Salesforce Archives - gettectonic.com - Page 88
Salesforce Updates Sustainability Cloud with Slack
23Sep

Salesforce Updates Sustainability Cloud with Slack

Salesforce has unveiled its updated Sustainability Cloud, integrating the newly acquired Slack, alongside the achievement of net zero emissions across its entire value chain and the transition to 100% renewable energy for its operations. Salesforce Updates Sustainability Cloud with Slack. The company’s climate action plan sets out priorities for advancing towards a 1.5°C future, highlighted by the launch of Sustainability Cloud 2.0. This updated platform empowers organizations to monitor and mitigate carbon emissions effectively. Sustainability Cloud is now known as Netzero Cloud. Marc Benioff, CEO and Chair of Salesforce, emphasized the urgent need to address climate change, underscoring Salesforce’s pride in achieving net zero emissions and renewable energy utilization. However, Benioff stressed the importance of continued efforts to engage all businesses in sustainable practices. These initiatives build upon Salesforce’s ongoing sustainability commitments, including the integration of climate obligations into supplier contracts and the introduction of tools to streamline supply chain emissions tracking. Salesforce also advocates for science-based climate policies and calls for mandatory climate reporting by companies. What is the Net Zero policy? Net Zero policy is that you reduce greenhouse gas emissions as much as possible. Then, any remaining emissions will be re-absorbed by things like the ocean or forests. What is Sustainability Cloud? Initially launched in 2019, Sustainability Cloud offers businesses a comprehensive view of their environmental impact, facilitating data-driven strategies to minimize carbon footprints. With the release of Sustainability Cloud 2.0, Salesforce integrates Slack, enhancing collaboration with suppliers post its acquisition. The updated platform includes features such as a carbon-offset ecosystem and tailored climate action plans. Salesforce credits its own net zero milestone to Sustainability Cloud, which identified impactful opportunities to reduce emissions effectively. Suzanne DiBianca, Chief Impact Officer and EVP of Corporate Relations, emphasized the transformative potential of Sustainability Cloud in empowering customers to combat climate change and reduce carbon emissions. UN Sustainable Development Goals To overcome the challenges and achieve the UN Sustainable Development Goals (SDGs) related to climate change, several key obstacles must be addressed: By addressing these obstacles through collective efforts and innovative approaches, we can accelerate progress towards achieving the UN SDGs related to climate action and sustainable development, securing a more sustainable and resilient future for all. Salesforce Updates Sustainability Cloud with Slack The Net Zero by Salesforce initiative helps customers manage their environmental footprints and track progress toward net zero. Organizations of all sizes can use this platform to achieve their sustainability goals. The Net Zero Cloud by Salesforce is a powerful cloud-based platform designed to assist organizations in managing their environmental impacts and achieving net zero goals. Here’s an overview of its features and potential uses: Key Features: Tools Offered: Pros: Cons: Overall, the Net Zero Cloud offers a comprehensive suite of tools to support organizations in their sustainability journeys, from emissions reduction to waste management. While it has notable benefits, such as advanced data management and supplier engagement, potential users should consider the associated costs and support limitations before implementation. Content updated November 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

Read More
September 23, 2021in Salesforce, Salesforce Manufacturing Automotive Energy, Salesforce Net Zero Cloud, Salesforce Slack
Salesforce and Checkmarx
20Sep

What is Checkmarx in Salesforce?

Checkmarx SCA is a tool designed to provide a comprehensive scan of all open source components used within the Salesforce deployment. As a public sector and education solution, Checkmarx is highly rated. Checkmarx CxSAST is a highly accurate and flexible Static Code Analysis Tool that allows organizations to automatically scan un-compiled / un-built code and identify hundreds of security vulnerabilities in the most prevalent coding languages. Checkmarx is an accurate static analysis solution that helps identify different types of security vulnerabilities in your code. Developers can use it in the early stages of the SDLC as it identifies bugs and errors and provides practical solutions on how to address them. From the Checkmarx Site: Checkmarx for Salesforce is the leading application security provider, offering the industry’s most comprehensive cloud-native platform, Checkmarx One™, and services. With Checkmarx One™ you can reduce risk across all components of modern software — proprietary code, open source code, APIs, and infrastructure as code. Checkmarx takes pride in innovating comprehensive application security solutions to protect American public-sector organizations. Federal, state and local U.S. government agencies and educational institutions fortify their security, streamline DevSecOps methodologies, meet deadlines and compliance requirements, and accelerate ATO with Checkmarx’s developer-centric, unified Application Security Platform™. Civilian, DoD, and intelligence agencies can uphold compliance requirements while strengthening their software security posture throughout the SDLC to mitigate cyber supply chain risks. Federal customers can use Checkmarx unified platform to scan early and often in both legacy and next-gen cloud native application development tools. Checkmarx industry-leading application security platform enables agencies to consolidate and optimize DevSecOps. Quickly deliver secure digital services to constituents, manage cybersecurity risks, and develop scalable cloud strategies for modern application development, all while working within budget constraints. 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

Read More
September 20, 2021in Salesforce, Salesforce Implementation Services, Salesforce Public Sector Solutions
Salesforce
07Sep

Salesforce and Quickbooks

The QuickBooks Salesforce integration syncs your QuickBooks customer list with Salesforce accounts. You can then view customer details, such as their open balance, sales history, credit limit, existing estimates, invoices, and sales orders, in Salesforce without having to launch QuickBooks Online Advanced. Integrating QuickBooks with Salesforce gives full visibility into how your business is running and where it can be improved. Accounting software and CRM work together to share data between sales and accounting, including customer information, sales orders, expenses, and invoicing. Connecting with QuickBooks reduces duplicate data entry, increases productivity, and drives more insights for better forecasting. With QuickBooks, accounting in Salesforce becomes easy. Seamless integration allows you to share financial data metrics with your sales team, so you can focus on what matters most and drive results. Even better, both QuickBooks and Salesforce are extremely scalable, allowing them to follow you as you grow. From small businesses to medium-sized organizations and even international corporations, learn how accounting and Salesforce go together with the QuickBooks integration below. The recommended solution for QuickBooks integrations is MuleSoft, Salesforce’s integration and automation technology. MuleSoft provides a QuickBooks connector for MuleSoft Composer. Learn how to connect your Salesforce and Quickbooks account and import opportunities. In QuickBooks Online Advanced, you can automatically download Salesforce opportunities as estimates, invoices, or sales receipts. Use the Salesforce Connector by QuickBooks app to connect your accounts. QuickBooks will start automatically downloading closed opportunities in Salesforce and create draft sales forms. All you have to do is approve the drafts to add them to QuickBooks. This speeds up the sales cycle and keeps all of your info organized. Here’s how to set everything up and get opportunities into QuickBooks. Note: You may only have either Wholesale discount or Salesforce Connector by QuickBooks app enabled on your company. Salesforce does not provide accounting services. While many accounting processes are used within Salesforce, small business owners must invest in native accounting software add-ons to better streamline their accounting processes. Salesforce is a CRM software platform that specializes in managing customer relationships by keeping track of sales, storing client contact information, and so forth. While some features touch on accounting, such as the ability to track sales or export data to spreadsheets, it doesn’t actually perform accounting. Here are some things to keep in mind as you set up your custom mapping: Having a CRM platform to enhance productivity, manage customer accounts, and improve workplace collaboration is essential. Salesforce CRM is one of the top CRM software, as it’s customizable, comes with a variety of features, and has a host of integrations. If your business uses Salesforce to track sales, having an accounting system that integrates seamlessly with Salesforce should be a top priority. If you need assistance connecting your Salesforce instance with QuickBooks, contact Tectonic today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
September 7, 2021in Mulesoft, Salesforce
Salesforce Stakeholders
02Sep

Who Are Your Salesforce Stakeholders?

Understanding the intricacies of Salesforce and using it effectively to support business processes is crucial for admins and developers. However, the significance of communication skills is often overlooked in technical training. Beyond technical expertise, vital non-technical skills, such as active listening and extracting relevant information from business stakeholders, play a pivotal role in addressing Salesforce users’ true needs. Here is an approach that enables working more efficiently in a proactive mode rather than reactive. Once you identify your key salesforce stakeholders, here are some great ways to keep the doorways of communication open. Start by putting yourself in your stakeholders’ shoes, be it business users, customers, or consulting clients. Transitioning into Salesforce there is a need to gather information, empathize, and build a compelling case for change. Following are insights and strategies for effectively collaborating with stakeholders to understand business requirements, pain points, and objectives. If you’re keen on enhancing these skills, read on! Importance of Stakeholders As a Salesforce Administrator, collecting information from diverse stakeholders with varying knowledge levels is inevitable. It’s essential to recognize that the required information may not be thoroughly documented or held by a single individual. Engaging with individuals beyond primary users, such as those in supply chain and training, broadens the understanding of business processes. Maximizing the value of every interaction is crucial, considering the time constraints of both yourself and stakeholders. Determining Stakeholder Numbers The number of stakeholders to engage with depends on the project’s scope. Successful benchmarks have demonstrated varying needs: Identifying Stakeholder Groups Consider speaking with stakeholders in four directions: upwards, downwards, inside, and outside. Each group includes: The 3 Types of Stakeholders to Involve Locating Stakeholders Establishing a network within the organization is beneficial. For newcomers or consultants, navigating the terrain may be challenging. Start with the project sponsor for direction and inquire about additional contacts after each conversation. Preparation and Respecting Stakeholders’ Time Request meetings based on stakeholders’ availability, typically ranging from 15 to 45 minutes. Allocate an hour in your calendar to accommodate potential extensions. Prepare thoroughly, understanding whom you’re speaking to and having insights into the discussed system or process. Leaving the Door Open: Saying Thank You Upon closing a meeting, express gratitude and leave the door open for future conversations. Encourage stakeholders to contact you if they have further thoughts, and reciprocate by offering to send a quick note if additional insights emerge. Send a follow-up email expressing thanks and summarizing key takeaways. Incorporating these practices ensures effective communication with stakeholders, facilitating a more successful and collaborative Salesforce implementation. 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

Read More
September 2, 2021in Salesforce
Salesforce Document Generation
18Aug

Apex Salesforce

Apex is a strongly typed, object-oriented programming language that enables developers to execute flow and transaction control statements on Salesforce servers in conjunction with calls to the API. Using syntax that looks like Java and acts like database stored procedures, Apex helps developers add business logic to most system events, including button clicks, related record updates, and Visualforce pages. Apex Salesforce code can be initiated by Web service requests and from triggers on objects. As a language, Apex is: Integrated Apex provides built-in support for common Lightning Platform idioms, including: Easy to use Apex is based on familiar Java idioms, such as variable and expression syntax, block and conditional statement syntax, loop syntax, object and array notation. Where Apex introduces new elements, it uses syntax and semantics that are easy to understand and encourage efficient use of the Lightning Platform. Apex produces code that is both succinct and easy to write. Data focused Apex Salesforce is designed to thread together multiple query and DML statements into a single unit of work on the Salesforce server. Developers use database stored procedures to thread together multiple transaction statements on a database server in a similar way. Like other database stored procedures, Apex does not attempt to provide general support for rendering elements in the user interface. Rigorous Apex is a strongly typed language that uses direct references to schema objects such as object and field names. It fails quickly at compile time if any references are invalid. It stores all custom field, object, and class dependencies in metadata to ensure that they are not deleted while required by active Apex code. Hosted Apex is interpreted, executed, and controlled entirely by the Lightning Platform. Multi Tenant aware Like the rest of the Lightning Platform, Apex runs in a multitenant environment. So, the Apex runtime engine is designed to guard closely against runaway code, preventing it from monopolizing shared resources. Any code that violates limits fails with easy-to-understand error messages. Easy to test Apex provides built-in support for unit test creation and execution. It includes test results that indicate how much code is covered, and which parts of your code could be more efficient. Salesforce ensures that all custom Apex code works as expected by executing all unit tests prior to any platform upgrades. Versioned You can save your Apex code against different versions of the API. This enables you to maintain behavior. Apex is included in Salesforce Performance Edition, Unlimited Edition, Developer Edition, Enterprise Edition, and Database.com. 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

Read More
August 18, 2021in Salesforce
Public Group vs Queue in Salesforce
13Aug

Public Group vs Queue in Salesforce

What distinguishes a public group from a queue in Salesforce? In Salesforce, public groups and queues serve different purposes. Public Group vs Queue in Salesforce: What is a queue in Salesforce? A queue in Salesforce is a collection point for records awaiting assignment. Queues allow users with access to review and claim ownership of records. They help prioritize, distribute, and assign records to team members, facilitating effective workload management. Constraints of Queues in Salesforce Salesforce does not limit the number of queues you can create. Queues can support various objects, including cases, leads, service contracts, and custom objects. There is no maximum limit on the number of queues, and you can set email notifications for queue members. Can a queue own a task in Salesforce? Yes, a queue can own a task in Salesforce. Tasks assigned to a queue appear in a list where any member can take ownership. This setup helps teams share and manage their workload effectively. Can a queue own a record in Salesforce? Yes, a queue can own a record in Salesforce. However, when creating new lead records, you cannot initially assign them to a lead queue. You can change the record’s owner to a queue after it has been created. How do Salesforce Queues streamline workloads? Salesforce Queues streamline workloads by: Groups vs. Public Groups in Salesforce Roles vs. Public Groups in Salesforce Joining a Public Group in Salesforce Anyone can join a public group in Salesforce. However, private groups restrict visibility and membership to group members only. Unlisted groups provide complete privacy, where only invited members can join and interact. Limits on Public Groups in Salesforce Creation of Public Groups Salesforce does not impose a limit on the number of public groups you can create within an organization. Public Group vs Queue in Salesforce 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

Read More
August 13, 2021in Salesforce
Salesforce Service Cloud
04Aug

Salesforce Service Cloud Quickstart

Salesforce Service Cloud stands out as the premier Customer Service platform suitable for companies of all sizes from the number one CRM provider – Salesforce. Boasting a robust console to centralize and handle cases from various channels, coupled with a predictive Knowledge base and seamless integration with phone systems through CTI, launching your new Service Cloud might seem like a daunting task, especially after investing in licenses. The need to realize a return on investment (ROI) weighs heavy on the Salesforce team. Salesforce Service Cloud Quickstart is the solution for you. A Salesforce Service Cloud quickstart plan is great, but it has to be executed correctly or all your work will be in vain and you will never achieve user buy-in on the platform. Salesforce Quickstarts have become a bit of a buzzword in the Salesforce ecosystem. When selecting a quickstart implementation partner you want to ensure they aren’t just doing a cookie cutter roll out of the platform but customizing it to work with your business model. For a swift and efficient start, we advocate opting for an official Salesforce.com Implementation Partner (SI) for your Service Cloud implementations. In house attempts are not uncommon, and unfortunately, they can result in less-than-optimal outcomes. Choosing a Salesforce Consulting Partner ensures access to certified professionals with substantial experience in Service Cloud implementation. Some, like Tectonic, provide Service Cloud Quickstarts tailored to expedite company setups in as little as two weeks, all at a fixed price. Tectonic Salesforce Service Cloud Quickstart Our Salesforce Service Cloud Quickstart encompasses essential elements such as case queues, assignment and escalation, web-to-case, email-to-case, configuration of the Service Console, and visibility into Sales Cloud Account and Contact data (with reciprocal Sales visibility into cases). Equally critical for implementation success is comprehensive user training, guaranteeing smooth user adoption, and ongoing support to address any necessary adjustments and respond to subsequent queries. To ensure that Service Cloud implementations align seamlessly with the evolving needs of the companies they serve, Tectonic additionally offers a managed services solution. This encompasses continuous support, administration, and customization throughout the entire lifecycle of the product. The Servicve Cloud Quickstart is now known as the Service Cloud Salesforce Implementation Solution. Content updated April 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
August 4, 2021in Salesforce, Salesforce Implementation Services, Salesforce Service Cloud
Salesforce
02Aug

Mobile Connect Salesforce

Create, send, receive, and track SMS and MMS text messages using MobileConnect. Send alerts and transactional messages to subscribers using templates and a drag-and-drop interface. How does mobile connect work? Simple. By matching the end user to their mobile phone number, Mobile Connect empowers the user to confirm his/her identity online, and authorize transactions such as payments, sharing only the personal data that’s essential for completing the transaction. A list of essential tasks to help you get started using MobileConnect. 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

Read More
August 2, 2021in Salesforce, Salesforce Managed Services, Salesforce Optimization
Implications for the DMP Landscape
24Jul

Implications for the DMP Landscape

Salesforce Sunsets Audience Studio: Implications for the DMP Landscape Salesforce recently announced the discontinuation of Audience Studio, their Data Management Platform (DMP) acquired five years ago as Krux. This move raises questions about the future of DMPs in the evolving digital landscape. Implications for the DMP Landscape. Current State of DMPs Understanding the context and future of DMPs requires examining their current functionality and limitations: Inherent DMP Limitations Salesforce’s decision to sunset their DMP highlights several critical limitations inherent to the technology: DMP Strengths Despite these limitations, DMPs still offer value in certain areas: Uncertain Future of DMPs The future of DMPs is uncertain as they primarily serve media optimization reliant on third-party cookies. While evolution in the post-cookie world is possible, it requires significant changes in technology and adtech provider support. Advantages of CDPs CDPs address many of the shortcomings of DMPs and offer several advantages: Challenges and Future Developments The quest for a comprehensive view of the customer journey remains challenging due to data silos within major platforms like Google, Facebook, and Amazon. However, emerging technologies like Google’s Federated Learning of Cohorts (FLoC) offer potential solutions for privacy-preserving data sharing. Strategies for Marketers Marketers need to focus on building first-party data sets and quantifying their value. This involves: Transitioning from DMP to CDP For brands transitioning from DMPs to CDPs, selecting the right CDP is crucial. Key features to look for include: Conclusion The discontinuation of Salesforce’s Audience Studio reflects broader trends and challenges within the DMP category. As the digital landscape evolves, CDPs are emerging as a more effective and future-proof solution for managing and leveraging customer data. Brands must adapt by investing in robust CDP solutions that offer comprehensive, customer-centric data management and engagement capabilities. 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

Read More
July 24, 2021in Salesforce Data Cloud, Salesforce Optimization
Einstein Opportunity Scoring Boosts Sales
19Jul

Einstein Opportunity Scoring Boosts Sales

Your business thrives on seizing the right opportunities to drive more deals. Identifying these pivotal sales chances is crucial for prioritizing and capitalizing on prospects to secure successful outcomes. Enter Einstein Opportunity Scoring Boosts Sales. Enter Salesforce’s Einstein Opportunity Scoring system, designed to gauge the likelihood of an opportunity’s success, ranging from scores of 1 to 99, powered by artificial intelligence analysis. These scores offer a clear indication of each opportunity’s potential, empowering you to prioritize effectively and maximize your business’s deal closure rates. So, how does this innovative system function? In today’s digital age, Salesforce’s Einstein Opportunity Scoring leverages AI to analyze past opportunities, scrutinizing both closed-won and closed-lost instances to identify key factors influencing scores. These factors encompass various opportunity details, historical data, and product information, culminating in accurate scoring models refreshed every few hours to ensure precision. Moreover, you have the flexibility to customize your scoring model to align with specific business needs, modifying criteria by adding or removing records or custom fields. This adaptability extends further with regular scoring model updates every 10 days, reflecting the dynamic nature of the business landscape. Accessing this feature is simple—users with a Sales Cloud Einstein license can leverage Einstein Opportunity Scoring. And even if you lack this specific license or the Sales Cloud Einstein product suite, fret not, as this feature gradually rolls out to all customers, irrespective of license status. What advantages does Opportunity Scoring offer your business? Firstly, the opportunity scorecard presents a comprehensive overview of each deal, highlighting positive and negative influencing factors, aiding in focused deal analysis. Additionally, the system offers actionable suggestions for score improvement, ensuring optimal deal management. Furthermore, Opportunity Scoring aids in opportunity tracking, preventing deal slippage, and facilitating informed decision-making. Sales representatives can leverage low opportunity scores to seek guidance from sales managers, ultimately boosting deal conversion rates. To maximize the effectiveness of Einstein Opportunity Scoring, continuous improvement is key. Ensure proper opportunity segregation, timely entry of opportunities, and accurate data updates to enhance scoring accuracy and increase deal success rates. In instances where scores may not appear, reasons could range from initial feature setup time to opportunity closure or admin exclusion. Meeting specific data requirements, including closed-won and closed-lost opportunities, and regular updates, ensures robust scoring outcomes. In conclusion, harness the power of Salesforce’s Einstein Opportunity Scoring to unlock valuable insights and predictive capabilities, driving sales success and propelling your business forward. For further insights into Einstein Opportunity Scoring, explore our blogs section for comprehensive information. 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

Read More
July 19, 2021in Einstein Insights, Salesforce, Salesforce Einstein
Salesforce Marketing Cloud Social Studio
17Jul

Topic Profiles in Salesforce Marketing Cloud Social Studio

Follow these recommended practices to optimize your topic profiles in Social Studio effectively: 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

Read More
July 17, 2021in Marketing Automation, Salesforce Marketing Cloud
Salesforce
16Jul

Approval Process Salesforce

Approval processes take automation one step further, letting you specify a sequence of steps that are required to approve a record. An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process. Users can’t see which approval process is triggered when they click Submit for Approval. Familiarize users on the criteria for each approval process and what each approval process does. If the record doesn’t meet the entry criteria or if they’re not an allowed submitter for any approval processes, Salesforce displays an error. Terminology Approval Actions An approval action occurs when all required approvers approve a step. Approval Process An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process. Approval Request An approval request is an email, Salesforce app notification, Lightning Experience notification, or Chatter post. The approval request notifies the recipients that a record was submitted for them to approve. Approval Steps Approval steps define the chain of approval for a particular approval process. Each step determines: The first step specifies what to do if a record doesn’t advance to that step. Later steps specify what happens if an approver rejects the request. Assigned Approver The assigned approver is the user responsible for responding to an approval request. Delegated Approver A delegated approver is someone appointed by an assigned approver as an alternate for approval requests. Email Approval Response Email approval response lets users respond to approval requests by replying to an email notification. Initial Submission Actions An initial submission action occurs when a user first submits a record for approval. By default, the record is locked. Final Approval Actions Final approval actions occur when all required approvals are obtained. Final Rejection Actions A final rejection action occurs when an approver rejects the request and it moves to the final rejection state. Outbound Message An outbound message sends information to a designated endpoint, like an external service. You can configure outbound messages from Setup. Configure the external endpoint and use SOAP API to create a listener for the messages. Process Instance A process instance represents one instance of an approval process. A new process instance is created each time a record is submitted for approval. Process Instance Node A process instance node represents an instance of an approval step. The system creates a process instance node each time a record enters a step in an approval process. The system doesn’t create a process instance node when the record doesn’t meet the step criteria, or the approval process instance is completed without entering the step. Recall Actions A recall action occurs when a submitted approval request is recalled. By default, the record is unlocked. Record Locking Record locking prevents users from editing a record, regardless of field-level security or sharing settings. By default, Salesforce locks records that are pending approval. Only admins can edit locked records. 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

Read More
July 16, 2021in Salesforce, Salesforce Development Services, Salesforce Managed Services, Salesforce Sales Cloud
Quest to be Data-Driven
14Jul

Quest to be Data-Driven

“Data-driven” is a business term that refers to the utilization of data to inform or enhance processes, decision making, and even the revenue model. The quest to be data-driven is afoot. In recent years, a data-driven business approach has gained a great deal of traction. It is true that every business deals with data — however, data-driven businesses systematically and methodically use data to power business decisions. Incorporating the notion of being a data-driven enterprise enriches the understanding of how data can profoundly impact business operations. Leveraging data not only offers valuable insights but also enhances adaptability, thereby sharpening the competitive edge of an organization. These insights serve as a foundation for making market predictions and adapting business strategies accordingly, often leading to revenue growth. While data may not provide solutions to all organizational challenges, embracing a data-driven approach lays a solid groundwork for achieving organizational goals. Data-driven contrasts with decision making that may be driven by emotions, external pressure, or instinct. So, what exactly constitutes a data-driven enterprise? It transcends mere number-crunching; it involves creating sustainable value for customers and innovating efficiently in the digital economy. Encouraging a data-driven approach across all facets of the business is paramount to success. Gaining data insights from data is invaluable. It allows organizations to reshape customer interactions, provided the data is accurate, accessible, and integrated into existing processes. However, many struggle to extract value from their data due to the complexity of transforming raw data into actionable insights. Understanding the hierarchy of data, information, and insights is crucial, as actionable insights drive data-driven success. Furthermore, adaptability emerges as a crucial factor in today’s rapidly evolving landscape. The ability to swiftly respond to changes and leverage data for informed decision-making is paramount. Data-driven insights serve as powerful tools for facilitating change and fostering agility, ensuring organizations remain competitive. Moreover, data serves as a catalyst for revenue generation through various business models such as Data as a Service (DaaS), Information as a Service (IaaS), and Answer as a Service (AaaS). By putting customer satisfaction at the forefront and leveraging data-driven insights, organizations can evolve their products proactively and drive growth. Building a data-driven enterprise involves a strategic approach encompassing nine key steps, including defining end goals, setting tangible KPIs, and fostering a data-driven culture across the organization. However, challenges such as deciding what to track, lack of tools or time for data collation, and turning data into meaningful insights may arise. Overcoming these challenges requires a cultural shift towards data-driven decision-making and the adoption of modern data architectures. Walking (or perhaps running) the data-driven journey with Tectonic involves connecting and integrating various data sources to ensure seamless data flow. By embracing a data-driven approach, organizations can unlock the full potential of their data, driving innovation, enhancing customer experiences, and achieving long-term success in today’s dynamic, rapidly evolving business landscape. Expanding upon this foundation, let’s go deeper into the transformative power of data-driven enterprises across various industry sectors. Consider, for instance, the retail industry, where data-driven insights revolutionize customer experiences and optimize operational efficiency. In the retail sector, understanding consumer behavior and preferences iscrucial to daily, quarterly, and annual success. By harnessing data analytics, retailers can analyze purchasing patterns, demographic information, and social media interactions to tailor marketing strategies and product offerings. For example, through personalized recommendations based on past purchases and browsing history, retailers can enhance customer engagement and drive sales. Moreover, data-driven insights enable retailers to optimize inventory management and supply chain operations. By analyzing historical sales data and demand forecasts, retailers can anticipate fluctuations in demand, minimize stockouts, and reduce excess inventory. This not only improves operational efficiency but also enhances customer satisfaction by ensuring products are readily available when needed. Furthermore, in the healthcare industry, data-driven approaches revolutionize patient care and treatment outcomes. Electronic health records (EHRs) and medical imaging technologies generate vast amounts of data, providing healthcare professionals with valuable insights into patient health and treatment efficacy. By leveraging predictive analytics and machine learning algorithms, healthcare providers can identify patients at risk of developing chronic conditions, enabling early intervention and preventive care. Additionally, data-driven approaches facilitate personalized treatment plans tailored to each patient’s unique medical history, genetic makeup, and lifestyle factors, improving treatment outcomes and patient satisfaction. In the manufacturing sector, data-driven strategies optimize production processes, enhance product quality, and reduce operational costs. By implementing Internet of Things (IoT) sensors and connected devices on the factory floor, manufacturers can collect real-time data on equipment performance, energy consumption, and production efficiency. Analyzing this data enables manufacturers to identify inefficiencies, minimize downtime, and proactively schedule maintenance to prevent costly equipment failures. Moreover, data-driven insights inform process improvements and product innovations, enabling manufacturers to stay competitive in an increasingly globalized market. The ultimately transformative impact of data-driven enterprises extends across various industry sectors, revolutionizing business operations, enhancing customer experiences, and driving innovation. By embracing a data-driven approach and leveraging advanced analytics technologies, organizations can unlock new opportunities for growth, efficiency, and competitive advantage in today’s data-loaded digital economy. Becoming data-driven requires harnessing the full potential of your data, transforming it into actionable insights, and iteratively refining your processes. Remember, data itself is not the ultimate goal but rather a powerful tool to drive informed decision-making and organizational growth. To establish a truly data-driven organization, consider the following nine steps: By following these steps, your organization can effectively harness the power of data to drive innovation, improve decision-making, and achieve sustainable growth in today’s data-driven landscape. Tectonic recognizes the challenges in the quest to be data-driven. We’ve launched a Data Cloud Salesforce Implementation Solution to help you. Content updated May 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,

Read More
July 14, 2021in Data, Enterprise, Salesforce, Salesforce Data Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Technology

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com