State Archives - gettectonic.com

17Apr

Writing Apex Code

Apex is a strongly typed, object-oriented programming language. Apex allows developers to execute flow and transaction control statements on the Lightning platform server in conjunction with calls to the Lightning Platform API. Writing Apex code makes valuable Salesforce tools available. Using syntax that looks like Java and acts like database stored procedures, Apex enables developers to add business logic to most system events, including button clicks, related record updates, and Visualforce pages. Apex code can be initiated by Web service requests and from triggers on objects. Writing Apex Code Apex is more similar to Java than javascript. There are different types of tools are available to write the code in Apex: How do you open the Apex code? Click Debug | Open Execute Anonymous Window to open the Enter Apex Code window and to open the code editor in a new browser window. To automatically open the resulting debug log when execution is complete, select Open Log. Note You can’t use the keyword static in anonymous code. The Developer Console There are several development environments for developing Apex code. The Developer Console and the Salesforce extensions for Visual Studio Code allow you to write, test, and debug your Apex code. The code editor in the user interface enables only writing code and doesn’t support debugging. The Developer Console is an integrated development environment with a collection of tools you can use to create, debug, and test applications in your Salesforce organization. The Developer Console supports these tasks: 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

April 17, 2022in Salesforce Implementation Services

11Apr

Drive Sales and Service With Real Time Data

Sales and Service Personalization: drive sales with real time data Enhance customer and prospect interactions by integrating real-time engagement data directly into your sales and service consoles. Provide service teams with the ability to proactively address queries and deliver effective case resolutions by swiftly accessing a customer’s recent interactions across diverse business touchpoints. Empower your sales teams with deeper insights into an account or prospect’s purchase journey, enabling more relevant conversations and offers based on real-time knowledge of consumed content, viewed products, or time spent on your site. Know your buyers. Attain a comprehensive view of your buyers by combining 1st and 3rd party data with the robust capabilities of Salesforce’s industry-leading Customer Data Platform (CDP). Imagine closing prospects instantly. With real-time data, it’s possible! Real-time sales data enables you to identify recent changes, such as mergers, acquisitions, new job openings, or promotions. Equip your sales team with a competitive advantage, allowing them to promptly contact potential customers and initiate sales activities. So, what is real-time data, how does it work, and how can you implement it without a complex data infrastructure? This article explores all these aspects and highlights the benefits of utilizing accurate B2B data for real-time sales. What is real-time data? Real-time data refers to immediate and continuous access to information about sales activities, customer interactions, and market trends. For your sales and marketing teams, this means capturing, analyzing, and utilizing up-to-date data to make informed decisions, enhance sales processes, create personalized experiences, and strengthen customer relationships. Real-time data is crucial because it offers numerous benefits for B2B businesses. This insight will explore some tangible benefits that real-time data can provide for your company: Access up-to-the-minute information on customer behaviors, preferences, and buying patterns, allowing your B2B sales team to engage with prospects immediately. Real-time insights into events like funding, promotions, or team expansions can trigger timely sales activities, such as emails, LinkedIn messages, or call invitations. Immediate updates from real-time sales insights enable businesses to adjust pricing based on market fluctuations or competitive moves. Real-time data collection helps track competitor pricing, customer demand, and inventory levels, allowing for optimized pricing strategies and instant adjustments with minimal effort from your sales team. Incorporate robust key management for data security to safeguard sensitive information and avoid additional risks. When a prospect expresses interest or takes specific actions, such as visiting a website or filling out a form, you can immediately engage with them. Define sales triggers and actions, such as emailing to schedule a demo after a prospect visits your pricing page. Real-time data processing allows for automated nurturing of prospects, eliminating the need for manual tracking and outreach. Gain real-time actionable insights into sales performance, leading to accurate sales forecasting. Sales managers can monitor sales data in real time, track progress against targets, adjust strategies, and manage pipeline visibility for more precise financial projections aligned with future financial planning. Instant data offers the opportunity to personalize customer interactions more effectively. Access real-time data analytics on customer preferences, purchase history, and previous interactions to tailor relevant recommendations and provide a personalized customer experience. Real-time data analysis provides instant visibility into sales performance metrics. Sales representatives can monitor their performance, including call activity, conversion rates, and revenue generated, in real time. Immediate feedback enables reps to course-correct, improve sales techniques, and achieve better results. By monitoring real-time market trends, competitor activities, and customer feedback, sales managers can make data-driven decisions, adjust sales strategies, and seize emerging opportunities. Business intelligence tools offering real-time data services help sales teams promptly address customer issues or concerns. By tracking customer behavior, feedback, complaints, and inquiries in real time, sales reps can proactively contact customers and help resolve issues. How does real-time data work? Real-time data involves capturing specific actions on the go, such as customers’ activities on your website or offsite, like visiting sales pages, checking your company’s LinkedIn profile, or exploring similar sites. Events are collected before storing any information, allowing for instant management of sales data and predictive analytics. Marketing and Sales Use of Real-Time Data: Updating lead records in real time results in better sales performance and cost savings across the entire business. Real-time big data can be used in various ways for better business decisions, such as: Examples of Real-Time Data: Real-time intent data helps identify potential customers actively researching or showing interest in products like you are selling. This data can be gathered from various sources, including website tracking, social media monitoring, and content consumption patterns. Ultima used a real-time data solution to access intent data and direct dials, resulting in ROI in just 8 weeks. Real-time data is a valuable asset for B2B businesses, offering timely opportunities, dynamic pricing, immediate lead engagement, accurate forecasting, personalized customer interactions, instant sales performance insights, agile sales strategies, and prompt issue resolution. Understanding how real-time data works and leveraging it effectively can significantly enhance the performance and efficiency of your sales and marketing teams. How do you use data to drive sales? What is an example of a data-driven sales? A B2B company that manufactures and sells industrial equipment can use a data-driven approach that involves analyzing purchasing data from their CRM, tracking industry trends, and using customer feedback surveys to understand what customers truly value. To drive sales with real time data, you need a tool like Salesforce and Salesforce Data Cloud. A real-time data sales strategy is a strategy that focuses on delivering immediate responses from customers. The methodology of real time selling is a way for brands to interact with their customers using stuff that’s actually happening at that time. The real time sales are based on insights into a customer’s online actions. The insights are analyzed and utilized quickly with AI. Drive sales real time data. 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

25Mar

Healthcare CRM to Enable Consumers and Build Trust

To transform the healthcare industry and enhance the experiences of all stakeholders requires the right tools. Making a paramount focus on building trust through personalization is imperative. Patients no longer desire to be perceived merely as a number or a chart. They seek a personalized treatment approach. Using the right healthcare CRM to enable trust with consumers makes good sense. The Goal of a Healthcare CRM This goal can be accomplished by seamlessly integrating electronic health records (EHRs) and claims data, establishing a 360-degree view of each healthcare consumer. A unique view of each consumer. Leveraging the capabilities of application programming interfaces (APIs), organizations can access comprehensive consumer information in real-time. By facilitating effective collaboration, informed care decisions, and the prevention of care gaps. The incorporation of state-of-the-art healthcare customer relationship management (CRM) platforms, equipped with AI and advanced analytics, can yield actionable insights. Insights that enhance interactions with patients and members. For instance, Community Health Choice (CHC) in Texas has embraced Salesforce’s Health Cloud, fully integrating clinical and claims data to create a holistic view of each patient, enabling the delivery of comprehensive care. What is a CRM system in healthcare? A healthcare CRM is a customer relationship management system designed specifically for use in the healthcare industry. Salesforce Health Cloud is a top choice to enable trust. CRM in healthcare not only stores patients’ contact information, it also gives a comprehensive overview of their medical history, appointments, and prescriptions. With a healthcare CRM system, you can customize your patient management plans so that each patient gets precisely the amount of care they need. A Healthcare CRM to Build Trust Connected experiences contribute to strengthening trust, increasing retention, and ultimately fostering improved health outcomes and business results for healthcare organizations. Implementing these strategies allows healthcare organizations to enhance the overall quality of care, providing a more positive experience for patients, providers, and other stakeholders. Salesforce is the right healthcare CRM to enable trust with your patients and community. 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

March 25, 2022in Data, Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud

08Feb

Snowpark Container Services

Snowpark Container Services is a fully managed solution designed to simplify deploying, managing, and scaling containerized applications within the Snowflake ecosystem. Key Features Benefits of Snowpark Container Services in Native Apps Integrating Snowpark Container Services into Snowflake Native Apps enables developers to create solutions for various use cases, including: Developers benefit from Snowflake’s Native Apps Framework safeguards, which ensure secure and efficient operations. Development Workflow for Snowpark Container Services Here’s a quick guide to the development cycle for building and deploying containerized services within Snowflake. 1. Develop Code Locally 2. Build and Push an Image 3. Provision Resources 4. Deploy and Test Services Getting Started To build containerized applications with Snowpark Container Services: For a deep dive into architecture and workflows, explore Snowflake’s guides and tutorials on Snowpark Container Services and Native Apps. The Snowflake Native Applications Framework allows developers to package Snowflake features into standalone applications that can be installed across multiple accounts. This framework now supports advanced features for managing resource provisioning and deploying container services. Below is an overview of how to integrate container services into a Native App. Key Components 1. Manifest File The manifest file defines the configuration and setup properties for the application, including: Example Manifest File: Specifying Container Images yaml Copy code manifest_version: 1 version: name: V1 label: “Version One” comment: “The first version of my amazing Snowflake Native App” artifacts: readme: readme.md setup_script: scripts/setup.sql container_services: images: – /provider_db/provider_schema/provider_repo/server:prod – /provider_db/provider_schema/provider_repo/web:1.0 Here: Setting a Web UI as the Landing Page For apps with a web UI, specify a default_web_endpoint field to make the UI the landing page. yaml Copy code default_web_endpoint: service: ux_schema.ux_service endpoint: ui Here, service corresponds to the name defined in the CREATE SERVICE command, and endpoint refers to the service’s endpoint in the specification file. Using Streamlit as a Landing Page Alternatively, you can specify a default_streamlit field to use Streamlit as the landing page. Note: default_web_endpoint and default_streamlit are mutually exclusive—you can only use one. 2. Setup Script The setup script executes during the application installation and upgrade processes. It contains SQL statements for creating: Resource Provisioning for Snowpark Container Services The setup script also includes logic for provisioning resources like compute pools. However, these provisioning procedures are executed post-installation to ensure the consumer has granted the necessary privileges. Managing Compute Pools and Privileges Consumer-Controlled Resource Provisioning A foundational principle of the Snowflake Native Apps Framework is that consumers maintain full control over the resources the application accesses. This includes compute resources. Privileges Required To enable an application to provision resources, specific privileges must be requested in the manifest file: Example Privileges in the Manifest File yaml Copy code privileges: – CREATE COMPUTE POOL description: “Enable application to create its own compute pool(s)” – BIND SERVICE ENDPOINT description: “Enables application to expose service endpoints” Note: These privileges are not granted by default. The installation user may need to request them from another user with the appropriate permissions within the organization. By wrapping container services into a Snowflake Native App, developers can: This approach ensures that both providers and consumers retain control over their resources and data, while maximizing the capabilities of Snowflake Native Apps. Managing Privileges and Deploying Services in Snowflake Native Apps Once a Snowflake Native App is installed, consumers can grant the necessary privileges through various supported mechanisms. Here’s an overview of how to configure privileges, deploy services, and manage app components effectively. Granting Privileges 1. Snowsight UI Configuration Snowflake Native Apps with Snowpark Container Services provide a custom Snowsight configuration UI. When privileges are granted via this UI, it triggers the app’s grant_callback procedure specified in the manifest file. This procedure receives a list of privileges as input, making it ideal for initiating resource provisioning, such as creating compute pools. For containerized apps, this is the recommended approach. Example Manifest Configuration: yaml Copy code manifest_version: 1 configuration: log_level: debug trace_level: always grant_callback: setup.grant_callback 2. Streamlit Integration Using Snowflake’s Permissions SDK, developers can create Streamlit-based pop-ups to request privileges. After privileges are granted through the pop-up, resource provisioning can begin. Specify Streamlit as the landing page in the manifest using the default_streamlit field. This configuration allows Streamlit to invoke the necessary resource provisioning procedures. 3. SQL Worksheet Consumers preferring SQL-based interaction can grant privileges and execute resource provisioning procedures directly through the SQL worksheet. Example Grant Callback Procedure: sql Copy code CREATE OR REPLACE PROCEDURE setup.grant_callback(privileges ARRAY) RETURNS STRING AS $$ BEGIN CREATE COMPUTE POOL IF NOT EXISTS backend_compute_pool MIN_NODES = 1 MAX_NODES = 1 INSTANCE_FAMILY = CPU_X64_XS; CALL services.start_backend(‘backend_compute_pool’); RETURN ‘Callback successful’; END; $$; GRANT USAGE ON PROCEDURE setup.grant_callback(ARRAY) TO APPLICATION ROLE app_public; This procedure creates a compute pool and then calls another procedure to set up services within the pool. Deploying Services Once compute pools are created, the application can deploy one or more services. Scenario 1: The App Has All Required Resources If the app has everything it needs, it can directly execute CREATE SERVICE commands in the grant_callback procedure to set up its services. For services requiring warehouses, the app can request the CREATE WAREHOUSE privilege in the manifest and create warehouses as needed. Scenario 2: The App Needs Additional Consumer Resources If the app requires additional objects (e.g., external access integrations or secrets) from the consumer, references can be used. A reference includes a register_callback procedure that binds the required resources. This procedure can also trigger service creation after the reference is bound. Example Register Callback Procedure: sql Copy code CREATE OR REPLACE PROCEDURE v1.register_single_callback(ref_name STRING, operation STRING, ref_or_alias STRING) RETURNS STRING LANGUAGE SQL AS $$ BEGIN CASE (operation) WHEN ‘ADD’ THEN SELECT SYSTEM$SET_REFERENCE(:ref_name, :ref_or_alias); CASE (:ref_name) WHEN ‘external_access_backend_reference’ THEN CALL services.start_service_with_egress(); WHEN ‘secret_reference’ THEN CALL services.start_service_using_secret(); END CASE; WHEN ‘REMOVE’, ‘CLEAR’ THEN SELECT SYSTEM$REMOVE_REFERENCE(:ref_name); ELSE RETURN ‘Unknown operation: ‘ || operation; END CASE; RETURN ‘Operation ‘ || operation || ‘ succeeds.’; END; $$; This procedure: Packaging Service Specifications Service creation requires specification files, which must be included in the app package (typically alongside the manifest.yml). These files define the service

February 8, 2022in Data, Snowflake

04Jan

Event Consumers: The Responsive Core of Event-Driven Architecture Fundamentals of Event Consumers Event consumers are the reactive components in event-driven architecture (EDA) that subscribe to event channels and execute actions when state changes occur. These can be: They monitor for business-critical occurrences like: How Event-Driven Architecture Works Core EDA Characteristics ![EDA Architecture Diagram showing event flow from producers through routers to consumers] The Event Consumer Ecosystem Component Role Examples Event Producers Generate state change notifications POS systems, IoT sensors, API gateways Event Routers Channel events to appropriate consumers Kafka, AWS EventBridge, Azure Service Bus Event Consumers Execute business logic in response CRM systems, fraud detection services Event Processors Transform and analyze event streams AWS Lambda, Azure Functions Key Benefits of Event Consumers Event Delivery Models Publish-Subscribe (Pub/Sub) Event Streaming Industry-Specific Implementations E-Commerce Financial Services Healthcare Manufacturing Implementation Best Practices Future Evolution Emerging patterns in event consumption: “Event consumers are becoming the central nervous system of digital business,” says Gartner VP Analyst Mark Beyer. “Organizations that master event-driven patterns achieve 3-5x faster response to market changes compared to traditional architectures.” 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

January 4, 2022in Data

23Nov

Regaining Trust in the Public Sector with Salesforce

The continual onslaught of global crises has heightened the vital role played by public sector institutions. These entities bear the responsibility of delivering essential services that fortify economies, safeguard community health, and ensure national security. However, despite their crucial functions, public sector institutions are facing challenges in earning and retaining public trust. Read on to learn how constituents are regaining trust in the public sector with Salesforce. Creating Trusted Relationships The establishment and maintenance of trusted relationships are fundamental across all industries, but they hold particular significance in government-consumer relations. The public’s perception of an efficient, fair, and capable government directly influences customer engagement, especially during times of crisis and rapid transition when trust becomes increasingly important. Regaining trust in the public sector with Salesforce is just the beginning. Although public trust in government has experienced a recent decline, its importance has risen, particularly during periods of change, with 87% of individuals recognizing its significance in such times. To meet the evolving digital expectations of today’s citizens, government organizations are adopting novel approaches to digital transformation and exploring ways to build and sustain trust. The Wants and Needs of Customers and Constituents Customers now demand government services that are transparent, easily navigated, user-friendly, and accessible. The effective delivery of government services is a key factor influencing the public’s trust in government. Consistently delivering exceptional experiences fosters a robust government-customer trust dynamic and enables public sector organizations to better address the unique needs of their customers. According to 87% of respondents, a superb digital government customer experience would increase their level of trust. Creating Trust in the Public Sector with Salesforce Creating secure and trustworthy digital experiences has become paramount, especially in the context of the next technological wave. With the proliferation of IoT devices and increased access to global data, new threat vectors pose a growing challenge. Public sector organizations are mandated to meet some of the most stringent national and international security and compliance requirements globally. The COVID-19 pandemic has transformed the way people interact with their governments. Thus accelerating digital transformation and customer experience initiative needs. Agencies have rapidly expanded the availability of critical services through digital channels. 54% of individuals note that it’s now easier to seek help from the government online than in person. In this digital-first paradigm, customers expect government agencies to prioritize securing highly sensitive data. The public sector must demonstrate their competence and commitment to doing so. Tectonic, as your Salesforce implementation partner, follows a comprehensive discovery process to build a tailored Salesforce solution for your government entity. Our team ensures that the solution incorporates everything you need, customized for your business model and devoid of unnecessary elements. Based in Colorado, Tectonic is a Salesforce Consulting Partner comprising a skilled team of Salesforce certified Consultants, Developers, Analysts, and Project Managers. We specialize in crafting innovative solutions within the Salesforce family of products for our clients, including Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Experience Cloud, Nonprofit Cloud, Education Cloud, Marketing Cloud Account Engagement, Field Services, and Salesforce Communities. With a track record of delivering on time and budget solutions for state, county, and local governments as well as tribal organizations, Tectonic is ready to assist you in building trust in the public sector with government solutions on the Salesforce platform. Contact us today to explore how we can contribute to your 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 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

November 23, 2021in Salesforce Public Sector Solutions

02Nov

Customers Re-Evaluate Their Priorities

Compounding factors such as inflation and technological advancements are prompting individuals to reconsider their priorities. While impacting how and where they allocate their finances, it directly impacts businesses as well.. A substantial 62% of consumers have recently reevaluated their priorities, with the cost of living ranking as the primary influencer and obtaining better deals being the most common reason for brand switches. Customers Re-Evaluate Their Priorities and vote with their money. While financial considerations remain a focal point, customers are not solely driven by the pursuit of cost-effectiveness. Other crucial factors include product quality and the overall customer experience. Remarkably, 80% of customers emphasize that the experience provided by a company is as significant as the products and services offered. While companies are burdened by this trend it also emphasizes the need for technology. Marketing automation and personalization. Knowing enough about your customer to reach them with the right message at the right time on the right channel. Enter Salesforce Salesforce Omnichannel is a flexible and customizable Salesforce feature. It helps businesses to seamlessly connect with customers across multiple channels, be they physical stores, email, chat, social media, phone, or SMS. And best of all, anyone can implement the omnichannel approach without coding knowledge! Salesforce Personalization learns everything about your customer and presents them with personalized offers and messaging how they want it when they want it where they want it. Salesforce Marketing Cloud provides marketing automation power. Salesforce Sales Cloud serves customers with ease. Salesforce Data Cloud stores the customer information from all business sources and drives interaction powered by AI. Attitudes Shift Over two years into the global pandemic, a shift in attitudes towards work, home, spending, interactions, and well-being is evident among many Americans. The majority now express a preference for spending on experiences rather than products, with a focus on home-centered activities. Additionally, there is a notable inclination towards in-person interactions rather than substituting them with digital services. This “great rethink” emphasizes that post-pandemic society is unlikely to revert to its previous state. A pivotal aspect of this great rethink is the evolving attitude towards work. While the initial stages of the pandemic saw individuals deprioritizing work due to stress, burnout, and remote work, new economic realities have set in. Customers Re-Evaluate Their Priorities Rising living costs and the possibility of a recession are causing a shift in sentiment, with fewer Americans viewing deprioritizing work as an affordable luxury anymore. Consumer sentiment regarding an improved work-life balance is showing signs of reversal, with the percentage of those feeling they have more time to enjoy today decreasing from nearly 70% in September 2021 to 51% in May 2022. A recent survey conducted by Accenture, encompassing 25,000 consumers across 22 countries, sheds light on how the pandemic has prompted a reevaluation of consumer purchasing behavior. Accenture identifies a segment of consumers called “Reimagined,” representing those who have changed their buying habits across various industries. These consumers expect companies to understand and address their changing needs during disruptive times, with a significant portion expressing disappointment in companies that have not provided adequate support. Considering these insights, Accenture identifies five purchasing motivations that align with consumers’ desires for improved well-being and confidence in the products, services, and companies they engage with. These motivations – health and safety, service and personal care, ease and convenience, product origin, and trust and reputation – carry implications for businesses, including those in the events industry. Impact on Events Applying these motivations to the context of business events, event organizers must prioritize safety protocols, personalize communications, provide digital and hybrid event options, incorporate sustainability practices, and build trust through consistent alignment with organizational values and mission statements. As consumers remain open to new experiences, now is an opportune time for experimentation and innovation within the events landscape. Salesforce to the Rescue If amidst this great re-think you are re-thinking how you do business, contact Tectonic today to learn how Salesforce could be the solution you need. 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 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

November 2, 2021in Salesforce

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,

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

29May

Salesforce CDP Explained

What is a Customer Data Platform (CDP)? A Customer Data Platform (CDP) is one of the most transformative tools in modern marketing. Salesforce CDP Explained. If you’re exploring whether your business needs a CDP and how to begin using one, this guide will walk you through the essentials. CDPs have quickly become a go-to solution in marketing, popping up in reports and strategies everywhere. According to the 2020 State of Marketing Report, 86% of marketers who use CDPs are maintaining or increasing their usage, making many companies wonder: Do we need a CDP too? This insight serves as your step-by-step guide to help you determine whether your business should invest in a CDP, and how to successfully implement one for smarter marketing. What is a CDP? A Customer Data Platform (CDP) is a sophisticated piece of marketing technology designed to collect and organize customer data from various sources into centralized profiles. It helps businesses manage and draw actionable insights from data in real time, making it easier to personalize customer interactions. A typical CDP includes tools for customer data management, marketing automation, multichannel campaign execution, and real-time interaction management. It’s particularly useful when businesses need a database of user-level data to understand customer behaviors across touchpoints. Why Does Your Business Need a CDP? Salesforce CDP Explained CDPs excel in four core tasks: collecting, unifying, activating, and analyzing data. Introducing Salesforce’s CDP: Data Cloud Salesforce’s Data Cloud is a powerful CDP that integrates with Customer 360 to provide real-time customer profiles. It collects and unifies customer data in real time, ensuring businesses can deliver personalized customer experiences and foster stronger relationships. Data Cloud is scalable and designed for businesses of all sizes, with built-in security, compliance, and privacy features through Hyperforce. Benefits of a CDP Beyond basic segmentation, CDPs offer three major benefits: CDPs vs. CRM vs. DMP It’s important to understand the distinction between different data tools. While CRMs focus on managing customer relationships and interactions, and Data Management Platforms (DMPs) handle anonymous data for targeted advertising, CDPs are designed to unify and activate first-party data for personalized marketing. How to Choose a CDP When selecting a CDP, focus on two key areas: insights and engagement. Some CDPs specialize in integrating and analyzing customer data (insights), while others focus on delivering real-time personalized experiences (engagement). Salesforce’s Data Cloud combines both capabilities, offering real-time insights and activation to power personalized experiences across channels. To choose the right CDP for your business, ask these questions: Success Stories with CDPs CDPs have transformed the way businesses engage with their customers. One example involves a regional food and convenience store chain that implemented a CDP to enhance personalized digital experiences. By using customer data to tailor marketing emails and online interactions, the business saw a 16% increase in conversion rates on one of its key products. Getting Started with a CDP CDPs are essential tools for businesses looking to unify customer data, personalize marketing, and drive smarter marketing strategies. To get started, consider building a business case for CDP adoption, assembling a cross-functional team, and researching the right CDP to fit your organization’s needs. The journey to smarter, data-driven marketing begins with the right CDP. Make sure to explore Salesforce’s Data Cloud and other leading platforms to find the best fit for your organization’s growth and success. Content updated April 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 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

May 29, 2021in Data, Hyperforce, Marketing Automation, Salesforce, Salesforce Data Cloud, Technology

14Sep

Demandbase Salesforce Integration

The integration of Demandbase with Salesforce creates a seamless connection between Demandbase One and your Salesforce CRM, establishing a bidirectional sync for efficient data exchange. Bidirectional sync means data can travel in both directions from one platform to the other. Note that Demandbase does not generate new Salesforce account, contact, lead, opportunity, or campaign records by default. The creation of a new Salesforce task record occurs only when utilizing the Take Action or Automation feature. An important consideration is the duration of the initial sync when first integrating with Salesforce, which varies based on the volume of records in your CRM. You can monitor the sync status in System Notifications. Tectonic recommends you do the initial sync outside of the highest demand hours on your Salesforce org. Data synchronization from Salesforce to Demandbase occurs via the REST API, with Demandbase processing data from 3,000 records per API call. The frequency of the read cron job from Salesforce can be configured within Data Sync Settings. Demandbase queries Salesforce for records (account, contact, lead, activity, opportunity, and campaign) with a last modified date after the Datetime of the last completed sync. Conversely, data synchronization from Demandbase to Salesforce utilizes the SOAP API through Bulk Data Load jobs, syncing up to 500 records per batch. The writeback job to Salesforce runs daily between 10:00 a.m. and 10:00 p.m. UTC. For adjustments to the writeback job timing, contact [email protected]. Demandbase syncs data exclusively to the account, lead, and contact objects. Data is transmitted only when there is a disparity between the calculated state in Demandbase and the previous field value in Salesforce, provided the record exists in Demandbase. This ensures that Demandbase synchronizes only meaningful updates to your Salesforce org. For a comprehensive list of fields to which Demandbase syncs data, refer to the Demandbase App Package Custom Fields and Calculated Fields. Additionally, there is a read-only integration option, Demandbase Salesforce Lite, available. For details, refer to the instructions for setting up Salesforce Lite, which includes an optional Salesforce Marketing Cloud Account Engagement integration. Before initiating the integration, ensure that you review the Best Practices: Salesforce Permissions. It’s important to note that Demandbase supports Enterprise, Unlimited, and Performance editions of Salesforce, while Group, Professional, or Developer editions are not supported. 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

September 14, 2019in Data, Enterprise, Marketing Automation, Salesforce, Salesforce Managed Services, Salesforce Marketing Cloud, Salesforce Sales Cloud

06Jun

Asset Management Salesforce

Can Salesforce do asset management? You can manage assets in Consumer Goods (desktop) and in the Consumer Goods offline mobile app in Salesforce. Let’s understand the process in detail. Create Asset Templates and Asset Types: Before you create assets, ensure that admins have created asset templates and asset types. Assets are items, such as refrigerators or freezers, that you place at a customer location (retail store) to increase your sales. Assets are also items you use in your business such as vehicles or computers. As an asset’s owner, you’re responsible for the maintenance, repair, or any other services required for the asset. Managing assets efficiently can help reduce customer complaints and, in turn, increase your brand value. By actively tracking your assets’ conditions, you can budget better, reduce losses, and ensure employee safety. What is the use of asset object in Salesforce? So, Assets are used quite frequently by sales, customer service in your back office. Assets are a standard object. It comes out-of-the-box with Salesforce. And being a standard object we can add custom fields, validation rules, record types, multiple page layouts. How do I create an asset for a product in Salesforce? Create an Asset What is the asset state period in Salesforce? An asset state period represents a time span when an asset has the same quantity, amount, and monthly recurring revenue (MRR). An asset has as many asset state periods as there are changes to it (asset actions) during its lifecycle. The dashboard and related pages show the current asset state period. What is the difference between subscription and asset in Salesforce? Use subscriptions to keep records of subscription products you’ve quoted or sold. Use assets to keep records of stand-alone products you’ve quoted or sold. You can use these records later to manage amendments and renewals to your opportunities and orders. How do I enable assets in Salesforce? Enable Asset Scheduling in Salesforce Scheduler How do I create an asset in Salesforce CPQ? Salesforce CPQ creates assets when you click Contracted on an opportunity or order. The asset creation process varies based on your account’s renewal model and the value of the asset conversion field on the product you’re contracting. How do you renew assets in Salesforce CPQ? Select the assets you want to renew, and then click Renew. Salesforce CPQ creates a renewal quote, associates it with a renewal opportunity, and opens the quote line editor. Edit the quantities of the assets from your original quote as needed. You can also add new products. What is an asset state? Asset State denotes the different states of assets in the organization such as assets in Use, In Store, Expired and so on. Apart from the default asset states, you can create custom ones. You can also enable or disable ownership and scan for custom asset states you create. Note that Salesforce also has a Digital Asset Management (DAM) capability. Where is asset library in Salesforce? To view asset files in Files home, select Libraries and then select Asset Library . To view and edit asset files in Setup, enter Asset Files in the Quick Find box, then select Asset Files. For more information on Salesforce Asset 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 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

June 6, 2019in Data, Salesforce, Salesforce Asset Management, Salesforce CPQ, Salesforce Financial Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud

03Apr

Action Plans in Partner Communities

Establishing Action Plans in Partner Communities What is a community action plan? A Community Action Plan serves as a vital document for prioritizing community needs, outlining a set of activities, and aiding Local and State governments in understanding community requirements. What is the Salesforce Partner Community? The Salesforce Partner Community is a dedicated portal designed and maintained exclusively for Salesforce partners. It serves as a platform for partners to manage their business activities, gain insights into best practices, and interact with Salesforce employees within a secure environment. Enable action plan features in your partner communities by providing action plan templates and plans. Customize community home and record detail pages while creating and assigning user profiles for partner community users. Action Plans are accessible in partner communities equipped with an External Apps for Financial Services license or a Customer Community Plus for Financial Services license. Create a Community User Profile for Action Plan Users Generate a partner community profile with access to action plan templates and action plan objects. Create a Permission Set for Partner Community Action Plan Users Develop a permission set to grant partner community users access to action plan templates and action plans. Update the Experience Cloud Home Page with Action Plans Showcase action plan template and action plan lists on the partner community home page. Update Community Record Detail Pages with Action Plans Integrate action plan lists into Record Detail pages within communities. What should an action plan include? An action plan consists of seven key steps: setting objectives, assessing objectives, identifying necessary actions, determining evaluation methods, establishing a timeframe, identifying resources, finalizing the plan, and evaluating results. What is the most important component of an action plan? Action plans primarily encompass “what,” “who,” and “when.” They delineate the action steps (“what”) required to achieve goals, designate responsible individuals (“who”), and set projected completion dates (“when”). Crucially, action plans elucidate the “why” behind program goals. Supported Salesforce Objects Action plan templates (and subsequent action plans) can be created for various objects based on Salesforce configuration and available licenses. Target objects for action plan templates include Account, Assets and Liabilities, Business Milestone, Campaign, Card, Contact, Contract, Lead, Opportunity, and Custom Objects. Action Plans are accessible in partner sites with an External Apps for Financial Services license or a Customer Community Plus for Financial Services license for financial services users. To make Action Plans available to partners, create and assign user profiles for partner sites users. Simplify the process by customizing your site home and record detail pages. Action Plan Templates Vs. Action Plans When working with Action Plans, begin by creating action plan templates. Understand the distinction between an action plan template and an action plan: What’s Inside an Action Plan Action Plans and templates may include various items: How Action Plan Templates and Action Plans Work Together In an action plan template, assign tasks to individuals, roles, queues, or the plan creator. When creating an action plan from a template for a specific target record, items are assigned accordingly. Users interact with tasks using standard Salesforce interfaces, recording status information through the Action Plans details view. Target records display related action plans. Content updated October 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 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

April 3, 2019in Salesforce, Salesforce Experience Cloud, Salesforce Sales Cloud

02Aug

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 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

August 2, 2018in Data, Salesforce Development Services

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 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

July 17, 2018in Data, Enterprise, Mulesoft, Public Sector Solutions, Salesforce, Salesforce Government Cloud, Salesforce Public Sector Solutions, Technology

03May

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

May 3, 2018in Data, Salesforce, Technology

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