll down within this article to check out the matrix for a breakdown of all the features and actions supported within each automation tool: Approvals, Flow Builder, Einstein Next Best Action, and Apex. Automation Tool: Which One to UseView this video from one of the leading cloud experts that walks you through each automation tool and when and why to use each one. Architect Decision GuideThe Architect Decision Guide will help you evaluate the pros and cons of the different automation tools. Get recommendations from Salesforce product teams on which tools best address different use cases. Automation Implementation A hands-on approach is the best way to learn how to implement automation tools. Dig right in by exploring guided Trailhead modules that will help you understand the steps to enable these tools. Flow BasicsGet to know Flow Builder, the primary tool for creating flows. Learn when to use flows to automate business processes. Automate ApprovalsLearn how you can automate simple approval processes using Flow Builder. Automation Deep Dive As you begin to think about your automation journey, it is useful to study use cases to help guide your automation strategy and energy. Check out these resources to learn how to take your automations even further than you imagined to streamline your business processes. Building a Simple FlowExplore this video to learn how to build a simple visual flow using Flow Builder for a donation request example via an input screen, fields, and choices to collect required customer information. Five Pro Tips for Salesforce FlowFollow these quick tips to get up and running with Salesforce Flow. Troubleshooting Resources Before rolling out your automations to users, make sure you validate and test them just like any other customization. Should you encounter a bug while validating, don’t worry! These resources will guide you through troubleshooting tips if you run into any blockers during the validation process. Troubleshooting Flow Errors Using the Debug ButtonCheck out this helpful Salesforce video on how to fix errors using the Debug button in Flow Builder. Flow TroubleshootingFurther your education with this Trailhead module to learn how to diagnose and fix common flow issues. Go Further with Automation Manage ProductivityDetermine how much time you’re saving your team with the Process Automation Tracker in Salesforce AppExchange. Flow OrchestrationStreamline complex workflows with Flow Orchestration. Our experts will guide you on rolling out multi-step processes that interact with multiple users. Join the Customer Success CommunityConnect with Salesforce experts and other Trailblazers like you. The community is a great place to ask questions, get answers, and share your experiences. Become a TrailblazerConsider blazing your own trail by completing the Trailhead superbadge on process automation. Automation Use Case StridePride makes comfortable sneakers, designed and customized for its customers. The company’s online retail business has grown rapidly in the past year domestically; as a result, they have decided to use Salesforce to help launch their sneakers in international markets. Linda Rosenson, StridePride’s admin, needed to quickly set up Salesforce to create sales processes for all of the additional international markets. As Linda was creating these processes, the Sales Leaders asked her to include a discount on the sneakers if certain criteria were met to help promote sales for the new markets. The tricky part was, each market had its unique set of criteria and rules before the discount could be applied. After mapping out each region’s unique criteria for the discounts, Linda determined that tracking this all manually or on a document for sales reps would be a logistical nightmare. Linda began thinking of automation. She was determined to find a more efficient way to automatically apply the discounts if criteria were met, lessening the chance for human error or missteps. Her goal was to make the process as seamless and efficient as possible. Because Linda had already reviewed the resources on choosing the right automation tool, she knew that Salesforce Flow made the most sense for her use case. This flow would help automate the discount by evaluating criteria based on customer inputs and then automatically applying the discount if applicable. She could even create or update records, create quotes, and send emails through flow elements. She teamed up with StridePride’s business analyst to create a Salesforce Flow. Together, they had it up and running

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July 2, 2023in Salesforce
Salesforce Field Service
01Jul

Understanding Salesforce Field Service

Salesforce Field Service is an expansive addition to Salesforce Service Cloud, offering a 360 degree perspective on workforce management, especially in scenarios where services extend beyond the office or work site into the field. This typically involves mobile employees such as service technicians, alongside service agents, dispatchers, and service managers. Let’s dive into the nuances of Salesforce Field Service, addressing key aspects like its definition, user roles, reporting, scheduling, optimization, and more. Salesforce Field Service is also a popular tool in public sector solutioning. Understanding Salesforce Field Service will help to decide if it is right for your service teams. Understanding Salesforce Field Service: Salesforce Field Service, formerly known as Field Service Lightning (FSL), is an extension of Service Cloud designed to provide a comprehensive workforce management view. It seamlessly manages services delivered in the field, such as a electrical installer arriving to fulfill a customer’s order. Field Service Lightning evolves with each Salesforce release, continually enhancing functionality. Salesforce Field Service enhances customer engagement with real-time personalization, optimization of field teams with a scheduling engine, and access to offline data. Components of Salesforce Field Service: Field Service comprises various components, including Service Appointments, Salesforce Service Cloud integration, Territory and Scheduling functionalities, the Field Service Dispatcher Console, and the Field Service Mobile App for Android and iOS with offline capabilities. A detailed data model diagram illustrates the relationship between Service Cloud and Field Service. Users of Salesforce Field Service: Salesforce Field Service is particularly valuable for organizations with mobile field technicians supporting customers. It excels in scenarios with intricate service delivery involving multiple individuals like dispatchers, field technicians, service agents, and service managers. Each user persona interacts with Salesforce Field Service in distinct ways, utilizing tools like the Dispatcher Console or Field Service Mobile App tailored to their roles. Use Cases for Salesforce Field Service: Field Service proves beneficial in diverse service scenarios, including repairs, maintenance, sales visits, and healthcare care visits. It facilitates efficient coordination among dispatchers, field technicians, service agents, and service managers, streamlining processes and enhancing customer satisfaction. Key Terms in Salesforce Field Service: Understanding key terms such as Work Orders, Service Appointments, Contracts, Entitlements, Work Types, Service Territories, Operating Hours, Resources, and Scheduling Policies is essential. These terms collectively form the foundation of Salesforce Field Service’s robust data model and optimized usability. Scheduling and Optimization: Scheduling in Salesforce Field Service is managed through the Dispatcher Console, empowering dispatchers to make informed decisions. Various methods, from manual to fully automated, enable the creation of service appointments, optimizing resource allocation and ensuring efficient service delivery. Forecasting and Planning: Use real-time data to quickly assess the impact of global or in-day optimization on travel time and resource utilization. Refine scheduling policies, get an instant view of optimization results, and KPI changes. Asset Service Management: Move from reactive to proactive service with real-time asset tracking. Monitor service outcomes and create preventive maintenance plans based on asset use, condition, age, and specific criteria. Service Territory Design: Service Territories, categorized as Primary, Secondary, and Relocation Territories, define where teams can perform work. Well-defined territories are crucial for efficient dispatcher satisfaction, requiring thoughtful initial design and ongoing maintenance. Field Service Mobile App: The Salesforce Field Service Mobile app is essential for on-the-move workforces, offering technicians essential information to optimize job execution. Offline capabilities ensure uninterrupted work, and the Visual Remote Assistant feature enables two-way video and audio communication between agents, technicians, and customers. Slack for Field Service: Empower your mobile workforce with seamless connectivity and timely assistance whenever it is needed. Mobilize for service appoints and tap into the expertise of colleagues throughout the organization with the user-friendly Slack interface. Reporting in Salesforce Field Service: Monitoring service efficiency and success involves leveraging Salesforce reports, list views, and other platform analytics. Work Order List Views and Field Service Report Types provide insights into service call-outs and overall performance. Enabling Field Service Lightning: Setting up Salesforce Field Service involves installing it as a Managed Package, assigning licenses to users, and configuring standard objects like Products, Assets, Service Contracts, and Entitlements. Creating records for Service Territories, Service Resources, and Operating Hours establishes the framework for the service model. Field Service Deployments: Deployments in Salesforce Field Service can be time-consuming due to its reliance on object data. Considerations for complex relational data movement between environments and potential risks, such as resistance to automation, require careful attention. Tectonic, as a Salesforce Consulting Partner, can assist your company in deploying Salesforce Field Service. Salesforce Field Service projects, while intricate, can be highly valuable when executed correctly providing a large ROI. Adequate planning, phased implementations, and a long-term perspective contribute to the success of organizations leveraging the capabilities of Salesforce Field Service. If you are looking for a more robust solution, consider Field Service Plus combining dispatch and technician functionality along with Service Cloud and Sales Cloud. Tectonic looks forward to helping your field service team utilize this Salesforce tool. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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July 1, 2023in Data, Salesforce, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Service Cloud
Salesforce Technical Architect
29Jun

Salesforce Technical Architect Explained

Salesforce Technical Architects are highly sought-after professionals within the Salesforce ecosystem, leveraging their expertise to meticulously map the structure and functionality of Salesforce solutions. Their role ensures that the solution remains efficient, secure, cost-effective, and tailored to the specific needs of the business. A Salesforce Architect A Salesforce Architect plays a pivotal role in designing and implementing robust solutions for enterprise-grade customers utilizing Salesforce products. Their primary responsibility involves recommending optimal solutions based on specified requirements and articulating the trade-offs inherent in selecting one solution over another. Becoming a Salesforce Architect is a combination of experience, deep knowledge of best practices, and to some extent, instinct. Attaining the Certified Technical Architect (CTA) certification is considered a challenging feat within the Salesforce ecosystem, demanding high levels of technical expertise, communication skills, and leadership capabilities to design and implement intricate solutions aligned with business requirements. Certified Salesforce Technical Architect As of recent data, there are approximately 300+ Salesforce Certified Technical Architects worldwide, making it an exclusive and esteemed certification. Technical Architects engage in hands-on execution during IT projects, focusing on a single implementation and specializing in specific domains while defining best practices. The demand for technical architects is substantial, especially those adept at designing, implementing, and managing cloud architectures meeting business expectations. Knowledge of cloud platforms like AWS, Azure, Google Cloud, or Salesforce is essential for technical architects. The Salesforce Architect career path is experiencing rapid growth, with a staggering 1,292% annual growth rate in the past five years. Successful architects are not only big-picture thinkers but also adept problem solvers. Generally possessing a broad and deep technical knowledge complemented by soft skills such as listening, communication, and presentation abilities. Is This Person a Developer? Contrary to common belief, becoming an architect doesn’t necessitate being a developer. However, architects should be able to read code, and recommend coding best practices. They should excel in the declarative (clicks not code) aspects of the platform. Integrating Salesforce with other technologies, governance, and development operations expertise are additional facets that architects bring to the table, blending technical prowess with business acumen for a collaborative and robust future. A Salesforce Architect serves as a trusted advisor and leader, collaborating with business stakeholders to envision and architect solutions to business challenges. Generally acting as the technical team leader. They educate the team on technical best practices, translating business needs into a technical vision for low code or pro code builders. Architects also design organizational strategies and data models. They implement integrations, and provide solutions for large data volumes and data privacy considerations. Their role extends to identifying optimal solutions for business requirements and recommending the use of clicks, code, or a combination based on the business use case. With their extensive problem-solving skills, architects often serve as the final escalation point for production issues. When you work with a Salesforce partner, like Tectonic, a Salesforce Technical Architect will be a part of your team. If your core Salesforce team is missing a solid Salesforce Technical Architect, reach out to Tectonic today for assistance. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 29, 2023in Salesforce
Salesforce JSON
28Jun

Salesforce JSON

Today we are diving into JSON (JavaScript Object Notation) and exploring why it’s a crucial concept for you to understand. JSON is a data representation format widely used across the internet for APIs, configuration files, and various applications JSON Class Contains methods for serializing Apex objects into JSON format and deserializing JSON content that was serialized using the serialize method in this class. Usage Use the methods in the System.JSON class to perform round-trip JSON serialization and deserialization of Apex objects. Roundtrip Serialization and Deserialization Use the JSON class methods to perform roundtrip serialization and deserialization of your JSON content. These methods enable you to serialize objects into JSON-formatted strings and to deserialize JSON strings back into objects. What does JSON serialize do in Salesforce? JSON. serialize() accepts both Apex collections and objects, in any combination that’s convertible to legal JSON. String jsonString = JSON. What is the difference between JSON parse and JSON deserialize? The parser converts the JSON data into a data structure that can be easily processed by the programming language. On the other hand, JSON Deserialization is the process of converting JSON data into an object in a programming language. What is the difference between JSON and XML in Salesforce? JSON supports numbers, objects, strings, and Boolean arrays. XML supports all JSON data types and additional types like Boolean, dates, images, and namespaces. JSON has smaller file sizes and faster data transmission. XML tag structure is more complex to write and read and results in bulky files. Which is more secure XML or JSON? Generally speaking, JSON is more suitable for simple and small data, more readable and maintainable for web developers, faster and more efficient for web applications or APIs, supports native data types but lacks a standard schema language, and is more compatible with web technologies but less secure than XML. What is Salesforce JSON heap size limit? Salesforce enforces an Apex Heap Size Limit of 6MB for synchronous transactions and 12MB for asynchronous transactions. How to store JSON data in Salesforce object? If you need to store the actual JSON payload in Salesforce for audit purposes, Tectonic would recommend just using a Long Text Area field to store JSON content. You wouldn’t have any performance impacts when interacting with records, and if required you could add this to the layout of the child object storing this 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 28, 2023in Salesforce
web content accessibility guidelines
27Jun

Web Content Accessibility Guidelines

WCAG and ADA compliance While compliance with the Americans with Disabilities Act (ADA) and WCAG conformance have become almost synonymous over the years, it’s important to understand the distinction. Since WCAG itself is not a law, but a set of accessibility standards, there is no such thing as “compliance” with WCAG. However, WCAG was designed to help website owners achieve the level of accessibility that is required by laws like the ADA. It can be helpful to think of accessibility laws such as the ADA as the end destination—i.e., web accessibility for all—while WCAG maps out how to get there. Web content accessibility guidelines follow. Republished from www.w3.org Web Content Accessibility Guidelines Web Content Accessibility Guidelines (WCAG) 2.1 covers a wide range of recommendations for making Web content more accessible. Following these guidelines will make content more accessible to a wider range of people with disabilities, including accommodations for blindness and low vision, deafness and hearing loss, limited movement, speech disabilities, photosensitivity, and combinations of these, and some accommodation for learning disabilities and cognitive limitations; but will not address every user need for people with these disabilities. These guidelines address accessibility of web content on desktops, laptops, tablets, and mobile devices. Following these guidelines will also often make Web content more usable to users in general. WCAG 2.1 success criteria are written as testable statements that are not technology-specific. Guidance about satisfying the success criteria in specific technologies, as well as general information about interpreting the success criteria, is provided in separate documents. See Web Content Accessibility Guidelines (WCAG) Overview for an introduction and links to WCAG technical and educational material. WCAG 2.1 extends Web Content Accessibility Guidelines 2.0 [WCAG20], which was published as a W3C Recommendation December 2008. Content that conforms to WCAG 2.1 also conforms to WCAG 2.0. The WG intends that for policies requiring conformance to WCAG 2.0, WCAG 2.1 can provide an alternate means of conformance. The publication of WCAG 2.1 does not deprecate or supersede WCAG 2.0. While WCAG 2.0 remains a W3C Recommendation, the W3C advises the use of WCAG 2.1 to maximize future applicability of accessibility efforts. The W3C also encourages use of the most current version of WCAG when developing or updating Web accessibility policies. Status of This Document This section describes the status of this document at the time of its publication. A list of current W3C publications and the latest revision of this technical report can be found in the W3C technical reports index at https://www.w3.org/TR/. This is a Recommendation of WCAG 2.1 by the Accessibility Guidelines Working Group. This incorporates errata and are described in the change log. At some point additional changes might be incorporated into an Edited or Amended Recommendation. To comment, file an issue in the W3C WCAG GitHub repository. Although the proposed Success Criteria in this document reference issues tracking discussion, the Working Group requests that public comments be filed as new issues, one issue per discrete comment. It is free to create a GitHub account to file issues. If filing issues in GitHub is not feasible, send email to [email protected] (comment archive). This document was published by the Accessibility Guidelines Working Group as a Recommendation using the Recommendation track. W3C recommends the wide deployment of this specification as a standard for the Web. A W3C Recommendation is a specification that, after extensive consensus-building, is endorsed by W3C and its Members, and has commitments from Working Group members to royalty-free licensing for implementations. This document was produced by a group operating under the 1 August 2017 W3C Patent Policy. W3C maintains a public list of any patent disclosures made in connection with the deliverables of the group; that page also includes instructions for disclosing a patent. An individual who has actual knowledge of a patent which the individual believes contains Essential Claim(s) must disclose the information in accordance with section 6 of the W3C Patent Policy. This document is governed by the 12 June 2023 W3C Process Document. Requirements for WCAG 2.1 Introduction This section is non-normative. Background on WCAG 2 Web Content Accessibility Guidelines (WCAG) 2.1 defines how to make Web content more accessible to people with disabilities. Accessibility involves a wide range of disabilities, including visual, auditory, physical, speech, cognitive, language, learning, and neurological disabilities. Although these guidelines cover a wide range of issues, they are not able to address the needs of people with all types, degrees, and combinations of disability. These guidelines also make Web content more usable by older individuals with changing abilities due to aging and often improve usability for users in general. WCAG 2.1 is developed through the W3C process in cooperation with individuals and organizations around the world, with a goal of providing a shared standard for Web content accessibility that meets the needs of individuals, organizations, and governments internationally. WCAG 2.1 builds on WCAG 2.0 [WCAG20], which in turn built on WCAG 1.0 [WAI-WEBCONTENT] and is designed to apply broadly to different Web technologies now and in the future, and to be testable with a combination of automated testing and human evaluation. For an introduction to WCAG, see the Web Content Accessibility Guidelines (WCAG) Overview. Significant challenges were encountered in defining additional criteria to address cognitive, language, and learning disabilities, including a short timeline for development as well as challenges in reaching consensus on testability, implementability, and international considerations of proposals. Work will carry on in this area in future versions of WCAG. We encourage authors to refer to our supplemental guidance on improving inclusion for people with disabilities, including learning and cognitive disabilities, people with low-vision, and more. Web accessibility depends not only on accessible content but also on accessible Web browsers and other user agents. Authoring tools also have an important role in Web accessibility. For an overview of how these components of Web development and interaction work together, see: Where this document refers to WCAG 2 it is intended to mean any and all versions of WCAG that start with 2. WCAG

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June 27, 2023in Salesforce Sales Cloud
Salesforce Data Cloud
22Jun

Salesforce Data Cloud Terminology

The Data Cloud remains one of Salesforce’s most enigmatic products, often touted for its seemingly ‘magical’ capabilities. Recently, Salesforce made waves by announcing complimentary Data Cloud licenses (albeit with certain restrictions), prompting numerous organizations to explore this platform’s potential. Salesforce Data Cloud Terminology. When diving into any significant facet of the Salesforce ecosystem, navigating a learning curve is par for the course. Familiarizing oneself with the terminology and its practical implications is a crucial starting point to feeling confident with the technology. Introducing Your Guide to Salesforce Safety Net 3 Within this guide, we explain essential terminology to grasp data modeling concepts and elucidate how data traverses through various stages within the Data Cloud, culminating in the activation of refined segments. Understanding these foundational concepts in data sourcing is pivotal when working with the Data Cloud. Given the diverse origins of streamed data, akin to Marketing Cloud data extensions, a grasp of these terms proves invaluable. Primary Key: A distinguishing field within a dataset, such as the Salesforce record ID. Foreign Key: Facilitates linking data across distinct tables or sources; for instance, correlating an OrderID between customer records and order details datasets from an eCommerce platform. To satiate the voracious appetite of the Data Cloud, ingestion serves as the conduit for feeding it with data. Various methods, including SDKs, Connectors, and the Ingestion API, facilitate this process. SDKs: Accelerate integration setup, with examples like the Interactions SDK and Engagement Mobile SDK from Salesforce. Connectors: Pre-built integrations simplifying connections between Salesforce products and Data Cloud. Ingestion API: Enables developers to construct integrations from scratch for data sources not covered by SDKs or connectors. Datasets from disparate sources enter the Data Cloud as data streams, with their frequency of updates dictated by operational needs and API capabilities. Real-time data streams: Immediate data updates. Batched data streams: Data updates occur at predetermined intervals, such as hourly or daily. Visualize the Salesforce data model, where objects relate to one another; these objects collaboratively manage ingested data within the Data Cloud. Data Source object: Initial repository for ingested data in its raw format. Data Lake object: Facilitates data mapping to other sources and applies transformations. Data Model object: Resembles Salesforce objects structurally, facilitating relational data management without storing data internally. The mapping canvas provides a visual interface for aligning disparate data points, crucial for rendering ingested data usable through mappings from data source to data lake objects. During this process, primary keys and match/reconciliation rules are specified. Data Cloud’s strength lies in resolving discrepancies to compile comprehensive records, essential for maintaining unified profiles across platforms without merging records. Building upon traditional Salesforce duplicate and matching rules, Data Cloud offers deterministic and probabilistic matching, catering to various data representation nuances. Similar to Salesforce deduplication concepts, reconciliation rules determine the preferred value for fields, aiding in mass deduplication. Ranking data sources according to reliability helps prioritize trustworthy data over less accurate sources within the Data Cloud. Identity resolution culminates in unified profiles, representing the ‘golden record’ of individuals, adaptable to evolving data streams. Comparable to Salesforce roll-up fields, calculated insights derive new data points from existing ones, enriching data analysis capabilities. Streaming insights offer real-time or near-real-time analysis, suited for smaller datasets requiring swift insights. Activation transpires when perfected segments are dispatched to destinations for personalized interactions, spanning Marketing Cloud, advertising platforms, and other repositories. Data actions trigger alerts or events based on streaming insights and engagement data, fostering automation and integration across Salesforce platforms. In Summary Mastering the Data Cloud entails navigating its terminologies and understanding how data evolves through its lifecycle, culminating in the activation of refined segments for personalized interactions. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 22, 2023in Salesforce Data Cloud
Salesforce
16Jun

Codescan Salesforce

Codescan Salesforce by AutoRABIT is a static code analysis solution that provides visibility into code health from the first line written through final deployment into production. Reliable code analysis directly on the AutoRABIT DevSecOps platform drives Salesforce development quality, speed, and security. The quick code scan tool is free of charge at this time. Code Scanning Definition Code scanning is the process of examining code to identify bugs, errors, and security flaws. Any issues found are displayed, enabling you to address them quickly and enhance the security of your application. What is the CodeScan tool for Salesforce? CodeScan Shield is the leading end-to-end static code analysis solution for code security and quality. Lightning ready and exclusively for the Salesforce platform, CodeScan increases productivity, quality, and security for all Salesforce DevOps teams. What does static code analysis do? Static analysis is a method of debugging that is done by automatically examining the source code without having to execute the program. This provides developers with an understanding of their code base and helps ensure that it is compliant, safe, and secure. The most comprehensive code analysis tool supporting SF languages and metadata. Track and control your SF code quality with CodeScan. Robust Analysis for High-Quality Code and Intuitive Governance Total visibility over the health of your environment reduces costs and increases time to market. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 16, 2023in Salesforce
Scale Data and Analytics in the Cloud
15Jun

Scale Data and Analytics in the Cloud

Winning in the Data Economy In the rapidly growing data economy, enterprises are eager to gain a competitive edge. This data economy, which revolves around the global supply and demand for data and data-driven applications, continues to expand as more organizations seek critical insights to drive their success. Scale Data and Analytics in the Cloud. The value of data isn’t a new concept. Companies acquired other companies for the sole purpose of obtaining their data – customers, prospects, etc. The value of actionable data is a bit newer. Whereas we once marketed to prospects based primarily on historical data, data-driven applications let us market at the right time on the right channel with the right message. To understand what it takes to excel in the new data economy, Tableau partner Snowflake surveyed business and technology leaders. Their research highlighted the characteristics of the leaders and laggards, emphasizing the importance of a strong data strategy for achieving successful outcomes. Industries like financial services, health and life sciences, and retail are still struggling to fully benefit from the data economy, often finding it challenging to unlock the full value of their data. Here are four key actions that can help organizations win in today’s data economy and achieve tangible results: 1. Create a Strong Data Culture A robust data culture is foundational for realizing the value of data. Organizations that prioritize becoming data-driven see significant benefits: Jennifer Belissent, Principal Data Strategist at Snowflake, emphasizes how a cloud-enabled data culture accelerates time-to-value by breaking down organizational silos. Tableau offers a playbook to help organizations build, expand, and mature their data capabilities. 2. Adopt an AI-Driven, Enterprise-Ready Analytics Platform Data leaders utilize AI-driven enterprise analytics platforms like Tableau, which provide trusted predictions and insights to scale decision-making. Traditional solutions often fall short in delivering speed to insight and self-service capabilities. Tableau, particularly with Tableau Cloud, offers an easy-to-scale solution that manages and analyzes data across various sources, supporting meaningful impact and agility. Tableau Cloud’s Advanced Management capabilities enhance security, usability, and scalability. Additionally, Tableau Accelerators—over 100 ready-to-use, in-product dashboard starters—support various industries, enabling comprehensive analysis and problem-solving. 3. Migrate to the Cloud Cloud adoption is accelerating as organizations pursue data-driven digital transformations. The cloud offers flexibility, agility, scalability, reduced IT overhead, and increased resilience and performance. Key considerations for cloud migration include: Whether opting for on-premise, hybrid, or full cloud migration, Tableau connects to data wherever it resides, fueling insights across the business. Tableau’s own journey to the cloud involved evaluating criteria, enhancing collaboration, and applying new data management processes, resulting in a unified source of truth. 4. Choose the Right Partners to Scale Cloud-Native Analytics Selecting partners that facilitate cloud-native analytics is crucial. Ideal partners should offer: Snowflake and Tableau exemplify these qualities, addressing data and organizational demands. Snowflake provides extensive data storage and processing, while Tableau offers intuitive, self-service analytics. This partnership has helped enterprises like Cart.com achieve significant revenue growth by embedding Tableau analytics in Snowflake’s platform. Embrace the Data Economy with Cloud-Native Analytics Regardless of where your organization stands in the data economy, taking steps to leverage cloud-native analytics can unlock numerous opportunities. Tableau continues to invest in its platform to help organizations thrive with data in the cloud, offering expert advice, solutions, and valuable partnerships. By adopting these strategies, your organization can become a leader in the data economy and achieve remarkable results. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 15, 2023in Salesforce Data Cloud, Snowflake
Use Salesforce Einstein Copilot
14Jun

Marketing GPT and Commerce GPT Announcement

Salesforce Introduces Marketing GPT and Commerce GPT to Revolutionize Personalized Campaigns and Shopping Experiences with Generative AI San Francisco — June 7, 2023 — Salesforce (NYSE: CRM), the global CRM leader, announced today at Connections its latest innovations, Marketing GPT and Commerce GPT, which combine generative AI with real-time data from Data Cloud. These groundbreaking products aim to transform how businesses engage with customers by delivering personalized experiences across every touchpoint. Significance: Generative AI is driving efficiency and productivity for businesses, with 60% of marketers acknowledging its transformative potential. However, concerns about accuracy and quality remain prevalent, highlighting the importance of trusted customer data for effective generative AI implementation. What’s new: Marketing GPT empowers marketers to create personalized, relevant experiences using generative AI and trusted first-party data from Data Cloud. With Marketing GPT and Data Cloud, marketers can: Commerce GPT enables companies to deliver customized shopping experiences throughout the buyer’s journey with auto-generated insights and recommendations based on unified real-time data from Data Cloud. With Commerce GPT and Data Cloud, brands can: Salesforce partners like DEPT®, Media.Monks, NeuraFlash, and Slalom are building a generative AI ecosystem with new accelerators, language models, and integrations to simplify Marketing GPT and Commerce GPT implementation for businesses. Soundbites: Availability: Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 14, 2023in Generative AI, Salesforce Einstein
public sector and tribal government
12Jun

Subscription Models

In today’s business world, numerous companies are either adopting or considering the implementation of paid subscription models. A subscription model involves providing products or services to customers on a recurring basis, usually monthly or annually, in exchange for a regular and likely reduced fee. This approach helps companies establish predictable revenue streams, foster customer loyalty, and offer flexibility to customers. Successfully refreshing the pricing strategy for your subscription business requires two essential components: a clear picture of what success looks like and a customer-first approach. Recurring revenue serves as a cornerstone for growth and predictability in business operations. By incorporating Subscription Models, companies can initiate each quarter with a baseline revenue, providing a foundation for continued growth. Customers benefit from flexible payment options, such as pay-as-you-go, facilitating easier commitment to purchases. Subscription Models While building recurring revenue through subscriptions is advantageous, success is not guaranteed solely by its implementation. Traditional billing methods may hinder the full potential of subscription selling, necessitating collaboration between sales and finance teams to introduce new processes and technology to capture maximum value. The first step to refreshing your pricing strategy is to identify what’s not currently working. Signals of dysfunction, such as excessive discounts, constant promotions, and static price rates, indicate areas for improvement. A thorough review of these red flags helps identify the goal of your pricing refresh. Have a clear picture of the metric you are trying to move, whether it’s increasing customers in a particular segment or improving the upsell path. Paralysis of Analysis After the initial analysis stage, many companies find themselves in a state of paralysis. We call that paralysis of analysis. It’s crucial to be cautious with existing customers while applying new pricing to new customers. Set a timeline for when your new subscription pricing will be available to new customers and work backward from there. Pilot your new pricing with both new and existing customers, supporting both old and new pricing in your catalog for testing, iteration, and repetition. For new customers, test the right price point and packaging strategy, then roll it out to all new customers after the launch date. For existing customers, identify those who will benefit from the new pricing strategy and start with them. It’s imperative to pilot your new pricing with both new and existing customers, ensuring a smooth transition. Salesforce’s Next Best Action tool will help you automate this process. The adoption of recurring revenue models extends beyond technology companies. Michelin, for instance, successfully transitioned to a recurring revenue model by charging customers based on mileage instead of selling tires outright. This strategic shift increased profits and maintained Michelin’s competitive edge in the tire industry. This example underscores that any company, regardless of industry, can develop a subscription-based model for their existing lines of business. Recurring Revenue In a subscription model, customers are charged on a recurring basis for a product or service. They choose how long and how often they want to receive each offer, with the option to renew or cancel at any time. This approach creates a contract between the business and the customer, providing a steady and predictable revenue stream. It also has been proven to enhance customer loyalty and satisfaction. A subscription business model is one in which customers are charged a recurring fee for access to a product, replacing a one-time expense. This recurring fee is typically paid monthly or yearly, offering customers the flexibility to choose the frequency of their purchases. In some cases customers can even choose the delay period between shipments. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 12, 2023in Salesforce

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