And the best part? Salesforce makes building these portals easier than ever!  So ditch your outdated static website and join us as we explore how to create dynamic customer community portals in Salesforce.

What is the Salesforce Community Portal?

Community portals are online platforms where customers can connect, share ideas, and get support. This makes it easier to build a customer community where a sense of belonging can lead to loyalty. Because customer portals put the power back into the hands of your customers (with self-service options and a knowledge base), they can reduce support costs and improve satisfaction, as customers have instant access to everything they need. 

But it is not just about customer support. You can gather valuable insight from community interactions that can help you to make product improvements and better your marketing strategies. Happy community members are more likely to become brand advocates who spread the word about your products or services.

The best thing about these community portal websites is that they’re accessible from any device, making it so easy to stay connected with your customer community no matter where they are. 

Perhaps the most well-known Salesforce community portal example is Salesforce’s own  Trailblazer Community. Here, Salesforce users, developers, admins, and partners from all over the world can come together to connect, collaborate, and learn from each other. Trailblazers can level up their Salesforce skills through discussion forums. It’s basically a supportive ecosystem where everyone helps each other out.

The Trailblazer Community also hosts events, meetups, and webinars where members can network, learn from experts, and share their experiences. These events are great for professional development and collaboration.

Build Dynamic Community Portal Salesforce with Titan

Did you know that with Titan’s ability for community portal creation, you can tap into the strengths of Titan as well as Salesforce? Titan – available on the AppExchange – is a game-changer for Salesforce users. Its web development tool helps you to create stunning and dynamic community portal websites – all without writing a single line of code! This makes Titan ideal for businesses of all sizes to build impressive online communities without a dedicated development team.

Native Integration with Salesforce Experience Cloud

Titan’s no-code approach simplifies building dynamic community portals in Salesforce. But what makes Titan stand out is its smooth integration with Salesforce and Experience Cloud using Lightning Web Components (LWC), which extends Experience Cloud’s capabilities.

With Titan, you can say goodbye to complex API configurations. You can be ensured of a smooth two-way real-time data flow between your portal and Salesforce. Data from Salesforce objects like accounts, contacts, and cases can be easily accessed and displayed within your portal. Any changes made in Salesforce are instantly reflected within your portal, keeping your content up-to-date and accurate.

Why not leverage the power of Salesforce data to personalize your portal for each user?  Imagine customers seeing product recommendations based on their purchase history or accessing a personalized knowledge base related to their specific needs. 

So, if you want to create customized and branded community portals that engage your users, Titan is the way to go.

Engaging Salesforce Portals for Any Device

Titan ensures that the community portals built using Experience Cloud look great and function flawlessly on desktops, tablets, and smartphones. This accessibility allows customers to access the community portal anytime, anywhere, from any device, providing client service in a way that not even the best support team in the world can do!

Lightning Dashboards for Salesforce Customer Community

Lightning Dashboards provide interactive snapshots that can present key data and metrics within your Salesforce customer community portal. This empowers your customers to:

• Gain self-service insight. 
  • This means that customers can view their purchase history, product usage trends, or support ticket status. When your customers have access to relevant information and can troubleshoot problems independently, they reduce reliance on your support team. 
• Track progress and goals.
  • If your business offers subscription services or tiered membership programs, you should consider incorporating dashboards that track progress toward specific goals. This will foster a sense of engagement and incentivize continued participation in your community.
• Monitor performance. 
  • For B2B customer communities, dashboards can display key performance indicators (KPIs) relevant to their industry or business needs. This allows them to monitor progress, identify areas for improvement, and collaborate with your team for a more strategic partnership.

Personalized Resources for Community Portals

But there’s a catch! By default (due to security restrictions), Salesforce doesn’t allow displaying data specific to individual community users within dashboards. With Titan, you can create custom user profiles within the community portal. These profiles can hold specific data points about individual users, and you can display relevant information specific to each user while maintaining proper security protocols.

Build Powerful Portals with Titan Web’s Robust Features

Titan Web’s easy-to-use, drag-and-drop user interface is the ideal no-code portal builder to create branded and secure customer community portals. Titan allows deep customization to display relevant information based on the user’s profile, interests, and activities. 

Use Titan, integrated with Experience Cloud, to create and manage content for your community portals that will empower your customers while, at the same time, making sure that only authorized users can access your portal. With Titan, you can set up single sign-on (SSO), smart verification, and password policies to protect user accounts.

Because Titan seamlessly integrates with Salesforce CRM, you can leverage customer data and insights to personalize the user experience. This integration enables your organization to customize content and make recommendations to individual users based on their interactions with the community portal. You can be sure that portals built with Titan are responsive and accessible on any type of device. 

Exceed the expectations of your users with community portals built with Titan Web!

This article is written in collaboration with TITAN.

The post Create Community Portals in Salesforce for Any Device appeared first on AppyCrown Blog.

Let’s look at some of the main Salesforce Service Cloud features.

Efficiency with Key Features of Service Cloud Salesforce

One of the main aims of effective customer support is to ensure that your customers are satisfied and remain loyal to your product or service. It is crucial to respond to customer inquiries in a timely manner and to resolve their issues promptly. 

Support agents must be well-trained and knowledgeable about your products and services while also showing empathy and understanding for the customer’s problem. Most customers just want to be heard. This means that support agents must have exceptional communication skills. They must not only be able to actively listen but also provide correct, clear, and concise responses, both verbally and in writing. 

Addressing customers by name and referencing past interactions are examples of personalized responses and interactions that can enhance the customer experience.

The only way to really improve service delivery is to leverage technology. This is where Service Cloud features in Salesforce give you the ability to provide exceptional customer service. 

Streamlined Salesforce Case Management

Efficient case management lies at the heart of effective customer service. In Salesforce, case management can be done using Service Cloud.

Cases can be created manually (by support agents) or automatically (through channels like email, social media, chat, or web forms) with all relevant information, such as contact details, issue description, priority, and any other details, captured in Salesforce. These cases can be automatically assigned to the appropriate support agent based on predefined criteria to ensure that the case receives a timely resolution by the right person. With Service Cloud, the status of cases can be tracked, viewed, and updated as and when needed. This centralized view of all the customer interactions ensures that nothing falls through the cracks and that any agent can continue to give customer support. 

With Salesforce, businesses can provide support agents with the required tools such as access to knowledge bases and support articles, templates for standard responses, and the ability to collaborate with team members. 

Salesforce case management process flows help businesses to automate repetitive tasks and processes related to case management, such as sending email notifications, escalating cases, or updating case statuses based on predefined rules. This frees up agents’ time for more complex issues and also ensures consistent case handling.

Simplifying Customer Support Procedures

Why ot simplify your customer support procedures with Service Cloud’s centralized platform? Support agents can view and update case details, track case status, and collaborate with team members using a single interface. This streamlines the support process and eliminates the need for multiple tools or systems. 

Omni-Channel Routing of Customer Queries

Many businesses provide support across multiple channels (phone, email, chat, social media) but you can give customers omnichannel support with Salesforce within a unified platform. This means that even when a customer contacts you using different channels, all the touchpoints are collated in a single place. Therefore customers do not have to repeat information across different channels and agents have a complete view of the customer’s interaction history. 

Integration and Compatibility with Third-Party Applications

Service Cloud can be integrated with other systems such as CRM, ERP, or billing systems, to give support agents access to any relevant customer information and allow them to give more personalized support.

Customer Communities for Self-Service and Knowledge Base

Salesforce Experience Cloud can empower your customers to find their own solutions with a self-service portal. Through this portal, they can access your knowledge base with FAQs, troubleshooting guides, and other support resources. This means that they can resolve common issues without directly contacting support.

Experience Cloud is designed to create branded online experiences (for instance, portals, websites, and forums) for external audiences such as customers, partners, and employees. It focuses on collaboration, self-service, and engagement. Read more about Service Cloud vs Experience Cloud.

Enhance Your Salesforce Service Cloud Capabilities with Titan

You can significantly enhance the capabilities of your Service Cloud in Salesforce by integrating with Titan’s no-code digital experiences. 

You can use Titan to provide omni-channel support, allowing customers to contact you through their preferred channels, such as email, phone, or social media. With Titan Web, you can create custom forms to capture customer inquiries, feedback, or support requests directly into Salesforce Service Cloud. Titan’s seamless integration with Salesforce means that you can pull customer information in real time to provide personalized support services. 

Titan’s products provide easy-to-use platforms to create self-service portals where customers can find answers to common questions, submit support requests, and track the status of their cases. This can reduce the workload on your support team and provide customers with a more convenient support experience.

Titan supports single sign-on (SSO) and users only have to use a single set of credentials to log onto Salesforce and Titan. 

With Titan, you can consolidate customer queries from across touchpoints on Salesforce Service Cloud. This allows service agents to view the customer’s entire profile and history in a single location. You can also create automated workflows for customer service tasks such as case routing, escalation, and follow-ups. 

Titan’s reporting and analytics tools can help you gain insight into customer service performance. This includes case resolution times, customer satisfaction scores, and agent productivity. 

With Titan Surveys, you can create surveys that focus on understanding customer needs, preferences, and pain points. 

Remember, efficient support isn’t just about solving problems – it’s about creating a positive and memorable customer journey. Titan offers a range of tools and features designed to augment the power of Service Cloud. Empower your business to provide an even higher level of service to your customers with Titan.

Ready to enhance your customer service with Service Cloud? Connect with AppyCrown Private Limited, experts in Salesforce implementation, to streamline your organization’s customer support processes. From initial setup to ongoing support, we’ll guide you through every step of the Service Cloud implementation journey. Contact us today to get started!

The post Exploring the Versatility and Impact of Salesforce Service Cloud Features appeared first on AppyCrown Blog.

As your business grows and changes, so should your business processes. Updating and improving your processes ensures they remain efficient and relevant. Improve your business processes, you can use the following general guide:

• Identify the processes that impact your daily operations and overall success.
• Analyse these processes to determine areas for improvement and opportunities for optimization.
• Define clear objectives and goals for improving each process and what specific outcomes you want to achieve.
• Create documentation to standardize the workflow designs.
• Streamline your workflows by implementing automated workflows. You can achieve this through the Salesforce CRM platform. Automation in Salesforce can be used to improve data visibility, enhance communication, increase collaboration, and digitize manual tasks.
• Once your Salesforce automations are configured, it is time to train staff on how to effectively use these processes.
• Measure how effective and efficient your new processes are by tracking metrics and requesting feedback from users.
• Monitor and review your automation, Salesforce workflows can always be improved and updated. By being open to change and improvement, you can ensure your business processes remain efficient instead of becoming outdated and cumbersome with time.

There are multiple ways you can improve your processes, but the most efficient way will be automation. Salesforce has many tools available that you can use to achieve your automation goals.

Salesforce Automation Tools for Salesforce Workflows

There are several automation tools in Salesforce that you can implement to streamline your workflows and processes. We have highlighted some of the key tools within Salesforce:

• Flow is a powerful Salesforce workflow automation tool for building interactive and guided processes. A bonus of this tool is that you can create these processes with clicks and not code. Flow assists with streamlining data entry and automation of complex business logic.
• Apex Triggers are code that executes either before or after there is a change made to a record in Salesforce. These changes made to records include insertions, updates, deletions, or undeletions. The triggers can be complex to call external systems, perform validations, or simply update a related record.
• Approval Processes are used to define the approval process including criteria, steps, and roles to ensure that your Salesforce records are reviewed and approved according to your business policies.

By leveraging these automation tools in Salesforce for workflow management you can improve your efficiency and streamline your workflows, freeing up time to focus on making strategic decisions. You can visit the AppExchange if you are interested in implementing third-party Salesforce automation tools.

Salesforce Test Automation Tools for Developers

You can employ several Salesforce automations testing tools for developers to ensure your applications are reliable and efficient. These tools are designed to help developers streamline the testing process to identify and resolve bugs to maintain the integrity of the Salesforce ecosystem. Here are three popular Salesforce testing automation tools:

• Salesforce Test Automation Framework is a comprehensive framework designed to work for Salesforce applications.
• Salesforce Lightning Testing Service is tailored to evaluate Salesforce Lightning components directly in the Salesforce environment.
• Apex Testing Framework is a native Apex testing framework to evaluate your Apex classes and triggers.

Developers can choose one or more of these tools to automate the testing process.

1. Salesforce Flow: Salesforce Process Automation

Here are a few more details about one of the native tools for process automation, Salesforce Flows. Using the visual interface, you can create a workflow automation in Salesforce for data collection, approval processes, and guided customer interactions.

Supporting various Salesforce digital process automation features you can create decision-making, data manipulation, looping, and integration with external systems flows. This advanced tool offers flexibility and functionality for building your complex business processes. You can choose to combine Flow with other Salesforce automation tools to achieve your automation goals.

2. Streamlining Business Approvals

Implementing automated business approval processes will reduce delays and ensure compliance in your business. You can implement the Salesforce Process Builder to create your approval process, and ensure you include alert notifications, so users are kept informed about the progress of the approval process.

3. Seamless Third-Party Integration

If you are considering using a third-party tool to create your automated business processes, ensuring seamless integration with your Salesforce CRM software should be your number one priority. This ensures you can leverage your current CRM system and that you do not need to pay for expensive custom development for each software to integrate.

4. Uncompromised Data Security and Compliance

When configuring your automation processes, you must integrate security measures throughout the process. You can include masking and data encryption to ensure that no sensitive data is exposed. Configure access controls and permissions to restrict access to user groups and profiles.

5. Real-Time Data Synchronization

Automating your business processes using a third-party tool can be beneficial as often these tools can be easier to use, however, you will need to ensure that there is real-time data synchronization with Salesforce. Synchronization ensures the integrity of your database as you can rest assured that there is no delay in seeing the latest updates, this ensures that all flows and automation processes are working off the latest data.

6. Advanced OCR Technology for Effortless Data Entry

You can take your automation processes a step further using Optical Character Recognition technology. This process will extract text and information from images and documents and save it to your Salesforce records, which reduces the need for manual data entry.

Titan Flow: Salesforce Automation Software

Titan is a no-code workflow tool for Salesforce that you can use to effortlessly streamline your business processes at speed and scale. Design and execute any approval process you can think of to connect your users both in and out of Salesforce. This Salesforce automation software creates powerful workflows to push and pull data directly to your Salesforce in real-time. Automate every stage of your business process using this flexible workflow automation software.

We are Automation expert with Salesforce CRM platform for optimizing your business processes and enhancing productivity. We specialize for providing Customized Salesforce solutions. As a Salesforce Consulting Partner Company, our mission extends beyond financial gain and customer satisfaction – both of which are essential for the survival of any business. 

Lets Connect ! Thank you !!

The post Improve Business Processes with Salesforce Automation appeared first on AppyCrown Blog.

 After all, analysis comes before architecture, and before building. By identifying process improvements and getting alignment upfront, you can identify quick wins and get benefits before you start making changes to systems.

AppyCrown’s Analytical Approach

AppyCrown identifies the best strategies in Salesforce implementation and aligns them with cloud-based tools to accelerate business productivity. We are a Team of Salesforce Technical Architects, Consultants, Developers, and Salesforce Admins.

Our mission is to make meaningful connections to fill the gap by leading practices with Trust and great work ethics. We provide customized and secure digital solutions and Salesforce Implementation to various business use cases on the cloud.

Expertise @ AppyCrown

Whether it’s developing custom applications for your Team, building Applications for AppExchange, optimizing your business process, or providing strategic consulting, AppyCrown utilizes in-depth knowledge of the Salesforce platform to deliver results-driven solutions that align with our client’s business objectives.

Following are Key Platforms where AppyCrown is marking its footprints:

• Sales Cloud
• Service Cloud
• Experience Cloud
• OmniStudio
• Health Cloud
• Marketing Cloud
• Salesforce AppExchange App Development
• Lightning Web Components (LWC)
• Salesforce Consulting
• Salesforce Automation
• Customize Salesforce with Apex and LWC
• Migration from Visualforce Page and Aura Component to LWC
• APIs & Integration
• Salesforce Implementation with your custom need

Our highly motivated and skilled team has extensive expertise in designing and developing future-ready solutions on the Salesforce Platform.

Key Activities Conducted by AppyCrown

1. Communication: We communicate with businesses to understand the specific requirements and challenges. This involves conducting thorough assessments of their current processes, pain points, and goals. AppyCrown always creates an environment for open conversations and clearly communicates information back out to the appropriate teams.

2. Custom Solution Design: Based on the communication, AppyCrown designs tailored Salesforce solutions. These solutions may include customizing Salesforce applications, building integrations with other systems, or addressing unique business requirements.

3. Implementation and Integration: AppyCrown has handled various seamless implementations of Salesforce solutions into the customer’s existing infrastructure. This involved integrating Salesforce with other systems e.g. Third-Party Tools, Marketing Automation Platforms, etc.

4. User Training Adoption: AppyCrown as a Trusted Salesforce Consulting Company has always provided comprehensive training programs to educate stakeholders on how to utilize Salesforce effectively in their daily tasks.

5. Ongoing Support and Maintenance: Post-implementation, AppyCrown always offers continuous support to address any issues or questions that may arise.

6. Performance Monitoring and Optimization: At AppyCrown, we regularly analyze our customers’ most valuable feedback to keep our Team updated in the Salesforce Ecosystem and be ready with all best practices.

7. Strategic Consulting: We have always advised and keep educating our clients with their overall business objectives, e.g. Sales processes, customer engagement strategies, or digital transformation initiatives.

Sharing your success with our Salesforce Consulting Services

Unlock the full potential of Salesforce with our premier consulting services tailored to your unique business needs. As a trusted Salesforce partner, we offer comprehensive guidance, implementation, and optimization solutions to drive your business forward.

We have a proven track record of successful Salesforce implementations and satisfied clients. We stay ahead of the curve with the latest Salesforce updates and best practices, ensuring your business remains competitive in a rapidly evolving landscape.

Sharing your success with Salesforce ISV Partner

AppyCrown has helped various businesses register as Salesforce ISV partners. We helped them with Business ORG configuration, LMA configuration, App developments, and the overall life cycle of making an idea into an app on AppExchange. We have also helped them with the security review process for the Salesforce security review as an ISV partner.

Sharing your success with Salesforce AppExchange App Development

Do you possess an incredible idea that could bridge the gap for specific business requirements? With our profound understanding of overseeing entire application lifecycles on AppExchange, we will help turn your ideas into real AppExchange applications, which can improve businesses worldwide. We assist in creating custom business solutions and manage the entire process, making them available to potential customers on the AppExchange platform.

About AppyCrown’s Founder & CEO

The success of any team hinges on the leadership guiding its path to achievement. Allow us to illuminate the exceptional qualities of our Founder and CEO.

Meet Mr. Om Prakash, the driving force behind our team’s success. As our Founder and CEO, he brings a wealth of experience and expertise to the table:

• Recognized as a Salesforce MVP since March 2020
• Boasting over 10+ years of dedicated experience in Salesforce 
• With a total of 12+ years in the IT field, he offers a seasoned perspective
• Serving as a Technical Architect and Lead Developer, he leads our team with precision
• As the leader of the Salesforce Developer Community Group in Motihari, Bihar, India, he fosters growth and collaboration
• Mr. Prakash holds an impressive 13x certifications as a Salesforce Certified Application Architect, Developer, and Advanced Admin
• Proficient in developing Salesforce apps and managing their lifecycle on the AppExchange
• A trusted public speaker, he shares his knowledge as a Salesforce trainer and mentor, enriching the community with his insights and guidance.

Let AppyCrown Private Limited drive your business growth and modernize your operational systems through Salesforce.

Thank you !

The post Why Business Analysis is Essential for Salesforce Implementation Success ? appeared first on AppyCrown Blog.

Salesforce Lightning Experience

Join us in the article below as we give you a few Salesforce Lightning Experience tips and tricks for end users so that they can work fast within the platform without jeopardizing the quality of your projects and services.

We also advise you on how to automatically extend Lightning Experience in Salesforce with no code using a Titan Web Salesforce integration, so stick around with us until the end.

What is Salesforce?

Salesforce is a CRM platform, and that means you can use it to automate your sales, marketing, and customer service tasks. It’s ideal for speeding up your business processes if you know how to use it effectively.

Salesforce Cloud Platforms:

There are many Salesforce Cloud platforms, such as  Sales, Service, or Salesforce Experience Cloud. Each Cloud is designed to support and automate tasks for a specific industry. Choose the one that suits your business requirements!

Salesforce Experience Cloud Functionality:

Let’s take a look at a few Experience Cloud functions to ensure that you are streamlining daily tasks for your teams.

One of the most common functions for Experience Cloud in Salesforce is to use the platform to manage leads. Marketing teams use Salesforce to manage their lead data as it can convert and transfer the information from lead to account, contact, and even opportunity. Salesforce is also powerful enough to merge lead records that are duplicated to save your marketing team the hassle of administration time. They can then focus their efforts on creative projects, like designing custom email campaigns. 

Another function that Salesforce provides is managing opportunities for your sales teams. Salesforce can easily categorize an opportunity as “Won“ when your sales agents close a deal or as “Lost“ if they were unsuccessful. This automated feature from Salesforce helps to increase the productivity of your sales team, as the agents can easily track sales deals and where they went wrong. This visibility lets teams become aware of their performance to create strategies when improvement is needed before it’s too late to do anything about it.

If you are looking for ways to quickly collect lead and opportunity data into Salesforce, we suggest checking out this no-code platform for Salesforce called Titan. With Titan, your various teams can create custom documents, web forms, surveys, and applications to collect data that integrates seamlessly with Salesforce Experience Cloud features.

Salesforce Hacks For Greater Efficiency:

Now that we are familiar with Salesforce, it’s time to take a look at those tricks and alternative ways of working to get the fastest results out of your platform.

Salesforce Hotkeys:

We recommend starting with the basics, like the keyboard shortcuts. When you learn these Salesforce hotkeys, you will be able to navigate through your interface much faster than before.

• Type “Ctrl + /” on Windows PCs or “Command + /“ for Mac if you want to open your Quick Find box to search for your Salesforce records and fields.

• Type “/“ to open your Global Search to examine data across many Salesforce objects and records.

• Type “Ctrl + S“ for Windows PCs or “Command + S“ on Mac to save any of your edited data.

One of our favorite Salesforce hacks is to customize the home page. Salesforce lets you show the components and dashboards that you need, so make sure that you design home pages that display relevant information to your specific teams. Your teams will be able to work faster on daily tasks if they can find the information that they need quickly.

Utilize Salesforce Keyboard Shortcuts Further:

Once you have mastered the basic hotkeys, you can dive deeper into the other Salesforce shortcuts. Here are a few more advanced Salesforce keyboard shortcuts in Lightning to absorb:

• Type “Alt + /” for Windows or “Option + /” in Mac if you want to open the App Launcher.
• To go back to Home, simply type “Ctrl + 0“ or “Command + 0“, depending on whether you use Windows or Mac.
• Simply enter “Ctrl + .“ on your Windows PC or “Command + .“ on Mac if you want to focus on your Global Search.

Salesforce Utility Bar:

Have you tried the Utility Bar in Salesforce? It lets you create a custom toolbar for your exact needs. The Utility Bar will give you the fastest access to the tools you use often. So, make sure to tailor your Utility Bar in Salesforce by adding components, web links, and third-party apps.

Salesforce Chatter:

Salesforce gives us Chatter to collaborate quickly and instantly text colleagues to get the answers we need to solve business problems. To work faster, we suggest creating an activity feed with Salesforce Chatter. You will see that the activity feed is intuitive to many users as it is similar to many feeds found on social media sites.

Your employees will easily be able to send work updates to the activity feed for teammates to check out. Everyone can also share files and comment on posts. By adding an activity feed to your organization, you can speed up the way employees communicate with each other to get more daily tasks completed. It is also a super fast way to notify all employees at once on a single platform.

Email-to-Case Salesforce:

With this nifty feature, you can turn customer emails into support cases without doing anything. If set up correctly, Salesforce Email-to-Case can speed up your customer service tasks so that agents can resolve issues faster. To configure this feature and send emails to Salesforce, your administrator must set up email services and provide rules for how emails will be handled.

We also recommend using Salesforce email templates as a pro tip. You can grab these pre-designed messages, edit them specifically for your target audience, and use them in Salesforce for daily communication.

Macros – Salesforce Automation:

So far, our hacks have been quite basic. Let’s jump into automating  time-consuming tasks. With macros in Salesforce, you can speed up daily tasks with a few clicks rather than a whole host of actions.

Macros are super common, and some of the tasks they can automate for you include:

• Entering new data into Salesforce: It’s pretty easy with macros. You can have some default values identified and use them to build a macro that will automatically create a new record for you.

• When working with lead data, your marketers will enjoy the benefits of macros. These automation tools can convert lead data into opportunity data at the right time.

Salesforce & Chat GPT:

Salesforce allows you to take your automation powers to the next level with features like Einstein Search in Salesforce. The Salesforce Einstein 1 platform is very capable of giving you trusted artificial intelligence solutions for your CRM processes.

With Salesforce and Einstein AI tools, you can create custom generative artificial intelligence experiences. For example, Salesforce Einstein GPT is a popular AI tool launched in 2023 to let your teams create custom content across your organization. It provides research tools and writing aids for colleagues to instantly communicate effectively with customers or partners.

Chat GPT is also considered to be a solid AI tool. If you would prefer to use it as an alternative to Salesforce Einstein GPT, you can integrate it with your CRM platform. These two systems combined give your employees a more interactive experience.

Salesforce Integration with Third-Party Apps:

As we saw, Salesforce integrates with Chat GPT. However, you could extend your CRM platform with other Salesforce third-party integrations. There are many combos to choose from for your unique business processes. Many businesses find that a Salesforce and LinkedIn integration is great for generating new leads.

We recommend that you try Titan Web with Salesforce. It is a powerful platform that has end-to-end security for all your data. With a Titan Web & Salesforce integration, your content creators can build websites, portals, complex forms, surveys, and more on a single Salesforce-integrated platform using no code for the fastest and most secure way to elevate customer experiences.

Using the Salesforce Mobile App:

We all know that not all employees are tied to an office. Many marketers and sales agents must travel to meet leads and customers to perform their daily tasks. For this reason, it’s important for them to use the Salesforce Mobile app to speed up their work tasks.

With the mobile app, employees can view customer data no matter where they are, 24/7. The mobile app is also powerful enough to let employees update Salesforce records on the go so that your CRM platform is always accurate and everyone has the latest details for closing deals.

Just a small reminder while we are talking about the Salesforce Mobile app. If you want a custom mobile app to integrate with Salesforce, you will need to invest in Salesforce Mobile app development.

Leveraging Salesforce List Views & Reports:

In Salesforce, you have access to list views and reports to organize data better. For instance, Salesforce list views are used to discover records according to what you are searching for. By creating list views in Salesforce, your teams can find customer data quickly for their various work tasks.

List views in Salesforce allow you to organize and filter records based on specific criteria. They help you quickly find and access the data that is relevant to your work. By creating and using list views, you can tailor the way data is presented to meet your specific needs. A quick trick with Salesforce to optimize your data searches is to use Salesforce Enhanced List Views. It’s a feature that can help you to create custom filters. These list views will provide you with Salesforce records when you search for fields or date ranges, for example.

When it comes to Salesforce sales reports, they are best used to structure the data you are studying in a way that makes sense. Reports and dashboards in Salesforce are known for being super helpful as they let managers visualize data quickly so that they can make business decisions fast. Reports are great tools to identify market trends and patterns. 

Engage in the Salesforce Community:

Before we sign off on this blog, we recommend joining a Salesforce community. It’s an online space where Salesforce users, developers, and administrators can come together to share ideas and learn how to solve Salesforce issues.

We are sure you will be inspired to create a customer community in Salesforce for your target audience.

Wrapping Up Salesforce Productivity Tools:

If you are signed up to Experience Cloud to manage your CRM processes, it’s important that you know how to make the most out of your platform with the best Salesforce tips. We hope we shed some light with our Salesforce tricks on how you can work faster in your CRM platform.

Good Luck !

The post Salesforce -Tips and Tricks for Ultimate Time Efficiency appeared first on AppyCrown Blog.

This strategy leads to limited success, and the information provided was inadequate or too difficult to access. And the best way to interact with users is to interact with them in the app while using it. This is where In-App Guidance in Salesforce comes into the picture to provide Salesforce users a brand new way to increase user engagement.

What Is In-App Guidance In Salesforce?

In-App Guidance is a new platform tool that allows administrators to build and personalize prompts for training and onboarding users where and when they need assistance. 

All the while, administrators were reliant on ineffective communication methods such as Chatter or Email to reach out to people. With Lightning Experience’s In-App Guidance, it turns out that the ideal way to engage with people is to communicate with them inside Salesforce. 

In-App Guidance enables users to add and edit commands declaratively. Admins can write content, choose who to target, and determine where and how long the content will be displayed. Using an orchestration mechanism, In-App Guidance detects how the user interacts with the command to decide whether or not to display the command again after the user takes the desired action. In-App Guidance is available today in Lightning Experience and in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer.

The In-App Guidance prompts are divided into the following categories:

• Single Prompt

• Walkthrough

We can only use these to make one prompt, as the name implies. They are further divided into the following categories:

• Floating Prompt: This prompt can be placed on the page in one of six specified locations. If this prompt is blocking any of the on-screen functions, users can navigate around it.

• Docked Prompt: This prompt is always in the bottom right corner of the screen. It can include a video and can be minimized, maximized, or closed.

Use Cases For In-App Guidance

1. Educate users: Provide a link to the trailhead about the feature on the exact page where the feature appears.

2. Onboard new users: Offer tips and tricks to introduce new users to the app’s most used features.

3. Highlight changes: Notify specific user groups (by permission) of policy changes that may affect them.

4. Make announcements: Write a universal message, such as B. Policy updates and travel costs for everyone.

In -App – Guidance Setup in Lightning Experience:

In Lightning Experience, In-App Guidance are prompts and walkthroughs to our apps to share information, train, or onboard users. We can write the content, select the target audience, and specify where it appears and for how long. We can add multiple items to the same page, but they don’t appear at the same time. By default, a user sees only one item per 24 hours, per app. Salesforce shows it again or cancels scheduled recurrences based on whether the user interacts with or ignores the prompt or walkthrough.

How To Apply In-App Guidance In The Salesforce Org?

• First Go to Setup, In the Quick Find Box Search –> In-App Guidance 

• Click on In-App Guidance under User Engagement, and the page below will open on your screen.

• If there is no pre-existing In-app Builder, Click the Add button on the bottom to create a New Prompt.  You will be taken to the newly updated In-App Guidance Builder.

• If there’s a pre-existing In-app Builder previously Added, we’ll get a list of them. Click the Add button on the top right to create a new prompt.  You will be taken to the newly updated In-App Guidance Builder. 

• Now go to the screen you want to add a prompt to(by searching it from the app launcher) and then click the Add button on the far right. Here, I’m using the Case List View Page –  

• Now a new screen will appear on the Right Side of the screen. Select any of these prompts. I am using the Single Prompt option here.

• Click Next after selecting it.

• You can add the Prompt on List view or in Detail Record View. You will see the Demo of the Prompt on the Screen; Scroll Below for more options. If you choose floating, then you get the ability to set where you want it.(i.e. Location and Position on the current Page) 

• Mark the “Use a Custom color for in-app guidance” as checked and choose colour & value as your preference.

• After Selection, Click Next. 

• On the Next Screen, you will be asked for the Title & Body of the prompt.

• Scroll below for more options to Upload the Image & Label of the Dismiss Button. (Adding Image isn’t necessary)

• After entering everything, you need to Save from the button on Top to bring up an activation walkthrough.

• Now, name your buttons and provide the link to where the prompt lives & click Next.

• After this, Schedule for how long and for how many times the user should see the prompt.

• Select the profiles/ permission sets that should be applied. You also can have it apply to everyone. (You can select profiles/permission sets; you are limited to 10).

• If you Select No Profile/Permission restrictions, everyone will see the prompt every time the page loads.

• The same goes for the Permission like profiles above. If you select specific Permission, then users having only Selected profiles will be able to see it.

• Finally, you are giving the prompt itself a name and a description & click Save.

• By Clicking on the Learn More button, you will be redirected to the Action Button URL you saved earlier. And by clicking on the Got it button, the prompt will get dismissed.

• From the In-App Guidance Page from Setup, you’ll see the Views of the prompt, its active status & can edit if you need to make any changes.

Who can create an In-App Guidance prompt?

For this, you have to go on Individual Profile and allow the In-App Guidance setting in it.

• First, Go to Profiles from the Quick Find box on Setup.

• Select the Profile to whom you want to give create/edit/delete Access. Then Scroll below & Go to Profile’s System Permissions. 

• After this Edit & Enable the Manage Prompts permission & save it.

Conclusion:

With In-App Guidance, you can develop and distribute prompts and walkthroughs to your teams with only a few clicks rather than coding. Consider bite-sized pieces of content that are easy for your staff to consume and produce immediate effects. Although Salesforce provides hand-picked resources to assist users in working with the app, you can take the Help Menu to the next level by creating a custom section that appears globally. In addition, employees can access In-App Guidance prompts and walkthroughs at any time by adding links to them.

Thank you!!

The post Introduction to Salesforce Lightning – In App Guidance appeared first on AppyCrown Blog.

Whatever we are achieving in the technical code we have written to check whether they are working properly fine as per our requirement we need to test it first.

For apex we have the test class to write and to check if the code is performing as per our requirement or not, same goes with LWC as well whenever we will write a LWC component to test the functionality we can write a jest test for our LWC component.

Steps to write a Jest Test for our LWC component:

1. Install Node.js together with npm (Installation of Node.js will automatically install npm) https://nodejs.org/en/download/ (long-term support version).  After downloading you can check in your command prompt or vs code terminal whether it is installed or not by simply using this command :- npm-v and this will show the version you have downloaded otherwise it will show some error.

2. Do the setup by using this command:  sfdx force:lightning:lwc:test:setup

3. Check if the jest is installed or not by simply running this command npx jest –version if this is showing an error instead of the version name you have to download the jest by running this command npm install –save-dev jest.

4. After creating a new LWC component along with html,js and xml files you will get a __tests__ folder and within that a test.js file having by default test code and later you can add test scenario as per your requirement, If you are unable to find the __tests__ folder inside the LWC component then you need to  right click on your LWC component and create a new folder named __tests__ and create a new file in that folder and give the name according to your component name ex :- componentName.test.js Replace the componentName with your LWC component code name, make sure you are giving the exact name.

5. And in the componentName.test.js you can add the test scenario according to your LWC component code.

6. And then to check whether it is working or not you run your jest test using the command npx jest and it will run all the jest test you are having in LWC folder and if you want to run any specific jest test then you can run a  command like this :-        npx jest helloWorld.test.js you can replace your jest test component name.

Demo Jest Test Component

Let’s create a simple “helloWorld” component to understand the jest test easily.

After creating a new LWC component you will get the html and js code like this,

helloWorld.html

<template>

    <lightning-card>

        {Title}

    </lightning-card>

</template>

helloWorld.js

import { LightningElement } from ‘lwc’;

export default class HelloWorld extends LightningElement {

    Title = ‘Hello Jest Test’

}

And after creating a folder in LWC component called __tests__ and inside that when you create a file named helloWorld.test.js this will look like this,

d the helloWorld.test,js code will look like this,

import { createElement } from ‘lwc’;

import HelloWorld from ‘c/helloWorld’;

describe(‘c-hello-world’, () => {

afterEach(() => {

while (document.body.firstChild) {

document.body.removeChild(document.body.firstChild);

}

});

it(‘displays default greeting message’, () => {

// Arrange

const element = createElement(‘c-hello-world’, {

is: HelloWorld

});

// Act

document.body.appendChild(element);

// Assert

const helloWorldText = element.shadowRoot.textContent.trim();

expect(helloWorldText).toBe(‘Hello Jest Test’);

});

it(‘displays custom title’, () => {

// Arrange

const CUSTOM_TITLE = ‘Hello Jest Test’;

const element = createElement(‘c-hello-world’, {

is: HelloWorld

});

element.Title = CUSTOM_TITLE;

// Act

document.body.appendChild(element);

// Assert

const helloWorldText = element.shadowRoot.textContent.trim();

expect(helloWorldText).toBe(CUSTOM_TITLE);

});

});

After running this with command npx jest helloWorld.test.js you will see the code status like this if this is running correctly.

That means you have correctly written a jest test for your LWC component !!

THANK YOU !!

The post JEST TEST For LWC appeared first on AppyCrown Blog.

1. Enterprise Product Catalogue (EPC)

Enterprise Product Catalogue from Communications Cloud (formerly Velocity for Communications) enables communications service providers (CSPs) to expedite the launch of new offers, services, and products through a unified catalogue. Simplify product management and fulfillment across B2C, B2B, and wholesale operations to create streamlined selling and in-life subscription management and ARPU.

Enterprise Product Catalog Benefits are:

• Launch New Offers Faster

• Increase Product Lifecycle Agility

• Coordinate Across Business Functions

• Unify Your Product Catalog

• Align Industry Standards

• Track Every Catalog Change

• Reduce Total Cost of Ownership

2. Industries Configure, Price, Quote (CPQ)

Industries Configure, Price, Quote (Industries CPQ) for Communications Cloud (formerly Velocity CPQ) allows sales teams to easily quote the best products and services to customers, faster. And because industry specific requirements are built right in, CSPs (communications service providers) can reduce customization and upkeep costs while accelerating time to market.

Industries CPQ Benefits are :

• Easily Execute MACD Requests

• Reduce Quote and Order Capture Time

• Capture Quotes and Orders Across Every Channel

• prove Order Accuracy and Reduce Fallout

• Bulk Quoting Made Easier

• Simplify Bulk Asset Changes

• Get Offers to Market Faster

3. B2B & B2C Order Management

Rapidly respond to changing market and network demands with a next-generation order management system, giving you end-to-end agility across your BSS/OSS stacks. With Industries Order Management, communications service providers can improve the customer experience and reduce order fallout for both businesses and subscribers with a modular order management system. It Deliver perfect orders with a catalog-driven approach that allows for real-time visibility into the fulfillment process.

Industries Order Management Benefits are:

• Reduce Time-to-Market for New Offers

• Avoid Duplication of Fulfillment Data

• Reduce Order Fallout

• Get Real-Time Views into Order Fulfillment

• Give Customers Order Transparency

• Easily Create Configurations

Order-Capture Flow in Industries CPQ:

B2B flow: Starts from a business account by creating an opportunity, a quote, or an order. An opportunity becomes a quote and a quote becomes an order. When completed, the order becomes an asset. If the customer wants to change the asset, the asset is moved to an order or a quote. A contract is often injected after the order is created but before the asset is created, but scenarios vary.

B2C flow: Starts from a consumer account by creating an order. When completed, the order becomes an asset. If the customer wants to change the asset, the asset is moved to an order.

4. Digital Process Automation

Digital Process Automation is a simplified, industry automation solution enabling IT to rapidly deliver integrated customer experiences using declarative tools. Built on Salesforce CRM, Digital Process Automation is the only comprehensive workflow solution that can connect end-to-end workflows across the entire customer journey. Powered by Omni Studio, Digital Process Automation leverages the existing industry data models and prebuilt workflow libraries that enable IT organizations to deliver end-to-end automation with speed, agility, and at scale.

Digital Process Automation Benefits are:

• Industry 360 Automation

• Faster Time to Value

• Declarative Integrations

• Drive Customer Loyalty

OmniStudio:

OmniStudio is a powerful suite of task-based components and services that enable businesses to rapidly deliver digital-first and industry specific experiences across multiple devices and channels. OmniStudio empowers companies to craft branded, dynamic customer interactions fast, and connect them with enterprise data and applications, without code.

• Craft branded customer interactions with clicks, not code.

• Integrate enterprise data into processes using drag-and-drop configuration with a modular, microservices-oriented approach.

• Build and deploy UI components into processes fast, creating pixel-precise, branded customer experiences.

• Simplify and accelerate sales and service automation with out-of-the-box process libraries.

Decision Tables

• These provide the framework that simplifies the configuration of complex rules. With cross-industry application, users can build, automate, and execute workflow processes for customer use cases based on a collection of rules that consider inputs and outputs.

Document Generation

• This enables customers to unify the end-to-end document process, infusing automation and intelligence that improve accuracy and efficiency. Document Generation includes queues, workspaces, and checklists.

Data Processing Engine

• Create data processing engine definitions to transform your data as needed.

5. Service Innovations – Communication Cloud

Why Contact Center for Communications?

This purpose-built platform for communications drives efficiencies by connecting to external systems to get relevant information — making Communications Cloud the single source of truth.

Easier to Implement

Since Contact Center for Communications is already included with Communications Cloud, communications service providers can use this out-of-the-box solution to accelerate time to value and deliver better customer experiences with enhanced agent performance.

Efficient and Personalized Customer Service 

Increase customer loyalty by empowering agents with the information needed to quickly answer questions and improve the customer experience.

Improve Agent Productivity and Experience 

Leverage prebuilt templates and automated flows to streamline operations while enhancing agent experience.

Contact Center for Communications Benefits are:

• Enhanced Agent Console

• Timeline

• Action Launcher

• Omni-Channel Routing

• Predefined, Extensible Flows for ID and Verification

• Self-Service (Add-on)

• Einstein Conversation Insights (Add-on)

• Service Cloud Voice (Add-on)

• Chatbots (Add-on)

• Messaging (Add-on)

• Feedback Management (Add-on)

6. Enterprise Sales Management

Enterprise Sales Management enables communication service providers to redefine a unified large transaction selling experience. It provides user interface (UI) components, data models, business processes, product models, and application logic that support large-transaction enterprise quotes.

Enterprise Sales Management includes the following enterprise features:

• Unified, large-transaction quoting: thousands of line items across multiple product lines

• Guided workflows for browsing and configuring offers and viewing a quote summary, which can contain groups of locations, subscribers, and line items

• Reference product models: Internet, mobile, and VPN

• Bulk upload features for locations and subscribers

• Ability to apply discounts across all line items in the enterprise quote and update pricing

• Responsive and extensible UI based on an SDK and Lightning Web Components (LWCs)

• Templates for proposals, contracts, and order management

Business Processes for Enterprise Sales Management:

Enterprise Sales Management supports business processes that a telecommunications sales team uses to acquire new customers, present available offers, and configure offers.

• Quote Negotiation for Enterprise Sales Management: Create an enterprise quote, negotiate with customers, review prices, and apply discounts and pricing overrides.

• Proposal Development for Enterprise Sales Management: Use templates to prepare proposal documents for customers, which can include marketing material specific to the quote. (This requires a license for Contract Lifecycle Management.)

• Order Creation for Enterprise Sales Management: Create a primary order and sub-orders with all the offers configured for each member. A service account is created for each member of the order or for each member of the group, if the order is for a group. A service account is created if it does not already exist. If the quote is created without any service members, then no service account is created.

• Order Submission for Enterprise Sales Management:

  Submit the sub-orders using either CPQ or Industries Order Management. The appropriate processes are used for decomposing and orchestrating an order, creating assets, and associating assets to a contract.

Enterprise Sales Management Benefits are:

• A communications industry data model specific to enterprise sales management. The data model is tailored with data structures for multi-member B2B quotes and orders, including service accounts, primary orders, suborders, and quote groups.

• A shared catalogue with prebuilt product models for business internet, business mobile, and business VPN product lines.

• Prebuilt, interactive proposal templates, with facilities to extend and develop contracts using CLM.

• Guided processes for multi-member quoting, including member uploads and grouping.

• Prebuilt orchestration plans for use with Industries OM.

• Omnistudio configuration and extensions, and examples to support organization-specific requirements.

Stay Connected ! Thank you !!

The post Communications Cloud appeared first on AppyCrown Blog.

Navigating this environment requires organizations to adopt tools and technologies that let them do more with less. The right tools are ones that gather information and data in real time to better understand the customer — whether that is a patient, member, provider, employer, or otherwise.
When companies understand their customers better, they are more equipped to unlock efficiencies that reduce costs, increase productivity, and deliver more personalized experiences.

Image Credit : https://www.salesforce.com/eu/products/health-cloud/overview/

Features offered by Salesforce Health Cloud

1. EnhancedPatientExperience

2. EffortlessCare Plan Creation

3. 360 – Degree Patient Insight

4. Real Time Interaction Facilitation

5. Seamless EHR Integration

6. Personalized Engagement

7. Tailored Patient Programs

Why Use Salesforce Health Cloud?

Any organization in the healthcare industry can benefit from Salesforce Health Cloud, including:

❖ Healthcare providers (e.g. Hospitals, Clinics, and Ambulatory care centers)

❖ Payers (e.g. Insurance Companies and Government Healthcare Agencies)

❖ Medical Device manufacturers

❖ Pharmaceutical Companies

❖ Clinical Research Organizations

Here are some benefits and reasons why Healthcare Providers should consider using Salesforce Healthcare CRM:

✓ Improved Collaboration: Salesforce fosters streamlined collaboration among care teams, enhancing patient-provider interactions and ultimately elevating health outcomes.

✓ Adaptability: It delivers customized digital experiences on a large scale while nurturing innovation.

✓ Patient Management: Salesforce’s Health Cloud revolutionizes patient relationship management and streamlines processes, offering a comprehensive 360-degree view of everyone’s healthcare journey.

✓ Connectivity: Salesforce Health Cloud empowers healthcare providers to seamlessly integrate disparate systems, facilitating the formation of patient care teams drawn from their entire care network, thus enhancing coordination and communication across the Healthcare Cloud Platform.

✓ Cost Reduction: Salesforce’s suite of tools can effectively reduce operational expenses by optimizing workflows and enhancing productivity. For instance, leveraging Salesforce Marketing Cloud enables the customization of patient acquisition and retention strategies.

Image Credit :https://a.sfdcstatic.com/content/dam/www/ocms/assets/pdf/industries/healthcloud-datasheet.pdf

          Within Health Cloud, you have the capability to craft comprehensive patient profiles, seamlessly amalgamating data from EHRs and third-party sources like medical devices and wearables, enabling the tracking of sleep patterns and activity levels. This panoramic perspective empowers care teams with effortless access to a plethora of patient information, encompassing both clinical and non-clinical data such as health conditions, medications, appointment records, and communication preferences. These holistic profiles are readily accessible to healthcare professionals on any device, ensuring that up-to-date patient data is readily available and actionable.

Health Cloud not only empowers care teams to collaborate more intelligently across entire patient cohorts, expediting insightful care delivery, but its “Today” page elevates productivity by presenting provider tasks prioritized for efficiency. Moreover, providers can categorize patients—like those managing high blood pressure—and assign tasks accordingly. Seamlessly mapping a patient’s entire support network, both personal and professional, Health Cloud fosters secure and private communication among caregivers, facilitating collaborative care.

The Salesforce Health Cloud Architecture

The Salesforce Health Cloud architecture is a cloud-based system that provides healthcare organizations with a single view of the patient’s medical history and makes it easier to coordinate care between different providers.

Image Credit : https://developer.salesforce.com/docs/atlas.en-us.health_cloud_object_reference.meta/health_cloud_object_reference/healthcare_appointment_booking_architecture.htm

The Salesforce Health Cloud architecture consists of the following components:

• Salesforce Health Cloud: This core system manages patient care, offering features like appointment scheduling, care coordination, and patient engagement.

• Middleware: This layer integrates Salesforce Health Cloud with other systems, including electronic medical records (EMRs) and external scheduling systems.

• REST calls: are used for communication between different system components.

• HL7: A standard for exchanging healthcare data

Managing Appointments from Health Cloud requires identifying the source system’s time slot support; implementing the Health Cloud global interface; transforming the input request to fit the source electronic health records (EHR) system; routing the request to the EHR system; and getting the appointment information back.

The external appointment management system is commonly part of a larger Electronic Health Records (EHR) system. The integration between Health Cloud and the EHR via integration middleware software.

The Salesforce Provider data model provides the call to filter and show providers in the UI.

REST callouts from Health Cloud point to the source system of truth for appointment availability and booking.

Top Features of Salesforce Health Cloud

Image Credit : https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Fgub2UAB

• Patient 360: A complete, integrated view of the patient, including demographics, clinical data, and interactions.

• Care Plans: Includes goals, tasks, and milestones, Authorizing healthcare providers to monitor patient progress and adjust treatment plans as needed.

• Care Coordination: Care teams can work together more effectively, sharing information and coordinating care across multiple providers.

• Health Timeline: Enables users to envision a patient’s medical history, including encounters, lab results, and medications, all in one place.

• Einstein Analytics for Healthcare: Provides sophisticated insights and estimates to help healthcare organizations improve patient outcomes, modernize operations, and improve financial performance.

Patient 360 for Health

Salesforce has now announced NEW Patient 360 for Health innovations, powered by AI. These updates include:

Image Credit: https://www.salesforce.com/news/press-releases/2022/03/16/salesforce-delivers-the-future-of-patient-health-with-new-innovations/

• Advanced Therapy Management: Maintain full visibility around the entire treatment process for patients.

• Salesforce Genie for Healthcare: Integrating real-time clinical data, such as past and current medications, non-clinical data

• AI-Supported Health Timeline: Support for the navigation and accessibility of patient records and journeys.

• Home Health: Automates Scheduling workflows to convert prior authorizations into scheduled visits based on patient preferences.

• Data Cloud for Healthcare: Activates clinical and non-clinical patient data from multiple sources, including electronic health records (EHR), social and behavioral data, assessments, and more into a real-time patient profile.

• MuleSoft Direct for Health Cloud: MuleSoft Direct for Health Cloud will provide out-of-the-box, FHIR-aligned connectors to access EHR data.

• Tableau Accelerators for Health Cloud: Intelligent dashboards for a variety of use cases, including referral analytics, risk analytics, and insights to reduce “no shows.”

Salesforce Health Cloud Security

Salesforce Shield is a set of security tools with Platform Encryption and Event Monitoring, you can monitor usage, prevent malicious activity, and protect data at rest while availing Health Cloud’s full functionality.

• Platform Encryption

✓ Enabling you to address HIPAA requirements for storing sensitive protected health information.

✓ Encryption helps you protect PII, PHI, sensitive, confidential, or proprietary data.

✓ Enables you to meet both external and internal data compliance policies while keeping critical app functionality.

• Event Monitoring

✓ Every interaction is tracked and accessible via API, so you can view it in the data visualization app of your choice. See who is accessing critical business data when, and from where they are getting access.

✓ Troubleshoot and optimize performance to improve end-user experience.

✓ Event Monitoring data can be easily imported into any data visualization or application monitoring tool like Analytics, Splunk, or New Relic.

Stay Connected ! Thank you !!

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