2021 - gettectonic.com - Page 5
Salesforce and Project Management
02Jul

Salesforce and Project Management

First of all, we need to begin this section by clarifying that Salesforce is not primarily intended as a project management system. While the cloud-based CRM platform is great at supporting your sales team, it was not designed as a project management solution. Salesforce and Project Management still go hand in hand. That being said, Salesforce CRM does offer some features, extensions, and workarounds that can help with project management within a sales context. However, since Salesforce was not designed with project managers in mind, that means that it lacks many features that are standard issue in more dedicated project management tools. This means that, if you have extensive, complex project management needs, then even the workarounds might not be enough to make Salesforce meet your requirements. Salesforce is also mostly intended to be used by sales teams, making cross-functional collaboration with other teams like marketing and finance very difficult. How is Salesforce used in project management? Reports and Dashboards Project managers need access to holistic project views to make sure things are staying on track. Salesforce provides a powerful drag-and-drop report and dashboard builder that enables them to easily organize the data they need to see. At this point, you are probably asking yourself why you wouldn’t use a separate project management platform in addition to the Salesforce solution. Why SFDC for Project Management? One of the big advantages of managing projects inside Salesforce is ensuring that all your projects, accounts, opportunities, cases, and so on remain linked and synced in real time. Using a single system also cuts down on errors and reduces duplicate work, leading to greater efficiency and accuracy. With these benefits in mind, we’ll dedicate the rest of this guide to walking you through how you can use Salesforce in a project management capacity despite its limited capabilities. How to use Salesforce for project management While SFDC project management capabilities are limited, they do cover some core functions, including task notifications and internal communications tools. Salesforce also offers a marketplace for additional software apps, like Mission Control, that can boost its project management capabilities considerably. Task notifications Fortunately, the Salesforce platform allows project managers to activate task notification so that sales reps get automatic reminders. In Salesforce Classic, this takes the form of email notifications when an incomplete task is assigned to one user by another; notifications are not sent when you assign a task to yourself. If you have Salesforce Lightning Experience—which features an updated UI and more functionality compared to Salesforce Classic—you can set reminders and enable notifications on your to-do list items. This makes Salesforce Lightning Experience function a bit more like a project management tool and keeps your account teams on track. To ensure your project team members receive reminders about upcoming tasks in Salesforce Lightning, have them check to see if Universal Notification Service (UNS) is enabled. UNS should be enabled by default, but if you’re going to rely on Salesforce for more task management duties, it’s not a bad idea to look. Like most CRM solutions, Salesforce supports simple to-do lists. These are helpful for keeping track of what you need to do, but they aren’t necessarily meant to replace the task management features typical of project management software. AppExchange marketplace One of the best—and indeed, one of the only—ways to use Salesforce for project management is to add on tools from third-party developers found in the AppExchange marketplace. Doing a simple search returns over 300 project management app results, some of which you’ll recognize depending on what project management methodology you follow. This is a great way to integrate the project management software solutions you already use, but there’s no need to worry if you don’t use a project management app for your business system. Plenty of developers make apps just for Salesforce, though they usually come at an additional cost. For instance, Milestone PM was created to help users make Salesforce project templates with ease, while Mission Control offers complete project management capabilities within Salesforce That being said, if you only want a way to make Gantt charts in Salesforce, for instance, it will probably be less expensive to pay for a third-party Salesforce integration on AppExchange than to buy a standalone project management solution for every team member who needs access. Providing positive customer relationships and maintaining productive project management practices should go hand in hand. As such, considering the merits of a CRM project management solution is something any enterprise would be wise to do. Finding the right CRM for project management There’s no denying that Salesforce is one of the leading CRMs in the world, and it represents best-in-class sales software in many ways. However, Salesforce can fall short if you are looking for a platform that can be used beyond just sales. Native features like task notifications and the Slack app provide some project management capabilities. Integrating third-party productivity apps like Mission Control can also mitigate some of that lack of other project management features in Salesforce. However, some teams may benefit from looking into a different CRM with more native project management features. Quickbase, Inc.Quickbase helps customers see, connect and control complex projects that reshape our world. Whether it’s raising a skyscraper or coordinating vaccine rollouts, the no-code software platform allows business users to custom fit solutions to the way they work – using information from across the systems they already have. 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

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July 2, 2021in Salesforce, Salesforce Slack
Salesforce Attribution
01Jul

Deep Links Explained

Attribution for Marketing If your attribution data or campaign levels from your deep link URL are not available, it is likely due to a setup problem. Check that device ID parameters and campaign parameters (as applicable) are not being cut off due to encoding errors in fallbacks or callbacks. For instance, there are no spaces in the deep links URL or invalid characters. How do I test a deeplink URL? By using Android Debug Bridge (ADB) shell commands one can test the deep link flow. It is used to verify if the link navigates to the correct section of your app. This command starts the ADB shell with the VIEW action and specifies the deep link URL to be tested. What is deep link attribution? Deep linking and attribution are important functionalities for a growing business. Deep links seamlessly get you to the content you want in the app. Attribution helps us understand which activity (such as marketing or sharing) drives you to that content. Deep linking is an extension of attribution. A common misconception that exists in the market is that attribution and deep linking are somehow separate ideas. Deep linking is the extension or usage of attribution data. Let’s go through a basic example of how it works to illuminate the tech. In the explanation previously, we talked about how a user may click a link or an ad: The attribution vendor then points the user to the appropriate app store to download the app. Can you deeplink a QR code? When Apple users scan your deep link QR code, they’ll be directed to the desired resource within your iOS app, and Android users will experience the same. Driving people straight to your in-app special offer or appointment page is just a scan away. Is deep linking illegal without permission? There is no law or court ruling prohibiting deep linking. However, businesses dislike deep links because: linked-to sites can lose income since their revenues are often tied to the number of viewers who pass through their home page, and. What is deep link analysis used for? Deep links are a type of link that send users directly to an app instead of a website or a store. They are used to send users straight to specific in-app locations, saving users the time and energy locating a particular page themselves – significantly improving the user experience. What are examples of Deeplinks? For example, if the deep link is “myapp://path/to/page?pageid=1”, the device will open the app whenever a user clicks a link that starts with “myapp://”. If the app is already installed on the device it is opened and the reset of the link is parsed to direct the user to the desired page. What is the deep linking concept? Deep links are a type of link that send users directly to an app instead of a website or a store. They are used to send users straight to specific in-app locations, saving users the time and energy locating a particular page themselves – significantly improving the user experience. What is a deep link URL structure? How deep links appear. Deep links are usually made up of two parts: a scheme and a host and path. App URIs, which are reformatted deep links, include a 3rd part: the app package ID. Your URL may also include a tracking parameter. What is the difference between link and deeplink? In product development, we want that our users visit a certain screen of the application directly via links. This will have a better user experience and save the time of users. Deep links are the links that take users to specific content in the application. Are deep links safe? Any existing deep links (including App Links) can potentially increase the app attack surface. This includes many risks ↗ such as link hijacking, sensitive functionality exposure, etc. 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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July 1, 2021in Salesforce
26Jun

Salesforce API Call Basics

A Salesforce API call represents specific operations. Salesforce API call basics set up your client applications to invoke at runtime to perform tasks, for example: Using your development environment, you can construct Web service client applications that use standard Web service protocols to programmatically: Learn more about Salesforce API call basics. A Salesforce API call is a powerful tool. 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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June 26, 2021in Salesforce
Salesforce Sales Cloud
25Jun

Salesforce Sales Cloud for Sales Teams

Why sales teams need Salesforce Sales Cloud Sales Cloud delivers tools and technologies to aid sales teams so that they can complete their work more efficiently and effectively. These productivity-boosting features are based on core lead and opportunity management, and far beyond. Sales Cloud helps salespeople automate, manage, and monitor sales processes for optimal efficiency. More Leads Salesforce Sales Cloud helps increase your rates of conversion. With the help of Lead Management, you can track your leads and monitor your campaign across multiple platforms. This also allows you to make smarter decisions about any future investments. You gain access to the right sales data at the right time with the help of data.com. This helps you communicate with decision-makers and boosts your revenue in marketing and sales. Ultimately, Sales Cloud offers a sales team a robust lead generation and management machine that allows marketers and sales representatives in making smarter decisions, connecting with partners, and improving customer acquisition. More Revenue Every company wants to close good deals. Salesforce Sales Cloud Implementation Services provide customers with Contact Management software. The software helps sales representatives in closing more deals and understanding their future prospects better. By offering a comprehensive view of your customers including key contacts, activity history, and client communications, Sales Cloud helps you in anticipating your customer needs better and reacting accordingly. Salesforce Sales Cloud offers advanced forecasting tools that allow sales teams to predict revenue with greater accuracy. These tools leverage historical data, pipeline information, and customizable forecasting models to provide insights into future sales performance. Better Reporting The data a business collects from different sources like social media tools, CRM, and business software applications is a powerful business asset. But, when this data is not sorted and filtered properly, it is of no use. Sales Cloud allows you to run in-depth data analysis. It not only keeps your data clean and eliminates any possibility of error, but also helps collate, tabulate, and organize data effectively. This makes the data easy to interpret. Sales Cloud also helps businesses in keeping a track of the various interactions that have been done with the company through methods like emails, social media ad clicks, filling of contact forms, etc. Your team can also run reports to analyze interactions with customers and leads, measure customer service efforts, and check opportunities. Improved Productivity Levels Salesforce Sales Cloud Implementation provides businesses with the ability to increase their productivity levels. The important features of Sales Cloud that help increase business productivity include the following: Boost Business Growth and Profitability with Sales Cloud Shortened Sales Cycle Companies are constantly looking for ways to shorten their sales cycles. Salesforce Sales Cloud with its feature ‘Macros’ can help businesses with the same. Macros help in automating manual tasks in bulk to ensure that the sales team can better concentrate on dealing with customers in real-time, improving productivity, and decreasing the sales cycle. Sales Cloud also assists in prioritizing opportunities and leads. For example, it displays the lead score whenever you click on any of the leads. You also get to see the reason behind that score. Depending on the score, the sales team can make important decisions or take any actions. Also, the Lightning Sales console allows businesses to customize their dashboards to make them best suited to their business needs. Better Decision-Making Business decision-making is a complicated process that involves different aspects of a business. CRM technologies like Salesforce help simplify your decision-making process. Sales Cloud provides you with an up-to-date view of the performance and forecasts of your team. You get to see the top performers and allocate resources in an effective manner by equipping your sales representatives with the best prospects. With the help of predictive analysis, you can ensure that your business is on the right path and also adjust its course depending on the actionable data. Salesforce Sales Cloud Implementation offers you a real-time picture of your business with the help of customizable dashboards. You get the ability to build your own reports with the help of determined parameters within a few minutes using the drag-and-drop interface and receive updated data immediately. The dashboards and reports will be available to your team on their device. Improved Efficiency with Automation Automation is one of the most important benefits of Salesforce Sales Cloud. It helps users reduce the time it takes to work on leads and send emails. It also helps convert more leads by prioritizing the potential ones. Automation helps handle basic customer questions like the status of an order with the help of automated messaging and chatbots effectively. With the help of automation, marketing teams can devote more time to creating campaigns that are better aligned with the audience. Professionals can analyze data, and test different strategies depending on the analytics. On the other hand, sales teams can focus on selling the right services and products to their present and potential customers. Automation software by Sales Cloud also allows customer service agents to spend more time working out with customers who have questions or any complex requirements. This makes the organization more efficient, which is then able to serve its customers better. Better Collaboration Salesforce Sales Cloud keeps a record of regular interactions, important notes, contact information, and conversations. Being cloud-based software, Sales Cloud is always up to date and allows teammates to easily review the records while making important decisions. Anyone with access to the Salesforce cloud can work efficiently with the help of shared records. For example, when a sales representative interacts with a customer to learn about them, the important details can be entered easily into the customer’s record. This helps ensure that the team gets to work with the latest details of their customers. Sales, marketing, and customer service departments can collaborate together effectively and not have to worry about isolated data sets. Salesforce Sales Cloud Implementation Services can help your business grow in the right direction. By helping solve complex problems like optimizing processes, accessing information, and removing

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June 25, 2021in Salesforce Implementation Services, Salesforce Sales Cloud
Visualize Your Task List With Salesforce and Wrike
24Jun

Visualize Your Task List With Salesforce and Wrike

Streamlining Collaboration with Wrike and Salesforce Integration If your team uses Wrike and your sales team operates in Salesforce, seamless collaboration is now within reach without the hassle of switching between platforms or relying on excessive email communication. Visualize Your Task List With Salesforce and Wrike. Account administrators can integrate Wrike with Salesforce, a widely used CRM solution. This integration allows you to manage client projects directly within Salesforce, enhancing collaboration between sales and other customer-facing teams using Wrike. This setup facilitates faster, more transparent work processes. More information on Salesforce can be found here. How the Integration Works Once the integration is in place, you can monitor task status from within Salesforce. You can link any Salesforce object to a Wrike project or folder, ensuring that changes in Wrike are immediately reflected in Salesforce. This integration supports both Salesforce Classic and Salesforce Lightning. Key Benefits of Wrike-Salesforce Integration: Utilizing the Integration Every record page in Salesforce (where the integration is enabled) includes a Wrike widget. This widget lets you select or change the project or folder displayed, access tasks, and monitor their status. If a project or folder hasn’t been set up for a Salesforce record, you can create it directly from the widget using templates provided by the admin. The integration’s customization options allow you to select which Salesforce objects (such as Leads, Opportunities, Accounts, or Subscriptions) you want to link with Wrike. On enabled objects, record pages will feature the Wrike widget for easy access to related tasks. Setting Up the Wrike Widget To set up the Wrike widget on your Salesforce pages: Practical Applications Common Use Cases: Getting Started – Visualize Your Task List With Salesforce and Wrike Wrike’s Salesforce Integration is available to Wrike Enterprise accounts. If you are ready to implement this integration, contact Wrike’s Support team for the installation package. Please note that List view is not available for accounts created on or after June 9, 2023; we recommend using the Table view instead. This integration not only simplifies workflow management but also enhances collaboration and accountability across your teams, making it an invaluable tool for organizations using both Salesforce and Wrike. 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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June 24, 2021in Salesforce
safeguarding personal information
22Jun

Be Careful With My Data

Aware of the escalating significance of data protection in the digital age, customers are becoming increasingly vigilant about safeguarding their personal information. However, amidst this heightened awareness, companies have an opportunity to earn and maintain trust by providing clear and transparent explanations of how they intend to use customer data. Gone are the days when customers passively accept vague assurances buried within lengthy user agreements. Today, they demand transparency and accountability regarding data usage, driven partly by a general sense of skepticism towards companies that may not always prioritize customer benefits when leveraging data. Indeed, not all data is perceived equally by customers. While there’s a growing comfort level with companies collecting first-party data directly from their platforms, such as website clicks or interactions, there’s often greater apprehension about third-party data sourced from external data brokers. This disparity in perception underscores the importance of companies being mindful of the origin and nature of the data they collect, respecting customer preferences, and ensuring transparent data practices. Amidst the evolving landscape of data protection, the imperative for securing sensitive personal information has never been more critical. What was once solely a concern for businesses has now become a shared responsibility for consumers and individuals alike. With an abundance of information available on data protection measures, ranging from safeguarding passwords and financial details to protecting devices from hackers and malware, individuals are inundated with advice. Yet, navigating this sea of information can be daunting, especially for those less technologically savvy. In response to this challenge, we’ve compiled a comprehensive list of 32 simple and practical tips for enhancing data security and protecting personal information. These tips encompass a wide array of measures, including encrypting data, backing up data regularly, ensuring the permanent deletion of old computer hard drives, securing wireless networks, using firewalls, and encrypting data on removable storage devices like USB drives and SIM cards. Furthermore, our list provides guidance on protecting data while working remotely, covering topics such as using virtual private networks (VPNs), maintaining physical control over devices, employing personal hotspots, separating personal and work devices, and implementing cybersecurity policies. Additionally, it delves into security best practices for video conferencing, identifying and avoiding phishing emails, installing antivirus and malware protection, and securely disposing of old IT equipment and records. By adopting these practical measures, individuals and businesses can fortify their defenses against cyber threats and data breaches, thereby safeguarding personal information and preserving trust with customers. In an era where data privacy is paramount, proactive steps towards data protection not only mitigate risks but also demonstrate a commitment to ethical and responsible data practices. As technology continues to evolve, cultivating a culture of data security and privacy awareness remains essential for fostering trust and confidence in the digital ecosystem. Keeping your passwords, financial, and other personal information safe and protected from outside intruders has long been a priority of businesses, but it’s increasingly critical for consumers and individuals to heed data protection advice and use sound practices to keep your sensitive personal information safe and secure. There’s an abundance of information out there for consumers, families, and individuals on protecting passwords, adequately protecting desktop computers, laptops, and mobile devices from hackers, malware, and other threats, and best practices for using the Internet safely. But there’s so much information, from using a virtual private network (VPN) to using unique and strong passwords or an antivirus software, it’s easy to get confused, particularly if you’re not tech-savvy. We’ve compiled a list of 101 simple, straightforward best practices and tips for keeping your family’s personal information private and protecting your devices from threats. Securing Your Devices and Networks 1. Encrypt your data Data encryption isn’t just for technology geeks; modern tools make it possible for anyone to encrypt emails and other information. “Encryption used to be the sole province of geeks and mathematicians, but a lot has changed in recent years. In particular, various publicly available tools have taken the rocket science out of encrypting (and decrypting) email and files. GPG for Mail, for example, is an open source plug-in for the Apple Mail program that makes it easy to encrypt, decrypt, sign and verify emails using the OpenPGP standard. And for protecting files, newer versions of Apple’s OS X operating system come with FileVault, a program that encrypts the hard drive of a computer. Those running Microsoft Windows have a similar program. This software will scramble your data, but won’t protect you from government authorities demanding your encryption key under the Regulation of Investigatory Powers Act (2000), which is why some aficionados recommend TrueCrypt, a program with some very interesting facilities,” explains John Naughton in an article for The Guardian. Twitter: @guardian 2. Backup your data One of the most basic, yet often overlooked, data protection tips is backing up your data. Basically, this creates a duplicate copy of your data so that if a device is lost, stolen, or compromised, you don’t also lose your important information. As the U.S. Chamber of Commerce and insurance company Nationwide points out, “According to Nationwide, 68% of small businesses don’t have a disaster recovery plan. The problem with this is the longer it takes you to restore your data, the more money you’ll lose. Gartner found that this downtime can cost companies as much as $300,000 an hour.” Twitter: @growwithco 3. Make your old computers’ hard drives unreadable Much information can be gleaned through old computing devices, but you can protect your personal data by making hard drives unreadable before disposing of them. “Make old computers’ hard-drives unreadable. After you back up your data and transfer the files elsewhere, you should sanitize by disk shredding, magnetically cleaning the disk, or using software to wipe the disk clean. Destroy old computer disks and backup tapes,” according to the Florida Office of the Attorney General. Twitter: @AGPamBondi 4. Secure your wireless network at your home or business A valuable tip for both small business owners and individuals or families, it’s always recommended to secure your

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June 22, 2021in Marketing Automation
Salesforce Ecosystem
21Jun

How the Phrase Salesforce Ecosystem Has Evolved With the Software and the Company

Since its establishment in 1999, the phrase Salesforce ecosystem has embarked on a remarkable journey, laying the groundwork for a dynamic community that has earned unparalleled acclaim. Anchored in its core values, Salesforce ensures that clients, partners, and developers within its ecosystem achieve similar levels of success. Today, Salesforce has both a biosphere and an ecosystem. The ecosystem encompasses a diverse array of stakeholders, including community members, users, consumers, business associate consultants, and technology developers. With 1.8 million direct users, these customers seamlessly communicate and collaborate with their peers, clients, and developers. Renowned industry expert Jason Bloomberg acknowledges that “Nobody has ever built an ecosystem bigger or better than Salesforce has.” This ecosystem thrives on the coexistence of various organizations utilizing Salesforce products and partners. When discussing the ecosystem, it also involves the technology aspect. Built on a cloud infrastructure with integration possibilities for thousands of third-party tools and applications, the Salesforce technology ecosystem is flourishing. Over the past two decades, Salesforce has continually fortified, expanded, and enriched its ecosystem by incorporating new companies, nurturing leadership, and fostering business opportunities for Independent Software Vendors (ISVs). Through the partner-client-developer relationship, ISVs can generate up to four times the revenue of the parent company. Projections for 2024 indicate that the partner ecosystem will amass 3.7 times the Salesforce revenue, marking a substantial increase from the current revenue by 2.8 times. Salesforce, through its extensive ecosystem, plays a crucial role in: Beyond being a provider of Customer Relationship Management (CRM) services and applications, Salesforce’s thriving ecosystem comprises businesses, consultants, and independent developers building applications atop the Salesforce platform. This ecosystem is supported by the Salesforce team, consistently developing new tools to enhance the developer experience. In essence, the Salesforce ecosystem is more than just a collection of services or software—it represents a collaborative team, a collective force that positions Salesforce as the leading CRM platform. Trailblazers within the ecosystem are the pioneers, innovators, and lifelong learners who drive innovation and success with Salesforce. 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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June 21, 2021in Salesforce
salesforce marketing cloud interaction studio
20Jun

Adobe Marketing Cloud vs Salesforce Marketing Cloud

In the realm of marketing automation tools, Adobe Marketing Cloud vs Salesforce Marketing Cloud stand out as two of the most widely used platforms. Both platforms offer robust solutions for managing marketing campaigns, personalizing content, and measuring return on investment (ROI). Feature Overview: Adobe Marketing Cloud vs. Salesforce Marketing Cloud Adobe Marketing Cloud: Emphasizing ‘cross-channel campaigns,’ Adobe Marketing Cloud excels in executing campaigns across diverse channels, including email, mobile, web pages, and offline sources. Core functionalities include digital experiences through web content management, personalization, A/B testing of landing pages, and more. Modules encompass Campaign, Experience Manager, Media Optimizer, Primetime, Social, Audience Manager, Target, and Analytics. While it centralizes campaign messaging for consistent personalized experiences, user reviews note challenges due to a lack of robust tutorials and documentation. Salesforce Marketing Cloud: As a comprehensive end-to-end solution, Salesforce Marketing Cloud offers marketing studios and modules for data management and segmentation. It supports segmented campaigns across email, mobile apps, SMS, social media, and advertising. Products include Email Studio, Journey Builder, Audience Builder, Personalization, Content Builder, Analytics Builder, Intelligence, Customer Data Platform, Account Engagement powered by Pardot, Advertising, Mobile Studio, Datorama, and Marketing Cloud Connect. With high customization options, Salesforce Marketing Cloud holds a 1.51% market share in the Campaign Management category, outpacing Adobe. Integration of Adobe Marketing Cloud vs Salesforce Marketing Cloud Integration: Adobe Marketing Cloud: Designed as a standalone product, Adobe Marketing Cloud integrates with third-party systems like Microsoft Dynamics CRM and Silverpop but lacks extensive integration with Salesforce Sales Cloud. Adobe Analytics, a paid platform, is recommended for analytics, diverting from the popular free tool, Google Analytics. Salesforce Marketing Cloud: Tightly integrated with Sales Cloud CRM, Salesforce Marketing Cloud streamlines data flow and potential between the two products. It seamlessly integrates with various systems, including Shopify and social media platforms like LinkedIn and Twitter. User Experience: Adobe Marketing Cloud: Despite its goal to provide delightful digital experiences, the user interface of Adobe Marketing Cloud is criticized for being somewhat dated and clunky, lacking modern aesthetics. Salesforce Marketing Cloud: While some older features await design revamps, Salesforce Marketing Cloud generally offers a positive user experience. The platform’s user interface includes a simple navigation bar and engaging displays, notably in the Journey Builder tool. Customer Support: Adobe Marketing Cloud: Adobe Marketing Cloud provides email support, a knowledge base, and 24/7 live chat support. However, its online community support and forums are smaller compared to Salesforce. Salesforce Marketing Cloud: Salesforce Marketing Cloud offers phone support, a unique advantage. Support levels vary based on pricing plans, with tailored and proactive support options. The Trailblazer community forums and training resources facilitate self-solving errors. Pricing: Both Adobe Marketing Cloud and Salesforce Marketing Cloud offer pricing by quote, depending on the number and type of modules required. Salesforce Marketing Cloud is generally rated at a higher price point but provides comprehensive features and seamless integration capabilities. Other Comparisons: In Salesforce Marketing Cloud’s AI functionality ‘Einstein’ is a notable feature absent in Adobe Marketing Cloud. Salesforce Marketing Cloud supports more languages than Adobe Marketing Cloud, including Swedish, Spanish, French, Italian, Dutch, and Portuguese. Salesforce Marketing Cloud caters to B2B companies with specific products like ‘Account Engagement powered by Pardot,’ offering advanced lead scoring, grading tools, and lead nurture workflows. Choosing the Right Fit: Adobe Marketing Cloud suits enterprise-sized businesses with complex marketing attribution needs, focusing on consistent personalization across multiple channels. Salesforce Marketing Cloud is suitable for small, medium, and large businesses, providing a tailored pricing model. It is widely used by B2C companies and offers tools for B2B use cases. Contact Tectonic today for assistance in further evaluating these email marketing solutions. 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 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 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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June 20, 2021in Salesforce Marketing Cloud
18Jun

How Do I Check for Duplicates in Salesforce

Run a Duplicate Job to find existing duplicate Contacts based on your Matching Rules. How do i check for duplicates in salesforce? How do i check for duplicates in salesforce? Other Salesforce resources. A matching rule defines how duplicate records are identified in duplicate rules and duplicate jobs. Salesforce provides standard matching rules for business and person accounts, contacts, and leads. You can also create custom matching rules. REQUIRED EDITIONS Available in: Lightning Experience and Salesforce Classic (not available in all orgs) Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions SEE ALSO 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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June 18, 2021in Salesforce
Tectonic Salesforce Services
16Jun

Merging Duplicate Sales Cloud Leads in Lightning Experience

Considerations when merging duplicate leads in Sales Cloud: Campaigns When merging duplicate leads in Sales Cloud associated with different campaigns, Salesforce preserves the campaign Member Status Updated date for each campaign to which the merged lead belongs. Related Items, Chatter Feeds, and Attachments In the case of merging duplicate Sales Cloud, leads, records linked to items like campaigns or activities, Salesforce establishes connections with the merged record, with certain exceptions. Chatter feeds are maintained solely from the master record. Salesforce Files attached in the Chatter feed or listed under Files are preserved in the merged record. Hidden and Read-Only Fields Salesforce retains data in hidden or read-only fields, including sharing settings, from the master record. These hidden fields remain concealed during the merging process. The merged record preserves the Created By user and Created Date from the oldest merged record, regardless of which record serves as the master. The Last Modified By date reflects the merge date. Non-Master Leads Non-master leads are relocated to the Recycle Bin after the merge process. One tool for duplicate management is Cloudingo. Improve and better manage Salesforce data with Cloudingo. From deduping to importing and even migrating data, Cloudingo makes it easier to manage your Salesforce org. Find duplicates within your existing records and easily merge them. The Salesforce AppExchange offers multiple tools for duplicate record management. 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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June 16, 2021in Salesforce Sales Cloud
Salesforce Marketing Cloud Advertising Studio
14Jun

Salesforce Marketing Cloud’s Advertising Studio

Salesforce Marketing Cloud Advertising Studio, an advanced component of Salesforce Marketing Cloud (SFMC), empowers marketers to digitalize their efforts on a large scale, precisely targeting audiences to achieve business objectives efficiently. Advertising Studio, seamlessly integrated with online advertising channels, enables the execution of targeted ad campaigns for contacts within your database. Whether utilizing the full Marketing Cloud suite or employing Pardot and Advertising Studio independently, the option to connect Pardot and Advertising Studio is available. Key Features and Capabilities: Understanding How Advertising Studio Works: Advertising Audiences: Journey Builder Advertising: Lead Capture: Salesforce Marketing Cloud Advertising Studio offers a comprehensive solution for marketers to execute highly personalized, cross-channel advertising campaigns with automated lead capture and seamless integration with CRM systems. Like1 Related Posts 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 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 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 Overlooked Costs of a Salesforce Implementation Let’s look at some frequently overlooked Salesforce costs. The goal is to provide businesses and decision-makers with a comprehensive understanding Read more

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June 14, 2021in Salesforce Marketing Cloud, Salesforce Marketing Cloud Advertising
Salesforce
11Jun

Salesforce Administrator Acronyms

Here is a helpful glossary of Salesforce administrator acronyms you will hear your Salesforce Administrator use. Salesforce Administrator Acronyms Acronym Meaning Defintion CMT Custom Metadata Types With custom metadata types, admins and developers have the ability to create their own configuration and application metadata, deploy it, and then update it as needed. CRED Create, Read, Edit, Delete Profiles control what users can do in your Salesforce org. This can be referred to as CRED, which enables you to mix and match what a specific user can do with each object. For example, you may want some users in your org to read and edit Leads, but not delete them. CRUD Create, Read, Update, Delete Four actions that a system can take with a record. You’ll hear this term used for data loading and when discussing integrations. DLRS Declarative Lookup Roll-up Summaries The Declarative Lookup Roll-up Summaries (DLRS) managed package is a must-have for creating roll-up summaries between lookup relationships. Andy Fawcett’s open-source tool is a gift, enabling you to define roll-ups using standard UI declaratively, no coding required! EAC Einstein Activity Capture Einstein Activity Capture enables you to capture the right data from Gmail and Outlook and add it to Salesforce, which is great for syncing data between these platforms. EPIM Enhanced Personal Information Managements Each external user (i.e. anyone using your Experience Cloud site) should only edit and view their own Personally Identifiable Information (PII) data. This setting will be enabled in all orgs in the Winter ‘23 release.READ MORE: Prepare for Enhanced Personal Information Management Enablement Prior to Spring ’23 EPT Experience Page Time Salesforce uses a metric called Experienced Page Time, which measures the time it takes for a page to load entirely. In web server terms you will hear load time. ERD Entity Relationship Diagram Used to map out business processes to communicate both development teams (“what we need to build”) and non-technical audiences (“what the technology is doing”). There are standards to ERDs in terms of which nodes (the shapes) and connectors (arrows) to use, and when. Salesforce released “Salesforce Diagrams” to promote design thinking and speed up the process of creating diagrams with pre-made diagrams. FLS Field-level security Field-level security is set by Admins on the field’s definition in Salesforce Setup. It determines which fields are visible or editable to certain users. HML Handlebars Merge Language HML is the way to add personalization to emails sent from the Salesforce platform (including Pardot). The most common example would be to add a Lead or Contact’s first name in the body of the email. ISO International Organization for Standardization code The International Organization for Standardization country code represents each country by two letters. Admins will come across this when dealing with country fields, country codes in phone numbers and currencies. OCR Opportunity Contact Role Contact Roles are a standard Salesforce object that define the role or level of influence that a contact has in relation to a sales opportunity. OWD Org-wide Default The organizational wide default is the baseline visibility set for each object in your org (ie. the CRED). Profiles and permission sets are used to open up access beyond the OWD. PB Process Builder Process Builder is a tool for Salesforce process automation, using clicks not code. Due for retirement, PB is being superseded by Salesforce Flow. SOGAF Salesforce Operating, Governance & Architecture A framework that “addresses the components of governance at scale through seven distinct capabilities and their end-to-end alignment”. SML Salesforce Merge Language The strings that were used to personalize emails sent from Salesforce. SML has been in the process of being phased out since the HML release in Summer ‘18. SML is still being used with Classic email templates. UPN Universal Process Notation Universal Process Notation (UPN) is a way to document business processes that can be understood by a wide range of different audiences – from business analysts and IT teams, through to end-users, management, regulators and more.Knowing Universal Process Notation is an essential competency for careers within (and beyond) the Salesforce ecosystem, such as Business Analysts, Consultants, Sales Ops, and more. WFR Workflow Rules Workflow Rules are a tool for Salesforce process automation, using clicks not code. Due for retirement, WFRs is being superseded by Salesforce Flow. 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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June 11, 2021in Salesforce

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