Here is a helpful glossary of Salesforce acronyms for General Data Management and Security you will hear. Acronym Meaning Defintion 2FA Two-factor Authentication Also an extra layer of security that proves a user trying to login to Salesforce is who they say they are. You will have seen this in action when creating/updating your password,
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.
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
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
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,
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
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
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
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
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
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
Analytics Builder → Datorama Reports for Marketing Cloud: Introduced in the January 2021 Marketing Cloud release, Datorama reports replace the Discover Reporting Tool. These reports, available as an app in Marketing Cloud with a Datorama account created in the background, offer pre-built dashboards, making campaign and journey reporting more straightforward. Datorama Reports for Marketing Cloud
For marketers worldwide, the term Account-Based Marketing (ABM) has become a familiar concept, evident in the rise of Google searches for “account-based marketing” and “ABM” in 2020. An ABM B2B model is a special case. One year later, new terms like “account-based experience,” “account-based everything,” and the encompassing acronym “ABX” are gaining traction, shifting the
Using Google Cloud Data Loss Prevention with Salesforce for Sensitive Data Handling This insight discusses the transition from detecting and classifying sensitive data to preventing data loss using Google Cloud Data Loss Prevention (DLP). Sensitive Information De-identification for Salesforce is used as the data source to demonstrate how personal, health, credential, and financial information can
A person object in Salesforce consolidates information about individual people by merging specific account and contact fields into a single record. A Person Account is not an independent object. It possesses object features such as page layouts, compact layouts, and record types. In Salesforce, Person accounts store details about individual people, differentiating them from contacts
