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Salesforce Campaigns

Salesforce Campaigns for Event Management

Events represent significant investments in marketing endeavors. They require substantial budgets and involve numerous logistical details on the day of execution. In the midst of managing all these fast-moving parts, the last thing you want to worry about is data management. This underscores the importance of adhering to best practices for event management within Salesforce.

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Salesforce Marketing Cloud Journey Builder

Can Your Object Trigger a Salesforce Journey?

Many times marketers are challenged to create a customer journey based on data points or events that haven’t currently been captured in the Salesforce platform.  Once you create an object in Salesforce, you have to determine if your object can successfully trigger a Salesforce journey. These easy steps help you quickly answer the question: can

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Salesforce Einstein and Einstein Automate

Salesforce Analytics in the Insurance Industry

In the insurance sector, data analytics are an indispensable tool for making informed decisions and achieving measurable, positive business outcomes. Salesforce analytics in insurance, and data can make all the difference. The current landscape poses heightened and more frequent risks, presenting substantial threats to carriers, reinsurers, and brokers across various business lines. Salesforce Analytics in

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Salesforce Loyalty Management

Salesforce Loyalty Management Explained

In January 2021, Salesforce unveiled Loyalty Management, aiming to assist businesses in actively engaging and rewarding their customers. Employing a user-friendly interface without the need for coding, the platform empowers businesses to construct scalable loyalty programs. This flexibility extends to the creation of diverse programs, such as tiered memberships or points-per-purchase. Loyalty Management is adaptable,

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Salesforce BI

Salesforce Data Loader

What is data loader in Salesforce? A Salesforce data loader is a client application used to insert, update, delete, and export large amounts of data to, within, and from Salesforce. The application can also move customer data from one system to another, upload new data in bulk, and export records to backup or move it

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Opportunity Scoring with Einstein

Opportunity Scoring with Einstein

Salesforce has placed significant emphasis on developing their new Artificial Intelligence engine, Einstein, in recent years. One standout feature that has garnered attention is Einstein Opportunity Scoring, which will become available for free following the Summer ’20 release. This feature is offered to all Salesforce customers. So, what exactly is Einstein Opportunity Scoring? It’s a

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Selecting a Salesforce Implementation Partner for Your Business

Once you’ve determined that Salesforce.org is the ideal CRM solution for your organization, the crucial next step is selecting the right Salesforce implementation partner to collaborate with. As the resident marketing and SEO specialist at Tectonic, I can attest that terms like “the best Salesforce implementation partner” or consultant often rank high in searches related

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Set Up Campaigns in Salesforce

Set Up Campaigns in Salesforce

Salesforce Campaigns Overview 1. What is a Salesforce campaign? 2. Why create a campaign in Salesforce? 3. Can leads be added to campaigns in Salesforce? 4. Can a lead be part of multiple campaigns in Salesforce? 5. Can accounts be added to campaigns in Salesforce? 6. How do I allow users to create campaigns in

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Salesforce

Account Contact Relationship Salesforce

The Account Contact Relationship in Salesforce (AccountContactRelation) is a Standard object like a junction object between Account and Contact. It enables the creation of many-to-many relationships between account and contact. This object is available in API version 37.0. The AccountContactRelation object supports person accounts. That means that a person account can be either a related

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Salesforce Marketing Cloud

Marketing Cloud Digital Marketing Solution

Salesforce Marketing Cloud is a specialized CRM platform equipped with a range of marketing tools tailored for remote marketers, facilitating effective management of marketing strategies. Marketing Cloud Digital Marketing Solution empowers digital marketers to deliver timely, personalized messages to the right audience across diverse channels. Offering a unique cloud-based marketing platform, Marketing Cloud enables the

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