2021 - gettectonic.com - Page 11
Salesforce Campaigns
29Jan

Campaign in Salesforce Marketing Cloud

What is a campaign in Salesforce Marketing Cloud? Campaigns help organize your marketing plan and assets. Plus, when you set up your campaign records effectively, they contain valuable data that you can use to optimize future efforts. What are campaigns in Salesforce Marketing Cloud for? A Salesforce Campaign in Marketing Cloud is a group of Leads and Contacts exposed to specific marketing communication(s). It stores essential performance metrics and means salespeople can quickly see the customers and prospects that received marketing activity. How do I send a Salesforce campaign from Marketing Cloud? In Marketing Cloud > Email Studio > Overview, open the email that you want to send and click ‘Send’ Select a ‘Send Classification’ then click ‘Next’ In the left pane, select ‘Salesforce Campaigns’ and then type the name of the desired campaign in the ‘Search’ field. Create a Marketing Cloud Campaign Why use campaigns in marketing cloud? Marketing Cloud Campaigns provide a way of grouping similar emails together. That way, Campaigns can be used in Datorama Reporting to present data for certain emails. What is campaign object in Salesforce? The Campaign object contains all the settings associated with how campaign records appear, the actions that users can take on campaigns, field access, and more. Create a campaign in the Campaigns app. Use tags in Marketing Cloud Engagement to categorize campaigns by any criteria, such as geography, marketing tactic, and product line. Where are my old Campaigns? I don’t see them on the campaign Overview tab.Campaigns that contain an email that has been sent automatically have their status set to Deployed. By default, the Overview tab only shows Campaigns with a status of In Process. To view older campaigns that have a status of Deployed, simply adjust the filter in the upper left.Setting the campaign status to Deployed now happens automatically when associated emails are sent. This feature was enabled in January 2014. Content updated January 2024. Like3 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

Read More
January 29, 2021in Salesforce Marketing Cloud
Salesforce Vaccine Cloud
28Jan

Salesforce Vaccine Cloud

Vaccine Cloud for Providers helps to connect people with thousands of vaccination sites. A scalable workflow simplifies vaccine administration. Vaccine Cloud was built to play a central role in connecting vaccines to people equitably and efficiently. Vaccine Cloud will help health authorities, healthcare providers, and organizations more safely and efficiently manage vaccine programs at scale. With Vaccine Cloud, customers will be able to design, build, integrate, and manage their vaccine programs end-to-end, with a platform that is trusted, flexible, and can be deployed quickly. Vaccine Cloud provides solutions like Health Command Center, Vaccine Inventory Management, Vaccination Appointment Scheduling, Clinical Vaccine Administration, Vaccination Outcome Monitoring, Public Health Notifications, and Digital Health Credentials to help customers build and scale their vaccine administration management capabilities to address the next phase of this global pandemic. Work.com for Vaccines has now become Vaccine Cloud. Work.com for Vaccines was developed and launched to support public sector customers and their vaccination management needs. Work.com for Vaccines was critical in helping governments and public health agencies scale vaccine management and distribution as vaccines were waiting to be approved for use around the world. As authorized COVID-19 vaccines have become available, there is shifting demand for vaccine management technology that can address all the needs of customers at scale, not just across public sector but also among healthcare providers, retail pharmacies, businesses, nonprofits, educational institutions, and other organizations. Vaccine Cloud is our solution to address these growing needs across industries and organizations. Vaccine Cloud is a set of solutions aimed at addressing a variety of challenges that governments, healthcare providers and employers will face for vaccine administration. Vaccine Cloud includes capabilities across the Salesforce Customer 360 portfolio including technology powered by Tableau and MuleSoft that can be leveraged by our AppExchange ecosystem of partners to support vaccine administration needs, including: Salesforce has implemented technical and administrative security measures to protect our services and our customers’ data. We strongly encourage customers to follow security best practices and use available tools to strengthen the security of their Salesforce instance. Security does not start and end with Salesforce — it is a trusted partnership with our customers. Salesforce offers our customers controllable features that permit them to configure the security settings of their respective instances as they deem appropriate for the sensitivity of their data. Customers can implement features such as field-level security, profiles and permission sets, two-factor authentication, and IP whitelisting. For more information on the application security features Salesforce provides, please refer to this help article on Protecting Your Salesforce Organization. Salesforce designs products with privacy in mind, so that our products not only comply with our own legal obligations, but also can be used by our customers while they comply with their own legal obligations. Compliance is always a shared partnership between Salesforce and its customers, meaning that while Salesforce commits to complying with its own obligations, customers are responsible for ensuring that their use of our products is appropriate for their own legal requirements. To help customers meet their compliance goals, we have created a number of dedicated resources for customers to learn more about their obligations, such as Salesforce’s privacy website, which includes FAQs on local and industry-specific privacy laws, and additional resources, such as Data Protection Impact Assessments, to help enable customer success. Being a trusted advisor to our customers is a top priority for Salesforce. However, it remains the responsibility of each customer to get their own legal advice when implementing and using Salesforce products, including Work.com. It is important for customers to take into account their own particular use cases to ensure compliance with local healthcare laws, certification requirements, and any other applicable laws or guidance. Vaccine Cloud helps public health authorities, healthcare providers, and nonprofits quickly scale vaccine operations, from recipient registration and scheduling to inventory management and public health outreach. San Francisco — January 27, 2021 — Salesforce, [NYSE: CRM], the global leader in CRM, today announced Vaccine Cloud, technology to help government agencies, healthcare organizations, businesses, nonprofits and educational institutions more rapidly, safely and efficiently deploy and manage their vaccine programs. Today, international, federal, state and local agencies, healthcare providers and nonprofits worldwide are using Salesforce technology specifically for vaccine administration, including Northwell Health, Illinois’ Lake County, University of Massachusetts Amherst, Gavi, the Vaccine Alliance and more.  Now that safe and effective COVID-19 vaccines are available, every country, state and city is rapidly establishing vaccination programs to get shots in the arms of billions of people. However, many government agencies and healthcare organizations don’t have the technology infrastructure in place to handle the complexity, speed and scale necessary for vaccine administration, such as inventory and logistics management, getting people registered and scheduled for their vaccines, and recipient outreach and vaccine outcome monitoring. Governments are also partnering with private sector companies to help manage this mass vaccination effort, and these businesses need the same technology infrastructure to help deliver safe, efficient and effective vaccine administrations and programs. “The biggest challenge the world faces right now is orchestrating the distribution of billions of vaccine doses. Technology can play a critical role in ensuring it’s done efficiently, effectively, and equitably,” said Bret Taylor, President and COO of Salesforce. “We’re proud to be supporting organizations through their recovery and helping to protect people from the effects of COVID-19.” President Biden moves COVID-19 vaccine availability deadline for American adults to April 19; Salesforce Vaccine Cloud adds asynchronous bookings on more channels to meet surge. Salesforce on Thursday released a free update to Vaccine Cloud users that enables preregistration for COVID-19 appointments to meet a coming sign-up rush as most U.S. adults will be eligible for their shots April 19. The Salesforce vaccine distribution system, released in January, now can accept preregistrations for COVID-19 vaccinations. The site will notify people as appointments become available, and process them through a personalized, single-use link. The system also can create appointments and push notifications through multiple channels such as text and email, where before it was web-based. The asynchronous appointment bookings come as President Joe Biden

Read More
January 28, 2021in Mulesoft, Salesforce
Lightning App Builder
22Jan

Lightning App Builder

What is a lightning app builder? Lightning App Builder is new software that allows you to build a website in minutes. With LAB, you can design your website with minimal technical knowledge or coding. What are the key benefits of lightning apps? In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and Lightning page tabs in your Lightning app. Your users are busy. They’re closing deals, providing top-notch service, and marketing to your prospects and customers. By creating customized pages, you can put key information at your users’ fingertips and provide them with an easy interface to update and add records. The LAB is a point-and-click tool that makes it easy to create custom pages for the Salesforce mobile app and Lightning Experience, giving your users what they need all in one place. But that’s not all. When you edit a Lightning app from the App Manager in Setup, you’re brought into the Lightning App Builder to manage the app’s settings. You can update the app’s branding, navigation, options, and manage the Lightning pages assigned to that app all in the Lightning App Builder. Building an app in minutes without experience may sound optimistic, but that dream is a reality with Salesforce’s Lightning App Builder. With the Lightning App Builder, you can build: Which three standard component types are available in the LAB? 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

Read More
January 22, 2021in Salesforce Optimization
Salesforce Marketing Cloud
13Jan

What is the Difference in Lists and a Data Extensions in Salesforce Marketing Cloud

There are two different methods to store and segment subscriber data within Marketing Cloud: Lists and Data Extensions. Lists have limited functionality, whereas Data Extensions provide full flexibility to store and relate subscriber information. Salesforce Marketing Cloud lists and data extensions are the primary ways to manage your subscriber data. What is the difference between data extension and list in Marketing Cloud? In short, lists are best used for specific email sends lacking advanced data or segmentation, whereas data extensions can be used for basically any type of communication or data management need. If the goal is to organize data with simplicity, go for lists. What is data extension in Marketing Cloud? A data extension is a table that contains your data. With Marketing Cloud Connect, push tracking data from the Marketing Cloud back to your Sales or Service Cloud orgs using Salesforce data extensions (SFDEs). Data extensions are also filterable. What are the data extension limits for Marketing Cloud? There is currently no limit for the amount of rows that can exist within a Data Extension. This means that, without Row Based Data Retention, a Data extension can grow exponentially without any real upper limit. What is a list in Marketing Cloud? Lists are a default way of storing data in Marketing Cloud Email Studio. You can set different attributes for your customers by using lists, which represent a collection of customers and provide a simple method for audience segmentation. These attributes are used to store the position of the customer in a given list. List can be configured to send a welcome email when a subscriber opts in, and can have double opt-in. You will also hear groups mentioned. Groups are smaller segments of a list. When to Opt for Marketing Cloud Data Extensions There are two primary scenarios that distinctly indicate the need for utilizing a data extension rather than a list: Fluctuating Values Over Time: Data Relationship via a 3rd Data Point: 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

Read More
January 13, 2021in Salesforce Marketing Cloud
Salesforce Duplicate Checker
08Jan

Duplicate Checker Salesforce

What is a duplicate checker in Salesforce? Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and duplicate jobs specify matching rules that determine how duplicates are identified. Duplicate sets and reports list the duplicates found. Some tools for checking and catching duplicate Salesforce records include: Duplicate Check is a fully on-platform duplicate management tool for Salesforce, empowering users to manage their data and sieve out duplicate records with unparalleled ease. While incredibly complex in its logic, it’s also bewilderingly simple to set up and use – you don’t even need an Admin to set it up! The Matching Method allows you to configure the kind of match the field values are required to have before they’re considered a match. An exact match means the two fields must be identical, character for character. A Fuzzy match means the field values need to be similar – not identical, but close. One way is to use the Duplicate Management feature in Salesforce. This feature can be found in the Setup menu under Data Management. Duplicate Management can be used to find and merge duplicate records. Another way to find duplicate records is to use the Salesforce Data Export Service. This is just a drop in the bucket.  When selecting a duplicate record management tool, look at your specific business needs. How do I prevent duplicates in Salesforce? Block sales reps from creating duplicate leads. In the Standard Lead Duplicate Rule, select Block instead of Allow. With the Standard Lead Duplicate Rule set to block duplicates, a rep can click to view duplicates of leads but can’t save a new lead. If you are looking at a duplicate checker solution as a part of a Salesforce implementation, reach out to Tectonic today. Content updated June 2023. 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

Read More
January 8, 2021in Salesforce
Salesforce Einstein Automate Explained
07Jan

Salesforce Einstein Automate Explained

Introducing Einstein Automate, a comprehensive workflow automation solution by Salesforce, empowering individuals and businesses to boost productivity. With AI-infused bots, flows, and components, the new Flow Orchestrator transforms intricate processes into dynamic, industry-relevant experiences. Moreover, the new MuleSoft Composer for Salesforce enables every member of an organization to seamlessly integrate data from multiple systems into Salesforce, without the need for writing code. Leveraging pre-built resources from AppExchange and OmniStudio further accelerates the implementation of automation initiatives. Recognizing the digital imperative faced by organizations today, Einstein Automate offers automation capabilities tailored for every business function and industry. This solution enables individuals across companies to construct intelligent workflows and integrate data across systems effortlessly, using clicks instead of code. The Flow Orchestrator, a low-code workflow development tool, empowers users to compose workflows automating complex, multi-user processes and approvals. AI-generated next steps and recommendations expedite projects and processes, identifying bottlenecks and streamlining operations. Discover over 700 automation solutions on the new Einstein Automate collection page on Salesforce AppExchange, including solutions for robotic process automation (RPA), Einstein Bots, Flow Templates, Actions and Components, MuleSoft Connectors, Process Libraries, and partner solutions. These pre-built solutions allow organizations to implement automation quickly, without the need to build from scratch. OmniStudio provides businesses with no-code tools and pre-built guided experiences to deliver digital-first and industry-specific experiences to customers across multiple devices and channels. With features like dynamic, guided screen flows and the ability to gather data from any document, image, or legacy system, OmniStudio enhances user experience and boosts productivity. Einstein Next Best Action automatically presents recommendations and flow actions to users, while Einstein Recommendation Builder enables personalized recommendations. With updates across various features like Article Answers, External Services, and Model Sharing, Salesforce continues to enhance the capabilities of its automation tools, ensuring seamless integration and improved efficiency across the platform. Content updated August 2023. 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

Read More
January 7, 2021in Einstein 1 Platform, Mulesoft, Salesforce, Salesforce Einstein, Salesforce Implementation Services
Sending Emails Through Salesforce
06Jan

Journey Builder or Automation Studio

Both Journey Builder and Automation Studio are robust tools available to Marketing Cloud customers. However, determining when to use each one and how they complement each other can sometimes be confusing. Automation Studio primarily focuses on ETL (Extract, Transform, Load) processes in marketing automation. It enables marketers to integrate data from various systems and automate tasks for segmentation and email campaign deployment. With Automation Studio, marketers can create highly advanced automated segmentation using data filters and queries, making it ideal for repetitive processes. It also allows users to execute SQL queries to retrieve and store data extension information. On the other hand, Journey Builder is a user-friendly, drag-and-drop tool designed for creating personalized, engagement-based customer journeys. It facilitates individualized, multi-channel communications at scale and provides goal and success measurements for monitoring and management. Unlike Automation, Journey Builder offers more opportunities for testing strategies and optimizing messages based on real-time engagement and interaction. One key difference between the two tools is that Journey Builder offers built-in goal reporting, providing real-time insights into campaign performance and customer engagement. Another distinction is that while Automation Studio relies on batch processing, Journey Builder allows individuals to enter journeys on an individual level, enabling real-time monitoring and action based on customer behavior. To decide which tool to use, consider the following questions: In many cases, it’s not a matter of choosing between Journey Builder vs Automation Studio but rather leveraging both tools together. By combining the powerful segmentation capabilities of Automation Studio with the personalized journey creation features of Journey Builder, marketers can deliver highly targeted and personalized messaging to their customers. Automation Studio is best for complex segmentation at scale, while Journey Builder guides customers through customized journeys based on Marketing Cloud data. Ultimately, using both tools together allows marketers to create seamless, personalized experiences for their customers. Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

Read More
January 6, 2021in Marketing Automation

Digital BSS for Telecom Profits

Digital Business Support Systems (BSS) play a critical role in managing essential functions such as billing, rating and charging, customer experience, CRM, fulfillment, and revenue management within communications service providers (CSPs). However, the scope of a comprehensive digital BSS stack extends beyond these core functionalities to enable, monetize, and manage new digital services and partnerships. This transformation is particularly crucial for CSPs transitioning into digital service providers (DSPs), especially in anticipation of the 5G era. Let’s delve into how a robust digital BSS transformation solution can drive profitability. Anticipating Customer Churn Telecom companies can leverage advanced analytics across BSS, OSS, CRM, and other systems to extract actionable insights from customer usage, transactions, complaints, billing, and social media data. Predictive modeling identifies potential churners, enabling targeted offers, promotions, and services aimed at retaining and nurturing loyal customers. Personalizing Customer Experiences Today’s digital consumers expect personalized interactions. Implementing a digital BSS stack empowers telecom companies to capture and utilize interaction data for tailored customer engagements. Whether resolving network issues, rewarding loyalty, or suggesting relevant offers, AI and deep learning algorithms ensure real-time responses that enhance customer satisfaction and increase ARPU (Average Revenue Per User). Innovating Service Offerings Cloud-based services are increasingly popular among consumers and businesses. A robust BSS solution allows operators to seamlessly integrate these services with traditional offerings, fostering innovation and boosting ARPU. Driving Agility and Efficiency A cloud-based BSS solution enhances business agility to support emerging technologies such as IoT and M2M systems. It streamlines partnership management and product launches in complex market landscapes, enabling providers to swiftly seize new opportunities. Retaining Profitable Customers Customer acquisition costs highlight the importance of retaining profitable customers. Integrated BSS and OSS applications provide telecom companies with comprehensive insights into customer behavior, facilitating convergent billing, tiered pricing models, and targeted incentives that enhance customer loyalty and lifetime value. Boosting Average Revenue Per User (ARPU) Telecom companies strive to increase ARPU by introducing compelling new services. Integration of customer-facing BSS systems with service delivery mechanisms accelerates provisioning and enables the launch of innovative offerings that drive revenue growth. In conclusion, a modernized and robust BSS infrastructure is indispensable for telecom companies looking to differentiate their services, elevate customer experiences, and capitalize on evolving market dynamics. By harnessing advanced analytics, embracing cloud-based solutions, and integrating diverse systems, telcos can unlock growth opportunities and enhance profitability in a competitive marketplace. 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

Read More
January 5, 2021in Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Sales Cloud, Salesforce Service Cloud
Sales Pipeline
04Jan

The Seven Stages of Sales Pipelines Explained

Customers embark on a journey from initial discovery to becoming repeat buyers, progressing through seven essential sales pipeline stages: Throughout the sales pipeline stages, sales leaders can identify opportunities to better engage customers and enhance the likelihood of successful purchases. Contact Tectonic today to discover how Salesforce can help fill your sales pipeline. 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

Read More
January 4, 2021in Salesforce

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com