12Sep
Case Study: Modernizing Public Health Using Salesforce
Modernizing public health solutions with Salesforce and Tectonic
09Sep
Salesforce Dedicated Data Model for Public Sector
Public Sector Solutions Data Model Overview The Salesforce Dedicated Data Model for Public Sector leverages a suite of standard Salesforce objects to manage and structure data across various domains such as licensing, permitting, inspections, case management, benefit administration, grantmaking, and more. These objects are designed to facilitate efficient application processing, regulatory compliance, and service delivery within government agencies. Key Features Salesforce Dedicated Data Model for Public Sector Public Sector Solutions Standard Objects The data model includes a comprehensive set of objects tailored to support: Getting Started To implement and utilize the Public Sector Solutions data model effectively: Learn More Discover how Public Sector Solutions empowers government agencies in delivering efficient and effective public services. From automating approval workflows to enhancing constituent engagement, explore the capabilities tailored to meet the diverse needs of public sector organizations. 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
07Sep
Reporting With Own
In any Salesforce organization, vast amounts of data are generated constantly from sales activities, customer interactions, marketing campaigns, and more. Summarizing and digesting this information quickly is crucial, especially when presenting the big picture to leadership. This is where Salesforce reports come into play. The Salesforce Reports feature enables organizations to analyze, visualize, and summarize data in real time. By pulling data from across your Salesforce environment, reports help consolidate information into easily digestible formats, such as charts, tables, and graphs. Salesforce reports are essential for: How Historical Data Can Improve Reporting in Salesforce While real-time reports are valuable, incorporating historical data can significantly enhance reporting by offering deeper insights into your organization’s long-term performance. Here’s how: Challenges of Reporting with Historical Data in Salesforce While incorporating historical data is smart, Salesforce’s native reporting capabilities impose certain limitations: Don’t Let Salesforce Reporting Limitations Hold You Back With Own Discover, customers can effortlessly generate time-series datasets from any objects and fields over any time period in just a few clicks. These datasets can be accessed using standard query and reporting tools without requiring a data warehouse or the need to enrich existing data warehouses, overcoming Salesforce’s native limitations. 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
05Sep
Salesforce for Small Business – The Salesforce Starter Edition
Salesforce may be used by large enterprises, but it allows great automation tools for smaller businesses as well. With Salesforce Starter Edition. The pricing that Salesforce offers here is manageable by almost everyone and can be used to kickstart a small business. What is the Salesforce Starter Edition? Salesforce Starter brings powerful tools into one marketing experience, where you can leverage customer data and engage the people who follow your brand. A streamlined campaign experience brings contacts and content together, while flows enhance and automate your daily tasks. Is Salesforce too expensive for small businesses? Salesforce is a famous CRM software, but it is expensive for small businesses. Key CRM features like Automation and Sales Reports come with a costly Salesforce enterprise plan. Explore and compare price vs value proportion to get the most affordable small business CRM. Introducing Salesforce’s all-in-one, easy-to-use solution that brings marketing, sales, and service together. Starter Suite is the fastest, easiest way to get started with a complete CRM. Pro Suite adds customization capabilities and automated business processes to fit your needs. What can you do with Salesforce Starter Edition and Pro Suites? Find more leads, win more deals, and keep customers happy with out-of-the-box tools built into the world’s #1 CRM suite. Starter Suite helps you start fast and grow faster with marketing, sales, and service. Pro Suite takes Starter to the next level, unlocking customization, automation, and enhanced sales and service functionality. If your small business is considering a Salesforce implementation, 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 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
29Aug
B2B Commerce with B2C Experiences
Strategies to Elevate Your B2B commerce to B2C Experiences. While B2B e-commerce can be more complex due to diverse buyer needs, the expectation for top-tier service remains high. Personalization, typically associated with B2C, holds equal importance in B2B. Establishing personal connections, especially throughout the purchasing process, is vital, with 72% of business buyers expecting tailored interactions, as per the Salesforce State of the Connected Customer report. To enhance B2B e-commerce experiences, consider implementing the following tactics: Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
22Aug
Salesforce Certified Healthcare Technology
As a Salesforce Certified healthcare technology consultant, Tectonic brings extensive experience across both large and small healthcare settings, witnessing firsthand the transformative impact of Salesforce Health Cloud. Having contributed to the development of an EHR and RCM application on Salesforce, Tectonic understands the substantial benefits this platform offers when integrated with existing technologies such as Electronic Health Records (EHR), claims data sources, and Patient Population Health Management systems. Enhanced Patient Population Health Management: Salesforce Health Cloud equips healthcare providers with tools to effectively manage Patient Population Health by gathering, analyzing, and acting on health data. Providers can leverage these insights to identify at-risk populations, design targeted interventions, and improve patient outcomes. Optimized Provider Referral Patterning: By integrating Salesforce Health Cloud with claims data, Tectonic enables providers to analyze referral patterns. This helps healthcare organizations collaborate more effectively with physicians based on their specialties, insurance networks, and common CPT codes, ultimately enhancing patient care and strengthening provider networks. AI-Enabled Contact Service Centers for Better Patient Care: Integrating Generative AI with Salesforce Health Cloud allows healthcare providers to deliver personalized, responsive services. By connecting Billing, EHR, and Patient Population Health Management platforms, Tectonic reduces administrative burdens, streamlines communication, and improves patient satisfaction in contact service centers. Business Development Liaison Route Planning: Using Salesforce Maps combined with 1st and 3rd party claims data, Tectonic enables business development teams to generate optimized, daily route plans within seconds. These plans allow healthcare representatives to visit the right providers based on location, specialty, referral volumes, and other key preferences. Strategic Territory Expansion and Planning: Salesforce Health Cloud empowers healthcare organizations to strategically plan for territory expansion. Through analyzing geographic claims data and patient demographics, Tectonic helps organizations make data-driven decisions on resource allocation and service growth. Extending Functionality with Salesforce AppExchange and Salesforce Health Cloud: The Salesforce AppExchange offers a wide array of applications that expand Health Cloud’s core capabilities. These apps can boost patient engagement, care coordination, and advanced analytics. In addition, Tectonic leverages multiple health and life sciences process, which integrates Revenue Cycle Management (RCM) and EHR functionalities, enabling providers to manage billing, claims, and clinical data seamlessly within one platform, among many other features. Conclusion: Salesforce Health Cloud, when combined with Tectonic‘s expertise and solutions like payer and provider processes, becomes a powerful asset for healthcare providers. By integrating Health Cloud into existing technology stacks and utilizing AppExchange apps, healthcare organizations can improve patient care, streamline operations, and strategically plan for growth in the ever-evolving healthcare landscape. Content updated September 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, 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
20Aug
Big Data and Data Visualization Explained
Data Visualization: Turning Complex Data into Clear Insights Data visualization is the practice of converting information into visual formats, such as maps or graphs, to make data more accessible and understandable. The primary purpose of data visualization is to highlight patterns, trends, and outliers within large data sets, allowing users to quickly glean insights. The term is often used interchangeably with information graphics, information visualization, and statistical graphics. The Role of Data Visualization in Data Science Data visualization is a crucial step in the data science process. After data is collected, processed, and modeled, it must be visualized to draw meaningful conclusions. It’s also a key component of data presentation architecture, a discipline focused on efficiently identifying, manipulating, formatting, and delivering data. Importance Across Professions Data visualization is essential across various fields. Teachers use it to display student performance, computer scientists to explore AI advancements, and executives to communicate information to stakeholders. In big data projects, visualization tools are vital for quickly summarizing large datasets, helping businesses make informed decisions. In advanced analytics, visualization is equally important. Data scientists use it to monitor and ensure the accuracy of predictive models and machine learning algorithms. Visual representations of complex algorithms are often easier to interpret than numerical outputs. Historical Context of Data Visualization Data visualization has evolved significantly over the centuries, long before the advent of modern technology. Today, its importance is more pronounced, as it enables quick and effective communication of information in a universally understandable manner. Why Data Visualization Matters Data visualization provides a straightforward way to communicate information, regardless of the viewer’s expertise. This universality makes it easier for employees to make decisions based on visual insights. Visualization offers numerous benefits for businesses, including: Advantages of Data Visualization Key benefits include: Challenges and Disadvantages Despite its advantages, data visualization has some challenges: Data Visualization in the Era of Big Data With the rise of big data, visualization has become more critical. Companies leverage machine learning to analyze vast amounts of data, and visualization tools help present this data in a comprehensible way. Big data visualization often employs advanced techniques, such as heat maps and fever charts, beyond the standard pie charts and graphs. However, challenges remain, including: Examples of Data Visualization Techniques Early computer-based data visualizations often relied on Microsoft Excel to create tables, bar charts, or pie charts. Today, more advanced techniques include: Common Use Cases for Data Visualization Data visualization is widely used across various industries, including: The Science Behind Data Visualization The effectiveness of data visualization is rooted in how humans process information. Daniel Kahneman and Amos Tversky’s research identified two methods of information processing: Visualization Tools and Vendors Data visualization tools are widely used for business intelligence reporting. These tools generate interactive dashboards that track performance across key metrics. Users can manipulate these visualizations to explore data in greater depth, and indicators alert them to data updates or important events. Businesses might use visualization of data software to monitor marketing campaigns or track KPIs. As tools evolve, they increasingly serve as front ends for sophisticated big data environments, assisting data engineers and scientists in exploratory analysis. Popular data visualization tools include Domo, Klipfolio, Looker, Microsoft Power BI, Qlik Sense, Tableau, and Zoho Analytics. While Microsoft Excel remains widely used, newer tools offer more advanced capabilities. Data visualization is a vital subset of the broader field of data analytics, offering powerful tools for understanding and leveraging business data across all sectors. 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
12Aug
Google Search Secrets
Google is a veritable plethora of information. It likely doubles weekly. But getting the best search results occasionally requires knowing some Google search secrets. There are times when a story needs to be prefaced by a story. This is one of those times. I’m old. I’m so old that I remember card catalogs and going to a physical library to do research. I also remember phones hardwired to walls and a quarter being sufficient to call someone who cares. But I digress. I began using the internet as a research tool in 1992. Let me tell you, folks, in 1992 you didn’t “tell” a search engine what you were looking for an it auto-completed your query and found you results. Very often you did your searching using Boolean search. Boolean search is a structured search process that uses words and symbols to limit, broaden, or define search results. These words and symbols are called Boolean operators, and the most common ones are AND, OR, and NOT. Boolean search can be used in search engines and databases to produce more relevant and accurate results. Sounds pretty simple, right? But if I’m looking for resumes of Oracle DBAs who don’t work at Oracle, never worked at IBM, either graduated from Yale or Dartmouth, and are currently in the job market I’m writing one heck of a Boolean search string. I won’t bore you with what that looks like, my point is just that search and search engines have come a long way. Without further ado, here are some of my favorite Google search secrets. You can narrow your search by file type. If you only want to see spreadsheets or pdfs, you can add filetype:excel or filetype:pdf to your query. Then your search results only include the desired file type. What if you only want to cite resources from before a certain date? Use ‘before” to find results before a certain date. You can do this in a year-month-day or year only format. Add before:2024 to your search string. Likewise if you only want to see results after a specific date you can use the same logic with after:2024 in your search string. You might even use both if you were layering your resources by time period such as year or decade. Or you can actually search by date range. Use ‘..’. Oracle DBA 2019..2024. You can ask Google to provide results only from one specific website. If you don’t want to see everything everyone wrote about Salesforce, and only want to see a Tectonic resource add site:gettectonic.com to your search query. More and more Google is using some fuzzy logic. Essentially this means it is infering what it thinks you want to know. Just like the auto-complete feature when you begin typing in a query, that fuzzy logic will question your selection if there is a typing error or misspelling, or even if Google just thinks it is smarter than you. You can create your own variation of fuzzy logic with the OR operator. In the example above of our DBA resume we would type Yale OR Dartmouth. You can also use a wild card in your search. If you aren’t sure about a word that might be in your search phrase, you can replace ith with ‘*’. Maybe I’m looking for who makes 5G phones. I might search for 5G cell phone by *. When you want results meeting an exact search term, add quotation marks. Such as “Tectonic Solution Architects” to only see solution architects at Tectonic. Good old AND from the Boolean days still is around. If you want to see results that combine two search topics use AND in your search. Such as Solution Architect AND Tectonic AND Salesforce. What if after you run your Google search you find a lot of information you weren’t looking for? You can use ‘-‘ to signify a negative word you don’t want to see in the results. Going back to our resume example, you can use the negative operator to deal with not currently working at Oracle and never having worked at IBM. If you’ve ever read or written an IT resume you recognize that Oracle and/or IBM may very well exist other than as employment. What are your favorite Google search secrets? Comment below. Written by Tectonic Salesforce Architect, Shannan Hearne. 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
11Aug
Multi-Channel Campaigns
Leveraging Salesforce for Multi-Channel Campaign Management with Tectonic In today’s dynamic marketing landscape, businesses need to connect with their audience across multiple channels—email, social media, web, and beyond. Managing these campaigns effectively can feel like juggling too many balls at once, especially when aiming to maintain consistent messaging, track performance, and maximize ROI. That’s where Salesforce, paired with expertise from Tectonic, makes all the difference. Salesforce simplifies multi-channel campaign management, helping businesses stay organized, boost engagement, and achieve measurable results. Let’s dive into how this powerful platform, supported by Tectonic’s expertise, takes campaign management to the next level. The Challenge Marketing teams often face obstacles like: The Solution: Streamlined Multi-Channel Campaign Management Salesforce, with Tectonic as your trusted partner, transforms the complexity of multi-channel campaigns into a streamlined and effective process. By integrating channels, automating workflows, and delivering real-time insights, businesses can engage their audience and achieve exceptional results. 1. Centralized Campaign Planning Salesforce Marketing Cloud provides a centralized platform for planning and managing campaigns across channels—email, SMS, social media, and paid ads—all from one dashboard. This unified view ensures messaging and branding stay consistent while fostering seamless collaboration across teams. Tectonic enhances this process by ensuring your Salesforce environment is optimized for your specific needs. 2. Personalized Messaging at Scale Salesforce’s AI-powered tools, such as Einstein AI, analyze customer data to craft personalized content for every audience segment. These tools allow businesses to create tailored emails, ads, and social media posts that resonate with specific groups. With Tectonic’s guidance, you can implement personalization strategies that drive engagement and conversions to new heights. 3. Real-Time Performance Tracking Salesforce consolidates campaign performance data into a single platform, providing real-time metrics like open rates, click-through rates, social engagement, and conversions. Customizable dashboards allow your team to monitor results at a glance, enabling quick adjustments for maximum impact. Tectonic can help design these dashboards for clarity and actionable insights. 4. Automation for Efficiency Managing multi-channel campaigns involves countless tasks, but Salesforce automates processes such as scheduling, triggering emails, and personalizing messaging based on user behavior. By streamlining these repetitive tasks, your team can focus on creativity and strategy. Tectonic’s expertise ensures these automations are tailored to fit your business workflows perfectly. 5. Seamless Integration Across Channels Salesforce integrates with platforms like Google Ads, Facebook, LinkedIn, and Instagram, consolidating data into one ecosystem. This eliminates the need for manual data collection, saving time and improving accuracy. Tectonic ensures these integrations are set up seamlessly, so you can focus on running impactful campaigns. Strategies for Success with Salesforce Why Tectonic + Salesforce? Tectonic combines deep Salesforce expertise with a keen understanding of marketing challenges to help you fully unlock the platform’s potential. Together, Salesforce and Tectonic empower businesses to achieve more efficient, impactful, and ROI-driven campaigns. Ready to revolutionize your multi-channel marketing strategy? Let Tectonic guide you to Salesforce success. Content updated December 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, 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
09Aug
Einstein Trust
Generative AI, Salesforce, and the Commitment to Trust The excitement surrounding generative AI is palpable as it unlocks new dimensions of creativity for individuals and promises significant productivity gains for businesses. Engaging with generative AI can be a great experience, whether creating superhero versions of your pets with Midjourney or crafting pirate-themed poems using ChatGPT. According to Salesforce research, employees anticipate saving an average of 5 hours per week through the adoption of generative AI, translating to a substantial monthly time gain for full-time workers. Whether designing content for sales and marketing or creating a cute version of a beloved story, generative AI is a tool that helps users create content faster. However, amidst the enthusiasm, questions arise, including concerns about the security and privacy of data. Users ponder how to leverage generative AI tools while safeguarding their own and their customers’ data. Questions also revolve around the transparency of data collection practices by different generative AI providers and ensuring that personal or company data is not inadvertently used to train AI models. Additionally, there’s a need for assurance regarding the accuracy, impartiality, and reliability of AI-generated responses. Salesforce has been at the forefront of addressing these concerns, having embraced artificial intelligence for nearly a decade. The Einstein platform, introduced in 2016, marked Salesforce’s foray into predictive AI, followed by investments in large language models (LLMs) in 2018. The company has diligently worked on generative AI solutions to enhance data utilization and productivity for their customers. The Einstein Trust Layer is designed with private, zero-retention architecture. Emphasizing the value of Trust, Salesforce aims to deliver not just technological capabilities but also a responsible, accountable, transparent, empowering, and inclusive approach. The Einstein Trust Layer represents a pivotal development in ensuring the security of generative AI within Salesforce’s offerings. The Einstein Trust Layer is designed to enhance the security of generative AI by seamlessly integrating data and privacy controls into the end-user experience. These controls, forming gateways and retrieval mechanisms, enable the delivery of AI securely grounded in customer and company data, mitigating potential security risks. The Trust Layer incorporates features such as secure data retrieval, dynamic grounding, data masking, zero data retention, toxic language detection, and an audit trail, all aimed at protecting data and ensuring the appropriateness and accuracy of AI-generated content. Salesforce proactively provided the ability for any admin to control how prompt inputs and outputs are generated, including reassurance over data privacy and reducing toxicity. This innovative approach allows customers to leverage the benefits of generative AI without compromising data security and privacy controls. The Trust Layer acts as a safeguard, facilitating secure access to various LLMs, both within and outside Salesforce, for diverse business use cases, including sales emails, work summaries, and service replies in contact centers. Through these measures, Salesforce underscores its commitment to building the most secure generative AI in the industry. Generating content within Salesforce can be achieved through three methods: CRM Solutions: Einstein Copilot Studio: Einstein LLM Generations API: An overarching feature of these AI capabilities is that every Language Model (LLM) generation is meticulously crafted through the Trust Layer, ensuring reliability and security. At Tectonic, we look forward to helping you embrace and utilize generative AI with Einstein save time. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
03Aug
Marketing Cloud and Einstein
AI has emerged as an effective solution to tackle the challenges arising from the sheer volume and rapidity of data in the marketing landscape. This article delves into some cutting-edge functionalities presented by Einstein within the Salesforce Marketing Cloud, showcasing how these features empower marketers to enhance performance and streamline their workflows. Einstein for Marketing Cloud uses Salesforce’s AI to help you best evaluate and implement your marketing activities. Use valuable insights on audiences, send time, engagement frequency, and your content to best target your customers. Deliver information to your customers when they need it and how they need it. Einstein in Marketing Cloud offers a range of opportunities for you to analyze, automate, and optimize your content. Use the apps throughout Marketing Cloud platforms to gain insight and better target your audiences. Salesforce Einstein for Marketing Cloud In the dynamic realm of marketing and sales, the pursuit of refining strategies is perpetual. Einstein Social Insights Within the Marketing Cloud’s Social Studio feature, marketers can publish content, engage in conversations, and analyze social data. Einstein augments this platform, introducing AI-powered capabilities: These advanced features empower marketers to optimize social strategy, fostering brand loyalty. For instance: Einstein Vision for Social With over 3 billion images uploaded to social platforms daily, Einstein Vision for Social equips marketers to analyze and derive insights from images. Marketers can train Social Studio to recognize images related to their brand, including products, logos, scenes, and food. This enriched data allows for a deeper understanding of brand followers, facilitating engagement and measurement of marketing efforts. Lookalikes Einstein lookalikes leverage lookalike modeling, identifying common traits among current customers to target new customers with similar characteristics. This tool streamlines the process, allowing marketers to create rich audiences and segments for modeling purposes using first, second, and third-party data in Audience Studio. Einstein Journey Insights In today’s consumer-centric world, Einstein Journey Insights helps marketers comprehend customer journeys by tracking interactions across touchpoints like web browsing and email. Advanced attribution modeling enhances engagements and event sequences, leading to specific goals such as purchases or product reviews. Interactive reports and visualizations enable marketers to optimize campaigns by comparing planned journeys with organic consumer journeys. Einstein Content Tagging Personalized and engaging messages demand an organized library of content. Einstein Content Tagging and image recognition technology automatically add and update content tags and metadata, helping marketers manage their assets efficiently. Smart Orchestration Einstein Send Time Optimization determines the best time to send an email or push notification. Einstein Engagement Frequency evaluates your contacts and identifies the optimal number of email messages or push notifications to send. Marketing Cloud Intelligence As marketing budgets increase, the need for ROI and superior customer experiences rises. Marketing Cloud Intelligence delivers AI-generated insights through automated regression modeling and statistical analysis. Einstein Marketing Insights sifts through data to identify high and low performers, enabling marketers to make informed decisions swiftly and optimize strategies for better results. The Einstein features in Salesforce Marketing Cloud present myriad opportunities for marketers to optimize their performance and work more efficiently. By harnessing these AI-powered capabilities, marketers can make informed decisions rapidly, fostering better brand engagement and higher ROIs. Tectonic is ready to assist you in deploying Einstein for Marketing Cloud. Contact us 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 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
31Jul
Audience Builder Contact Builder
Contact Builder, formerly known as Audience Builder, is a robust tool within Marketing Cloud designed to manage data associated with contacts, referred to as ‘people’ records. This platform provides access to both demographic and behavioral information, which is organized into ‘attribute groups’ (such as abandoned carts), ‘events,’ and ‘populations,’ allowing for efficient segmentation of data. The primary distinction between Audience Builder and Contact Builder lies in their functionalities within Marketing Cloud. While Audience Builder focuses on segmenting data, Contact Builder serves as the tool for defining the data model within the Marketing Cloud ecosystem. Contact Builder is integral to data management within Marketing Cloud and will continue to play a central role in the platform’s operations. Marketing Cloud Audience Builder has empowered marketers to create finely segmented audiences based on behavioral and demographic data. With its retirement, the question arises: “What comes next?” To address this, Marketing Cloud offers engagement marketing tools powered by AI, enabling marketers to activate their data and deliver personalized campaigns at scale to enhance customer lifetime value. These tools include: Email Marketing: Cross-Channel Analytics: “After adopting Salesforce Marketing Cloud and using it to hyper-target our audience, we are able to reduce the waste of our current marketing budget and become more efficient with spending on initiatives that deliver better results“ Kyall MaiSVP & Chief Innovation Officer, Esquire Contact Builder vs. Audience Builder Contact Builder serves as the central hub for managing attribute values associated with each contact within Marketing Cloud. It maintains a comprehensive database of contact information and facilitates the organization and linkage of data from various sources, including ERP systems, CRM systems, and POS systems. This tool offers a unified view of customer interactions with the brand, enabling personalized communication across channels such as email, SMS, and push notifications. Audience Builder, now known as Contact Builder, dynamically creates targeted audiences based on stored attribute and behavioral values of contacts. These audiences are generated according to specific rules and criteria defined by the user. Audience Builder helps marketers segment contacts effectively, allowing for precise targeting or exclusion from marketing activities within Marketing Cloud Engagement. Key Features and Functions: Contact Builder: Audience Builder: While both Contact Builder and Audience Builder are essential components of Marketing Cloud, Contact Builder takes precedence as the primary tool for managing contact data and enabling personalized customer interactions. Audience Builder, now integrated into Contact Builder, continues to play a vital role in audience segmentation and targeting within Marketing Cloud Engagement. Contact Builder is responsible for aggregating customer data from multiple source into a single customer view, known as the contact model in marketing cloud. For more information refer to the official documentation. Audience Builder is a segmentation tool, that abstracts the traditional SQL process for building segments and allows marketers to build segments by dragging and dropping them. For more information, please refer to the the documentation. Contact Builder has been moved to the Audience Builder tab. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
28Jul
Power BI and Salesforce
Does Salesforce work with Power BI? Connecting Power BI can be accomplished in several ways. The easiest way is through Power BI connectors. Depending on the data you want to connect, you can either use the Salesforce Objects or Salesforce Reports connector. Can Power BI extract data from Salesforce? Yes. Power BI is a popular business intelligence solution that is comprised of services, apps, and connectors that allow you to pull raw data from various sources and create meaningful reports. To connect Power BI to a data source such as Salesforce, you can use a corresponding ODBC driver. Is Power BI similar to the SFDC CRM? The choice between the two depends on the specific business use case. Power BI excels in tasks such as data analysis and creating visualizations. On the other hand, Salesforce is the preferred choice for gaining insights from customer relationships and setting up processes. Can Power BI be embedded in SFDC? Yes. You can embed Power BI report, dashboards and more in Salesforce for your organization or for your customers. By embedding Power BI, your users will have access to Power BI interactive data visualizations that can be connected to all the data sources that are supported by Power BI. To see your Power BI insights directly in SFDC, you need to have an Power BI account. The security is made by power BI so your reports stay safe even by other account of your salesforce instance. The app uses the Iframe provided by Power BI to give you access to your report in salesforce. This is the best way to give both security and facilitate displaying power BI directly in the CRM for all your presentations. This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality. Connect to Power BI for data-driven insights. Unleash the power of analytics with seamless integration. 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
17Jul
Salesforce, Data Science, and Generative AI
Is Salesforce utilized in the field of data science? Salesforce data science and Generative AI Data Science-as-a-Service (DSaaS) democratizes access to machine learning through the Salesforce Data Management Platform, enabling widespread adoption of data science capabilities. Utilizing Salesforce for Data Science Empowerment: The integration of Salesforce into data science represents a transformative endeavor aimed at democratizing machine learning through Data Science-as-a-Service (DSaaS). By leveraging the Salesforce Data Management Platform, the objective is to empower individuals across various domains with the potential of data science. Democratization of Data Science: DSaaS introduces a versatile workbench that capitalizes on machine learning to refine segmentation, enhance activation strategies, and uncover deeper insights. Through robust analytics tools, users can gain profound insights into individual customer behaviors. Supported by a formidable 20-petabyte analytics environment and a real-time big data infrastructure, data-driven analytics are taken to unprecedented levels. Harnessing Modeling Resources: Data owners enjoy the flexibility to harness their data, algorithms, and models either within the Salesforce Data Management Platform or within their independent environments. Spearheading this initiative is the Salesforce Unified Intelligence Platform (UIP) team, constructing a centralized data intelligence platform aimed at enriching business insights, enhancing user experience, improving product quality, and optimizing operational efficiency, all while upholding the core value of trust embedded in the Salesforce platform. Salesforce Data Science and Generative AI Emphasizing Security and Design: Security stands as a cornerstone of the Salesforce platform, with the UIP’s evolution tracing back to a transition from a colossal Hadoop cluster to UIP in public clouds. The architectural journey prioritized data classification early on, engaging in meticulous reviews with legal and security experts to classify data intended for storage within UIP. Adopting the “zero-trust infrastructure” principle, the architecture is fortified against both internal and external threats, ensuring robust defense mechanisms against potential data breaches. Unlocking Data Science Potential through DSaaS: DSaaS serves as a catalyst in democratizing machine learning through the Salesforce Data Management Platform, spotlighting the pivotal role of data science in fostering generative AI and cultivating trustworthy AI. Data scientists play a critical role in ensuring data quality and organization to steer clear of issues such as biased or irrelevant outcomes. Navigating Data Science Challenges: Despite the transformative potential of data science, businesses encounter various challenges including managing diverse data sources, scarcity of skilled professionals, data privacy and security concerns, data cleansing complexities, and effectively communicating findings to non-technical stakeholders. Proposed Solutions: Addressing these challenges involves leveraging data integration tools, investing in the upskilling and reskilling of data professionals, implementing robust data privacy measures, employing data governance tools for data cleansing, and honing communication skills for reporting findings to non-technical stakeholders. The success of generative AI hinges on well-organized data, and data science is pivotal in achieving this. Whether utilizing AI tools built with the expertise of data scientists or building a data science team, businesses can navigate the evolving landscape of AI and data science with confidence. Content updated March 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
15Jul
Salesforce Analytics Acronyms
Here is a helpful list of analytics acronyms you may encounter when discussing Salesforce. Salesforce Analytics Acronyms Acronym Meaning Definition AWS Amazon Web Services AWS offers “reliable, scalable, and inexpensive cloud computing services…the world’s most comprehensive and broadly adopted cloud, offering over 200 fully featured services from data centers globally.” (source)Multiple Salesforce products use AWS; however, it’s prominent in the analytics arena, where organizations rely on AWS to:”Extract, prepare, and analyze Salesforce.com data using Amazon AppFlow, AWS Glue DataBrew, and Amazon Athena.” (source) BYOAI Bring Your Own AI ‘Bring your own AI (model)’ is Salesforce’s way to meet their customers where they’re at. With Data Cloud, Salesforce not only supports Einstein (their own LLM), but also other ones like Sagemaker, Vertex AI, etc. BYOM Bring Your Own Model ‘Bring your own AI (model)’ is Salesforce’s way to meet their customers where they’re at. With Data Cloud, Salesforce not only supports Einstein (their own LLM), but also other ones like Sagemaker, Vertex AI, etc. CRMA CRM Analytics This is the analytics/business intelligence (BI) solution on the Salesforce platform, integrating Salesforce data with external data and provides the ability to analyze large datasets while performing predictive analytics. (Previously known as Wave/Einstein Analytics/Tableau CRM). EA Einstein Analytics The former name for CRM Analytics (also formerly Tableau CRM). You may still come across EA in outdated documentation. GPT Generative Pre-trained Transformer GPT is a technology concept, although it’s often mistaken for a product name (with the rise of the wildly popular ChatGPT). LLM Large Language Model An AI model that has been trained using lots of data. Salesforce has their own LLM that outperformed expectations during testing. Salesforce’s LLM leverages Data Cloud, or can be plugged into a different data lake. Organizations can also opt to their own LLM alongside their Salesforce data. NBA Einstein Next Best Action An AI-driven Salesforce product that makes recommendations to users when they are working with records in Salesforce. It appears within a Lightning component that’s typically placed on the record page sidebar. The user can choose to Accept or Reject the recommendation. NLP Natural Language Processing “Artificial intelligence that focuses on how computers can understand, interpret, and generate human language. NLP allows customers to interact with systems using normal human language rather than complex commands.” (source) SAQL Structured Query Language “Use SAQL to access data in Tableau CRM dataset. Tableau CRM uses SAQL behind the scenes in lenses, dashboards, and explorer to gather data for visualizations.” (source) TCRM Tableau CRM Tableau CRM is a self-service data visualization and business intelligence (BI) platform that integrates Salesforce data with external data. Formerly known as Einstein Analytics, and now CRM Analytics, this product boasts some of the most powerful data analysis capabilities in the market. XMD Extended Metadata “Enables you to customize the formatting of dataset fields and their values in Analytics dashboards and lenses.” (source) 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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