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HIPAA

What is HIPAA?

What is HIPAA? Health Insurance Portability and Accountability Act Description The Health Insurance Portability and Accountability Act of 1996 is a United States Act of Congress enacted by the 104th United States Congress and signed into law by President Bill Clinton on August 21, 1996. The HIPAA act required the creation of national standards to protect sensitive patient health information from being disclosed without the patient’s knowledge or consent. The Health Insurance Portability and Accountability Act of 1996 (HIPAA) is a federal law that required the creation of national standards to protect sensitive patient health information from being disclosed without the patient’s consent or knowledge. The US Department of Health and Human Services (HHS) issued the HIPAA Privacy Rule to implement the requirements of HIPAA. The HIPAA Security Rule protects a subset of information covered by the Privacy Rule. HIPAA Privacy Rule The Privacy Rule standards address the use and disclosure of individuals’ health information (known as protected health information or PHI) by entities subject to the Privacy Rule. These individuals and organizations are called “covered entities.” The Privacy Rule also contains standards for individuals’ rights to understand and control how their health information is used. A major goal of the Privacy Rule is to make sure that individuals’ health information is properly protected while allowing the flow of health information needed to provide and promote high-quality healthcare, and to protect the public’s health and well-being. The Privacy Rule permits important uses of information while protecting the privacy of people who seek care and healing. Covered Entities The following types of individuals and organizations are subject to the Privacy Rule and considered covered entities: Exception: A group health plan with fewer than 50 participants that is administered solely by the employer that established and maintains the plan is not a covered entity. 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 Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more 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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salesforce government digital transformation

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce analytics insurance

Business Analysis and Project Management Acronyms

Here is a helpful glossary of business analysis and project management acronyms you may encounter when discussing business analysis and project management. Acronym Meaning Definition BPMN Business Process Management Notation “A flow chart method that models the steps of a planned business process from end to end. Its purpose is to model ways to improve efficiency, account for new circumstances or gain competitive advantage.” (source) CCMP Certified Change Management Professional CCMP (Certified Change Management Professional) is aimed at change management professionals, which includes Salesforce Consultants, Business Analysts, Project Managers, Salesforce Admins, and other similar roles. CIO Chief Information Officer The member of the C-suite who takes responsibility for IT systems, especially an organization’s data. DoD Definition of Done “Definition of done” relates to one of the requirements that the user story must adhere to for the Development Team to call it complete. This is following the acceptance criteria being met. FRS Functional Requirements Specification The project documentation where the business requirements are defined from an end user or business perspective. It will specify the expected outcomes. INVEST Independent, Negotiable, Valuable, Estimable, Small, Testable Use the INVEST checklist to assess the quality of a user story. Have you met all the criteria? JTBD Jobs To Be Done JTBD is a methodology for determining what problems users are trying to solve, focused on understanding users in terms of functional, emotional and social needs. JTBD is a core concept in the Strategy Designer Certification. PM Project Manager Project Managers oversee Salesforce projects end-to-end on a variety of Salesforce ‘clouds’ and levels of complexity. Their priority is to ensure the project is successful – delivered on time, and within budget.The responsibilities of a Salesforce Project Manager range from typical organizational tasks and technical acumen, through to work that requires emotional intelligence, tact, solid communication, and many other ‘soft’ skills. PMO Project Management Officers Project Management Officers work with the organization’s leaders to fulfill the same responsibilities as project managers. In addition, PMOs will carry out pre-project planning, such as risk analysis and opportunity analysis. PMP Project Management Professional Project Management Professional (PMP) equips project managers with up-to-date trends and practices with project management tools, processes, and methods. PPM Portfolio Project Management A category of technology that enables project managers to outline, track, and collaborate on a set of ongoing projects. PSA Professional Services Automation A category of technology that combines project management, time tracking, invoicing, resource planning, and more. PSM Professional Scrum Master Scrum helps people and teams deliver value incrementally in a collaborative manner. The entry level PSM-1 is aimed at understanding Scrum best practice when working on Agile projects. You will find this very useful on Salesforce projects. RACI Responsible, Accountable, Consulted, Informed A matrix that delineates who is responsible for what in the context of the business analysis effort. Responsible (person who performs an activity or does the work), Accountable (person who is ultimately accountable for the outcome), Consulted (person who needs to provide feedback or contribute to the activity), Informed (person who needs to know of a decision or action). RFI Request for Information Requests For Information (RFIs) and Requests for Proposal (RFPs) are a useful approach for teams evaluating Salesforce tooling – they allow you to quickly source information on features, workflows, and pricing from a range of vendors. RFP Request for Purchase Requests For Information (RFIs) and Requests for Proposal (RFPs) are a useful approach for teams evaluating Salesforce tooling – they allow you to quickly source information on features, workflows, and pricing from a range of vendors. SIPOC Supplier, Inputs, Process, Outputs, and Customers SIPOC is a type of process map that shows the key elements of a process such as Suppliers, Inputs, Process, Outputs, and Customers. SoW Statement of Work The SoW is a legal document that outlines the work to be carried out (the scope), what’s excluded (out of scope), the client-side responsibilities, and the project schedule and fees. SRS System Requirements Specification The project documentation that details how the complete system should function and enumerates hardware, software, and functional and behavioral requirements of the system. UML Unified Modeling Language Diagramming that uses “a common visual language in the complex world of software development that would also be understandable for business users and anyone who wants to understand a system”. (source) UPN Universal Process Notation A simpler and more engaging diagramming notation that has been designed to be easily understood by all the stakeholders and viewed online. As a hierarchical diagram, you are able to drill down to give more detail (with no limit to the number of levels you can go down). business analysis and project management acronyms Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Government Cloud

Salesforce Government Cloud: Ensuring Compliance and Security

Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. These instances are built on Salesforce Customer 360, featuring both Platform-as-a-Service (PaaS) and Software-as-a-Service (SaaS) offerings. Key Features: Scale and Secure Apps on a Compliant Government Cloud: Government Cloud Plus for Public Sector: Unique Aspects of Government Cloud Plus: Compliant Environment and Security Measures: Drive Adoption and Salesforce FedRAMP: Salesforce FedRAMP Overview: Salesforce Usage in the U.S. Government: Salesforce Government Cloud Public Sector Solutions Content updated February 2022. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Data Studio

Salesforce Data Studio

Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access to the world’s largest premium data ecosystem. It provides: Data Studio is a self-service platform that connects data owners and buyers directly, fostering new opportunities for audience discovery, sharing, and activation. Leading brands like Anheuser-Busch, Conagra, Essence, and Heineken leverage Salesforce Data Studio to enhance the value of their data and drive revenue. Announcing Salesforce Data Studio Salesforce Data Studio addresses the shortcomings of traditional data exchanges and marketplaces. Unlike legacy platforms that rely on intermediaries, Data Studio allows data owners to maintain control and transparency. The platform ensures secure transactions with comprehensive data governance tools, enabling precise control over data access, usage, and duration. Key Features of Salesforce Data Studio: Industry Reactions Salesforce Marketing Cloud: The Leader in Digital Marketing Salesforce Marketing Cloud enables marketers to deliver connected, personalized, and real-time consumer engagement across all channels globally. With Marketing Cloud Einstein, marketers can harness artificial intelligence to optimize timing, channel, content, and audience for their marketing messages. Brands like Dunkin’ Donuts and Nestle Waters rely on Marketing Cloud to enhance engagement and advance their business goals. On average, companies using Marketing Cloud see a 27% increase in campaign effectiveness and a 26% boost in marketing ROI. Pricing and Availability Salesforce Data Studio is available now in several editions: The new Audience Discovery and Search feature will be available starting November 2017. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Alphabet Soup of Cloud Terminology

As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate your way through the terminology, and provide you the knowledge and power to make the decisions you need to make when considering a new cloud implementation. Here’s the list of terms we will cover in this article: Phew—that’s a lot. Let’s dig in to the definitions and examples to help drive home the meanings of the list of terms above. SaaS (Software as a Service) This is probably the most common implementation of cloud services end users experience. This is software that users access through their web browser. Some software may be installed locally to help augment functionality or provide a richer user experience, but the software installed locally has minimal impact on the user’s computer. Figure 1 provides a high-level overview of this concept. Figure 1 High-level overview of Software as a Service You are probably a user Facebook, Google docs, Office 365, Salesforce, or LinkedIn either at home or at work, so you’ve experienced SaaS first hand and probably for a long time. What SaaS tools are you using outside of those mentioned here? Reach out and let me know—I’m very curious. PaaS (Platform as a Service) PaaS allows a developer to deploy code to an environment that supports their software but they do not have full access to the operating system. In this case the developer has no server responsibility or server access. When I first started writing about cloud technology three years ago, this was kind of primitive service. The provider would just give you access to a folder somewhere on the server with just a bit of documentation and then you were on your own. Now there are tools, such as CloudFoundry, that allow a developer to deploy right from their Integrated Development Environment (IDE) or from a command line production release tool. Then CloudFoundry can take the transmitted release and install it correctly into the cloud environment. With a little trial and error, anyone with a bit of technical skills can deploy to a tool like CloudFoundry where the older style of PaaS took a lot of skill and experience to deploy correctly. IaaS (Infrastructure as a Service) Originally IaaS dealt with a provider giving a user access to a virtual machine located on a system in the provider’s data center. A virtual machine is an operating system that resides in a piece of software on the host computer. Virtual Box, Parallels and VMWare are examples of software that provide virtualization of operating systems called Virtual Machines (VM) Virtualization of servers was all the rage for a while, but when you try to scale within the cloud with multiple virtual servers there are a lot of drawbacks. First, it’s a lot of work to make VMs aware of each other and they don’t always share filesystems and resources easily. Plus, as your needs grow, VMs with a lot of memory and disk space are very expensive, and very often an application on a VM is only using a portion of the OS. For example, if you are deploying a tool that does data aggregation and runs as a service you won’t be taking advantage of the web server that might be running on server too. The issues mentioned in the previous paragraph are common headaches for those moving their on-premise implementations to the cloud, and those headaches gave rise to Docker. Docker is a lighter weight form of virtualization that allows for easier sharing of files, versioning, and configuration. Servers that could only host a few VMs can host thousands of Docker images, so providers get better bang for the buck for their server purchases. Further explanation of Docker is an article all by itself, but for now it’s import to realize that Docker needs to be part of any discussion of moving your applications to the cloud. DaaS (Desktop as a Service) Desktop computers are expensive for large corporations to implement and maintain. The cost of the OS, hardware, security software, productivity software, and more start to add up to where it makes a major impact on any corporation’s budget. Then just as they finish deploying new systems to everyone in the company, it’s time to start upgrading again because Microsoft just released a new OS. Another fact with most desktop computers is that they are heavily underutilized, and DaaS allows an IT department to dynamically allocate RAM and disk space based on user need. In addition backups and restores are a breeze in this environment, and if you are using a third party provider all you need to do is make a phone call when a restore of a file or desktop is needed. Plus upgrades to new operating systems are seamless because the DaaS provider takes care of them for you. The main advantage I see with DaaS is security. With one project I was involved with, we restored the state of each Desktop to a base configuration each night. While this did not affect user files, it did remove any malware that might have been accidently installed by a user clicking on the wrong email. Documents from Microsoft Office or Adobe products were scanned with a separate antivirus program residing on the storage system they were a part of, and the network appliance that we used did not allow for the execution of software. That made it very secure for the client I was working with. So what does a user have on their desktops? Luckily in recent years there has been an explosion of low cost computing devices, such as a Raspberry PI, that support Remote Desktop Protocol (RDP) so your users could access a windows desktop from the linux-based PI which you can get for a measely . DaaS is awesome for your average information worker, but for a power user like a software developer this setup in my experience doesn’t work well. Your average developer needs

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Salesforce OEM AppExchange

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. This move allows on-demand service providers in various industries to leverage Salesforce’s powerful platform. The OEM edition extends the Salesforce.com platform to third-party SaaS providers, enabling them to tap into its core features, such as the operating system, customization tools, Web Service APIs, workflow, and business logic, according to Kendall Collins, Salesforce’s Vice President of Product Marketing. For example, a real estate management software vendor could utilize Salesforce’s dashboard, customizing it to track real estate data like foreclosures instead of sales opportunities. AppExchange OEM Edition will be available for per user per month, with users managing the pricing and availability of their specific solutions. This expansion highlights the growing adoption of the on-demand model in industries beyond CRM. ISV (Independent Software Vendor) companies commonly sell licenses for their apps via the Salesforce AppExchange, which is one of the most popular methods. For example, they might sell five licenses for a managed package app. With the new AppExchange checkout features powered by Stripe (previously Recurly), processing payments for these licenses is straightforward. Some companies choose to make revenue by selling CRM licenses in addition to their apps, often offering customers discounted CRM licenses. These ISV licenses are custom-built and contractually limited to specific objects and permissions. A significant level of trust is involved, as Salesforce can audit the end-customer at any time to ensure they are only using the objects specified in the agreement. When it comes to pricing, ISVs often charge in two parts: one fee for the app license and another for the CRM license. However, this is typically bundled as a single charge to the customer for simplicity. Customers can adopt these ISV apps as part of a broader Salesforce org, using several onboarding methods, including Trialforce, an AppExchange free trial, or an install with a trial period expiration date. These apps are often integrated into larger business processes, providing value beyond their standalone features. OEM Licensing: OEM (Original Equipment Manufacturer) and Embedded licensing are essentially the same. OEM licenses are designed for internal apps. For portals, ISV Portal licenses are used, though these do not include Chatter and must interact via a Force.com site. These licenses function similarly to Authenticated Website or Customer Portal licenses. OEM licensing allows companies to use Salesforce as a controlled environment to present their app. For instance, a developer might opt for the OEM model to prevent end-users from making any customizations. The app would have one admin user who sees that it is running on Salesforce, while other users interact with it through a custom interface built on a Force.com site. A common concern for OEM app developers is pricing. While Chatter Plus licenses cost $15 per month (for CRM only), developers often seek clarification on the cost of OEM licenses from Salesforce, hoping for a rate lower than $15 per user per month. They must also factor in their own fees on top of the Salesforce OEM license price. Key Differences Between ISV and OEM Licensing: In an OEM setup, at least one full Salesforce System Administrator is required in the customer’s org. However, this admin does not have the ability to add more licenses to the org or alter the customizations visible to end-users, so their influence over the app’s functionality is limited. ISV app licenses offer more flexibility and are commonly available on the AppExchange, OEM apps represent a complete solution that uses Salesforce as a platform but often hides the underlying Salesforce infrastructure from end-users. Like1 Related Posts The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more 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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