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Winter 25 Salesforce Release

Get Ready for Winter 25 Salesforce Release

Salesforce Winter 25 Release notes are here. Salesforce Overall Learn about new features and enhancements that affect your Salesforce experience overall. August 8: Get early access by signing up for a Pre-Release org Admins can sign up for a pre-release Developer Edition environment, which is full of all the Winter ’25 features to explore to your heart’s content. Developer environments are stand-alone environments where you can learn, build, and get comfortable with features and functionality. If you already had a pre-release org for Summer ’24, you can log back into that one. August 14: Review the Release Notes Search the products you use for release updates in the Release Notes section of Salesforce Help. The notes will go live August 14 and we will share the link here. Get help from the community! With each release, there are a number of blogs by community members who break it down. Check out the Release Readiness Trailblazer Community Group where you can continue to get updates, share your favorite features, and ask questions about the upcoming release. August 19: Be Release Ready with Winter ’25 features for Admins Starting on August 19th, we’ll begin publishing blog posts on the Admin Blog to help you Be Release Ready with Winter ’25 features. Get ready to dive into blog posts featuring Winter ’25 user access highlights and more! As blog posts and more release resources become available, we’ll be updating the Be Release Ready page with all the resources and information you need to get started with Winter ’25. August 29 before 5 p.m. PT: Be sure to refresh your Sandbox Once you’ve explored the pre-release org and reviewed the Release Notes for features that are important to you, it’s time to try out features related to your customizations in your sandbox. This is a great time to evaluate how specific features may be useful or impact the way your organization uses Salesforce. During each release, there is a group of sandboxes slated to remain on the non-preview instance (i.e. the current release) while there is another group of sandboxes that will upgrade to the preview instance. Use the Salesforce Sandbox Preview Guide to determine the plan for your sandbox instance(s). Use the tool where you can search by sandbox instance and then specify what you want to do with your sandbox — stay on the non-preview or move to preview. It will then instruct you to refresh your sandbox to get to the desired instance or inform you that there is no action needed because your sandbox is slated for the desired instance. Contact Tectonic today if you need assistance getting Salesforce release ready. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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SigFig

SigFig

SigFig, a leading provider of digital wealth management solutions, has upgraded its Engage platform with advanced AI features designed to enhance the effectiveness of financial advisors. The Engage platform seamlessly combines human expertise with state-of-the-art technology, equipping financial advisors and their teams with a range of tools to boost their efficiency. New AI-driven functionalities in Engage include smart tips that deliver real-time prompts and tailored recommendations during meetings, helping advisors identify new growth opportunities. The platform also proactively presents the most relevant content, tools, paperwork, and workflows to streamline discussions. To further optimize advisors’ workflows, Engage now automates the creation of transcripts, meeting summaries, and post-meeting notes. This automation frees up advisors to focus more on building client relationships rather than managing administrative tasks. Mike Sha, founder and CEO of SigFig, stated, “AI can significantly enhance the productivity and effectiveness of financial advisors. Advisors need to concentrate on developing meaningful relationships with their clients and understanding their goals and challenges. Engage serves as a central hub for creating richer, more personalized client interactions while managing time-consuming administrative duties.” Engage integrates smoothly with popular systems such as Salesforce, Docusign, Microsoft, and Google. Its CRM integration features bi-directional data sync, allowing advisors to access client data within Engage and automatically update Salesforce with meeting notes, client details, and follow-ups. This integration accelerates the sales process and boosts client conversion rates. The platform also fosters a collaborative environment, enabling clients to engage actively in the financial planning process. This collaboration supports clients’ financial well-being and enhances advisors’ understanding of individual financial situations. SigFig has developed various customizable modules for different aspects of financial services, including client prospecting, retirement planning, account opening, and annual reviews. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Qwary Salesforce Integration

Qwary Salesforce Integration

Qwary Enhances Customer Insights with New Salesforce Integration HERNDON, Va., Aug. 13, 2024 /PRNewswire/ — While surveys have long been a staple for gathering customer feedback, data entry often poses a challenge in obtaining comprehensive insights. Qwary’s new Salesforce integration aims to resolve this issue by enabling seamless data transfer and synchronization between the two platforms. This integration allows teams to consolidate customer information into a single hub, providing real-time visibility and enhancing strategic planning and collaboration. Key features include creating email campaigns, importing contacts, mapping survey results, and automating event-based workflows. What Is Qwary’s Salesforce Integration? Qwary’s Salesforce integration is designed to streamline the analysis of Salesforce survey data, offering a more efficient way to understand customer interactions with your brand. By integrating survey feedback with CRM data, this tool helps you quickly adapt your products and services to meet evolving customer needs. It tracks customer journeys, collects feedback, and reveals pain points, enabling you to deliver tailored solutions. Benefits of Using Qwary’s Salesforce Integration Qwary’s integration offers several notable benefits: Automate Feedback Collection The integration automates the feedback collection process by triggering surveys at strategic points in the customer lifecycle. This allows your team to act swiftly to foster engagement and generate leads. Gain Actionable Insights Seamlessly integrating with Salesforce CRM, Qwary scores, analyzes, and enriches customer data, helping your team identify emerging trends and seize opportunities for personalization and customer development. Synchronize Data Automatically With Qwary’s integration, your contact data is consolidated into a single, reliable source of truth. Whether you’re using Salesforce or Qwary, automated data synchronization ensures consistency and provides real-time updates. Collaborate Effectively The integration promotes effective teamwork by sharing data between Salesforce and Qwary, enabling your team to solve problems collaboratively and refine strategies to boost customer retention. Key Capabilities Qwary’s Salesforce integration excels in managing customer feedback, automating workflows, and consolidating contact data: Salesforce Workflow Automation The integration simplifies scheduling and automating survey triggers, eliminating manual processes. Surveys can be initiated via email or following significant events, with responses seamlessly mapped into Salesforce. This creates a comprehensive view of customer behavior, helping your team act on insights, strengthen connections, and enhance satisfaction. Contact Data Importation Qwary facilitates quick access to Salesforce contacts, providing a holistic view of your customer base. The integration streamlines contact data importation and updates, eliminating manual data entry and speeding up data management. Potential Business Impacts By combining automation, synchronization, and data consolidation with a user-friendly interface, Qwary’s Salesforce integration enhances your sales team’s ability to collect and leverage customer feedback. Immediate access to comprehensive consumer insights allows your business to respond promptly to customer needs, improving satisfaction and loyalty. Real-time data aggregation helps your company adapt quickly and refine offerings to exceed customer expectations. Stay Ahead with Qwary’s Salesforce Integration Qwary continuously updates its solutions to meet the evolving needs of businesses focused on customer engagement. Leveraging automation, synchronization, and advanced analytics through an accessible platform, Qwary’s Salesforce integration empowers your team to enhance offerings and connect with customers efficiently. By optimizing the use of survey data and Salesforce feedback, Qwary keeps your business at the forefront of market trends, enabling you to consistently delight your customers. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Can We Customize Manufacturing Cloud For Our Business

Can We Customize Manufacturing Cloud For Our Business?

Yes, Salesforce Manufacturing Cloud Can Be Customized to Meet Your Business Needs Salesforce Manufacturing Cloud is designed to be highly customizable, allowing manufacturing organizations to tailor it to their unique business requirements. Whether it’s adapting the platform to fit specific workflows, integrating with third-party systems, or enhancing reporting capabilities, Salesforce provides robust customization options to meet the specific needs of manufacturers. Here are key ways Salesforce Manufacturing Cloud can be customized: 1. Custom Data Models and Objects Salesforce allows you to create custom objects and fields to track data beyond the standard model. This flexibility enables businesses to manage unique production metrics or product configurations seamlessly within the platform. Customization Options: 2. Sales Agreement Customization Sales Agreements in Salesforce Manufacturing Cloud can be tailored to reflect your business’s specific contract terms and pricing models. You can adjust agreement structures, including the customization of terms, conditions, and rebate tracking. Customization Options: 3. Custom Workflows and Automation Salesforce offers tools like Flow Builder and Process Builder, allowing manufacturers to automate routine tasks and create custom workflows that streamline operations. Customization Options: 4. Integration with Third-Party Systems Salesforce Manufacturing Cloud can integrate seamlessly with ERP systems (like SAP or Oracle), inventory management platforms, and IoT devices to ensure a smooth data flow across departments. Integration Options: 5. Custom Reports and Dashboards With Salesforce’s robust reporting tools, you can create custom reports and dashboards that provide real-time insights into key performance indicators (KPIs) relevant to your manufacturing operations. Customization Options: 6. Custom User Interfaces Salesforce Lightning allows you to customize user interfaces to meet the needs of different roles within your organization, such as production managers or sales teams. This ensures users have quick access to relevant data. Customization Options: Conclusion Salesforce Manufacturing Cloud provides a wide range of customization options to suit the unique needs of your manufacturing business. Whether it’s adjusting data models, automating processes, or integrating with external systems, Manufacturing Cloud can be tailored to meet your operational goals. By leveraging these customizations, manufacturers can optimize their operations, improve data accuracy, and gain real-time insights to boost efficiency. If you need help customizing Salesforce Manufacturing Cloud, Service Cloud, or Sales Cloud for your business, our Salesforce Manufacturing Cloud Services team is here to assist. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Data Cloud - Facts and Fiction

Data Cloud – Facts and Fiction

Salesforce Data Cloud: Debunking Myths and Unveiling Facts If you’ve been active on LinkedIn, attending recent Salesforce events, or even watching a myriad of sporting events, you’ve likely noticed that Salesforce has evolved beyond just CRM. It’s now CRM + DATA + AI. Although Salesforce has always incorporated these elements, with Einstein AI and data being integral to CRM, the latest innovation lies in the Data Cloud. Data Cloud – Facts and Fiction Data Cloud, formerly known as Salesforce Genie, represents Salesforce’s latest evolution, focusing on enabling organizations to scale and grow in an era where data is the new currency. It is the fastest-growing product in Salesforce’s history, pushing new boundaries of innovation by providing better access to data and actionable insights. As Data Cloud rapidly develops, potential clients often have questions about its function and how it can address their challenges. Here are some common myths about Data Cloud and the facts that debunk them. Myth: Data Cloud Requires MuleSoft Fact: While MuleSoft Anypoint Platform can accelerate connecting commonly used data sources, it is not required for Data Cloud. Data Cloud can ingest data from multiple systems and platforms using several out-of-the-box (OOTB) connectors, including SFTPs, Snowflake, AWS, and more. Salesforce designs its solutions to work seamlessly together, but Data Cloud also offers connector options for non-Salesforce products, ensuring flexibility and integration capabilities beyond the Salesforce ecosystem. Myth: Data Cloud Will De-Duplicate Your Data Fact: Harmonizing data in Data Cloud means standardizing your data model rather than de-duplicating it. Data Cloud maps fields to a common data model and performs “Identity Resolution,” using rules to match individuals based on attributes like email, address, device ID, or phone number. This process creates a Unified Individual ID without automatically de-duplicating Salesforce records. Salesforce intentionally does not function as a Master Data Management (MDM) system. Myth: Data Cloud Will Create a Golden Record Fact: Data Cloud does not create a single, updated record synchronized across all systems (a “golden record”). Instead, it retains original source information, identifies matches across systems, and uses this data to facilitate engagements, known as the Data Cloud Key Ring. For instance, it can recognize an individual across different systems and provide personalized experiences without overwriting original data. Myth: You Can’t Ingest Custom Objects from Salesforce Fact: During the data ingestion process, you can select which objects to ingest from your Salesforce CRM Org, including custom objects. The system identifies the API names of the objects and fields from the data source. Ensuring the Data Cloud integration user has access to the necessary information (similar to assigning Permission Sets) allows you to ingest and map custom objects accordingly. Myth: Data Cloud Requires a Data Scientist and Takes a Long Time to Implement Fact: While implementing Data Cloud involves ingesting, mapping data, running identity resolution, and generating insights, it does not necessarily require a data scientist. Skilled Salesforce Admins can often manage data integration from third-party applications. Effective Data Cloud implementation requires thorough planning and preparation, akin to prepping a room before painting. Identifying use cases and understanding data sources in advance can streamline the implementation process. Myth: Data Cloud is Expensive Fact: Data Cloud operates on a consumption-based pricing model. Engaging in strategic conversations with Salesforce Account Executives can help understand the financial implications. Emphasizing the value of a comprehensive data strategy and considering the five V’s of Big Data—Volume, Variety, Veracity, Value, and Velocity—ensures that your data supports meaningful business outcomes and KPIs. In Summary Salesforce Data Cloud represents a significant evolution in managing and leveraging data within your organization. It helps break down data silos, providing actionable insights to drive organizational goals. Despite initial misconceptions, implementing Data Cloud does not require extensive coding skills or a data scientist. Instead, thorough planning and preparation can streamline the process and maximize efficiency. Understanding the value of a comprehensive data strategy is crucial, as data becomes the new currency. Addressing the five V’s of Big Data ensures that your data supports meaningful business outcomes and KPIs. At Tectonic, our team of certified professionals is ready to assist you on this journey. We offer a Salesforce Implementation Solution package to help you get hands-on with the tool and explore its capabilities. Whether you need help understanding your data sources or defining use cases, our data practice can provide the expertise you need. Talk to Tectonic about Data Cloud and discover how our tailored solutions can help you harness the full potential of your data. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce with SharpLaunch

Salesforce with SharpLaunch

Supercharge Your Salesforce with SharpLaunch Streamline Your Sales ProcessIntegrate Salesforce with SharpLaunch to simplify and automate your commercial real estate (CRE) operations. Key Features Push Leads Directly to SalesforceSay goodbye to manual data entry. Automatically transfer valuable leads from SharpLaunch to Salesforce and focus on closing deals. Continuously Sync DataKeep your CRM updated effortlessly. Lead data captured in SharpLaunch syncs automatically to your Salesforce fields, ensuring accuracy and up-to-date information. Boost ProductivityBy connecting SharpLaunch with Salesforce, you can streamline workflows, reduce administrative tasks, and accelerate your sales cycle. Why SharpLaunch Stands Out Fully Customizable Designs Tailor every digital asset to match your brand.From property websites to interactive maps, SharpLaunch delivers personalized, client-facing solutions that elevate your brokerage’s presence. Enterprise-Level Integrations Unify your tech stack seamlessly.SharpLaunch integrates with any tools you’re already using, fitting into your workflows to maximize efficiency with minimal effort. World-Class Service Enjoy dedicated, personalized support.Skip the chatbots and ticket queues. Work directly with your Customer Success Manager from setup to success. Complete Data Ownership Keep control of your information.With SharpLaunch, you retain full ownership of your data, ensuring sensitive client and property information stays secure and private. Ready to Transform Your Salesforce Experience? Connect SharpLaunch to Salesforce today and empower your sales team to close deals faster while maintaining full control over your data and brand identity. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Field Service Lightning

Salesforce Field Service Lightning

Many companies worldwide seek quality services associated with Salesforce Field Service Lightning (FSL) to differentiate between lacking customer experiences and excellent ones. Satisfied customers associate such services with high-quality ratings, gradually building trust with the company and recommending it to others. The ability of any business to generate successful recognition and experience with clients helps establish an invaluable competitive advantage. Salesforce Field Service Lightning We are here to assist you in mapping and quoting various FSL Salesforce services such as equipment installation, repair, general customer service management, and maintenance. Field Service technicians, also known as mobile technicians, play a crucial role in delivering these tasks. They receive notifications on mobile devices and quickly find users in need of speedy solutions to their problems. What is Salesforce Field Service? Salesforce Field Service (formerly known as Field Service Lightning) is designed for the automation and optimization of work offered by dispatchers and field service agents. It ensures that no employee sacrifices any functionality of the related services when working outside the company. This system is part of the FSL Salesforce Service Cloud and aims to create a seamless workflow and avoid mistakes with the help of service technicians. Integral Parts of Salesforce Field Service After implementing Salesforce Field Service Lightning, clients can immediately see the benefits reflected in the increased efficiency of developed services. Advantages of Salesforce Field Service Lightning Bottom Line We hope this comprehensive guide on Salesforce Field Service Lightning has provided valuable insights into its aspects and benefits. Our experienced executives offer valuable advice and risk-free solutions for managing projects involving field service. You can contact Tectonic 24/7 for error removal and maintaining Salesforce FSL service deployments. Tasks such as project management and exception diagnosis are easily handled with the Service Cloud platform. We offer a strong framework for different service models and prepare reports for various service territory designs, ensuring a seamless and efficient operation. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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MuleSoft B2B and B2C With AI

MuleSoft B2B and B2C With AI

Salesforce yesterday announced new solutions to help streamline and accelerate end-to-end order lifecycle management: MuleSoft’s Anypoint Partner Manager with Intelligent Document Processing (IDP) and MuleSoft Accelerator for Salesforce Order Management. MuleSoft B2B and B2C With AI. Together, these business-to-business (B2B) and business-to-consumer (B2C) integration solutions make it easier to connect essential data across third-party applications, Salesforce OMS, and partner ecosystems – all within MuleSoft. Enhanced with AI, these new solutions help IT teams unify data from multiple data and system sources to achieve end-to-end order visibility, improved efficiency, and customer satisfaction. Why it matters: IT teams are inundated with requests to integrate disparate systems and adopt different technologies. And IT teams in retail, consumer goods, manufacturing, logistics, and healthcare must manage the thousands of daily transactions between suppliers and buyers across the supply chain ecosystem. To add to the complexity, 75% of B2B digital sales occur via standardized Electronic Data Interchange (EDI) and specialized solutions are needed to handle these transactions. Go deeper: Anypoint Partner Manager with IDP is a cloud-native B2B integration solution that accelerates partner onboarding and operational management of both API and EDI-based transactions through the commerce and supply chain lifecycle. It provides visibility tools to accurately monitor the health of partner transactions along with key business and operational insights like overall order frequency and volume, shipment statuses, and more. By utilizing IDP, developers can leverage AI to extract, read, and store unstructured data from documents such as invoice and purchase order PDFs, surfacing it in systems of record and order management systems like Salesforce OMS. IT and business teams can rapidly develop integrations and APIs, monitor and manage their performance, and secure them in compliance with partner requirements, all through a single pane of glass. New capabilities of MuleSoft B2B and B2C With AI include: MuleSoft Accelerator for Salesforce OMS makes it easier and faster to achieve end-to-end order visibility across channels from a centralized hub. The accelerator includes pre-built APIs, connectors, implementation templates, and other technical assets for Anypoint Platform to unify B2B orders with Salesforce OMS and connect all B2B and B2C orders to enterprise resource planning (ERP) systems. By leveraging the available out-of-the-box integration assets, customers can significantly reduce the development time required for integrating systems and accelerate time to market. MuleSoft B2B and B2C With AI. New capabilities of this offering include: Industry Use Cases: Customer perspective: “We were struggling with disjointed technology that was causing order and shipping delays while hampering our ability to innovate across our ecosystem,” said Jeff Blank, VP, Finance & Infrastructure at Jillamy. “MuleSoft’s Anypoint Partner Manager helped accelerate our partner onboarding processes with seamless B2B integration and more efficient management of our EDI transactions.” Salesforce perspective: “B2B and B2C integrations are critical to the success of supply chain management. From getting berries out of the farm or medical devices to hospitals, organizations across the globe are looking for a unified solution to manage and securely monitor their business partner transactions. With Anypoint Partner Manager and MuleSoft Accelerator for OMS, our customers can use our technology to build a composable business ecosystem that meets business partner compliance standards and drives end-to-end supply chain and commerce processes with efficiency, visibility, and speed.” – Andrew Comstock, VP, Product Management With Anypoint Partner Manager and MuleSoft Accelerator for OMS, our customers can use our technology to build a composable business ecosystem that meets business partner compliance standards and drives end-to-end supply chain and commerce processes with efficiency, visibility, and speed. Andrew Comstock, VP, Product Management Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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