2021 - gettectonic.com - Page 7
implementation
14May

Improve Email Deliverability Rates

Enhancing email deliverability doesn’t have to be hard. By taking these simple steps, you can boost customer engagement and trim unnecessary email expenses, by improving email deliverability rates. Litmus and Salesforce have collaborated to craft a comprehensive four-part guide, empowering you to nail email deliverability intricacies and develop a proactive and all-encompassing strategy for your email marketing, ensuring the optimization of every campaign for success. When sending an email, it passes two checkpoints: delivery and deliverability. Delivery determines whether the email reaches the subscriber’s inbox provider’s servers. If accepted, the email is marked as delivered; otherwise, it faces classification as a hard or soft bounce. Deliverability follows delivery, gauging the rate at which emails land in subscribers’ inboxes instead of being relegated to spam or the junk folder. Each of these factors effect email deliverability. To improve email deliverability rates, implementing preventive measures and monitoring your efforts is paramount. A pivotal step involves confirming your authentication and infrastructure. Ensure that your infrastructure is correctly configured and exclusively sent from authenticated domains. Establish the three primary frameworks: SPF, DKIM, and DMARC. For those sending emails from a new IP address, consider IP warming. IP warming entails gradually dispatching emails from a new IP address or domain name. Progressively increasing the send volume over time is crucial. This method verifies your legitimacy as a sender, particularly challenging when dealing with a new dedicated IP address, a new domain, a new subdomain from a warm domain, or transitioning to a new ESP. Implementing these recommendations from Tectonic will significantly improve email deliverability rates within Salesforce Marketing Cloud Account Engagement (formerly known as Pardot). 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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May 14, 2021in Salesforce
CloudAlly Backups and Recovery for Salesforce
13May

CloudAlly Backups and Recovery for Salesforce

Salesforce Backup Solution Since 2011 – CloudAlly Backups and Recovery for Salesforce. Our enterprise-grade automated Salesforce backup and recovery solution has been safeguarding all your Salesforce organizational data, metadata, and Chatter feeds. With features like Anomaly Detection, Sandbox Seeding, and Salesforce Data Comparison, optimize your data protection strategy with us. Protect Your Business-Critical Salesforce Data Rely on our enterprise-ready Salesforce Data Protection, backed by the pioneers of SaaS Backup. Secure your Salesforce Drive data with our automated or on-demand backup services covering all your Salesforce data, metadata, and Chatter feeds. Benefit from single repository backups and support for Salesforce sandbox seeding, including data anonymization and data/metadata comparison. Flexible Recovery Options Our flexible recovery options include point-in-time, granular, and cross-org restore functionalities, complemented by sandbox seeding. Export Salesforce data in CSV format compatible with the Salesforce Import Wizard and Data Loader. Enjoy unlimited data storage and retention for added peace of mind. Exceptional Customer Service Access real-person customer service 365x24x7 to address all your Salesforce backup queries promptly. Navigate through our dedicated Customer Hub, featuring video tutorials and a comprehensive knowledge base for self-service support. Secure and Certified Rest assured with our secure and certified backup solution, featuring OAuth and MFA/2FA support. Compliant with ISO 27001, HIPAA, and GDPR regulations, our global data centers ensure data security. Benefit from secure Amazon AWS S3 Encryption for added protection. Closing the Cybersecurity Gap When considering the potential for employee errors and the prevalence of malware attacks and security breaches, it becomes evident that there’s a significant cybersecurity gap. This gap can lead to business-critical data loss without the possibility of recovery. Native Salesforce Backup and Recovery Limitations While Salesforce is undeniably powerful, its native backup options, like the Export backup function, fall short in several aspects. Weekly or monthly backups, lack of sandbox support, and a limited download window of 48 hours restrict their effectiveness. Similarly, native recovery options, such as the Data Loader, are cumbersome and time-consuming. Taking Responsibility for Data Protection While Salesforce hosts your data, ensuring control and protection against security threats or accidental deletion ultimately falls on your company’s shoulders. Salesforce itself recommends developing a data backup and recovery strategy as part of your overall data management and security model. This recommendation is echoed by industry leaders like Gartner and Forrester, as well as regulatory bodies such as GDPR and HIPAA, which mandate demonstrable recoverability. *Newsweek – Top Business Tools CloudAlly Backups and Recovery for 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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May 13, 2021in Salesforce
Salesforce Health Cloud
13May

Salesforce Health Cloud for Payers

Utilization Management (UM) has been a familiar term since the 1970s, but its significance has grown considerably as a tool for managing medical costs. The pressure to contain costs amid overutilization and resource waste has intensified, prompting health insurers (payers) and employers to seek ways to control premiums and claims trends. Salesforce Health Cloud for Payers explained. What started as a rudimentary pre-hospitalization check has evolved into a multifaceted utilization review process involving prospective, concurrent, and retrospective evaluations. Modernizing a decades-old process, addressing fragmented UM systems, and establishing a unified source of truth for care management pose significant challenges. Enter Salesforce Health Cloud. Salesforce Health Cloud streamlines care requests, enabling payers to manage precertification and prior authorization efficiently. The Care Request feature in Health Cloud supports various payer UM processes, including prescription drug preauthorizations, service preauthorizations, and admissions review, facilitating informed decision-making and ensuring patients receive necessary care. How Tectonic can help: Tectonic specializes in providing solutions to payers facing UM challenges. Leveraging Salesforce products, we assist health and life sciences clients in maximizing authorizations, creating member service solutions, and deriving actionable insights from captured data. With our industry expertise and tailored consultation, we offer a blueprint for success across all functional areas within payer organizations. Discover how Tectonic can empower your organization to overcome UM challenges and achieve operational excellence. Contact us today. Like1 Related Posts 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 Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more PII Explained Personal Identifiable Information (PII) is defined as: Any representation of information that permits the identity of an individual to whom Read more Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more

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May 13, 2021in Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud
Salesforce CDP Innovations
12May

Salesforce CDP Innovations

New Salesforce CDP Innovations: Smarter, Faster, and More Personalized Customer Interactions Salesforce has launched new innovations for its Customer Data Platform (CDP), designed to help businesses leverage first-party data for more personalized customer experiences. Leading brands like Bank of Montreal and convenience store retailer Casey’s are already using Salesforce CDP to create a unified source of customer truth, streamlining interactions and providing frictionless customer experiences. The world is gradually recovering from the pandemic, and consumer behavior is shifting as shops, hotels, restaurants, and other establishments reopen. While customers are eager to engage in the experiences they’ve missed, companies recognize that digital innovations, such as curbside pickup and direct-to-consumer websites, which fueled pandemic-era growth, are here to stay. As expectations for personalized, connected experiences grow—with 70% of customers demanding this—many businesses struggle to unify customer data across systems, teams, and devices. This data fragmentation makes it difficult to create a single source of truth for customers. Salesforce CDP: Built on the World’s Leading CRM Salesforce CDP solves this challenge by capturing, unifying, and activating customer data across various touchpoints to drive more personalized experiences. Today’s new CDP features make data smarter, more connected, and easier to activate securely. Built on Salesforce’s #1 CRM platform, the CDP unifies data from sales, service, marketing, loyalty, and commerce systems, creating a comprehensive single source of truth. Businesses can then leverage this unified view for personalized marketing, advertising, analytics, and relationship-building strategies that increase customer loyalty and revenue. New Innovations in Salesforce CDP Include: How Businesses Are Using Salesforce CDP Availability of New Features: This insight helped you learn more about these innovations and how Salesforce CDP can enhance customer engagement from anywhere. 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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May 12, 2021in Data, Mulesoft, Salesforce, Technology
11May

Salesforce Sales Acronyms

Here is a helpful glossary of sales terminology you may hear when discussing Salesforce sales. Salesforce Sales Acronyms Acronym Meaning Defintion BANT Budget, Authority, Need, Time A framework that helps sales reps judge how qualified a lead is/their propensity to purchase (how likely they are to purchase). From there, sales reps can focus their attention on the most promising prospects. This is more closely related to sales qualified leads than marketing qualified leads. CQ Calendar Quarter A period of three months that is used by organizations in order to calculate their budgets, profits, losses, and sales quotas. The calendar quarters start in January/April/July/October, whereas the fiscal quarters can start at any month (according to the organization), for example, Salesforce themselves start their fiscal year in February, which means their second fiscal quarter starts in May. Salesforce Admins and users will come across this when filtering date fields in the Salesforce report builder. CY Calendar Year A period of twelve months that is used by organizations in order to calculate their budgets, profits, losses, and sales quotas. The calendar year starts in January, whereas the fiscal year can start at any month (according to the organization). ECC Einstein Call Coaching Einstein Call Coaching gives users insights and trends from sales calls – taking the rich fabric of a conversation and splicing it into key moments. ECC is ‘product within a product’ of High Velocity Sales (HVS). ECI Einstein Conversation Insights Gives users insights and trends from sales calls – taking the rich fabric of a conversation and splicing it into key moments. Never before have sales managers and reps been able to analyze their conversations like this – at scale and at speed – which would be impossible without the help of AI. (Formerly known as Einstein Call Coaching). EEI Einstein Email Insights Einstein will surface contextual sales information while writing emails, so you ultimately send the best response, at the best time.Available with Sales Cloud Einstein, Inbox, High Velocity Sales, or Revenue Intelligence, which come at an additional cost. It’s available (at an extra cost) for Salesforce Enterprise, Performance, and Unlimited editions. FQ Fiscal Quarter A period of three months that is used by organizations in order to calculate their budgets, profits, losses, and sales quotas. Salesforce Admins and users will come across this when filtering date fields in the Salesforce report builder. FY Fiscal Year “A period of twelve months, used by organizations in order to calculate their budgets, profits, and losses.” (and sales quotas)(source).Salesforce Admins and users will come across this when filtering date fields in the Salesforce report builder. HVS High-velocity Sales High-velocity Sales was developed for inside sales/sales development teams that process a high-volume of activities, especially calls. Now called Sales Engagement, the product includes: Sales Cadences, Work Queue, Einstein Lead Score, Salesforce Inbox, Call Scripts and Einstein Call Coaching. YOY Year-on-year Comparing the performance in one period of time with the same time period the previous year. For example, comparing January 2022 to January 2021 to see if trends have increased or decreased. 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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May 11, 2021in Salesforce, Salesforce Commerce Cloud, Salesforce CPQ, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud
Salesforce Sales Cloud
11May

Merging Duplicate Sales Cloud Leads in Salesforce Classic

This is the process for merging duplicate Sales Cloud leads in Salesforce Classic How do I make a field non editable in Salesforce? Add field level security to the service territory object because this profile should not be able to edit any fields on it. Only should be able to add and remove the related object. The readonly attribute makes a form control non-editable (or “read only”). A read-only field can’t be modified, but, unlike disabled , you can tab into it, highlight it, and copy its contents. Setting the value to null does not remove the effects of the attribute. Instead use removeAttribute(‘readonly’) . Why can’t I edit permission sets in Salesforce? In Group and Professional Edition organizations, you can’t create or edit custom permissions, but you can install them as part of a managed package. From Setup, enter Custom Permissions in the Quick Find box, then select Custom Permissions. 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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May 11, 2021in Salesforce Sales Cloud
Salesforce in Education
10May

Salesforce in Education

Salesforce for Education encompasses a suite of products that seamlessly integrate insights across recruitment, admissions, and student success, providing a comprehensive view of each learner’s journey—from prospective students to engaged alumni-and every step between. Our collaboration spans K-12 schools, community colleges, universities, and graduate schools, catering to institutions of all sizes, ensuring they are well-equipped with the education CRM necessary to thrive in the future. Education Cloud expedites time-to-value and fosters personalized experiences for every lifelong learner. Key Features: Learner-Centric Data Foundation:Begin your journey with education-specific objects, logic, and automation embedded in the #1 CRM platform. Core Capabilities for Your Entire Institution:Optimize faculty and staff impact using versatile features like scheduling and case management applicable across various departments. Pre-Built Apps Powering the Learner Lifecycle:Enhance productivity with ready-to-use, customizable apps tailored for each stage of the learner journey. From Insights to Action with Education Cloud:Realize improvements based on feedback from Salesforce.org customers, including the Hayward Unified School District, Austin Achieve Public Schools, and San Diego COE, achieving a 38% faster response to student needs and a 10% increase in enrollment. Access a Single Source of Truth:Consolidate student and family data into a unified view, enabling personalized interactions at every stage of the education journey. Innovate with a Scalable Platform:Education Cloud for K-12 serves as a CRM platform designed for schools, facilitating quick innovation to meet the evolving needs of constituents. Education Cloud for Community Colleges: Integrated Solutions to Maximize Impact:Built on the #1 CRM, Education Cloud serves as the digital foundation empowering institutions for the future. Tailored products and solutions for enrollment management, student support, workforce development, donor engagement, and marketing and communications enable community and technical colleges to leverage a single source of truth for transforming experiences into lifelong relationships. 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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May 10, 2021in Salesforce, Salesforce Education Cloud, Salesforce Education Solutions, Salesforce Einstein
Salesforce Sales Cloud
07May

Salesforce for the Inside Sales Team

Inside sales serves as the cornerstone of a thriving sales organization. The efficient model using Salesforce for the inside sales team enables the delivery of personalized human interactions. Salesforce facilitates rapid scalability. Inside sales involves sales representatives engaging with and selling to customers via phone or digital channels rather than face-to-face interactions. This approach not only streamlines business operations but also fosters organizational and personal growth. Modern technology enhances the productivity and effectiveness of inside sales teams by providing valuable data and insights. Whether your team is making or receiving calls, employing the inside sales methodology, business development, or a similar approach yields results. This strategy, known as Sales Engagement, focuses on promptly connecting with customers through their preferred channels. In today’s fast-paced environment, buyers expect personalized engagement and that it aligns with their needs. Inside sales teams, often responsible for initial contact and research, play a crucial role in setting the stage for a successful sales process. Salesforce for the inside sales team provides that personalized engagement,. This example is actually how Salesforce itself handles inside sales. Inside sales teams can be structured as generalized, specialized, or segmented entities, catering to diverse business needs. Salesforce, following a Quantity and Quality approach, emphasizes multiple touches to nurture leads effectively. Leveraging advanced tools and strategic timing, Salesforce maximizes sales touches, ensuring engagement during opportune moments. The organization has mastered the art of striking while the iron is hot, reaching out to potential leads promptly after engagement. Salesforce combines quantity with quality, recognizing that 64% of customers expect personalized engagement based on past interactions and interests. Salesforce representatives meticulously research target companies to tailor personalized sales communications. Sales Engagement Of particular interest are the tools employed by Salesforce for inside sales. Sales Engagement, a solution automating record-keeping and streamlining the selling process, is accessible to all Salesforce customers as an add-on to Sales Cloud. With features like email integration, automated activity logging, Sales Dialer, and AI-driven tools like Einstein Lead Scoring and Einstein Conversation Insights, Salesforce empowers its inside sales teams. They work smarter, not harder. High Velocity Sales Salesforce’s Sales Engagement tool, formerly known as High Velocity Sales, enhances inside sales reps’ ability to engage buyers more efficiently, effectively, and with greater agility. With the right tools at their disposal, inside sales teams can provide a seamless experience, essential for winning and retaining new business. Tectonic recognizes the pivotal role of inside sales and supports our clients in optimizing their processes with Salesforce’s Sales Engagement tool, ensuring a more streamlined and productive approach to closing deals. Contact Tectonic today to discuss how Salesforce Sales Engagement can empower your inside sales team. 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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May 7, 2021in Salesforce, Salesforce Einstein, Salesforce Sales Cloud
Role of First-Party Identity
06May

The Crucial Role of First-Party Identity in Customer Experience

The Crucial Role of First-Party Identity in Customer Experience Customer identity is key in differentiating between a great and a poor – or even negative – customer experience. Without accurately identifying your customers, true success is pretty unattainable. However, for identity resolution to be effective, it must be conducted in a first-party manner. Most identity resolution vendors operate as third parties, often downplaying the importance of first-party identity. They claim they can do better, but there’s a reason they ask for your data and expect you to fill in the gaps. They can’t provide the same level of service and rely on customers to supplement their incomplete identity profiles. Here are 11 things vendors don’t want you to know about first-party identity: Understanding Third-Party vs. First-Party Identity Just like data types, identity resolution can be either third-party or first-party. Third-party data is purchased or licensed from vendors who don’t have direct relationships with the consumers. This data is aggregated from various sources and sold to brands. In contrast, first-party data is collected directly from your customers through your owned domains, platforms, and apps. First-party identity follows the same principle: it’s captured, assembled, and owned by you. Third-party identity, however, is built and controlled by an external vendor. This distinction is critical because, with third-party identity resolution, you don’t own or control the data, nor do you know its original source or quality. Think of the impact that has on customer trust! 11 Truths About First-Party Identity Role of First-Party Identity The perceived “free” nature of third-party identity solutions often comes with hidden costs and risks. The investment in a premium first-party identity solution, while initially costly, provides substantial benefits through accurate, real-time data and robust features. This gives your brand a competitive edge, making the investment well worth it. Don’t risk your brand’s success on inferior third-party tools—they cost more than you think. Content updated February 2024. 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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May 6, 2021in Salesforce
Computer Telephony Integration Salesforce
05May

Computer Telephony Integration Salesforce

What is Computer Telephony Integration in Salesforce? Computer telephony integration in Salesforce enhances communication and streamlines workflows by enabling users to handle calls, track call data, and access customer information within a unified platform. This integration is facilitated through VoIP (Voice over Internet Protocol) services. Understanding Computer Telephony Integration (CTI) Computer Telephony Integration (CTI) links a call center’s telephone systems to their business applications, allowing for better call management and control through business software. CTI in Salesforce connects computer and phone systems to streamline customer service and sales operations, providing several benefits: Additional Benefits of CTI in Salesforce Business Benefits of CTI CTI benefits businesses by: Salesforce CTI Tools Computer Telephony Integration Protocol CTI software uses VoIP to turn your computer into an extension of your phone, enabling interactive customer data access and one-click dialing. Getting Started with Salesforce CTI CTI is a key element of an omnichannel customer service strategy. It allows data to flow between computers, phones, and core systems like CRM. Key features include: How Salesforce CTI Works Salesforce CTI relies on integration patterns such as bidirectional sync and data aggregation. It creates a two-way communication link between Salesforce and the telephony system, while aggregating data on the user’s desktop with a softphone system. Creating Salesforce CTI with an Application Network Point-to-point integration can create challenges for IT teams and businesses, such as duplicate APIs, slow integration processes, and maintenance difficulties. Building Salesforce CTI with an application network, which uses API-led connectivity, solves these issues by: Conclusion Telephony integration in Salesforce, through CTI, significantly enhances communication, customer service, and sales operations. By leveraging advanced features and streamlined processes, businesses can improve their efficiency and customer experience. For more information on Salesforce services, contact Tectonic, a Salesforce Consulting Partner. 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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May 5, 2021in Mulesoft, Salesforce
Salesforce Marketing Cloud Journey Builder
03May

Journey Builder Entry Sources

Journey Builder in Salesforce Marketing Cloud is a tool enabling digital marketers to craft personalized customer journeys by triggering specific actions based on individual customer behavior. The entry source within Journey Builder signifies the starting point of a customer’s journey, determining how customers enter it. This Journey Builder entry source can be a sendable data extension, a Journey Builder Audience, or an entry event. It’s important to recognize that once a journey is activated, it utilizes a snapshot of the entry source data extension. Any modifications made to the data extension (or the recipients in it) after activation will not be recognized by the ongoing journey. To incorporate new fields or changes to the entry source data extension, creating a new version of the journey, or a decision split, is necessary. To make journey directional changes based on changes to a recipient’s Salesforce record requires adding a decision split. Entry Event An entry event, the trigger prompting one or more contacts to enter a journey, is recorded in a data source monitored by Journey Builder at a schedule set by the user. Entry events can be specific to a particular journey or reused across multiple journeys. Journey Builder configuration allows the initiation of a journey based on any event configured in the Marketing Cloud instance. Editing or reviewing the entry source configuration is possible before activating a journey; however, active entry sources cannot be edited. To make changes, a new version of the journey needs to be created.  Remember if you create a new version of an existing journey, recipients already in the journey will continue through the previous version by default. Sendable Data Extension When opting for a sendable data extension as an entry source, it is best to include fields essential for personalization or dynamic content. It’s also recommended to use a single entry source data extension created through a query if the journey’s data is stored in multiple extensions. Pre-filtering the audience data extension can expedite processing. Using synchronized data extensions to populate an entry source data extension in journeys involving Sales Cloud or Service Cloud data alongside Marketing Cloud data is considered a best practice. Journey Builder Audience Use an audience to admit a list of contacts into a journey. Select from the push, SMS, and published Audience Builder audiences available in your account. To create or edit audiences, use Contact Builder. Tectonic, as your Salesforce implementation partner, ensures a tailored Salesforce solution aligning with your business needs and models through our comprehensive discovery process. Like2 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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May 3, 2021in Salesforce Marketing Cloud
salesforce marketing cloud interaction studio
28Apr

Ampscript

What is AMPscript used for in Salesforce? What is its purpose? AMPscript is a useful scripting language that you can use across emails, landing pages, SMS, and push notifications in Salesforce Marketing Cloud Builders. AMPscript is Marketing Cloud‘s proprietary scripting language for advanced dynamic content in emails, landing pages, SMS, and push messages. Why use Marketing Cloud AMPscript? AMPscript allows you to extend Marketing Cloud functionality beyond its out-of-the-box capabilities because you can develop code and custom solutions, tailored to your own specific needs and requirements. What are some functions you can perform with AMPscript? Types of Functions in Marketing Cloud AMPscript: What are advantages of AMPscript compared to Ssjs? For the web developer who are new to both languages, for them AMPscript has a shorter learning curve compared to SSJS. AMPscript should be preferred for simple inline personalization, which includes content like name, salutation and simple IF ELSE loops. Using AMPscript To use AMPscript, you insert it into the content body of your messages at the point where you want it to render. When you send a message that contains AMPscript, Marketing Cloud Engagement interprets the code and substitutes it with the output of the AMPscript function. 3 Way to Add There are three ways to add AMPscript code to your content: by using inline code, by adding code blocks, or by using tag-based scripting. The first two of these methods use special delimiters to denote the beginning and ending of the code that you want Marketing Cloud Engagement to interpret. In the third method, you delineate the AMPscript code with <script> tags. When you close an AMPscript block, use the same type of closing delimiter as you used to open the block. For example, if you open a block using tag-based scripting, you can’t close it by using the closing code block delimiter. Use the %%= and =%% delimiters to add AMPscript code inline with your content. Inline AMPscript is frequently used within HTML tags to dynamically populate the content of a message. In this basic example, a section of AMPscript is included inline within an HTML <p> tag. You can also include multi-line blocks of AMPscript code in your messages. Use the %%[ and ]%% delimiters to begin and end a code block, respectively. With a code block, you can define multiple variables and execute multiple functions. Code blocks use the syntax shown in this example. Tag-based syntax for AMPscript standardizes the syntax used to declare AMPscript blocks with the syntax of Server-Side JavaScript (SSJS). This syntax makes it easier for developers to switch between AMPscript and SSJS. 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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April 28, 2021in Salesforce Marketing Cloud

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