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Slack and Salesforce
21Dec

Salesforce Acquires Slack

The buzz surrounding the Salesforce Acquires Slack announcement has been ongoing, culminating in the official approval on December 1, 2020, with Salesforce, a leading CRM entity, acquiring Slack for a substantial $27.7 billion. Salesforce’s CEO, Marc Benioff, hailed the acquisition as a ‘match made in heaven,’ and this sentiment resonates widely. While Salesforce had previously ventured into the collaboration space with Chatter, Community Cloud, and Quip, the results weren’t as impactful as desired. However, the incorporation of applications and data integration through Mulesoft and business intelligence via Tableau bolstered Salesforce’s toolkit. The addition of Slack solidifies Salesforce’s entry into the communication and collaboration domain. This acquisition signals a transformative shift in the digital work landscape, particularly for digital natives. It signifies a strategic move by Salesforce to enhance its focus on customer-facing tools and delve into the employee engagement market. The collaboration with Slack positions Salesforce to address the market dynamics more effectively. The integration of Salesforce’s CRM capabilities with Slack’s platform, which unites people, data, and tools for seamless collaboration, is poised to reshape the market. Slack’s open platform, with integration capabilities spanning 2400 apps, positions Salesforce to tap into a broad user base. The collaboration will contribute revenue and data to fuel Salesforce’s AI projects, amplifying its capabilities. The impact on Microsoft is noteworthy, as Slack becomes a formidable competitor to Microsoft’s Teams. This intensifies the competition in the cloud services arena, particularly amid the accelerated shift towards remote work. For users, the amalgamation of Salesforce and Slack promises to create a new ‘operating system’ for businesses navigating the digital landscape. This unified platform aims to simplify organizational workflows, connecting employees, customers, and partners seamlessly. Key implications for users include the ability to: Salesforce’s plan to integrate Slack with its Customer 360 software and designate Slack as its new interface underscores its commitment to revolutionizing communication, collaboration, and action on customer information. The user benefits extend to facilitating conversations among sales teams, customers, and playing a pivotal role in customer service. The recent introduction of Slack Connect, enabling communication and collaboration with external partners, further expands Slack’s utility. Salesforce’s extensive enterprise app ecosystem combined with Slack’s capabilities sets the stage for a robust open ecosystem of apps and workflows. This collaborative environment empowers developers to innovate and create applications that align with customer preferences. While Salesforce envisions future revenue and growth through the integration of Slack, the operational intricacies of this merger may pose challenges. Salesforce’s past strategies suggest an initial hands-off approach, allowing Slack to operate independently. This acquisition marks the initial steps toward reshaping how we work, collaborate, and automate workflows and business processes in the cloud. Content updated December 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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December 21, 2020in Marketing Automation, Mulesoft, Salesforce, Salesforce Slack
Salesforce and Marketo
15Dec

Marketo and Salesforce Integration

Marketo Engage and Salesforce integration forms a seamless email marketing partnership, ensuring synchronization of your sales and marketing data. Marketo constantly syncs with Salesforce, operating throughout the day. The synchronization process involves periodic intervals with a 5-minute pause before resuming. During a single sync session, Marketo makes 25 API calls to check if your Salesforce objects need updating. This bidirectional sync between Salesforce and Marketo pertains exclusively to leads, contacts, and Salesforce campaigns. Any changes made in either Salesforce or Marketo in these categories are mirrored in both systems. However, all other syncs occur solely from Salesforce to Marketo. To sync a Marketo field to Salesforce, follow these steps: For optimal syncing between Salesforce and Marketo, adhere to best practices: Marketo and Salesforce Marketing Cloud catered to different marketer needs initially, with Marketo primarily designed for Business to Business (B2B) solutions and Marketing Cloud positioned as a Business to Consumer (B2C) platform. Integrating Marketo with Salesforce enhances the sales process, streamlining the work of the sales team to identify and channel leads more efficiently through the sales funnel. Marketo is one of many marketing automation platforms that can be integrated with Salesforce. 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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December 15, 2020in Marketing Automation
Salesforce Einstein and Einstein Automate
04Dec

Say Hello to Einstein Automate

Einstein Automate is a robust end-to-end automation solution within Salesforce, offering increased productivity benefits for individuals, account executives, and businesses alike. A central element, Salesforce Flow, transforms business processes by facilitating seamless interactions for both customers and employees. The incorporation of Flow Builder ensures the creation of automated business processes is both easy and efficient, enabling streamlined enterprise-scale automation from testing to monitoring. With low to no code potential. Salesforce Flow distinguishes itself with user-friendly features, employing easy-to-use visual elements and reusable building blocks. Combined with Automate, enables the creation of large-scale automations within Salesforce. The solution bridges disconnected systems and integrates siloed data sources into a cohesive workflow, leading to improved customer experiences and enhanced business agility through guided interactions for the sales team. Sales reps are engaged in non-selling activities up to 66% of the work day. That’s totally no bueno. Get them back on track and shorten sales cycles with Einstein Automate. The introduction of Einstein Automate from Salesforce brings notable benefits. Studies reveal that automating manual processes with tools like Salesforce Flow and Automate saves employees four hours per week, enabling a shift of focus toward higher-value, deal closing tasks. Einstein Automate facilitates the automation of repetitive tasks, provides self-service portals, guides employee workflows, and activates intelligent recommendations for next-best actions on leads and accounts. The platform offers reusable building blocks, including logic, data, action, and screen components, which can be employed to construct business logic. Automate enables the creation of workflows across Salesforce and external systems, utilizing platform events, External Services, and MuleSoft. Screen flows can be designed to guide user interactions and collect user inputs. Einstein Automate streamlines process lifecycle management, encompassing low-code debugging, troubleshooting, performance monitoring, and usage analysis. Businesses can benefit from pre-built automation components and configure industry best practices through Salesforce’s AppExchange of pre-built solutions. One great feature is Einstein Automated Contacts. As a comprehensive add-on solution for Salesforce, Einstein Automate empowers businesses to improve productivity, efficiency, and customer experiences by seamlessly automating manual processes. For a deeper understanding of how Salesforce’s Einstein Automate and Flow can optimize your Salesforce instance, connect with Tectonic. We predict there are great things on the Salesforce road map for Einstein Automate and Flow. 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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December 4, 2020in Einstein 1 Platform, Mulesoft
Smart Capture Forms as Marketing Cloud Journey Entry Source
23Nov

Smart Capture Forms as Marketing Cloud Journey Entry Source

Transforming your marketing strategy into a seamless journey for your customers has never been easier, thanks to the integration of CloudPages’ Smart Capture forms with Journey Builder Entry Events. By leveraging this innovative feature, you can effortlessly guide your audience through personalized experiences that drive engagement and conversions. Smart Capture Forms as Marketing Cloud Journey Entry Source. Crafting these dynamic forms is a breeze, whether you prefer the classic or Content Builder editor, embedded within your landing pages or microsites. However, to take advantage of this functionality, it’s essential to ensure that you have both Journey Builder and CloudPages at your disposal. If you’re missing either piece of the puzzle, a quick chat with your Relationship Manager can swiftly rectify the situation. Now, let’s dig into the mechanics of how this synergy works. To initiate customers into a journey, the data captured by Smart Capture forms must be securely stored in a designated data extension. This data extension, aptly named the Event Source data extension, serves as the reservoir from which contacts are seamlessly injected into your Journey Builder journeys. Remember, for this mechanism to function seamlessly, your Event Source data extension must be configured as sendable. Creating a Smart Capture Form within CloudPages is a straightforward process: Navigate to CloudPages and effortlessly drag the Smart Capture gear onto the content area of your chosen landing page or microsite.Establishing a Data Extension tailored for Smart Capture as a Journey Builder event is paramount. This dedicated data extension serves as the conduit for seamlessly integrating Smart Capture forms with Journey Builder Entry Events. Here’s how to get started: Create a marketing cloud data extension explicitly designed to handle Smart Capture data within the context of Journey Builder.These conditions are required for creating a data extension to use in a Journey Builder entry event. Choose Create from New.Enter a name and select Is Sendable? if you plan to use emails with your Smart Capture form or Journey Builder journey.On the Data Retention Policy step, keep the default setting and click Next. Add any fields you would like to capture. When adding an Email Address attribute, change the Data Type to EmailAddress as email address because email address is the primary key. Set Send Relationship to the Email Address attribute so it relates to Subscribers on Subscriber Key. Smart Capture Forms as Marketing Cloud Journey Entry Source For those seeking further clarification or guidance on integrating Smart Capture forms with Journey Builder Entry Events, our comprehensive FAQs offer valuable insights: My Smart Capture form used as the trigger event for my journey won’t submit. What’s happening?Ensure that you configured the re-entry option and default channel address in the journey settings. I can’t get my journey to execute?If your journey includes an email send there are 2 important steps to complete before the journey can be executed. Within Email Studio, open up your email and be sure to complete both the Content Detective and Validate steps. Complete these steps before a journey can send that email. Explore our FAQs section dedicated to illuminating the intricacies of utilizing Smart Capture forms as Journey Builder Events within CloudPages. With this powerful integration at your fingertips, you can orchestrate personalized customer journeys that captivate your audience and drive tangible results. Embrace the potential of CloudPages‘ Smart Capture forms within Journey Builder to elevate your marketing endeavors to new heights of success. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 23, 2020in Salesforce
Tips for Awesome SFMC Email Templates
09Nov

Tips for Awesome SFMC Email Templates

Tips for Awesome SFMC Email Templates. Email design doesn’t have to be hard-unlock the potential of Salesforce Marketing Cloud (SFMC) with these 5 tips for crafting exceptional email templates on the Salesforce Marketing Cloud platform: Implement these strategies to unlock Salesforce Marketing Cloud’s potential and create captivating, personalized email campaigns that connect with your audience and deliver meaningful results. Content updated February 2022. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 9, 2020in Salesforce Marketing Cloud
Salesforce Revenue Cloud
06Nov

Salesforce Revenue Cloud

What is Salesforce Revenue Cloud? It’s a comprehensive revenue management solution that seamlessly streamlines your entire revenue lifecycle, all powered by the Salesforce Customer 360 Platform. Revenue Cloud provides you with the CPQ (Configure, Price, Quote) capabilities to facilitate swift deal closing and selling. Easily configure, price, and quote complex solutions with precision. The platform automates billing and cash collection, with Salesforce’s recurring billing engine supporting various charge types, sales orders, and payment schedules. Subscription management is also a breeze, fostering efficient revenue growth. Built on the expansive and scalable Salesforce capabilities, Revenue Cloud allows you to deliver exceptional, personalized end-user experiences. It unifies your revenue processes with 360-degree customer view data, driving automation across the entire product-to-cash journey. Discover how Revenue Cloud empowers customers to buy across channels, adapt to evolving business models, and navigate changes in the business landscape by talking to Tectonic today. At Tectonic, we understand the challenges faced by IT professionals when integrating new tools into their infrastructure. Salesforce Revenue Cloud seamlessly integrates with Sales Cloud and Service Cloud, ensuring compatibility with your existing sales, marketing, finance, HR, and CDP platforms. Partner with Tectonic to implement Salesforce Revenue Cloud seamlessly into your custom Salesforce ecosystem, avoiding technical debt, complex systems, and unnecessary downtime or learning curves. Revenue Cloud puts you in control of revenue growth across every channel. As part of Salesforce Customer 360, it unifies data throughout the entire revenue lifecycle. Connect all your revenue processes on a single platform, launch new revenue streams, optimize efficiency, and transform the B2B buying journey. Tectonic, in collaboration with Salesforce Revenue Cloud, offers a unified product catalog to ensure consistent products and pricing across all channels. Flexibility to move across direct, partner, and digital channels is enhanced, with improved data quality and security for smarter and faster data-driven decisions. The Guided Selling configuration wizard assists reps in finding the right products with the correct configuration rules and bundling for comprehensive and compliant quoting solutions. Accelerating deal execution without compromising margins, Tectonic and Salesforce Revenue Cloud enable your sales reps to model deal scenarios, streamline approvals, and offer pre-agreed upon discounts. Generate quotes aligned with branding, product, and legal guidelines using pre-built templates, product literature libraries, and dynamic terms and conditions. Track orders and quotes seamlessly across multiple fulfillment platforms, with contracts and subscriptions easily traceable. Invoices from CPQ order objects contain fields for both the CPQ and billing modules, supporting amend and renew processes. Customized billing and approvals adapt to exceptions, with stakeholders able to approve via email, mobile, Chatter, or within Salesforce. Integrated revenue management on the number one CRM platform allows you to control revenue complexity and growth effectively. Salesforce Revenue Cloud caters to businesses in need of negotiated sales, self-service orders, controls and compliance, products and pricing, billing and collections, revenue reporting, licensing and permitting, and more. Contact Tectonic today to discover how much power Salesforce Revenue Cloud can add to your custom Salesforce integration. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 6, 2020in Salesforce CPQ, Salesforce Revenue Cloud
Salesforce Standard Objects
01Oct

Salesforce Standard Objects

Standard objects in Salesforce are crafted to support various business functions, including marketing, sales, services, and support. They play a pivotal role in managing workflows and efficiently handling comprehensive data. The following are examples of Salesforce standard objects: Account, Campaign. Contact, and Opportunity. Definition of Standard Objects: Salesforce Standard Objects Identifying and Searching for Standard Objects in Salesforce: To view all standard and custom objects available in your organization, click the plus icon (+). Record tabs provide access to specific object records, allowing users to view, edit, and create records from a list. Standard Objects Related to Accounts: Examples of standard objects related to accounts include accounts, contacts, opportunities, leads, products, campaigns, cases, users, contracts, reports, and dashboards. Custom objects, on the other hand, store unique information created by users. List of Main Standard Objects: Difference Between Standard Objects and Custom Objects: Standard objects, like accounts and contacts, come with Salesforce by default, while custom objects are created by users to store unique information. Identifying Standard and Custom Objects: Custom objects can have unique fields, relationships, and logic tailored to specific business needs. Standard objects are pre-built by Salesforce. Relationship Between Standard Objects: An example is the relationship between Account and Contacts, often a one-to-many lookup relationship where the Account ID is a field on a Contact, representing the association between the two. Editing Standard Objects: Users cannot rename certain standard objects designed for specific functions, but customization is available for custom objects and reports. Field Limit for Standard Objects: An organization cannot have more than 800 custom fields, with specific limits per object depending on the edition. Standard Object ID in Salesforce: Salesforce IDs usually have 15 or 18 characters, and the object ID refers to the first three characters from the Salesforce ID. For example, an Account object ID may appear as “001F000000gkM5s.” Person Account in Salesforce: Person Account is not a standalone object but shares features like page layouts, compact layouts, and record types with object-like functionalities, using Contact fields when viewing Account fields. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 1, 2020in Salesforce, Salesforce Optimization
Can You Use Salesforce for Project Management
22Sep

Can You Use Salesforce for Project Management?

Salesforce has evolved beyond its CRM origins, offering a plethora of functionalities. However, managing projects directly within Salesforce presents challenges as it lacks full project management capabilities. Yet, there are three viable options: Option 1: Basic Project Management Features in Salesforce For small teams with modest needs, leveraging built-in Salesforce features alongside platform customization may suffice initially. While these features—such as Salesforce Tasks, Chatter, Reports, Dashboards, and Process Builder—offer basic functionality, they may fall short for most teams as projects grow in complexity. Option 2: Project Management Apps External to Salesforce As project needs expand, integrating well-known external project management tools like Microsoft Project, Asana, Monday.com, or Smartsheet becomes a common choice. However, such integration necessitates customizations, often involving Salesforce admins and external consultants, increasing implementation costs and posing data security challenges. Additionally, limitations like limited data sharing, delayed data access, and potential integration disruptions during Salesforce updates may arise. Option 3: Salesforce-native Project Management Apps on AppExchange Opting for PM apps built specifically for Salesforce and available on AppExchange offers a seamless alternative. Leading examples include Inspire Planner, TaskRay, Mission Control, and Milestones PM+. These native apps offer several advantages: Integration: Built using Salesforce technology, native apps seamlessly integrate with standard and custom Salesforce objects, eliminating the need for additional integration efforts. Flexibility: Native apps allow extensive customization, enabling users to tailor them to specific needs by adding custom objects, fields, workflow rules, and more. Integration with other AppExchange apps further expands functionality. 360-degree View of Customer: Associating projects with other Salesforce objects provides real-time visibility into customer activities, facilitating comprehensive reporting and analysis. Security: Native apps inherit Salesforce’s robust security infrastructure, ensuring data security and compliance with existing security settings and sharing rules. Real-time Reporting: Synced data enables real-time reporting and analytics, offering insights into key trends and bottlenecks. Automation: Native apps leverage Salesforce’s Process Builder for powerful automation, enabling automated project launches, task assignments, and role-based task allocations based on predefined templates. Organizations have three main options for project management with Salesforce. While built-in features cater to basic needs, external project management tools require integration efforts and may encounter limitations. On the other hand, Salesforce-native project management apps from AppExchange offer seamless integration, flexibility, and enhanced functionality. Ultimately, the choice depends on your organization’s needs and priorities. For assistance developing your Salesforce org for better project management, contact Tectonic today. 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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September 22, 2020in Salesforce
Salesforce CPQ
11Sep

Salesforce for Government and Public Sector Solutions

Enhance your digital service capabilities by leveraging a flexible and scalable cloud platform designed to engage employees and enhance operational efficiency. Streamline workflows for swift time-to-value today, all while strategizing for the future. Prioritize your constituents by placing them at the core of your operations. Deliver customer-centric experiences, from service interactions to outreach efforts, ensuring they not only meet but exceed expectations. Access purpose-built apps and digital tools tailored for the public sector. Salesforce Government and Public Sector solutions are the key. Reimagine the employee experience across the entire lifecycle, from recruitment and collaboration to personnel action requests. Empower your workforce with accessible resources and digital-first tools, enabling success from any location. Develop, integrate, and deploy government apps aligned with mission objectives. Connect legacy systems securely on a cloud platform, empowering IT teams, system integrators, partners, and program leads to transform technical debt into innovation opportunities. Transformation Transform your system of record into a system of engagement to manage mission-critical programs effectively. Achieve superior long-term outcomes by incorporating apps that seamlessly connect EHR data, treatment plans, and patient preferences. Utilize top-tier commercial CRM capabilities while adhering to compliance standards such as FedRAMP, DoD IL2/4, SOC, and more. Ensure stakeholders have secure access to critical information on any device, allowing IT to focus on innovation and employees to engage with collaborative tools. Empower public sector employees and government agents to address inquiries and provide enhanced services. A comprehensive customer view enables employees to deliver impactful and immediate services. Quickly build desktop and mobile applications with innovative solutions ready to deploy. Empower IT teams, SI partners, and business leaders to create and share custom apps for crisis management and collaboration. Salesforce Government and Public Sector solutions for mission-critical relationships Manage mission-critical relationships with employees, customers, and partners. Develop a 360-degree view of constituent interactions to deliver relevant communications and exceptional service. Meet constituent expectations for easy-to-use, self-service experiences through Salesforce community portals. Prepare for the future with tools to report, track, and coordinate emergency communications. Reimagine emergency response with an agile platform for improved response and recovery. Expedite every step in the license and permit approval lifecycle through a digital approach, fostering effective collaboration and eliminating bottlenecks. Reinforce your mission with timely and personalized messages, leveraging a multichannel marketing platform to engage constituents and customize their experiences. Capture additional revenue with unified digital commerce channels, providing a consistent ecommerce experience across web, store, mobile, and social transactions. Customer Centric Interactions Ensure every interaction is customer-centric by leveraging data and analytics to improve experiences for both employees and the citizens you serve. With enhanced resolution and service levels, caseworkers and employees can dedicate time to other essential programs. Contact Tectonic today to discuss Salesforce Public Sector, Government, and Tribal Government 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 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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September 11, 2020in Salesforce Experience Cloud, Salesforce Government Cloud, Salesforce Public Sector Solutions
Sales Cloud Einstein
11Aug

Key Features of Sales Cloud Einstein

We all get excited when new technology emerges in the marketplace.  Understanding its potential impact, however, can be challenging. Sales people tend to oversell it, accounting people undersell it, and lay people misunderstand it.   In the Salesforce world, new tools are coming fast and furious.  Features of Sales Cloud Einstein are one of the most exciting.  Do you wonder why? Let’s look at Sales Cloud Einstein to provide insights into how it can empower your organization to boost sales. The key features of Sales Cloud Einstein encompass Einstein Lead Scoring, Einstein Email Insights, Salesforce Inbox, Einstein Automated Contacts, Einstein Activity Capture, Einstein Opportunity Scoring, Einstein Opportunity Insights, Einstein Forecasting, and the Sales Analytics App. Below is an overview of the features. More in depth looks can be found in the Tectonic blog. Here’s what each feature does: Incorporating Sales Cloud Einstein Incorporating Sales Cloud Einstein into your business strategy enhances sales efficiency, forecasting accuracy, and overall performance.  Features of Sales Cloud Einstein can boost your team’s productivity at every stage of the sales process with key predictions, intelligent recommendations, and timely automation.  It is like having your own data science team that learns from your sales team’s selling activities and CRM data.   Contact Tectonic for a comprehensive consultation on leveraging Sales Cloud Einstein to drive sales growth. To generate the most reliable intelligence, you must meet data requirements for each Sales Cloud Einstein feature. Raady for Sales Cloud Einstein? Wondering whether you’re ready for Sales Cloud Einstein or whether it can help your sales reps? Run the Sales Cloud Einstein Readiness Assessor to find out. Tectonic can help. We analyze your Salesforce implementation, in either a production or sandbox environment, and then send you a personalized report. The report tells you which Einstein features you’re ready to use now and which ones require extra steps. 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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August 11, 2020in Einstein Insights, Salesforce, Salesforce Sales Cloud
Salesforce Einstein Vision
16Jul

Salesforce Einstein Vision

Einstein Vision: Enhancing Document Personalization with AI Introduction to Einstein Vision Harness the power of artificial intelligence (AI) to personalize documents with Salesforce Einstein Vision. The latest updates allow you to extract structured data from custom forms and invoices using Einstein OCR (beta), revolutionizing how you handle and process documents. Extract Data from Custom Forms with Einstein OCR (Beta) Einstein OCR (Optical Character Recognition) now enables rapid data extraction from custom forms such as insurance, mortgage, and healthcare documents into Salesforce records. The OCR model analyzes the layout and content of your custom forms, extracting values based on user-defined fields. Extract Data from Invoices with Einstein OCR (Beta) Similarly, Einstein OCR can quickly extract structured data from invoices, converting it into Salesforce records. The OCR model identifies and extracts values from predefined fields such as invoice number, date, due date, purchase order, total amount, total tax amount, and amount due. New Capabilities in Einstein OCR What is Einstein Vision? Einstein Vision, part of the Einstein Platform, is more than just a tool for recognizing images. It combines ease of use with powerful technology to enable innovative use cases in various Salesforce Clouds. Einstein Vision includes functionalities like Image Classification, Object Detection, and OCR, each with distinct capabilities. Setting Up Einstein Vision Applications of Einstein Vision Einstein Vision is applicable across various Salesforce Clouds: Conclusion Einstein Vision simplifies and enhances document processing and image analysis. By focusing on defining clear use cases and maintaining high data quality, you can unlock the full potential of Einstein Vision. Embrace AI to streamline your workflows and drive creative solutions in your Salesforce environment. Content updated February 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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July 16, 2020in Salesforce Einstein
Salesforce
10Jul

Salesforce Platform Explained

The Salesforce Platform, formerly known as Force.com, serves as the foundational framework that spans the Sales and Service Clouds, offering robust capabilities for tailoring standard Salesforce products. Within this platform, you have the flexibility to construct custom data tables using custom objects, initiate automation through Flow, and design personalized user interfaces utilizing the Lightning App Builder. Salesforce is a CRM platform and also a centralized platform for managing customer accounts, sales leads, activities, customer support cases, and more. Users can access Salesforce through a web browser, mobile app, or desktop application. Salesforce provides users comprehensive tools to manage customer data, automate processes, analyze data and insights, and create personalized customer experiences. Salesforce also offers a variety of solutions for customer service, marketing automation, commerce, app development, and more. For those seeking a wholly unique experience, the option to acquire Salesforce Platform licenses, considerably more economical than, for instance, Sales Cloud licenses, allows you to develop entirely customized applications on the Salesforce platform. What is Salesforce used for? Salesforce is used for streamlining sales, service, and marketing activities via industry-specific products. With seamless software integration. It offers solutions for various needs such as Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, Field Services, CPQ and Billing etc. Is the Salesforce platform just CRM? Salesforce has completely changed the idea of traditional CRM. It merged all the features of a traditional CRM with a bunch of new unique tools and capabilities. Thus offering its users MUCH more than ever before. Top Salesforce customers in the USA are U.S. Bank, Amazon Web Services, American Express, Walmart, and T-Mobile. Overall, more than 59% of Salesforce clients come from the USA, as for the end of 2022. Salesforce Platform Pricing – click here. The Salesforce Platform is now Einstein 1. The bold new future of enterprise AI requires a new type of platform. One that can handle terabytes of disconnected data, have the freedom to choose your AI models, and connect directly into the flow of work, all while maintaining customer trust. The Einstein 1 Platform unifies your data, AI, CRM, development, and security into a single, comprehensive platform. It empowers IT, admins, and developers with an extensible AI platform, facilitating fast development of generative apps and automation. Accelerate development and maximize your developers and admins time across workflows, app customization and configurations. Keep your data safe and sound by securing your Salesforce org with Salesforce’s portfolio of security and privacy products. Activate all your customer data across Salesforce applications at every touch point using relevant insights and contextual data in the flow of work. Content updated December 2023. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 10, 2020in Salesforce, Salesforce Development Services

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