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09Oct

Box and Salesforce Integration

What is Box and Salesforce integration? Together, Box and Salesforce integration bring you seamless solutions that make it easy for teams to securely collaborate on the most critical content in Box, without leaving Salesforce. It easily connects with other Apps to share and store the data. Box allows users to create, edit, update, and share files/folders with Salesforce. It has a highly secured authentication process and a customizable user permission to access the files/folders. Your teams and customers expect amazing digital experiences, no matter what tools they use — which means you must deliver a consistent content experience across every app. Together, Box and Salesforce bring you seamlessly integrated solutions. The result? Better customer engagements, faster resolution on support cases, and seamless signatures so organizations can quickly go from quote to cash. Content is at the core of business today — and a driving force for your sales teams. Our integration empowers sales reps to collaborate on content directly in Salesforce, while your organization’s documents are centralized in Box to streamline processes, engage customers, and accelerate sales cycles. With Box for Salesforce, account teams can easily and securely access and share relevant files from any device, no matter if they’re at home, in the office, or out in the field. 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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October 9, 2019in Data, Google, Salesforce, Salesforce Managed Services
Salesforce Document Generation
18Jul

Generating Documents in Salesforce

Salesforce document generation poses a challenge for businesses, given the intricacies of integration involved. Fortunately, a variety of tools are available for generating documents in Salesforce, and Tectonic is well-equipped to assist in their successful implementation. Salesforce Industries Document Generation empowers businesses to craft and manage accurate documents linked to standard Salesforce objects, encompassing contracts, opportunities, orders, quotes, and custom objects. For a more dynamic approach, Salesforce OmniStudio Document Generation facilitates the creation of documents using Microsoft Word and Microsoft PowerPoint templates. These templates can incorporate values from any JSON-based data within the text, including data sourced from various Salesforce objects. This versatile tool enables the generation of contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and more. Salesforce Industries Document Generation seamlessly integrates with Vlocity Insurance, Vlocity Health, communications, media, energy, utilities, government, and beyond. Vlocity Analytics, another valuable component, offers pre-built measurement tools that seamlessly integrate with Salesforce Reports, Dashboards, and Einstein. The Salesforce AppExchange boasts an extensive array of over 200 document generation tools. Your Salesforce partner can assist in selecting, installing, and implementing the most suitable options based on your business requirements. With Document Generation, you can generate contracts, proposals, quotes, reports, non-disclosure agreements, job offers, service agreements, and so on. You can generate documents using the specified sample client-side or server-side OmniScripts. You can also create your own OmniScripts by cloning and customizing the sample OmniScript to generate documents. Client-Side document generation is a synchronous process that results in a downloadable preview of the generated documents. You can generate documents from Microsoft Word (.docx), Microsoft PowerPoint (.pptx), and Web templates. These templates can include values from any JSON-based data in the text, including data from any Salesforce object. You can optionally convert the resulting documents to .pdf format. Server-Side document generation is available in both the OmniStudio Foundation and Salesforce Industries packages. Server-Side document generation is an asynchronous process that’s best for large and rendering-heavy documents and for document generation in batches. The Server-Side document generation service is secure and scalable and is hosted on Salesforce Hyperforce. The generated document is stored in your Salesforce org, and is attached to the object for which it’s generated. You can use Apex Classes, sample Integration Procedures, or a sample OmniScript to generate documents. Client-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using client-side OmniScripts. Server-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using the singleDocxServersideLwc server-side OmniScript. With the right licenses, Document Generation is available in the Salesforce Industries package. Metering measures resource utilization levels and throttling controls resource access and use based on defined rules. Metering measures the number of server-side documents that are generated by an org hourly and daily. The default hourly and daily limits for processing server-side document generation requests are 1,000 per org and 24,000 per org respectively. Throttling maintains consistency and resilience of the server-side document generation service by managing incoming server-side document generation requests from multiple orgs. Throttling can also prevent service degradation caused by high volume of requests at peak hours by blocking requests that exceed the default limits. The request details are saved in the Document Generation Processes entity. You can retrieve the blocked requests and later retry the server-side document generation. No matter what your specific document generation needs, Tectonic simplifies the process of getting your system up and running seamlessly, whether it’s through Salesforce Quickstarts or comprehensive implementation services. Content updated in 2022. 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 18, 2019in Data, Hyperforce, Salesforce, Salesforce Sales Cloud, Salesforce Service Cloud
Brandbuilder
18Mar

Brandbuilder

BrandBuilder:Enhance the visual identity of your Marketing Cloud account by incorporating your company logo and adjusting the default color scheme. In Enterprise 2.0, the flexibility extends to creating multiple brands that can be assigned to distinct business units. When crafting your email template, leverage the chosen color scheme to ensure consistent brand representation. Additionally, Experience Builder provides branding options, allowing the creation of Branding Sets. These sets serve as comprehensive collections, encompassing images, fonts, and colors, profoundly transforming the appearance of your site. The Experience Builder‘s Theme panel serves as the focal point for managing Branding Sets. Utilizing these sets, you can swiftly modify the site’s look for diverse audiences, seamlessly transitioning between brands or presentations for various campaigns or events. It’s noteworthy that if you are using a pre-built theme, the branding set won’t impact the header and hero areas of your site. Brandbuilder Each site can be associated with multiple branding sets, offering the flexibility to maintain and manage various collections of colors and elements. These sets can be applied manually or programmatically through Audiences. Should you not find options to control specific aspects of your site in the Theme panel or component properties, you have the ability to create custom CSS overrides. Content updated September 2023. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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March 18, 2019in Enterprise, Salesforce
revenue cloud
01Oct

CPQ for Salesforce

Formerly known as Salesforce CPQ, Revenue Cloud empowers your sales team to generate precise quotes for customers. Automate the entire Quote-to-Cash process across all business models and expedite your growth, fostering a seamless buying and selling experience with minimal hassle. CPQ for salesforce is an essential sales tool. Salesforce CPQ, or Configure, Price, Quote Software, is a sales tool that enables companies to provide accurate pricing for any product configuration scenario. CPQ applications consider optional features, customizations, quantities, and discounts, allowing sales representatives to quickly and accurately quote prices. Accessible on any device through its cloud-based platform, Salesforce Revenue cloud offers user-friendly software for sales teams, establishing a direct link with your CRM within the Sales Cloud platform. In the Salesforce context, CPQ refers to any Configure Price Quote Software that enables sales reps to create customized quotes based on the buyer’s needs, syncing all interactions with a deal’s documents within the Salesforce CRM. Salesforce Revenue Cloud plays a crucial role in reducing wasted time, aligning with lean manufacturing principles applied to sales tactics. Streamlining the sales process becomes essential in the evolving sales landscape, focusing on delivering value to the customer. CPQ contributes by offering insights, sharing requested information, or providing details on pricing and configuration, ensuring every interaction with the buyer adds value. While many salespeople excel in their industry, CPQ for Salesforce becomes valuable when technical insights into complex products or the supply chain are lacking. CPQ, with product specifications and options programmed directly, leverages subject matter expertise, aiding salespeople in asking the right questions and resulting in more significant deals. CPQ for Salesforce Salesforce CPQ accelerates selling processes, minimizing the impact of delays in the sales pipeline. Users have reported faster quote delivery and approval times, with notable examples like Domino Printing Sciences experiencing an 80% reduction in quote delivery time and Cloudera’s quoting process being three times faster post-CPQ implementation. Assessing the value of Salesforce CPQ involves considering time and cost savings against licensing and implementation expenses. While CPQ technology can enhance efficiency and accuracy, a guaranteed ROI is not assured. Proper deployment, customization, training, and support are crucial for CPQ’s success in saving time, increasing accuracy, and securing larger deals. CPQ for Salesforce is not just a sales solution; it serves as a tool for the entire company to streamline sales processes into lean, productive systems. Integrating Salesforce CPQ with existing services defines sales as a process, enabling teams to maximize time and resources, ultimately making the sales process efficient and lean. Content updated May 2022. Content updated November 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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October 1, 2018in Data, Salesforce, Salesforce CPQ, Salesforce Revenue Cloud, Technology
salesforce government digital transformation
17Jul

Public Sector Salesforce Solutions

Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing sites for effective communication, creating dynamic application forms, and streamlining approval processes for licenses and permits are among the capabilities offered. Public sector Salesforce solutions. A government CRM system minimizes manual admin tasks, allowing public servants to focus on enhancing citizens’ lives. Utilize flexible dynamic assessments, care plans, and referrals to assist families and individuals seamlessly. Salesforce recommends exploring a trial org to understand setup recommendations and prepare for implementation. Discover how the Salesforce platform, with a dedicated data model and common components, enables tailored solutions for municipalities, states, provinces, or federal agencies. Public Sector Solutions eschews a one-size-fits-all approach, allowing the combination of various components to address specific agency needs. The cloud-based Salesforce platform, encompassing Sales Cloud, Service Cloud, and Experience Cloud, serves as the foundation for Public Sector Solutions. Providing relationship management, case management, collaboration, integration, and data insight capabilities, it offers a 360-degree view of constituents while adhering to stringent data security regulations. The Public Sector Solutions data model is designed for government agencies, accommodating diverse tasks such as issuing licenses, conducting inspections, managing grants, and handling emergency programs. Dynamic features include License and Permit Management, Inspection Management, Grantmaking, Emergency Program Management, and Employee Experience. Configurations for Public Sector Solutions include prebuilt apps, granting licenses for specific Salesforce editions with varying usage limits. Additional add-ons, such as CRM Analytics, Intelligent Document Reader, Einstein Relationship Insights, and Business Rules Engine, allow customization to meet specific functionality requirements. Salesforce public sector solutions use standard Salesforce objects to structure and store data related to licensing, permitting, inspections, assessments, case and program management, benefit management, grantmaking, and more. Salesforce is used across various sectors, including technology, retail, insurance, banking, and industrial industries. It is utilized by businesses of all sizes, from small enterprises to large corporations, for CRM purposes. Tectonic looks forward to assisting you with Public Sector Salesforce Solutions. 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 17, 2018in Data, Enterprise, Mulesoft, Public Sector Solutions, Salesforce, Salesforce Government Cloud, Salesforce Public Sector Solutions, Technology

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