November, 2020 - gettectonic.com
Smart Capture Forms as Marketing Cloud Journey Entry Source
23Nov

Smart Capture Forms as Marketing Cloud Journey Entry Source

Transforming your marketing strategy into a seamless journey for your customers has never been easier, thanks to the integration of CloudPages’ Smart Capture forms with Journey Builder Entry Events. By leveraging this innovative feature, you can effortlessly guide your audience through personalized experiences that drive engagement and conversions. Smart Capture Forms as Marketing Cloud Journey Entry Source. Crafting these dynamic forms is a breeze, whether you prefer the classic or Content Builder editor, embedded within your landing pages or microsites. However, to take advantage of this functionality, it’s essential to ensure that you have both Journey Builder and CloudPages at your disposal. If you’re missing either piece of the puzzle, a quick chat with your Relationship Manager can swiftly rectify the situation. Now, let’s dig into the mechanics of how this synergy works. To initiate customers into a journey, the data captured by Smart Capture forms must be securely stored in a designated data extension. This data extension, aptly named the Event Source data extension, serves as the reservoir from which contacts are seamlessly injected into your Journey Builder journeys. Remember, for this mechanism to function seamlessly, your Event Source data extension must be configured as sendable. Creating a Smart Capture Form within CloudPages is a straightforward process: Navigate to CloudPages and effortlessly drag the Smart Capture gear onto the content area of your chosen landing page or microsite.Establishing a Data Extension tailored for Smart Capture as a Journey Builder event is paramount. This dedicated data extension serves as the conduit for seamlessly integrating Smart Capture forms with Journey Builder Entry Events. Here’s how to get started: Create a marketing cloud data extension explicitly designed to handle Smart Capture data within the context of Journey Builder.These conditions are required for creating a data extension to use in a Journey Builder entry event. Choose Create from New.Enter a name and select Is Sendable? if you plan to use emails with your Smart Capture form or Journey Builder journey.On the Data Retention Policy step, keep the default setting and click Next. Add any fields you would like to capture. When adding an Email Address attribute, change the Data Type to EmailAddress as email address because email address is the primary key. Set Send Relationship to the Email Address attribute so it relates to Subscribers on Subscriber Key. Smart Capture Forms as Marketing Cloud Journey Entry Source For those seeking further clarification or guidance on integrating Smart Capture forms with Journey Builder Entry Events, our comprehensive FAQs offer valuable insights: My Smart Capture form used as the trigger event for my journey won’t submit. What’s happening?Ensure that you configured the re-entry option and default channel address in the journey settings. I can’t get my journey to execute?If your journey includes an email send there are 2 important steps to complete before the journey can be executed. Within Email Studio, open up your email and be sure to complete both the Content Detective and Validate steps. Complete these steps before a journey can send that email. Explore our FAQs section dedicated to illuminating the intricacies of utilizing Smart Capture forms as Journey Builder Events within CloudPages. With this powerful integration at your fingertips, you can orchestrate personalized customer journeys that captivate your audience and drive tangible results. Embrace the potential of CloudPages‘ Smart Capture forms within Journey Builder to elevate your marketing endeavors to new heights of success. 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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November 23, 2020in Salesforce
Cloud Based Business Solutions
11Nov

Cloud-Based Business Solutions

Cloud-based business solutions provide a service by leveraging the power of the cloud and cloud-based infrastructure to meet business needs, often with greater operational efficiency and cost effectiveness.  Cloud-based business solutions can be accessed from anywhere, which is much more conducive to our post-pandemic highly mobile workforce. Cloud-based solutions greatly reduce hardware costs for businesses. Who doesn’t like cost savings? The three main types of cloud computing services for businesses include Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS). Each type offers different levels of control, flexibility, and management to cater to varying business needs. Cloud-based platforms enable large enterprise businesses to build, test and deploy applications, and store, back up, and recover data. Types of cloud-based platforms include: Public cloud, private cloud, and hybrid cloud. One of the biggest advantages of cloud computing for small and medium-sized businesses is cost savings. Cloud computing can greatly reduce the cost of hardware, software, and maintenance, freeing up funds for other uses. It can also lower energy costs, as cloud servers don’t require large amounts of electricity. Cloud solutions are easy to set up and use immediately. Cloud-based business solutions are easy to access remotely from any internet-connected device. Cloud solutions are easy to share access to multiple team members in both the workplace and remote locations. If you are exploring cloud-based solutions for your business, talk to Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 11, 2020in Salesforce
Tips for Awesome SFMC Email Templates
09Nov

Tips for Awesome SFMC Email Templates

Tips for Awesome SFMC Email Templates. Email design doesn’t have to be hard-unlock the potential of Salesforce Marketing Cloud (SFMC) with these 5 tips for crafting exceptional email templates on the Salesforce Marketing Cloud platform: Implement these strategies to unlock Salesforce Marketing Cloud’s potential and create captivating, personalized email campaigns that connect with your audience and deliver meaningful results. Content updated February 2022. 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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November 9, 2020in Salesforce Marketing Cloud
Salesforce Revenue Cloud
06Nov

Salesforce Revenue Cloud

What is Salesforce Revenue Cloud? It’s a comprehensive revenue management solution that seamlessly streamlines your entire revenue lifecycle, all powered by the Salesforce Customer 360 Platform. Revenue Cloud provides you with the CPQ (Configure, Price, Quote) capabilities to facilitate swift deal closing and selling. Easily configure, price, and quote complex solutions with precision. The platform automates billing and cash collection, with Salesforce’s recurring billing engine supporting various charge types, sales orders, and payment schedules. Subscription management is also a breeze, fostering efficient revenue growth. Built on the expansive and scalable Salesforce capabilities, Revenue Cloud allows you to deliver exceptional, personalized end-user experiences. It unifies your revenue processes with 360-degree customer view data, driving automation across the entire product-to-cash journey. Discover how Revenue Cloud empowers customers to buy across channels, adapt to evolving business models, and navigate changes in the business landscape by talking to Tectonic today. At Tectonic, we understand the challenges faced by IT professionals when integrating new tools into their infrastructure. Salesforce Revenue Cloud seamlessly integrates with Sales Cloud and Service Cloud, ensuring compatibility with your existing sales, marketing, finance, HR, and CDP platforms. Partner with Tectonic to implement Salesforce Revenue Cloud seamlessly into your custom Salesforce ecosystem, avoiding technical debt, complex systems, and unnecessary downtime or learning curves. Revenue Cloud puts you in control of revenue growth across every channel. As part of Salesforce Customer 360, it unifies data throughout the entire revenue lifecycle. Connect all your revenue processes on a single platform, launch new revenue streams, optimize efficiency, and transform the B2B buying journey. Tectonic, in collaboration with Salesforce Revenue Cloud, offers a unified product catalog to ensure consistent products and pricing across all channels. Flexibility to move across direct, partner, and digital channels is enhanced, with improved data quality and security for smarter and faster data-driven decisions. The Guided Selling configuration wizard assists reps in finding the right products with the correct configuration rules and bundling for comprehensive and compliant quoting solutions. Accelerating deal execution without compromising margins, Tectonic and Salesforce Revenue Cloud enable your sales reps to model deal scenarios, streamline approvals, and offer pre-agreed upon discounts. Generate quotes aligned with branding, product, and legal guidelines using pre-built templates, product literature libraries, and dynamic terms and conditions. Track orders and quotes seamlessly across multiple fulfillment platforms, with contracts and subscriptions easily traceable. Invoices from CPQ order objects contain fields for both the CPQ and billing modules, supporting amend and renew processes. Customized billing and approvals adapt to exceptions, with stakeholders able to approve via email, mobile, Chatter, or within Salesforce. Integrated revenue management on the number one CRM platform allows you to control revenue complexity and growth effectively. Salesforce Revenue Cloud caters to businesses in need of negotiated sales, self-service orders, controls and compliance, products and pricing, billing and collections, revenue reporting, licensing and permitting, and more. Contact Tectonic today to discover how much power Salesforce Revenue Cloud can add to your custom Salesforce integration. 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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November 6, 2020in Salesforce CPQ, Salesforce Revenue Cloud
Salesforce Heroku
02Nov

Extending Heroku

Heroku is a cloud Platform as a Service (PaaS) based on containers. It provides developers with an elegant, flexible, and user-friendly platform to deploy, manage, and scale modern applications, offering the simplest path to bring apps to market. Extending Heroku can be accomplished by building add-ons, developing plug ins for Heroku CLI and more. Extending Heroku As of November 28th, 2022, Heroku discontinues its free tier, resulting in the shutdown of free Heroku Dynos, Postgres, and Redis servers. According to the Heroku Documentation, non-Enterprise users will witness the deletion of free databases starting from this date. For Enterprise users, hobby-dev databases associated with an Enterprise Account or Team will be converted to the mini tier. Regarding size limits, the maximum slug size after compression is 500 MB, a threshold that should accommodate most apps comfortably. In terms of the Heroku API, it is rate-limited at 5,000 requests per connection per day. Any attempt to exceed this limit results in a 429 Too Many Requests status, with the response message indicating when the next API request can be expected. AWS, an Infrastructure as a Service (IaaS) platform, provides developers with the necessary products to establish a development environment. In contrast, Heroku operates as a Platform as a Service (PaaS), offering a ready-to-use environment for developers to deploy code, perform simple configurations, and run applications. Extending the Heroku platform is possible through various means: Review Apps Review Apps on Heroku execute code in GitHub pull requests within isolated Heroku apps that can be easily disposed of. Each Review App is assigned a unique URL, providing an excellent avenue for proposing, testing, and merging code changes. Configuration options allow for automatic or manual creation of Review Apps from the app’s Pipeline page, requiring both Heroku Pipelines and GitHub integration for utilization. For users new to Review Apps, the setup involves connecting the pipeline to the corresponding GitHub repository in the Heroku Dashboard’s Settings tab. Additionally, configuring an app.json may be necessary for those unfamiliar with Review Apps, with sensitive config variable values set in the pipeline’s settings. Permissions for all Review Apps and CI Apps within a pipeline are managed through the pipeline access tab. The process of creating Review Apps involves deploying the HEAD commit of the associated branch when manually created or automatically when a pull request is opened. Review Apps are automatically destroyed upon the closure of the associated pull request. Viewing and managing Review Apps can be done through links available in GitHub’s pull request Conversation tab or the Heroku Dashboard’s Review Apps column. The app.json file in the app’s GitHub repo configures Review Apps, while sensitive environment variables are set in the Review App config vars section of the pipeline’s settings. Environments in app.json follow a similar pattern to Heroku CI, and Review Apps support the “environments” key. Review App names rely on randomness to prevent collisions, and a postdeploy script in the app.json file facilitates one-time setup tasks for the app and databases. A release phase allows for continuous execution with each change to a pull request. An optional pr-predestroy script in app.json runs when Review Apps are destroyed after the associated pull request is merged or closed. Injected environment variables, such as HEROKU_APP_NAME, HEROKU_BRANCH, and HEROKU_PR_NUMBER, provide essential information for scripting and automation. Content updated December 2022. 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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November 2, 2020in Salesforce

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