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Salesforce Marketing Cloud Analytics Builder
19Nov

Analytics Builder Standard Reports in Salesforce

Analytics Builder → Standard Reports: Utilize built-in Marketing Cloud reporting to gain insights into email campaigns, web and mobile analytics, contact behavior, administrator monitoring, and more. These insights are valuable for setting marketing goals and refining customer journeys. Note: Support/updates for the Discover Reporting Tool are scheduled to end in April 2022. Learn how to create and run a standard report in Marketing Cloud’s Analytics Builder Report tool. View a list and description of available Email Studio reports available in the Analytics Builder standard Report tool. REPORT NAME DESCRIPTION A/B Test Summary Contains summary and comparison information about one or more A/B test campaigns for the date range you specify. Account Send Summary Displays all potential response counts or rates for an account organized by send. Enterprise or reseller reports also display respective member results organized by account. Attribute by Tracking Event Displays how your subscribers reacted to a certain email send, based on a specific tracking event, and a particular attribute. Campaign Email Job Tracking Summary Displays the email tracking data for each job sent that is associated with the selected campaign. Use this report to get a complete list of all sends in a campaign and a quick summary of all relevant email tracking statistics. Campaign Email Tracking Summary Use this report to quickly see email level tracking statistics if the emails in your campaign are sent in more than one job. This report displays the send tracking data for a specific campaign. Displays the email tracking data for each email associated with the campaign. If an email is sent through multiple jobs, Analytics Builder summarizes the tracking data for each job by email. Carrier Deactivation Summary Report Use this report to both verify the accuracy of the opt-out process and insight into customers to potentially retarget for SMS opt-in. The report displays a daily and historic overview of the subscriptions updated within your account. The updates are a result of deactivated phone numbers on the carrier’s network or numbers ported from one carrier to another. Conversion Tracking Statistics Displays all conversion activity across all your email sends over a specific time period. Email Message Frequency This report cannot be viewed as a web page. Includes the number of customers received multiple email messages from period to period for comparison purposes. The available periods for comparison are: Yesterday vs. Day Before; Previous 2 Weeks Before Today; Previous Sunday to Sunday Weeks; Last 30 days vs. Previous 30 days; Previous 2 calendar months. Email Performance by Attribute Lets you evaluate email send results for different subscriber attribute and preference values. Email Performance by Domain Enables you to evaluate email send results for each domain sent to for a single send. Email Performance by List Enables you to assess response, bounce, and click-through rate for each list or group. The rate can be sent to as part of a send event that excludes email sent to a single recipient. Email Performance for All Domains Enables you to evaluate email send results for each domain sent to for a single send. Email Performance Over Time Shows data for all sends during a specific period. Email Send Shows how many emails have been sent from each of your accounts. This report can be run for any time period, present, or past. Email Sends by User Displays a list of account users who have sent emails during the specified date range and the total number of emails that each user has sent. Email Send Performance by Audience Builder Segment Shows send performance data by audience segment. Forwarding Activity Details Displays details for emails that are forwarded from subscribers to other individuals. Impression Tracking by Job Displays the number of times the content area was sent as part of a job. The count could be the number of impressions and the link performance for links found within the impression region. Impression Tracking for Triggered Send by Period Displays the performance of an impression region for triggered sends by a time period you choose. List Demographics Enables you to analyze your lists to see a breakdown of subscribers by status, domain, and subscription tool. List Performance Over Time Enables you to examine each of your lists to evaluate their effectiveness over time across multiple sends. List Size Over Time Displays the number of subscribers on a list over a specified time period. Includes a table showing the number of subscribers by status for each month in the specified time period. This data is also provided in a line graph. Multi-Campaign Tracking Summary Use this report to compare email performance across multiple campaigns. This report shows that email tracking summarized by campaign for all campaigns with a deployment date. The report shows tracking by the selected date range and the total of all selected campaigns for each tracking category. Recent Email Sends Summary Enables you to analyze a summary of your recent account activity. Region Performance for Triggered Sends Over Time Displays how a single section of content performs over a period across multiple triggered send jobs. Region Performance Over Time Displays how a single section of content performs over a period across multiple jobs. Response Trend Analysis for Email Send Displays how an email send has performed over a specified date range. Send Classification by Email Tracking Report Enables you to compare the send performance data of transactional and commercial sends. Sendable Data Extension Demographics Includes charts which show subscriber status breakdown and a top-level view of which domains are best represented in the selected sendable data extension. Sendable Data Extension Performance Over Time Provides an analysis of a sendable data extension over time. You can use this report to evaluate when a previously effective data extension is no longer effective. Single Email Performance by Device Summarizes email open and click activity on mobile vs. desktop devices for an email. This report shows the percentage of opens, unique opens, and clicks occurring on mobile devices. Spam Complaints Over Time Provides historical data about received

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November 19, 2021in Salesforce Marketing Cloud
Salesforce Communications Cloud
16Nov

Introducing Salesforce Communications Cloud

Introducing Communications Cloud from Salesforce: Revolutionize your digital-first journeys and streamline order processes to save time, cut costs, and enhance operational efficiencies.  Build and deploy seamless workflows, integrations, and experiences across multiple channels. Salesforce Industries Communications Cloud builds upon Salesforce’s digital omnichannel capabilities, featuring a robust communications data model. This includes Configure, Price, Quote (Industries CPQ), Enterprise Product Catalog (EPC), order capture, Digital Commerce, Industries Order Management, and Contract Lifecycle Management, along with cloud-specific application suites. The Industries Communications data model is an all-encompassing framework designed for a cloud Business Support System (BSS) across diverse communication markets. (B2B, B2C, B2B2C) and product lines (mobile, broadband, TV, fixed-line services, and other subscription services). Covering elements like product catalog management, pricing, promotions, selling through opportunities, quotes, orders, and contract lifecycle management, the data model seamlessly integrates with the standard Salesforce data model. Compliant with the TM Forum Information Framework (SID), it extends Salesforce’s capabilities. Each Entity-Relationship Diagram (ERD) illustrates key entities, relationships, and the Industries extension to the Salesforce object model. Key ERDs include: We are excited to be introducing Salesforce Communications Cloud The Industries CME Object List provides a comprehensive reference, and the Salesforce Industries Communications, Media, and Energy Party Model define parties involved in customer interactions. The proprietary party model captures relationships beyond the standard Salesforce structures, encompassing various business entities. 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 16, 2021in Salesforce Communications Cloud, Salesforce CPQ, Salesforce Hospitality Travel and Transportation
Salesforce Digital Transformation
15Nov

Track Your Digital Transformation Progress With These Important KPIs

Effective digital transformation progress has the potential to enhance the competitiveness and agility of enterprises in today’s and the future dynamic market. Most CIOs acknowledge that implementing digital transformation is a challenging endeavor and not a task achievable within a day or a week. It demands a significant commitment from business leaders, comprehensive training, financial investment, adept change management, a well-articulated strategy, and diligent monitoring of Key Performance Indicators (KPIs). A concerning statistic reveals that over 70 percent of digital initiatives fail, primarily due to unclear goals and the inability to monitor progress. Surprisingly, 50 percent of businesses do not define metrics or Key Performance Indicators (KPIs) to measure the success of their digital transformation progress. This lack of measurement makes substantial investments counterproductive. Assessing the right metrics is essential, as it allows businesses to determine whether they are implementing best practices and deriving the intended value from the process. Considering the broad scope of potential transformations within a business, creating KPIs for digital transformation progress to measure success can be challenging. However, identifying and monitoring specific digital transformation KPIs is crucial for gauging progress towards digitization goals. The following are key digital transformation KPIs that can contribute to tracking the journey and drawing closer to achieving digitization objectives: Keeping a vigilant eye on these important digital transformation process KPIs will enable businesses to navigate their digital journey effectively and strive towards achieving successful digitization. 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 15, 2021in Data, Enterprise, Salesforce
Salesforce Communications Cloud
10Nov

Salesforce Communications Cloud for Service Providers

Salesforce’s Communications Cloud facilitates the delivery of digital-first journeys. With seamless order processes, offering time and cost savings while enhancing internal operational efficiencies. In collaboration with Tectonic, this Salesforce tool empowers the creation of straightforward yet powerful digital experiences. It aids in streamlining product and service launches and adhering to industry standards.. With architectures, and leveraging predictive analytics to reduce email churn. Built on the world’s leading CRM platform – Salesforce, Communications Cloud, formerly known as Vlocity for communications. It empowers B2C, B2B, and wholesale communications service providers (CSPs) to transition to a catalog-driven digital BSS (digital business support system).  Purpose Built Industry Functionality With purpose-built industry functionality and the comprehensive capabilities of Sales Cloud and Service Cloud, service providers can swiftly adapt to changing customer expectations. The tool to achieve faster time-to-value, and integrate every aspect of their organization, from marketing and retail channels to customer care and operations. Salesforce Communications Cloud ensures businesses exceed customer expectations across B2B, B2C, and multiple channels. It seamlessly integrates with Salesforce Marketing, Sales, and Service Clouds, offering industry-specific functionality. Utilizing analytics and artificial intelligence (AI), it delivers personalized services, enabling omnichannel marketing across various channels. Collaborating with Tectonic ensures the seamless integration of Communications Cloud functionality with other Salesforce systems, promoting smooth data flow and cohesive organizational processes. Properly implemented Salesforce Communications Cloud makes omnichannel communications easy. For specific business operations, like number reservation systems or credit check applications, that are not directly supported by Salesforce Customer 360, OmniStudio and APIs can be employed to integrate third-party applications. This solution provides industry-standard APIs, including TMF620 and TMF645 APIs, automating processes for faster and more accurate service. Communications Cloud allows tailoring customer interactions based on individual preferences, providing notifications about promotions, service activations, outages, billing information, product changes, and feedback opportunities. Each communication is tracked on the customer account, enabling Einstein Analytics to monitor interactions for efficient and personalized service. Collaboration with Salesforce Communications Cloud Commercial and technical teams collaborate using a shared catalog to design and develop customer-specific offers. With reusable components in the shared catalog, teams can efficiently build, test, and connect offer elements, reducing time-to-market. Customers can order products and services through various channels, and Communications Cloud, being omnichannel, processes and stores information using a master data source. It ensures that products and services offered are relevant, correctly configured, priced, available, and deliverable before the order is placed. Integration with Marketing and Service Clouds facilitates order fulfillment, service scheduling, and customer communication. Call center interactions become opportunities to build relationships and make informed suggestions, enhancing the customer experience.  Communications Cloud makes every connection with a customer a positive experience properly tracked in your CRM. Communications Cloud in the Communications Industry In the communications industry, changes to plans and services, known as move, add, change, delete (MACD), are managed through Communications Cloud integration with Salesforce Service and Marketing clouds. Sales reps create MACD orders with industries CPQ, keeping customers informed of progress and scheduling relevant service appointments. Tectonic, as a Salesforce Consulting Partner, assists companies in utilizing Communications Cloud effectively. Through the discovery process, roles and responsibilities are mapped to determine how key employees can best leverage Salesforce Communications Cloud. Tectonic comprises a skilled team of Salesforce-certified Consultants, Developers, Analysts, and Project Managers. Specializing in innovative Salesforce solutions, the team brings custom Salesforce technology to various business aspects, ensuring strategic services align with specific needs. Reach out to the Tectonic team today to explore how Salesforce Communications Cloud can improve your customer communications. 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 10, 2021in Salesforce Communications Cloud, Salesforce Development Services, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Project Management With Asana and Salesforce
09Nov

Project Management With Asana and Salesforce

Introducing the Revolutionary Asana Salesforce Integration Elevate Your Business with An Enhanced Workflow Efficiency Welcome to the world of a revolutionary blend of CRM and project management—the Asana Salesforce Integration. Opting for this intelligent integration sets your business on the path to unprecedented workflow efficiency. Ever wondered how to further streamline your workflows, intensify team synchronization, and deliver exceptional customer service? The answer lies in integrating your Asana project management tool with Salesforce’s CRM capabilities. Unleashing New Avenues for Business Operations The seamless integration of Asana and Salesforce brings the best of both worlds onto a single platform. Direct communication with your team becomes effortless, and vital business information is transmitted with precision and speed. This means deals progress faster, teams stay informed, and crucial workflows run without a hitch. Making significant business decisions requires hard data, and this powerful integration provides exactly that. Connecting Salesforce with Asana Goals delivers valuable insights that can propel your business forward. Key Takeaways Understanding the Asana Salesforce Integration In today’s fast-paced digital world, CRM software and project management tools evolve rapidly to enhance business efficiency and foster stronger customer connections. Navigating this evolution requires a deep understanding of these tools and their potential synergy. This piece focuses on Salesforce, a formidable player in cloud-based CRM software, and how its integration with Asana, a popular project management tool, can revolutionize your business operations and customer relationship management. What Is Salesforce? Salesforce is a pioneering force in CRM software, providing an exceptional cloud-based platform aimed at enhancing customer interaction and service quality. It serves as a comprehensive tool for managing customer data, tracking sales, and delivering targeted marketing campaigns. Salesforce focuses on forging deeper customer connections, finding prospects, and improving overall customer service. Why Integrate Your CRM with Asana? Integrating CRM software with a platform like Asana enhances its project management potential. Asana, designed to aid in planning, organizing, and executing projects, seamlessly links with Salesforce. This integration eliminates bottlenecks, streamlines internal processes, and improves communication between teams, allowing for easier data and idea exchanges that lead to effective, fast decision-making. The Unification of Sales and Project Management Business success hinges on acquiring and retaining customers. The integration of Salesforce’s CRM capabilities with Asana’s project management utilities results in a unified, powerful tool that optimizes workflows—from tracking sales progress to managing projects. The clear mapping of deal progress linked to strategic business goals creates a data-driven path forward. The Benefits of Combining Asana with Salesforce Integrating Asana and Salesforce unlocks new levels of efficiency and organization within your business. Individually renowned for their capabilities in project management and CRM, the combined strengths of these platforms significantly enhance productivity and streamline operations. Streamlining Your Sales Pipeline Integrating Asana and Salesforce enhances team efficiency and redefines sales pipeline management. This integration leads to improved deal cycles, automated workflows, and informed business decision-making. How to Set Up the Asana Salesforce Integration Setting up the Asana Salesforce integration is straightforward with the right guidance. Navigate to the Salesforce AppExchange, search for Asana for Salesforce, and click ‘Get It Now’. Customize the integration to best serve your organization’s needs, optimizing it for Salesforce’s Lightning Component or Salesforce Classic. Optimizing CRM Operations with Asana Projects Integrating Asana’s project management capabilities with Salesforce provides a new vista for CRM optimization. This coupling enables centralized access to contacts, opportunities, and deal information within Asana, enhancing visibility and operational efficiency. Fostering Team Collaboration Integrating Asana and Salesforce bridges the gap between task management and customer management systems, enhancing teamwork, communication, and project alignment. This synergy results in improved operational excellence and productivity. Enhancing the Customer Experience The Asana Salesforce combo delivers a phenomenal customer experience by improving customer handoff efficiency and enabling smooth transitions with customizable templates and automated workflows. This integration strengthens customer relationships through personalized interactions and efficient service. Automating Tasks for Streamlined Workflows The Asana Salesforce integration simplifies project handoffs and leverages Salesforce’s Process Builder to customize and automate workflows, enhancing cooperation between sales and service teams and maintaining real-time data alignment between platforms. Advanced Integration Options For businesses with complex integration needs, General Automation Platforms (GAP) offer a solution. These low-code platforms facilitate the creation of robust, tailored integrations, automating multistep processes and ensuring smooth data flow. Learning Resources Expand your understanding of the Asana Salesforce integration through resources like the Asana Help Center, Asana Academy’s demo videos, and personalized support from Asana’s dedicated team. The convergence of project management and CRM systems through integrations like Asana and Salesforce is reshaping business operations. This powerful combination enhances client experiences, refines operations, and drives substantial growth, offering a glimpse into the future of business productivity and success. 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, 2021in Salesforce
better data better forecast
04Nov

Joined Report in Salesforce

What is a joined report in Salesforce? A joined report in Salesforce consists of up to five report blocks , which you add to the report to create multiple views of your data. For each block, you can add regular and summary fields, create standard and cross-block custom summary formulas, apply filters, and sort columns.  A joined report can contain data from multiple standard or custom report types. What is the drawback of joined reports in Salesforce? Salesforce Joined report limitations A joined report in Salesforce is a report that allows you to show data that shares a relationship with one or more objects. Joined reports are often used when objects are not in parent-child relationships, such as Accounts and Opportunities. Advantages of Using Joined Reports What report types can be converted into joined reports? 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 4, 2021in Salesforce, Salesforce Optimization
Salesforce Sales Enablement
02Nov

Customers Re-Evaluate Their Priorities

Compounding factors such as inflation and technological advancements are prompting individuals to reconsider their priorities. While impacting how and where they allocate their finances, it directly impacts businesses as well.. A substantial 62% of consumers have recently reevaluated their priorities, with the cost of living ranking as the primary influencer and obtaining better deals being the most common reason for brand switches. Customers Re-Evaluate Their Priorities and vote with their money. While financial considerations remain a focal point, customers are not solely driven by the pursuit of cost-effectiveness. Other crucial factors include product quality and the overall customer experience. Remarkably, 80% of customers emphasize that the experience provided by a company is as significant as the products and services offered. While companies are burdened by this trend it also emphasizes the need for technology. Marketing automation and personalization. Knowing enough about your customer to reach them with the right message at the right time on the right channel. Enter Salesforce Salesforce Omnichannel is a flexible and customizable Salesforce feature. It helps businesses to seamlessly connect with customers across multiple channels, be they physical stores, email, chat, social media, phone, or SMS. And best of all, anyone can implement the omnichannel approach without coding knowledge! Salesforce Personalization learns everything about your customer and presents them with personalized offers and messaging how they want it when they want it where they want it. Salesforce Marketing Cloud provides marketing automation power. Salesforce Sales Cloud serves customers with ease. Salesforce Data Cloud stores the customer information from all business sources and drives interaction powered by AI. Attitudes Shift Over two years into the global pandemic, a shift in attitudes towards work, home, spending, interactions, and well-being is evident among many Americans. The majority now express a preference for spending on experiences rather than products, with a focus on home-centered activities. Additionally, there is a notable inclination towards in-person interactions rather than substituting them with digital services. This “great rethink” emphasizes that post-pandemic society is unlikely to revert to its previous state. A pivotal aspect of this great rethink is the evolving attitude towards work. While the initial stages of the pandemic saw individuals deprioritizing work due to stress, burnout, and remote work, new economic realities have set in. Customers Re-Evaluate Their Priorities Rising living costs and the possibility of a recession are causing a shift in sentiment, with fewer Americans viewing deprioritizing work as an affordable luxury anymore. Consumer sentiment regarding an improved work-life balance is showing signs of reversal, with the percentage of those feeling they have more time to enjoy today decreasing from nearly 70% in September 2021 to 51% in May 2022. A recent survey conducted by Accenture, encompassing 25,000 consumers across 22 countries, sheds light on how the pandemic has prompted a reevaluation of consumer purchasing behavior. Accenture identifies a segment of consumers called “Reimagined,” representing those who have changed their buying habits across various industries. These consumers expect companies to understand and address their changing needs during disruptive times, with a significant portion expressing disappointment in companies that have not provided adequate support. Considering these insights, Accenture identifies five purchasing motivations that align with consumers’ desires for improved well-being and confidence in the products, services, and companies they engage with. These motivations – health and safety, service and personal care, ease and convenience, product origin, and trust and reputation – carry implications for businesses, including those in the events industry. Impact on Events Applying these motivations to the context of business events, event organizers must prioritize safety protocols, personalize communications, provide digital and hybrid event options, incorporate sustainability practices, and build trust through consistent alignment with organizational values and mission statements. As consumers remain open to new experiences, now is an opportune time for experimentation and innovation within the events landscape. Salesforce to the Rescue If amidst this great re-think you are re-thinking how you do business, contact Tectonic today to learn how Salesforce could be the solution you need. Content updated November 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

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November 2, 2021in Salesforce
Salesforce Marketing Cloud Journey Builder
01Nov

Google Analytics 360 and Journey Builder Analytics

Meet the New Journey Analytics Dashboard Imagine having a centralized platform where you can effortlessly discover how consumers engage with your messages and content across various channels. Google Analytics 360 and Journey Builder give3 you just that. The integration of Salesforce Marketing Cloud and Google Analytics 360 makes this a reality, providing access to cross-channel and content engagement data within Journey Builder. This integration empowers you to easily track the effectiveness of your marketing campaigns. Google Analytics 360 and Journey Builder To go deeper into the insights offered by the new dashboard, let’s explore each component: 1. Google Analytics Goal Tile: 2. Email Performance Tile: 3. Google Analytics Ecommerce Tile: 4. Google Analytics Site Usage Tile: 5. Google Analytics Content Tab: This integration provides a comprehensive view of customer journeys, enabling you to optimize marketing strategies based on real-time data and valuable insights. What is the difference between Google Analytics and Google Analytics 360? Google Analytics 360 increases data sampling thresholds for ad-hoc analysis compared to the standard version of Google Analytics and also provides the option to export unsampled data, which the standard version does not. Data sampling limits analysis to a subset of data and then draws conclusions about the whole. Content updated January 2024. Like1 Related Posts Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to 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 Web Pages That Helped With My Google Data Engineer Exam Google Data Engineer Exam It seems like every day more resources appear to help you study for the Google Data Read more What is Advanced Reporting in Salesforce? Cross Filters, Summary Formulas, and More: Advanced Reporting in Salesforce Salesforce comes with report types out-of-the-box for all standard objects Read more

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November 1, 2021in Google Analytics, Salesforce Manufacturing Cloud
Salesforce Connect
27Oct

Salesforce Connect

Salesforce Connect is a comprehensive integration tool, offering users access to external data through the utilization of external objects and three distinct adapters: cross-org, OData, and Apex custom adapter. This tool ensures seamless data integration across system boundaries, allowing users to view, search, and modify data stored outside the Salesforce org. For instance, if data resides in an on-premises enterprise resource planning (ERP) system, instead of duplicating it within the org, external objects facilitate real-time data access through web service callouts. Salesforce Connect Salesforce Connect, as a robust App Cloud integration service, empowers Salesforce application users to effortlessly interact with and manage data from external sources without leaving the native Salesforce environment. It enables fetching data from both on-premise applications and cloud-based sources. Users can establish connections to external data sources for all Salesforce org users through a single login account or create separate login accounts for individual users. This native Salesforce integration tool is designed to connect legacy databases, ERP systems, and various data sources to Salesforce. Unlike traditional methods involving data copying into the Salesforce org using ETL tools, Salesforce Connect maps external objects directly to data tables in external systems, providing on-demand and real-time access without unnecessary data duplication. It is particularly recommended when dealing with large volumes of data that shouldn’t be copied into the Salesforce org, requiring small amounts of data at any given time, or necessitating real-time access to the latest data. SFDC Connect and Lightning Despite external data storage, Salesforce Connect seamlessly integrates with the Lightning Platform, making external objects available for use in Salesforce tools, such as global search, lookup relationships, record feeds, and the Salesforce mobile app. These external objects can also be accessed through Apex, SOSL, SOQL queries, Salesforce APIs, and deployed via the Metadata API, change sets, and packages. For example, if you have product order information stored in an ERP system, SFDC Connect facilitates the creation of a lookup relationship between the customer object and the external object for orders. This enables the display of order-related lists on each customer record. Additionally, you can update orders directly from the related list on the customer record by configuring the external data source to allow writable external objects. Two Capabilities Two notable capabilities of Salesforce Lightning Connect include the ability to read/write from anywhere, allowing real-time interaction with external sources, and the provision of custom adapters for any web API, enabling developers to link Salesforce with various web APIs. SFDC Connect also offers connectors to connect multiple Salesforce orgs across the company. MuleSoft Contrasting SFDC Connect with MuleSoft, during real-time data retrieval, Salesforce enforces validation rules for incoming data, while MuleSoft applies necessary transformations, such as field mappings and conversions, to the datasets. 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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October 27, 2021in Mulesoft
Apple's Privacy Changes: A Call for Email Marketing Innovation
25Oct

Apple’s Privacy Changes: A Call for Email Marketing Innovation

Apple’s Privacy Changes: A Call for Email Marketing Innovation As Apple’s new privacy features roll out, email marketers face a pivotal moment. Here’s how to adapt and innovate in response. The announcement of Apple’s new privacy features earlier this summer sent shockwaves through the email marketing community. These changes, set to debut in the upcoming iOS 15 and MacOS updates, introduce two significant shifts with Mail Privacy Protection (MPP): Emails opened in Apple Mail will be automatically marked as opened, regardless of user interaction, affecting a substantial portion of email opens. Users will have the option to generate random email addresses when signing up for products or services, potentially altering the way marketers track and engage with subscribers.Given that Apple Mail accounts for nearly half of all email opens, according to Litmus, these changes have prompted concern within the industry. Email marketers, who rely on opens as a key performance metric, now face the challenge of pivoting away from traditional metrics to maintain effective campaigns. At Salesforce, they prioritize trust, privacy, and security, viewing these changes as opportunities to deepen customer relationships and enhance digital experiences. While the adjustments may initially disrupt established practices, they also signal a new era of marketing innovation. Apple’s Privacy Changes: A Call for Email Marketing Innovation Here are three strategies to navigate this evolving landscape: Focus on Meaningful Metrics:With open rates impacted by Apple’s privacy changes, it’s time to shift focus to metrics that truly reflect engagement and impact. Click-through rates (CTR) remain unaffected and provide valuable insights into subscriber behavior. Additionally, prioritize discussions around deeper metrics such as content engagement and conversion rates to gauge campaign effectiveness accurately. Enhance Email Interaction:To mitigate the impact of reduced open tracking, prioritize enhancing interaction within emails. Offer personalized and relevant content that encourages clicks, and explore innovative email tools like interactive elements embedded directly into messages. By reducing friction between open and conversion, marketers can maintain engagement and drive desired actions. Strengthen Customer Journeys:Embrace a holistic approach to customer experience by integrating email marketing into broader journey optimization efforts. Utilize data analytics tools like Datorama and Google Analytics to gain insights across channels and align messaging with customer preferences and behaviors. Review triggers and automations to ensure they are not solely reliant on open rates, but rather prioritize meaningful interactions and conversions. By implementing these strategies, email marketers can adapt to Apple’s privacy changes and build stronger, more effective campaigns. Ultimately, this shift presents an opportunity to foster deeper connections with subscribers and drive sustainable business growth. 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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October 25, 2021in Salesforce
Snowflake and Salesforce Marketing Cloud
20Oct

Snowflake and Salesforce Marketing Cloud

Harnessing the Power of Salesforce Marketing Cloud and Snowflake Two of the most influential trends in marketing technology (MarTech) and analytics today are Salesforce’s Marketing Cloud (SFMC) and Snowflake’s data warehousing platform. SFMC offers marketers a robust Journey Builder experience, while Snowflake eliminates data silos, making more data accessible to analysts than ever before. Both platforms are next-generation, cloud-first solutions that open new possibilities for marketers and are already helping to create more compelling and relevant experiences for consumers. A shared commitment to simplifying the end-user experience while unlocking a vast array of new data capabilities makes these solutions powerful examples of “soft technology.” Soft Technology: Snowflake and SFMC “When I speak about the power and virtues of technology, I am referring to soft technology: technology that is flexible, that is under our control.” — Don Norman What makes a technology great is its ease and flexibility for end users. Both SFMC and Snowflake simplify the user experience for their target users with remarkable results. SFMC’s Journey Builder allows marketers to build sophisticated journey orchestration flows on a canvas similar to how they might draft a journey on a whiteboard. Once configured, there’s no need to call IT for support; it’s time for delivery. Snowflake targets analysts, data engineers, and data scientists, breaking down data silos and removing traditional storage and processing constraints. This allows them to focus on solving business problems rather than dealing with perpetual data consolidation and cleansing. Snowflake also simplifies working with different types of data, such as unstructured data like logs or customer activity signals, through its “variant” datatype. The Perils of “Hard Technology” for SFMC Users “Hard technology remains unheedful of the real needs and desires of users. It is a technology that, rather than conforming to our needs, forces us to conform to its needs. Hard technology makes us subservient;” — Don Norman SFMC’s Journey Builder users are most productive when their source data is well-prepared for marketing purposes. However, as marketing needs evolve, new customer profile data and segments are required, often necessitating IT intervention and the use of complex SQL queries or programming languages. An inefficient process often emerges: This lengthy process can slow down time-to-market for campaigns and hinder marketing agility. Bridging Snowflake and SFMC to Avoid Hard Technology Low-code and visual SQL tools allow campaign analysts to remain business-focused and meet most of their daily data needs without relying heavily on IT. These tools are now more powerful thanks to modern data warehousing platforms like Snowflake, which supports SQL-like querying of unstructured data directly. Low-code solutions help marketers maintain productivity within SFMC’s Journey Builder by enabling them to autonomously explore and retrieve new customer data and segments. Checklist for Low-Code & Visual SQL Tools For maximum impact, look for low-code and visual SQL tools that: Simplifying Data Integration with Skyvia, Integrate.io, and GetCensus Skyvia Skyvia allows you to replicate Salesforce Marketing Cloud data to Snowflake with minimal configuration. It creates tables for cloud data automatically and keeps the data updated with incremental updates. Integrate.io Integrate.io provides a lightning-fast CDC platform for Salesforce data integration, offering robust ETL and ELT capabilities to connect your Salesforce data with hundreds of other apps. Integrate.io’s low-code interface allows for easy configuration and seamless data migration. GetCensus GetCensus enables data synchronization between Snowflake and Salesforce Marketing Cloud in four simple steps: By leveraging these tools and platforms, marketers can enhance their campaigns and improve customer experiences through efficient and effective data integration and management. 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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October 20, 2021in Salesforce Marketing Cloud, Snowflake
Salesforce Slack
19Oct

Salesforce Slack Explained

In December 2020, Salesforce made its largest acquisition to date by purchasing Slack for $27.7 billion. Slack is a business messaging app that facilitates direct communication among colleagues and enables collaboration through dedicated channels designed for specific purposes, such as project management or regional office discussions. Salesforce acquired Slack with the aim of transforming business communication, particularly in the evolving landscape of remote work. Explore the initial integrations introduced by Salesforce to seamlessly unite the functionalities of these two platforms. Slack is where work happens, offering one platform for your team to share, collaborate, and move business forward. Tableau integrates with Slack, helping everyone across your organization make smarter, faster decisions. Whether it’s notifications for data-driven alerts, intuitive search commands so you can find analytics content, or seamless sharing across your entire organization, Tableau and Slack put data at the center of every conversation. CRM Analytics offers a native analytics solution for Salesforce users. Quickly find, share, and collaborate on analytics from CRM Analytics directly from Slack. You get easy access to recent and favorite assets, as well as the ability to search for analytics and share with everyone on your team, including external stakeholders with Slack Connect. Not only that, but you can proactively stay updated on all of your insights with Slack notifications for data-driven alerts, regular digests of watchlist metrics, and more. If you need to dig deeper, you can quickly jump into CRM Analytics. What is Slack used for? Slack is a messaging app for business that connects people to the information they need. By bringing people together to work as one unified team, Slack transforms the way organizations communicate. Why is Slack so popular? Slack is a cloud-based communication tool that provides transparency, flexibility, collaboration, security, integration, and automation. These features combined make Slack the ultimate communication tool for businesses and teams. Slack gets expensive, especially compared to similar collaborative software. There is a free plan, but it’s a bit limiting for businesses that need to access historical messages and documents beyond 90 days. Why is Slack better than Google Chat? Slack: Provides advanced security features, including enterprise-grade data protection. Google Chat: Offers a functional mobile app, consistent with its desktop version. Slack: The mobile app is highly rated, offering a near-complete experience compared to the desktop version. Why do employers like the use of “Slack?” It has expansive information storage capacity. It is useful for lengthy discussions. It is not distracting to employees. It allows them to monitor, log, and archive all communication. Like Related Posts Salesforce Integrations How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity Read more Salesforce Acquires Slack The buzz surrounding the Salesforce Acquires Slack announcement has been ongoing, culminating in the official approval on December 1, 2020, Read more Salesforce and Project Management First of all, we need to begin this section by clarifying that Salesforce is not primarily intended as a project Read more Salesforce Updates Sustainability Cloud with Slack Salesforce has unveiled its updated Sustainability Cloud, integrating the newly acquired Slack, alongside the achievement of net zero emissions across Read more

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October 19, 2021in Salesforce Slack
Headless Commerce is the Future of E-Commerce
18Oct

Headless Commerce is the Future of E-Commerce

Why Headless Commerce is the Future of E-Commerce You’ve likely heard it said time and again: the future of e-commerce is headless. But why is this prediction so widespread? Why are 35% of businesses expected to adopt a headless architecture by 2025? high-code headless solutions and commerce-oriented analytics platforms come into play. Headless commerce is the future of e-commerce. Headless commerce refers to a system where the frontend of your website—encompassing the storefront and user experience—is decoupled from the backend, which handles data, functionality, and business logic. Recent statistics reveal that businesses adopting headless commerce have reduced time to market by 50%, increased site performance by 30%, and decreased the time spent on upgrades and bug fixes by 34%. Headless Commerce – Future of E-Commerce There are four key ways in which headless commerce enhances performance: 1. Personalization at Scale Headless architecture centralizes customer data and separates content creation from delivery, enabling businesses to personalize content and experiences more effectively across multiple touchpoints. 2. Greater Control Over Experiences Decoupling the frontend from the backend gives businesses full control over website functionality, performance, SEO, design, and layout. Changes can be made to the frontend without impacting backend systems, allowing for greater flexibility and responsiveness. 3. Enhanced Performance and Flexibility With smaller, more focused frontends, data loading becomes more efficient, resulting in faster site performance and optimized media. Headless architecture also allows for seamless integration with third-party systems, enabling businesses to adapt and evolve as needed. 4. Fostering a Culture of Experimentation The flexibility and control offered by headless commerce equip teams with the tools to experiment regularly and rigorously. This fosters a culture of experimentation, which can drive continuous improvement and innovation. While the first three benefits of headless commerce are valuable on their own, it’s the ability to support a culture of experimentation that truly sets headless apart. When these advantages come together, businesses can achieve a cumulative impact that significantly enhances their performance. Let’s explore how an experimental mindset can unlock the full potential of headless commerce. Nurturing a Culture of Experimentation with Headless Commerce The agility and efficiency of a headless approach empower e-commerce brands to build a culture centered on testing and optimizing customer experiences. However, experimentation inherently involves risk. Any new experience introduced to your website will affect its performance and user experience—ideally for the better, but there are no guarantees. The challenge, then, is how to mitigate those risks effectively. The good news is that a culture of experimentation and calculated risk-taking provides brands with continuous data-gathering opportunities, leading to better decision-making and improved outcomes. The key is ensuring that your business has complete data visibility. To minimize risks during testing and address potential issues quickly, you need full visibility into how every change impacts your site and customer experience. This allows your team to identify what’s working, troubleshoot what isn’t, and make informed decisions based on real-time insights. Rapid deployment of new experiences can then become a true competitive advantage, enabling you to leverage data-backed insights to enhance your digital offerings. Experimenting Safely with Headless Commerce To illustrate this, imagine a scenario where you’re A/B testing on your headless site. Suppose you discover that your checkout abandonment rate is higher than the industry average, and you hypothesize that a lengthy checkout process is to blame. You decide to run an A/B test comparing two versions of the checkout flow to see if a shorter process yields better results. However, deploying this test introduces an unexpected error in one variation, skewing your results. Without visibility into site errors, you might not even realize the issue, leading to confusing or inconclusive test outcomes. This is where high-code headless solutions and commerce-oriented analytics platforms come into play. They provide the necessary visibility and monitoring to support a culture of experimentation while minimizing risks. A platform like Noibu, a performance and error monitoring solution designed specifically for e-commerce, can help you navigate these challenges with agility. By continuously monitoring your site, Noibu detects any issues that arise during changes, alerts your team, and provides detailed technical insights to address the root cause quickly. This ensures that your experiments remain unaffected, allowing you to test freely without fearing conversion drops or revenue loss. This type of software acts as a safety net, promoting extensive experimentation by monitoring your site for potential errors and encouraging calculated risk-taking. Case Study: Ribble Cycles and the Benefits of Headless Commerce Ribble Cycles transitioned to a headless architecture and experienced greater freedom and control. Matthew Lawson, Chief Digital Officer, shares, “Choosing a headless/composable architecture for Ribble Cycles has given us unparalleled flexibility and control… [allowing] us to decouple the front end from backend services, enabling rapid iteration and unique, customer-centric features.” To mitigate the risks associated with site changes, Ribble Cycles turned to Noibu, an error-detection platform that allowed them to experiment and test solutions with reduced risk. “While headless brings risks, such as unforeseen impacts from changes, we mitigate these with advanced analytics and monitoring tools like Noibu,” Lawson notes. “These tools help us detect and resolve issues in real time, reinforcing a positive risk-taking culture and driving better results for our brand and customers.” With complete visibility into the impact of their experiments, Lawson’s team is now in control and reaping the rewards of their headless commerce strategy. “Best decision we have made,” adds Lawson. “We have a roadmap to take it even further.” 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

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October 18, 2021in Salesforce
Sales Pipeline
15Oct

Sales Pipeline

A sales pipeline is as an organized and visual method for tracking potential buyers as they progress through different stages of the purchasing process and buyer’s journey. Typically depicted as a horizontal bar or funnel, it delineates the various stages of a company’s sales process. With Salesforce Sales Cloud, you gain access to comprehensive pipeline metrics, including top opportunities and deal updates. Analyze changes in the pipeline, comprehend the factors influencing shifts, and devise strategies to bridge gaps. Identify crucial deals and receive alerts when next steps remain unupdated. Keep opportunities current through easy inline field editing. Salesforce empowers you to consolidate predictions and recommendations from opportunities, calls, emails, and cases. Assist representatives in advancing deals with insights into deal progression, trends from voice and video, context from relevant emails, service case status, and more. Determine if the right stakeholders are engaged in deals and assess their level of involvement. While some businesses experience natural sales flows from various sources. Others may find their sales process to be disorganized and lacking structure, leading to unpredictable results. A sales pipeline visually represents the steps a representative takes to guide a prospective buyer through the sales funnel. Sales pipeline management involves estimating the potential revenue from current sales opportunities. Insights in a Pipeline When digging into sales pipeline data, businesses can uncover valuable insights, including: Leveraging a Sales Pipeline By leveraging a sales pipeline, companies gain a data-driven understanding of their current and future sales performance. This knowledge enables informed decisions regarding hiring, training, advertising budgets, and more. Like 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 How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains 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

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October 15, 2021in Salesforce Sales Cloud

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