September, 2019 - gettectonic.com
Salesforce Contact Key

What is the Contact Key in Salesforce?

The contact key in Salesforce, also known as a subscriber key, is a unique identifier for a contact in Marketing Cloud MobilePush. Use this value to associate cross-channel addresses and subscriptions for a single contact. You can use the same key for a contact across multiple channels, such as email, SMS, and push messaging. What are contact keys? An immutable object that stores information about a single contact, such as the contact’s first name, phone numbers, and addresses. What is a Salesforce Subscriber key? A subscriber key is a text field that contains a value that uniquely identifies a subscriber in your Marketing Cloud account. A subscriber key is limited to 254 English characters. Avoid using email addresses as subscriber keys. What is the difference between subscriber key and contact key? This key is used to identify a single person across multiple channels inside of Marketing Cloud. In Email Studio, that key is called the “Subscriber Key”. In other channels, such as Mobile Connect or Mobile Push, that value is called “Contact Key”. What is the difference between contacts and subscribers? A subscriber in SFMC primarily represents an individual’s email communication preferences and is associated with email campaigns, while a contact represents a broader customer profile that includes information beyond email, allowing you to engage with customers across various channels. What is the difference between contact ID and contact key? The Contact Key gives you this ability and consistence. Existence of the contact key gives you the consistence of sending messages thru multiple channels and identify your contacts. Email and Text Message channels in our case. Contact ID is a unique number for your contacts in Salesforce Marketing Cloud. What is a subscriber key in Marketing Cloud? A subscriber is a person who has opted to receive communications from your organization. You can track information about subscribers using profile and preference attributes. Use the subscriber key to identify your subscribers in Marketing Cloud. Create lists or data extensions to store your subscribers. What is the difference between contact and subscriber in Marketing Cloud? Key Differences: Purpose: Contacts store customer data and facilitate segmentation and personalization efforts. Subscribers represent individuals who have subscribed to receive communications from your organization. Primary key is  a column or set of columns that uniquely identifies the record in the table. When a primary key is defined using multiple columns, the data from each column is used to determine whether a record/row is unique. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce and Demandbase

Demandbase Salesforce Integration

The integration of Demandbase with Salesforce creates a seamless connection between Demandbase One and your Salesforce CRM, establishing a bidirectional sync for efficient data exchange. Bidirectional sync means data can travel in both directions from one platform to the other. Note that Demandbase does not generate new Salesforce account, contact, lead, opportunity, or campaign records by default. The creation of a new Salesforce task record occurs only when utilizing the Take Action or Automation feature. An important consideration is the duration of the initial sync when first integrating with Salesforce, which varies based on the volume of records in your CRM. You can monitor the sync status in System Notifications. Tectonic recommends you do the initial sync outside of the highest demand hours on your Salesforce org. Data synchronization from Salesforce to Demandbase occurs via the REST API, with Demandbase processing data from 3,000 records per API call. The frequency of the read cron job from Salesforce can be configured within Data Sync Settings. Demandbase queries Salesforce for records (account, contact, lead, activity, opportunity, and campaign) with a last modified date after the Datetime of the last completed sync. Conversely, data synchronization from Demandbase to Salesforce utilizes the SOAP API through Bulk Data Load jobs, syncing up to 500 records per batch. The writeback job to Salesforce runs daily between 10:00 a.m. and 10:00 p.m. UTC. For adjustments to the writeback job timing, contact [email protected]. Demandbase syncs data exclusively to the account, lead, and contact objects. Data is transmitted only when there is a disparity between the calculated state in Demandbase and the previous field value in Salesforce, provided the record exists in Demandbase. This ensures that Demandbase synchronizes only meaningful updates to your Salesforce org. For a comprehensive list of fields to which Demandbase syncs data, refer to the Demandbase App Package Custom Fields and Calculated Fields. Additionally, there is a read-only integration option, Demandbase Salesforce Lite, available. For details, refer to the instructions for setting up Salesforce Lite, which includes an optional Salesforce Marketing Cloud Account Engagement integration. Before initiating the integration, ensure that you review the Best Practices: Salesforce Permissions. It’s important to note that Demandbase supports Enterprise, Unlimited, and Performance editions of Salesforce, while Group, Professional, or Developer editions are not supported. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce analytics insurance

Cool Ways to Use Surveys With Salesforce

Leveraging survey forms is an effective way to gather real-life insights from individuals crucial to your organization. Salesforce facilitates survey integration either through Salesforce Surveys and Feedback Management (add-on license) or by seamlessly integrating web forms with Salesforce. Storing feedback in your CRM, linked to comprehensive contact information, is an obvious advantage. Salesforce surveys give you real-time feedback.  However, adopting an integrated web form approach offers additional benefits. Here are seven ideas to enhance your survey integration with Salesforce, ensuring valuable customer insights: Integrating survey forms with Salesforce is a strategic move to enhance customer experience and internal processes. Implementing these tips will not only improve the effectiveness of your Salesforce surveys but also align internal practices with best standards. Choose a tip that fits your needs and contributes to the success of your Salesforce surveys. 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 Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more Why We Love Pie But Not Pie Charts At Tectonic, we help you align your desired business results with the events and activities in your business. Everybody loves Read more Salesforce and Zendesk Integration Zendesk Connection Salesforce and Zendesk integration. Create a remote connection using the Zendesk connector to sync data from Zendesk to Read more

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