What is Salesforce Integration? Integration is the process of establishing connections between two or more applications within an enterprise system. In many cases, these applications are not inherently designed to function together seamlessly. In other words, they don’t know how to talk to each other. They may not map or recognize or categorize data in
Salesforce, the global leader in CRM, recently unveiled the next generation of Sales Cloud Einstein, Sales Cloud Einstein Forecasting, incorporating AI into every phase of the sales cycle, from pipeline building and deal closing to business growth. The new Einstein Forecasting tool enhances visibility and intelligence, enabling sales leaders to more accurately predict sales revenue
For years, the primary stumbling block hindering organizations from embracing cloud adoption has been the concern over data security, solutions, and safety. However, recent surveys indicate a significant shift, with cloud service providers like Salesforce playing a pivotal role in building trust, with adoption rates soaring as high as 65%. UI and Data Loss-user interfaces
Salesforce relies heavily on objects, which serve as a fundamental component by offering a framework for data storage and integration into the user interface. Thereby resembling the structure of a database table. Object fields, akin to database columns, and records, resembling database rows, play crucial roles in this system. Standard Objects Salesforce provides standard objects
Event Monitoring Salesforce: Leveraging API for Insights Event monitoring, an API-exclusive feature, isn’t accessible via the Setup area; instead, each organization’s event log files are stored in the API object called EventLogFile. Salesforce offers Workbench, an API tool enabling access to EventLogFile objects, facilitating tracking for various event types, including logins, logouts, URI, Lightning, Visualforce
Let’s look at some frequently overlooked Salesforce costs. The goal is to provide businesses and decision-makers with a comprehensive understanding of the full financial implications involved in adopting Salesforce. By highlighting these often unexpected expenses, Tectonic aims to align your journey from initiation to ‘go live’ with your budget expectations.
Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether they’re on the move or at their desk. Available in: Lightning Experience Certain features are accessible with Sales Cloud and included in Starter, Professional, Enterprise, Performance, and Unlimited Editions. All features are accessible with Inbox,
A Salesforce Platform Manager serves as the human interface between the business and the Salesforce platform, taking on the responsibility of overseeing the entire management of the platform. This role involves leading project teams, collecting requirements, designing solutions, and implementing configurations on Salesforce.com. In contrast, Product Managers primarily concentrate on expanding their user base, financial
Salesforce provides programmatic access to your org’s information using simple, powerful, and secure application programming interfaces (APIs). Before reading more about SOAP API, you should have a basic familiarity with software development, web services, and the Salesforce user interface.
Sprucing Up Your Salesforce Page Layouts: A Humorous Guide to Winning User Hearts and Ensuring Data Quality Sometimes, the simplest tweaks can make the biggest difference. Modifications to your page layouts are no exception. In the world of Salesforce, page layouts are your tool of trade—what users see and interact with every day. Nailing these
Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic to get up and running.
The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify the disparities between the two and shed light on their respective functionalities. Marketing Cloud Account Engagement and Salesforce Campaigns. Account Engagement Campaigns: Account Engagement Campaigns serve as the cornerstone of tracking prospect interactions within Account
The Salesforce AppExchange is a robust enterprise cloud marketplace, adept at swiftly addressing unique business challenges for organizations of any size, department, or industry. The AppExchange is a marketplace where third-party developers can list their apps for Salesforce users to browse and install. Some are free to use and some have a charge. But all
Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder of how data-driven thinking can have massive results. But what does it take for an organization to achieve this? The first is leadership committed to a long term goal. It took the Astros 6 years
Cross Filters, Summary Formulas, and More: Advanced Reporting in Salesforce Salesforce comes with report types out-of-the-box for all standard objects and standard object relationships eg. “Contacts & Accounts” or “Opportunities with Products”. You can view a list of report types when creating a new report. For the custom objects we build, Salesforce also creates report
