Tectonic Archives - gettectonic.com - Page 41
Salesforce Quote-to-Cash
27Feb

Acronyms for Quote-to-Cash

Here is a helpful glossary of quote-to-cash acronyms you will hear in the Salesforce Ecosystem. Acronym Meaning Defintion ACV Annual Contract Value The annual revenue generated from each customer contract, each year. ARR Annual Recurring Revenue The annual revenue generated from all customer contracts (ie. the company-level revenue), a metric used by subscription-based businesses (such as those offering SaaS – software as a service). CLM Contract Lifecycle Management CLM tools manage the complexities of the contract lifecycle: the creation of the contract itself, which can range from a simple, single-page agreement to a massive list of specifications and amendments. Then you have the negotiation process and the approval process. And finally, you must manage the post-approval period, which generally consists of administering the contract, enforcing terms, and data reporting (source). CPQ Configure Price Quote CPQ tools enable sales teams to quickly and accurately generate quotes. Salesforce CPQ is an add-on product that sits on top of Sales Cloud. There are multiple CPQ tools that can be integrated with Salesforce. MDQ Multi-Dimensional Quoting Commonly used for quoting with multiple years/terms/segments where you may have a ramp-up in price over the course of the segments and/or a ramp-up in the quantity of the product being sold. SKU Stock Keeping Unit “A unique number assigned by a retailer to items in their inventory” (source). A SKU in the computer system ties directly to a physical product through a bar code. TCV Total Contract Value The total revenue generated from each customer contract, for all years. For example, a 3-year contract with $1 mil ACV will be $3 mil in TCV. 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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February 27, 2019in Data, Salesforce, Salesforce CPQ, Salesforce Financial Cloud, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Revenue Cloud, Salesforce Sales Cloud
service cloud
11Feb

Salesforce Service Cloud Question-to-Case Explained

The Salesforce Service Cloud Question-to-Case feature streamlines the process for moderators to create cases from questions in Chatter, facilitating the efficient tracking and resolution of customer issues. Accessible across multiple platforms, including your Salesforce org, Salesforce mobile web, Aura, and Salesforce Tabs + Visualforce sites with Chatter Questions enabled, this feature ensures a seamless experience. When a customer uses the Question action in Chatter to ask a question, similar questions and Knowledge articles appear below the Chatter publisher. If the similar questions and articles don’t address the issue, the customer posts the question. The customer who asked the questions receives an email notifying them that a case was created from their question. The email provides the case number and a link to the case. Agents can respond to the question directly from the case feed using the action in the publisher. When agents find a solution, they can respond to questions directly from the console, and the customer sees the agent’s response on the question or in the My Cases view. Agents choose whether the reply is visible to the Experience Cloud site, or only to the customer who asked the question. The Salesforce Case object forms the base of the Case Management capability of Service Cloud which helps improve the overall user experience for both customers and staff. The Salesforce Question-to-Case Connector further enhances efficiency by synchronizing questions generated in Jive with cases in the Salesforce org. This integration promotes a unified approach to managing customer inquiries. As a valuable tool in Salesforce, Question-to-Case facilitates the escalation of questions to cases, enabling agents to promptly address open issues. Community users, granted moderator permissions, also possess the ability to escalate questions to cases. Salesforce Case Management allows us to record, track and solve customer issues by sales, service and support. It includes the ability to create cases either from an email (email to case), from a web form (web to case), or manually. Cases are the backbone of Service Cloud. Cases help you track and resolve customer issues, showing you a complete view of the customer. To harness the benefits of Question-to-Case, ensure its activation in your Experience Cloud sites, Salesforce org, or both. In the broader context of case creation in Salesforce Service Cloud, cases can be initiated through various channels, such as online case logging, Case Support (CTI), and Email Support. Once a case is generated, the subsequent step involves assigning it to a sales agent or queue for efficient resolution. How do I create a case hierarchy in Salesforce? To create a case that is automatically associated with a case whose detail page you’re viewing, click the New button on the Related Cases related list. From the New dropdown button, Classic users can choose to create either a blank case or a case with information from the parent case. 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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February 11, 2019in Data, Salesforce, Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Service Cloud
managed salesforce services
14Jan

Why Managed Salesforce Services

Utilizing a managed services program for Salesforce can offer numerous benefits to your company: By hiring experts on a fixed hourly basis instead of full-time, you can pay for actual work hours, eliminating delays and downtime. This flexible agreement model is a preferred choice for businesses and contributes to reducing operational costs. Depending upon your needs you can purchase cost-effective hours for a reasonable turn around on work or premium hours for high priority projects. Managed Services provide ongoing support and maintenance to ensure the effective functioning of the Salesforce CRM in sync with the evolving needs of the organization. What is a Salesforce MSP? The MSP Track is designed by Salesforce for partners that engage with their customers in new ways by offering managed services. Unlike consulting partners involved during sales and implementation, MSP Partners provide services post-implementation or on an ongoing basis. Internal Components of Salesforce Managed Services Consulting: Tailored solutions designed to meet customers’ unique needs. Salesforce consulting provides precise strategies that align with departmental goals across sales, marketing, and customer service. Implementation: Salesforce professionals craft a personalized solution based on your business objectives, ensuring a tailored CRM system that supports business growth and success. Integration: Seamlessly connect your Salesforce solution with other systems to create a unified, user-friendly experience across all your platforms. Development and Customization: Build custom workflows, reports, and email templates to ensure Salesforce integrates effortlessly with your operations, delivering results that meet your objectives. Lightning Migration: Upgrade to Salesforce Lightning to unlock advanced features like artificial intelligence. This migration enhances productivity, empowering your team to operate efficiently while utilizing Salesforce’s cutting-edge, user-friendly tools. Support and Maintenance: Engage with experts to optimize your Salesforce investment. These services ensure proper system operation, minimize the need for a full-time administrator, and adapt to your business needs to maximize ROI and ongoing success. 10 Key Benefits of Salesforce Managed Services with Tectonic Based in the United States, Tectonic offers managed services for your Salesforce ecosystem. Contact us today for more information. Salesforce MSP FAQs What program fees will I need to pay to join the MSP Partner Program?There are no annual program fees to join the MSP Partner Program. Can I join both Consulting and Managed Services Provider (MSP) Partner Programs?Yes. For FY24, the Managed Services Provider (MSP) Partner Program is exclusive to existing Consulting Partners. It’s an opportunity for us to grow the program and bring more value to customers together. How should I enroll in the MSP Partner Program?Please submit a case via Partner Community and mention “MSP Enrollment” in the title of the case. Once the case has been received, we will reach out and help you through the enrollment process. Who is qualified to join the MSP Partner Program?For FY24, the MSP Partner Program is exclusive to existing Consulting Partners. Partners who offer managed services, agency services, or Business Process as a Service (BPaaS) are qualified to enroll in the MSP Partner Program. These engagements include but are not limited to 6 categories: Administration Services, Support Services, Release & Change Services, Developer & Integration Services, Analytical Services, and AppExchange App Management. What happens if I don’t accept the Salesforce Partner Program Agreement (SPPA)?No one from your company will be able to log into the Partner Community until the SPPA is accepted by an authorized agent of your company. Review the SPPA help article for more information about the Salesforce Partner Program Agreement. How long do I keep my tier?If you are promoted to a higher tier during the Salesforce Fiscal Year (SFDC FY), you will maintain the highest tier you achieve for the rest of that SFDC FY and the entire next SFDC FY, after which you will be re-evaluated. Content updated December 2024. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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January 14, 2019in Salesforce, Salesforce Managed Services
Salesforce Integration
16Oct

Integration With Salesforce

What is Salesforce Integration? Integration is the process of establishing connections between two or more applications within an enterprise system. In many cases, these applications are not inherently designed to function together seamlessly. In other words, they don’t know how to talk to each other. They may not map or recognize or categorize data in the same way. They may not share the same unique ID or identifier for contacts or accounts. What does Integration With Salesforce entail? When referring to integration, it involves establishing a link between a specific Salesforce instance and another database or system. This connection can take the form of inbound, outbound, or bi-directional, connecting to databases, other Salesforce instances, or cloud-based data sources. A common example of code-based Salesforce integration is achieved through Apex, a proprietary programming language with a syntax similar to Java. The advantages of code-based integration using Apex include its simplicity and user-friendly language. Why is Salesforce integration crucial? Integration with SFDC plays a pivotal role in facilitating a smooth and error-free flow of data across different departments, automating data synchronization. Enterprises often utilize various software applications for purposes such as enterprise resource planning, communication, accounting, and data management. Integration ensures these disparate systems work cohesively. The time savings alone of integration instead of users having to log in and out of multiple systems all day long is often worth the investment. Integration allows the seamless connection of data, systems, or AI models, ensuring secure interactions and automating tasks and processes across diverse environments, including legacy systems. This empowers both developers and business users to build efficiently through clicks, code, and AI-powered natural language prompts. Tectonic has extensive experience integrating SFDC with third party products.  Contact us today to learn more. Content updated December 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

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October 16, 2018in Mulesoft, Salesforce
revenue cloud
01Oct

CPQ for Salesforce

Formerly known as Salesforce CPQ, Revenue Cloud empowers your sales team to generate precise quotes for customers. Automate the entire Quote-to-Cash process across all business models and expedite your growth, fostering a seamless buying and selling experience with minimal hassle. CPQ for salesforce is an essential sales tool. Salesforce CPQ, or Configure, Price, Quote Software, is a sales tool that enables companies to provide accurate pricing for any product configuration scenario. CPQ applications consider optional features, customizations, quantities, and discounts, allowing sales representatives to quickly and accurately quote prices. Accessible on any device through its cloud-based platform, Salesforce Revenue cloud offers user-friendly software for sales teams, establishing a direct link with your CRM within the Sales Cloud platform. In the Salesforce context, CPQ refers to any Configure Price Quote Software that enables sales reps to create customized quotes based on the buyer’s needs, syncing all interactions with a deal’s documents within the Salesforce CRM. Salesforce Revenue Cloud plays a crucial role in reducing wasted time, aligning with lean manufacturing principles applied to sales tactics. Streamlining the sales process becomes essential in the evolving sales landscape, focusing on delivering value to the customer. CPQ contributes by offering insights, sharing requested information, or providing details on pricing and configuration, ensuring every interaction with the buyer adds value. While many salespeople excel in their industry, CPQ for Salesforce becomes valuable when technical insights into complex products or the supply chain are lacking. CPQ, with product specifications and options programmed directly, leverages subject matter expertise, aiding salespeople in asking the right questions and resulting in more significant deals. CPQ for Salesforce Salesforce CPQ accelerates selling processes, minimizing the impact of delays in the sales pipeline. Users have reported faster quote delivery and approval times, with notable examples like Domino Printing Sciences experiencing an 80% reduction in quote delivery time and Cloudera’s quoting process being three times faster post-CPQ implementation. Assessing the value of Salesforce CPQ involves considering time and cost savings against licensing and implementation expenses. While CPQ technology can enhance efficiency and accuracy, a guaranteed ROI is not assured. Proper deployment, customization, training, and support are crucial for CPQ’s success in saving time, increasing accuracy, and securing larger deals. CPQ for Salesforce is not just a sales solution; it serves as a tool for the entire company to streamline sales processes into lean, productive systems. Integrating Salesforce CPQ with existing services defines sales as a process, enabling teams to maximize time and resources, ultimately making the sales process efficient and lean. Content updated May 2022. Content updated November 2023. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 1, 2018in Data, Salesforce, Salesforce CPQ, Salesforce Revenue Cloud, Technology
HIPAA
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 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 Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more

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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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 17, 2018in Data, Enterprise, Mulesoft, Public Sector Solutions, Salesforce, Salesforce Government Cloud, Salesforce Public Sector Solutions, Technology
Cybersecurity
13Jul

What is Cybersecurity?

When we hear the term “cybersecurity,” images of hackers in dimly lit rooms breaching digital fortresses may come to mind. However, the reality of cybersecurity is intricate and multifaceted. Digital thieves capturing credit card numbers and going on shopping sprees put consumers and companies at risk. While threats can emanate from cunning hackers, they also arise from unintentional employee mistakes. The primary avenues through which cybercriminals can access organizations include stolen credentials, phishing, and exploiting vulnerabilities. Cybersecurity is the responsibility of everyone. Let’s look at the definition of cybersecurity, how it operates, and explore ways to enhance digital defense within your company. What is Cybersecurity? Cybersecurity serves as an organization’s defense against the constant onslaught of digital threats, safeguarding against online criminals, manipulation, and deceit from both internal and external sources. It extends beyond data protection, encompassing the preservation of business integrity and reputation. Investing in robust security measures ensures organizational resilience and trustworthiness. How does Cybersecurity Work? While physical office spaces have boundaries, the digital realm is seemingly limitless, and so are the associated threats. With each custom application, cloud service, customer account, and remote work log-in, risks multiply. A robust cybersecurity strategy combines technology and human vigilance, securing data and preserving the core of business operations. Effective protocols include technology deployment for: Human workforce, equipped and trained with the right skill sets and tools, acts as the secret weapon. Addressing security skills gaps empowers employees to actively contribute to the organizational shield, reducing the likelihood of errors that could lead to breaches. Why is Cybersecurity Important? Similar to securing physical offices against intruders, protecting digital assets is crucial. Cyberattacks, projected to cause $10.5 trillion in damage by 2025, are sounding alarms. Key factors driving this increase include remote and hybrid work vulnerabilities, expanding digital footprints, insufficiently vetted third-party vendors, and adaptive cybercriminals. Cybersecurity is not a luxury but a lifeline for businesses. It is increasingly vital to safeguarding information and reputation in the digital stratosphere.  And it is of vital importance for compliance in many industries. The Benefits of Cybersecurity The primary benefit of security is keeping data safe. A comprehensive strategy protects valuable data from theft and manipulation, including intellectual property and customer information. Strong cybersecurity practices enable organizations to: Effective cybersecurity practices ward off cybercriminals, safeguarding assets, customers, and brand. Different Types of Security Just as locks protect physical offices, cybersecurity aims to protect data. Common practices include: Adopting these measures requires regular updates and patches to stay ahead of evolving security hazards. Ongoing workforce training is crucial to maintaining robust cybersecurity protocols. Cybersecurity is a dynamic defense against digital threats, and its significance cannot be overstated in today’s, or tomorrow’s, digital landscape. If you are concerned about your Salesforce security, contact Tectonic today to learn about Salesforce Shield. Content updated December 2023. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 13, 2018in Salesforce
Salesforce Success Story
27Jun

Case Study: Health Payer/Provider Onboarding/Network Growth

After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce in a basic capacity, being a predominantly SAP and Microsoft shop. Fast forward to about a year ago, with a change in leadership, Salesforce became the desired platform to build and expand on. With the need to support multiple lines of business, provide more accurate forecasting and quoting and close the gap between sales and supply chain there was a lot to tackle both immediately and long term.

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June 27, 2018in Salesforce, Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
Salesforce Case Object
27Jun

Types of Objects and Fields in Salesforce

Salesforce relies heavily on objects, which serve as a fundamental component by offering a framework for data storage and integration into the user interface. Thereby resembling the structure of a database table. Object fields, akin to database columns, and records, resembling database rows, play crucial roles in this system. Standard Objects Salesforce provides standard objects as a foundational CRM structure, encompassing entities like account, contact, opportunity, lead, and campaign. These standard objects act as tables containing records accessible through standard tabs such as Accounts, Contacts, Opportunities, Leads, Campaigns, and more. Industry specific Salesforce Clouds have additional standard objects Custom Objects In addition to standard objects, Salesforce permits the creation of custom objects tailored to specific organizational data needs that may not be accommodated by standard objects. For instance, creating a custom object to manage employee checking and saving account details for processing biweekly salary, ensuring privacy by restricting access to the system administrator and the employee who initiated the record. Reports and dashboards can be generated based on data stored in custom objects, typically identified by a __c suffix. Standard vs. Custom Objects The distinctions between standard and custom objects are highlighted in the following table: Standard Object Custom Object Cannot be deleted Can be deleted Grant Access Using Hierarchies sharing access cannot be changed Grant Access Using Hierarchies sharing access can be changed Truncating standard objects is not possible Truncating custom objects is possible Custom fields can be created on standard objects Custom objects include some standard fields like Name, Created by, Last modified by, etc. External Objects Similar to custom objects, external objects enable the mapping of data stored outside the Salesforce organization. These objects rely on an external data source definition, such as Salesforce Connect or OData, to establish connections with external system data. Each external object corresponds to a data table in the external system, with fields mapping to table columns. External objects are typically denoted by a __x suffix. Standard and Custom Fields Both standard and custom objects include standard fields like Name, CreateDate, LastModifiedDate, and Owner fields. Standard fields are predefined and integral to the Salesforce application, while custom fields are tailored to meet specific business needs, allowing addition, modification, and deletion. Custom fields are often identified by a __c suffix and can include custom help text for user guidance. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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June 27, 2018in Data, Salesforce, Salesforce Development Services, Salesforce Implementation Services
Cloud Managed Services
17May

Cloud Products

Cloud solutions, also known as cloud computing, cloud products or cloud services, deliver IT resources on demand over the Internet. What is a cloud product? What is a cloud product? Cloud products provide a wide range of cloud-based services including computation, storage, databases, analytics, networking, mobile, developer tools, management tools, Internet of Things (IoT), security, and enterprise applications. There are several examples of cloud computing applications used by both businesses and individuals. One type of cloud service would be streaming platforms for audio or video, where the actual media files are stored remotely. Another would be data storage platforms like Google Drive, Dropbox, OneDrive, or Box. Even personal storage like iCloud. What is cloud in simple words? The definition for the cloud can seem murky, but essentially, it’s a term used to describe a global network of servers, each with a unique function. The cloud is not a physical entity, but instead is a vast network of remote servers around the globe which are hooked together and meant to operate as a single ecosystem. Why do they call IT the cloud? The name comes from the fact that the data gets stored on servers – in the cloud. So, I guess it’s safe to assume that the cloud is a slang term used by tech industry people to describe the servers and networking infrastructures that allow users to store and access data through the internet. 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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May 17, 2018in Salesforce
Salesforce Quickstart
03Apr

Salesforce Quickstarts

What are Salesforce Quickstarts? Salesforce Quickstarts are ideal for individual departments or small sales and customer services teams looking to maximize their Salesforce experience right from the beginning. These packages, also known as Salesforce Jumpstarts, are comprehensive solutions encompassing everything from initial setup and configuration to training and support. They are particularly suitable for small to medium-sized businesses aiming for quick deployment and an accelerated start with Salesforce. Salesforce Quickstarts What does Tectonic offer with its Salesforce Quickstart Package? Note the name has changed to Salesforce Implementation Solutions. Tectonic’s Salesforce Quickstart Package provides a streamlined implementation process tailored for companies seeking a swift Salesforce deployment. Quickstarts vary from Salesforce product to product. But essentially follow these parameters. This limited engagement focuses on essential planning, decision-making, standard and custom configurations, and crucial user and admin training. All with Tectonic’s high standards of customer satisfaction. Geared towards small to medium-sized businesses, this Quickstart Implementation covers sales, marketing, service, and more Salesforce clouds. It offers immediate benefits and lays the foundation for future digital transformation. Salesforce Quickstarts can be customized for any industry. Who is it for? Key Benefits What’s included? Partner Assistance with Salesforce Implementation Salesforce consulting partners like Tectonic assist in assessing needs, configuring Quickstart packages, providing training and support, adopting best practices, and optimizing the Salesforce environment. Tectonic offers ready-to-launch Quickstart packages and Accelerators, ensuring faster system fulfillment, cost reduction, secure scaling, and an enhanced customer experience. How to use Trailhead for Salesforce Learning after a Quickstart? Trailhead breaks down learning topics into modules, each containing units. Completing units involves quizzes or hands-on challenges, earning points. Once all units in a module are finished, you receive a badge displayed on your profile. Trailhead is a free and comprehensive learning platform for Salesforce, suitable for newcomers and professionals looking to enhance their skills and knowledge. Contact Tectonic today to explore Salesforce Quickstarts. Content updated April 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

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April 3, 2018in Salesforce, Salesforce Implementation Services
CAN-SPAM
12Mar

Can-Spam Explained

Despite its name, the CAN-SPAM Act is not limited to bulk email; it encompasses all commercial messages. These messages, defined as “any electronic mail message the primary purpose of which is the commercial advertisement or promotion of a commercial product or service,” include emails promoting content on commercial websites. The law applies universally, including to business-to-business emails, meaning all emails must adhere to its provisions.

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March 12, 2018in Salesforce
PII
10Jan

PII Explained

Personal Identifiable Information (PII) is defined as: Any representation of information that permits the identity of an individual to whom the information applies to be reasonably inferred by either direct or indirect means. Further, PII is defined as information: (i) that directly identifies an individual (e.g., name, address, social security number or other identifying number or code, telephone number, email address, etc.) or (ii) by which an agency intends to identify specific individuals in conjunction with other data elements, i.e., indirect identification. (These data elements may include a combination of gender, race, birth date, geographic indicator, and other descriptors). Additionally, information permitting the physical or online contacting of a specific individual is the same as personally identifiable information. This information can be maintained in either paper, electronic or other media. Department of Labor (DOL) contractors are reminded that safeguarding sensitive information is a critical responsibility that must be taken seriously at all times. DOL internal policy specifies the following security policies for the protection of PII and other sensitive data: The loss of PII can result in substantial harm to individuals, including identity theft or other fraudulent use of the information. Because DOL employees and contractors may have access to personal identifiable information concerning individuals and other sensitive data, we have a special responsibility to protect that information from loss and misuse. With these responsibilities contractors should ensure that their employees: What is the example of PII? Personal identification numbers: social security number (SSN), passport number, driver’s license number, taxpayer identification number, patient identification number, financial account number, or credit card number. Personal address information: street address, or email address. Personal telephone numbers. What is not an example of a PII? PII, or personally identifiable information, is sensitive data that could be used to identify, contact, or locate an individual. What are some examples of non-PII? Info such as business phone numbers and race, religion, gender, workplace, and job titles are typically not considered PII. 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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January 10, 2018in Life Sciences Cloud, Salesforce, Salesforce Health and Life Sciences Solutions

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