2021 - gettectonic.com - Page 8
Capturing UTM Parameters in Your Form
22Apr

Capturing UTM Parameters in Your Form Fields

Are you eager to unravel the origins of your website visitors and distinguish between paid and organic sources? A strategic approach involving UTM parameters and discreet form fields stored in cookies presents a practical solution. Capturing UTM Parameters in Your Form is really easy. Here’s how. Incorporating UTM parameters for source information significantly amplifies the depth of tracking data, providing valuable insights into online presence and visitor interests. While analytics tools like Google Analytics typically offer source information, integrating this data into Customer Relationship Management (CRM) systems enriches the overall dataset. However, for inclusion in Google Analytics, it is advisable to refer to a separate guide on tracking UTM codes in GA4. Despite the benefits of source information on the landing page, challenges arise when users navigate to subsequent pages. Addressing this involves associating source information with users through hidden form fields. However, concerns about user experience and cluttering views with tracking data may emerge. The solution lies in the strategic use of cookies. Storing source information in a cookie allows marketers to seamlessly transfer the information to populate a form field when users are ready to submit, without disrupting the user experience. Here’s a step-by-step guide: When applied effectively, this technique seamlessly captures UTM parameters using form fields from the landing page. For those seeking assistance, professional support from entities like Tectonic is recommended to facilitate the integration of marketing channel attribution data into the CRM. 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 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 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

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April 22, 2021in Google Analytics
Einstein Discovery
21Apr

Einstein Discovery Analysis

Elevate Your Business Outcomes with Einstein Discovery Analysis Einstein Discovery revolutionizes your approach to predictive analytics, allowing you to effortlessly build reliable machine learning models without any coding. Reduce reliance on data science teams with an intuitive model-building wizard and streamlined monitoring process. Transition swiftly from data to actionable insights, ensuring every decision is guided by intelligence. Enhance Your Business Intelligence with Einstein Discovery Incorporate statistical modeling and machine learning into your business intelligence with Einstein Discovery. Seamlessly integrated into your Salesforce environment, operationalize data analysis, predictions, and enhancements with clicks, not code. Developers can utilize the Einstein Prediction Service to access predictions programmatically, while data specialists can predict outcomes within recipes and dataflows. Tableau users can also leverage Einstein Discovery predictions and improvements directly within Tableau. Advanced Analytics Made Simple with Einstein Discovery Einstein Discovery offers a comprehensive suite of business analytics tailored to your specific data needs. Licensing and Permission Requirements for Einstein Discovery To utilize Einstein Discovery, your organization needs the appropriate license, with user accounts assigned relevant permissions. Supported Use Cases and Implementation Tasks Einstein Discovery solutions effectively address common business use cases, typically involving a series of defined implementation tasks. Key Differentiation: Einstein Analytics vs. Einstein Discovery While Einstein Analytics integrates predictive and analytical capabilities within Sales, Service, and Marketing clouds, Einstein Discovery is specifically focused on providing actionable insights and data-driven stories. Key Benefits of Einstein Discovery Supported Data Integration and Functionality Einstein Discovery enables direct integration and import of data from external sources like Hadoop, Oracle, and Microsoft SQL Server. It extracts data from diverse sources, leveraging AI, ML, and statistical intelligence to identify patterns and generate informed predictions. Enhanced Features and Enhancements Einstein Discovery seamlessly integrates insights into Tableau workflows, unlocks insights from unstructured data, fine-tunes prediction accuracy with trending data, handles missing values in datasets, accelerates prediction processing with high-volume writeback, and offers enhanced settings panels for efficient prediction management. Partner with OMI for Expert Guidance Collaborate with experienced Salesforce services providers like OMI to maximize the benefits of Einstein Discovery, ensuring a seamless implementation process and ongoing support. Empower Your Business with Einstein Discovery Einstein Discovery delivers automated data analysis, interactive visualizations, and predictive insights to elevate decision-making and optimize business operations. Unlock the power of AI-driven analytics within your Salesforce ecosystem to accelerate growth and gain a competitive edge. 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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April 21, 2021in Salesforce, Salesforce Einstein
Google 360 Analytics Dashboard in Marketing Cloud
20Apr

Salesforce and Marketing Cloud Together

Salesforce Marketing Cloud serves as a customer relationship management (CRM) platform tailored for marketers, enabling them to establish and oversee marketing relationships and campaigns with customers. Salesforce and Marketing Cloud together are a key to your digital marketing success. Comprising a suite of software as a service (SaaS) products, Salesforce Marketing Cloud, or SFMC, stands as Salesforce’s comprehensive platform for multi-channel engagement, digital marketing, marketing automation, analytics, and personalization. The platform encompasses various functionalities and can be augmented with additional features through the Salesforce AppExchange, both from Salesforce and other vendors. Under the umbrella of Salesforce Marketing Cloud, a range of interrelated products supports diverse marketing processes, encompassing multi-channel campaign execution, dynamic customer journeys, marketing performance analysis, personalization, digital advertising, and data management. A rapidly evolving family of products, Salesforce Marketing Cloud today covers personalization, audience building, third-party advertising platforms, SMS and mobile marketing, and much more. Contact Tectonic today to see if Marketing Cloud is right for your organization. Salesforce and Marketing Cloud together! What is Marketing Cloud? Marketing Cloud is an AI-powered, cloud-based digital marketing platform within the Salesforce Customer 360 ecosystem. Marketers can segment their audience, deliver personalized messages, track campaign performance, engage leads and accounts, and optimize strategies based on real-time insights. It helps make every moment count to drive customer loyalty and more effective marketing outcomes. What does Marketing Cloud do? Marketing Cloud helps you make every moment count with the power of AI, data, and CRM. Marketing Cloud offers a connected suite of tools, natively built on the #1 CRM, for unifying and activating first-party customer data, managing and automating marketing campaigns across various channels, including email, ads, mobile, and web, delivering real-time personalization, connecting lead generation and account-based marketing (ABM), and automating performance and spend insights to maximize efficient growth. What are the components of Marketing Cloud? Marketing Cloud is comprised of five main capability areas for marketers. Each component focuses on specific aspects of digital marketing and collectively forms a comprehensive suite of tools to manage and optimize marketing efforts. The key products within Marketing Cloud are Data Cloud for Marketing (customer data platform), Personalization (real-time next best actions), Engagement (email, mobile, advertising, journeys, and loyalty management), Account Engagement (marketing and sales alignment, lead generation, and ABM), and Intelligence (performance insights, analytics, and reporting). Content updated February 2024. Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more 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

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April 20, 2021in Marketing Automation, Salesforce Marketing Cloud
Business Card Scanner App for Salesforce
16Apr

Business Card Scanner App for Salesforce

Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning system can create a CSV file or import data into Excel, which can then be saved as a .csv file. This resulting file can be uploaded to Salesforce. And there are several Business Card Scanner App for Salesforce solutions. Business Card Scanner App for Salesforce Does Salesforce Have a Business Card Scanner? Yes, Salesforce can utilize CamCard for Salesforce, a top OCR software that allows you to batch scan and digitize multiple business cards with unrivaled accuracy. Does CamCard Sync with Salesforce? Yes, CamCard perfectly integrates with customized Salesforce fields, making lead and contact management easier and more efficient on mobile. With a standard subscription, you can save unlimited cards to your Salesforce account. Is the CamCard App Free? CamCard offers many features, such as dating when you received a card, grouping cards received at one location, writing notes on each card, and searching by keywords, locations, or dates. The app is free, which is an added benefit. Is Scan to Salesforce Free? Yes, Scan to Salesforce allows you to instantly and accurately scan business cards and upload data to Salesforce for free. You can keep contacts in the iOS/Android app or sync them to your phone. How Do I Install Scan to Salesforce? Other Business Card Scanning Solutions: Using Outlook for Business Card Scanning: If you prefer more tools, consider those that import to Outlook and then use Salesforce’s Outlook integration tool to sync with Salesforce. This adds an extra step but offers more flexibility in choosing business card scanning software. Direct Integration with Salesforce: These options provide a variety of ways to seamlessly integrate business card data into Salesforce, ensuring efficient and accurate data management. Content updated March 2023. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 16, 2021in Public Sector Solutions, Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud
Conga and Salesforce
15Apr

Conga and Salesforce

Does Conga Integrate with Salesforce? Yes, Conga Collaborate seamlessly integrates with Salesforce, enabling users to generate documents from data-driven templates. This integration reduces document creation time, minimizes user errors, and ensures content consistency. How Does Conga Composer Work in Salesforce? Conga Composer simplifies document generation in SFDC by providing easy access to available data. Fields are directly mapped to templates, which are stored in Salesforce for user selection on predefined routines. Users can enjoy the flexibility of personalized templates while consistently producing accurate output results. What is Conga’s Solution integrated in Salesforce? Conga Composer empowers Salesforce customers to customize, streamline, and scale document generation and reporting processes within Salesforce. Is Conga a Salesforce Partner? Conga has established a robust partner ecosystem in the SaaS space, collaborating with platform partners like Salesforce and AWS, along with global systems integrators and regional partners. Numerous partners are certified in Conga products. Is Conga a Standard Object of Salesforce? The Conga Collaborate managed package establishes relationships between the Octiv Documents object and five standard Salesforce objects: Opportunity, Account, Case, Contact, and Lead. Documents can be created from these objects without additional configuration required. Standardize and Automate Contract Creation and Management Processes with Conga: Enhance Sales and Service Efficiency with Conga: Salesforce customers can leverage Conga to automate business processes across the revenue cycle, from proposals to contract management to renewals, resulting in a seamless end-to-end user experience. Conga is a tool that is easily integrated with Salesforce. What Documents are Created with Conga? Conga is utilized for various industry-specific documents throughout the revenue cycle, including proposals, quotes, contracts, and more. Is Conga a CPQ? Conga includes a CPQ tool. Conga CPQ is a comprehensive configure-price-quote suite designed to facilitate the quoting process for complex goods and services with accuracy and speed. What is the Difference Between Conga CPQ and SFDC CPQ? Conga CPQ targets medium and large enterprises, offering flexible product and pricing configuration features along with advanced proposal document generation capabilities. Salesforce CPQ caters to businesses of all sizes and focuses on automating the quoting process. Who Owns Conga CPQ? Apttus, a leader in quote-to-cash software, acquired Conga in 2020 to modernize revenue generation processes for small and large enterprises. The merged company operates under the Conga brand. What is a Conga Query in Salesforce? Conga Queries and SOQL statements are used to merge Salesforce data into documents. These queries are employed when accessing child object data or retrieving data not present on the master object. How Do I Create a new Conga Template in Salesforce? To create a Conga template inside of SFDC, you can either create a template from the Dashboard or the Templates list. Once created, templates can be stored in the Conga Template Manager or the Salesforce template repository. Where are Conga Templates Stored? Conga templates can be stored in the Conga Template Manager for document templates or the Conga Email Template Manager for email templates. Alternatively, they can be stored in the Salesforce template repository. How Do I Edit a Conga Template in Salesforce? To edit a Conga template inside SFDC, navigate to the Creation Templates section, locate the template you want to edit, and click on it to display its edit screen. From there, you can rename the template or modify its description. Conga Products: Conga on Conga: Values & EthicsOur approach is grounded in the Conga Way, a framework for what we stand for and everything we do as an organization — from hiring to decision making and product development. Achieve together We celebrate diversity and prize teamwork and accountability. We learn from our colleagues, partners and customers. Champion the customer As agents of change, we help customers drive digital transformation for business impact. We’re easy to do business with. Entrepreneurial spirit We seek to innovate, to be agile, and to inspire. We are curious and like to think differently—all while having fun. 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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April 15, 2021in Salesforce
Salesforce SOQL Tools and AI
13Apr

Salesforce SOQL Tools and AI

Salesforce Object Query Language (SOQL) is a robust instrument empowering users to retrieve data from Salesforce efficiently. With SOQL, you can interrogate any Salesforce object, spanning from custom objects to user permissions like profile and permission set perms. Salesforce SOQL Tools and AI. As a seasoned Salesforce Admin, crafting SOQL queries can often prove cumbersome. Not only must you master the syntax, but you must also ensure the queries are both effective and precise. Salesforce SOQL Tools and AI Fortunately, the advent of generative artificial intelligence (AI) tools offers a solution to this challenge. Generative AI tools, capable of producing text, code, and creative content, have emerged as invaluable aids in generating SOQL queries. Among these, Bard and ChatGPT have emerged as particularly helpful tools for crafting SOQL queries. In this discourse, I’ll illustrate how to leverage prompts to generate SOQL queries using these generative AI tools, providing query examples and resources to kickstart your journey with SOQL in your organization. Initiating SOQL Queries with Generative AI Tools To start, it’s essential to furnish the generative AI tool with pertinent information about the intended query. For instance, one might instruct the tool to generate a query retrieving all open opportunities. Subsequently, upon prompting: “Write SOQL that returns all open opportunities in Salesforce.” ChatGPT furnishes the following response: “SELECT Id, Name, StageName, CloseDate, Amount FROM Opportunity WHERE IsClosed = false” This query selects Opportunity records and retrieves their pertinent attributes, filtering the results to include only open opportunities based on the IsClosed field. Bard echoes a similar sentiment with its rendition of the query: “SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunity WHERE IsClosed = false” However, the essence of prompt writing and critical thinking lies in refining the generated response. For instance, by slightly altering the prompt to include additional criteria: “Write SOQL that returns all open opportunities in Salesforce, including all standard fields and filtering results by StageName.” ChatGPT furnishes an adapted query: “SELECT Id, Name, AccountId, Amount, CloseDate, CreatedBy.Name, CreatedDate, LastModifiedBy.Name, LastModifiedDate, StageName FROM Opportunity WHERE StageName != ‘Closed Won’ AND StageName != ‘Closed Lost’” It’s worth noting that ChatGPT lacks insight into the specifics of your organization’s structure, necessitating occasional guidance to accommodate custom fields. However, through conversational cues, you can educate it accordingly: “My Salesforce org includes a custom field with the API name of NonProfit__c for Opportunity. It’s a boolean field. Please include it in all future SOQL queries on Opportunity.” To which ChatGPT responds: “Certainly! To include the custom field NonProfit__c in all future SOQL queries on Opportunity, you can modify the query as follows: SELECT Id, Name, AccountId, Amount, CloseDate, CreatedBy.Name, CreatedDate, LastModifiedBy.Name, LastModifiedDate, StageName, NonProfit__c FROM Opportunity WHERE StageName != ‘Closed Won’ AND StageName != ‘Closed Lost’” By incorporating NonProfit__c into the SELECT statement, the custom field is seamlessly integrated into the query results. Leveraging SOQL for User Permissions Reporting One particularly advantageous application of SOQL for Salesforce Admins is reporting on user permissions. By utilizing the SOQL Query tool in Code Builder or the Developer Console, admins can scrutinize permissions assigned to users via permission sets, profiles, objects, and fields. Here are a few illustrative examples of user permission SOQL queries, collaboratively devised with the assistance of ChatGPT: Check user permissions on an object: SELECT PermissionsRead, PermissionsCreate, PermissionsEdit, PermissionsDelete FROM ObjectPermissions WHERE ParentId IN (SELECT Id FROM PermissionSet WHERE PermissionSet.Name = ‘Your_Permission_Set_Name’) AND SObjectType = ‘Your_Object_Name’ AND PermissionsRead = true Check user permissions on a field: SELECT PermissionsRead, PermissionsEdit FROM FieldPermissions WHERE ParentId IN (SELECT Id FROM PermissionSet WHERE PermissionSet.Name = ‘Your_Permission_Set_Name’) AND SObjectType = ‘Your_Object_Name’ AND Field = ‘Your_Field_Name’ AND PermissionsRead = true Determine which permission sets grant Edit access for a specific field: SELECT ParentId, Parent.Name, Parent.Type, Field, PermissionsEdit, PermissionsRead, SobjectType FROM FieldPermissions WHERE Parent.IsOwnedByProfile = true AND Field = ‘ADM_Work__c.Subject__c’ AND PermissionsEdit = True Identify users assigned managed packages: SELECT Id, UserId, PackageLicense.NamespacePrefix FROM UserPackageLicense WHERE PackageLicense.NamespacePrefix = ‘YOUR_PREFIX_HERE’ Embark on Efficient SOQL Query Generation Today With generative AI tools, initiating sample SOQL queries becomes a n easier process, alleviating the need to grapple with syntax intricacies. For admins who occasionally require SOQL queries and find themselves toggling between documentation and references to commence, leveraging generative AI represents a compelling alternative. Here are some additional pointers for harnessing generative AI tools to craft SOQL queries effectively: Be precise: Furnish the tool with specific instructions to ensure accuracy and efficiency in query generation. Provide examples: Supplying the tool with query examples aids in generating more tailored queries. Test rigorously: Following query generation, ensure thorough testing to verify the returned results align with expectations. Ultimately, by harnessing the power of generative AI, admins can streamline the process of crafting SOQL queries, thereby enhancing productivity and efficiency in Salesforce data management endeavors. Data analysis serves as a cornerstone of business strategy, yet crafting custom SOQL queries to import specific Salesforce data can prove complex and time-consuming, particularly for those without coding expertise. When you add the necessity to amalgamate data from various systems, the process becomes even more cumbersome and inefficient. Coefficient Salesforce SOQL Tools and AI In this insight, we’ll demonstrate how Coefficient’s Formula Builder, powered by GPT, streamlines the creation of custom SOQL functions, and how Coefficient facilitates direct data imports from Salesforce within Google Sheets, all seamlessly integrated into your workflow without ever leaving your spreadsheet. To get started, launch the Coefficient add-on directly within your Google Sheets. If you haven’t already installed Coefficient, simply navigate to the Google Workspace Marketplace to acquire it. Here’s how to install Coefficient: Now that you have Coefficient installed, you can effortlessly import your live Salesforce data. In the Coefficient sidebar within Google Sheets, follow these steps: To do this, follow these steps: The Formula Builder will promptly generate a custom SOQL query based on your specifications. Simply copy this query, and you’re ready to go. With Coefficient, data analysis becomes more efficient and accessible, empowering users of all skill levels to harness the power of Salesforce data seamlessly within Google

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April 13, 2021in Generative AI, Salesforce
Salesforce Action Plans
12Apr

Salesforce Action Plans vs Action Plan Templates

Need a quick refresher on the difference between an action plan template and Salesforce action plans in Salesforce? Here you go. 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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April 12, 2021in Salesforce
Salesforce AI
09Apr

Einstein Opportunity Scoring

Let Salesforce’s artificial intelligence help you and your team focus on the right opportunities so you can close more deals with Einstein Opportunity Scoring. Each opportunity in Salesforce is given a score, from 1 to 99, which is available on opportunity records and list views. Sales reps use these opportunity scores to identify top opportunities. If you use Collaborative Forecasts, opportunity scores are also available on the forecasts page. Plus, use scores with reports, Process Builder, and workflows. Einstein Opportunity Scoring is available to users with or without a Sales Cloud Einstein license. Opportunity scores tell you the likelihood that an opportunity will be closed won. For each opportunity score, Einstein shows the factors that have contributed the most to the score, both positively and negatively. Einstein uses your team’s past closed opportunities, won and lost, to create a predictive scoring model.  This model helps identify which opportunities are most likely to result in a win. Einstein Opportunity Scoring in Lightning In Lightning Experience, the score is shown on the compact layout of opportunity records or on the Details tab. Hover over the score to see a list of factors that contribute to the score. For example, a score could be relatively high because the opportunity is moving quickly through the stages compared to other opportunities. In Salesforce Classic, the score is shown on the record detail of opportunity records. The contributing factors are shown. You can add the Opportunity Score field to any of your opportunity list views. If you don’t see the score on public list views, ask your Salesforce admin to add it. In Lightning Experience, hover over the score in the list view to see the factors that contribute to the score. In Salesforce Classic, the contributing factors aren’t available from the list views. Instead, navigate to the opportunity record detail page. The opportunity score can be calculated using a variety of factors, such as market demand, competitive landscape, the potential ROI, and the resources required to pursue the opportunity. Einstein Opportunity Scoring provides an unbiased, objective prediction on the likelihood of a deal closing, based on data patterns from previously closed deals. Then, take the guesswork out of forecasting. Einstein Forecasting uses AI technology to bring more certainty and visibility to your forecasts. Improve forecasting accuracy, get forecast predictions, and track how sales teams are doing. What is the difference between Einstein Lead Scoring and opportunity scoring? Einstein Opportunity Scoring is part of Sales Cloud Einstein Scoring, which also includes Einstein Lead Scoring. In the hierarchy, Einstein Lead Scoring comes under Salesforce’s Sales Cloud Einstein model. Opportunity scores tell the salesperson the likelihood of an opportunity to be won. Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West 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

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April 9, 2021in Einstein 1 Platform, Einstein Insights, Salesforce Einstein, Salesforce Sales Cloud
marketing cloud utm parameters
07Apr

What Are UTM Parameters in Marketing Cloud

What Are UTM Parameters in Marketing Cloud? UTM parameters are essential for tracking the effectiveness of your marketing messages by linking user clicks to actions on your website within Marketing Cloud. Once set up, the Marketing Cloud Engagement tool automatically adds these parameters to the URLs in your messages, enabling detailed performance tracking. You can track five key UTM parameters: source, medium, campaign, term, and content. These parameters are captured in Google Analytics reports, offering insights into your marketing efforts, such as total goal conversions, bounce rate, and average time spent on your site. What is a UTM Code? A UTM (Urchin Tracking Module) code is a text string appended to a URL to help monitor the performance of digital marketing campaigns. UTM codes include up to five key parameters: Campaign, Source, Medium, Content, and Term. UTM Parameter Channel Support: Example URL with UTM Parameters: arduinoCopy codehttps://www.example.com?utm_source=sfmc&utm_medium=email&utm_campaign=TestCampaign&utm_term=MyLink123&utm_content=123456&utm_id=f521708e-db6e-478b-9731-8243a692c2d5&sfmc_id=245678&sfmc_activityid=598741568 Parameter Breakdown: For more on UTM parameters, refer to the Google Analytics documentation. Configuring UTM Parameters in Marketing Cloud Engagement In Google Analytics 4 (GA4), UTM parameters are automatically appended to links in all sent messages unless the domain or subdomain is not on the allowlist in Journey Builder Settings. They will also not apply if click tracking is disabled. Adding UTM Parameters in Salesforce To track UTM parameters in Salesforce, follow these steps: Tracking UTM Parameters in Salesforce There are four primary methods to track UTM parameters and attribution data within Salesforce: Content updated March 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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April 7, 2021in Data, Google, Google Analytics, Salesforce, Salesforce Marketing Cloud
Salesforce Marketing Cloud
06Apr

Salesforce Marketing Cloud Explained

Salesforce Marketing Cloud, a top digital marketing automation and personalization platform, manages marketing activities across various channels, including email, mobile apps, SMS, and company websites. It seamlessly integrates with other Salesforce products like Sales and Service Cloud, facilitating the free flow of CRM data. Marketing Cloud is a customer relationship management platform for marketers allowing them to create and manage marketing relationships and campaigns with customers and prospects.  Its analytics and reporting capabilities allow marketers to measure and optimize the performance of campaigns and ads, lowering marketing costs. What’s in a name? It’s worth noting that in April 2022, Salesforce modified the names of six Marketing Cloud products, while maintaining their functionality. These changes aim to simplify the suite and minimize confusion. Marketing Cloud stands as a prominent tool in marketing technology, offering a comprehensive array of modules—approximately 20 at the time of this writing—through years of innovation and acquisition. Jay Wilder, VP of Product Marketing for Marketing Cloud, shared insights into these changes, emphasizing the strategic direction of Salesforce Marketing Cloud. The modifications primarily involve renaming certain add-ons and functionalities: While some changes may seem substantial, the alterations aim to streamline and simplify, aligning with Salesforce’s overarching “Easy” theme introduced at Dreamforce ’21. The goal is to make setup, installation, and configuration as user-friendly as possible. Salesforce plans to execute these changes gradually, updating documentation and conducting localization research throughout the latter part of 2022. Importantly, the modifications won’t impact product functionality, pricing and packaging, features within products, SKU names, or the names of certain modules such as Email Studio, Journey Builder, and Mobile Studio. Interested in learning more about Salesforce Marketing Cloud? Contact Tectonic today. This content was updated in April 2022. 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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April 6, 2021in Salesforce Marketing Cloud
Salesforce Service Cloud Voice
05Apr

Salesforce Service Cloud Voice Explained

At times, communication is more convenient over the phone. Your customers know that. And they expect you to know it too. Salesforce Service Cloud Voice enables agents to handle calls, address customer concerns, and make outbound calls directly from the Service Console. This feature allows companies to efficiently manage customer phone interactions within the Salesforce platform and the Omni-Channel. Despite the growing prevalence of digital engagement across multiple channels, a significant 93% of customers still prefer using the phone to seek assistance. Salesforce Service Cloud Voice offers several advantages, including the streamlined centralization of communication channels. Businesses can integrate their phone systems, such as Interactive Voice Response (IVR) and Automatic Call Distribution (ACD), seamlessly into the Sales Cloud with this powerful platform. Key features of Salesforce Service Cloud Voice include: Salesforce continuously enhances its Service Cloud CRM platform, introducing new tools for Contact Center as a Service (CCaaS). Service Cloud Voice, digital engagement, and omnichannel routing are among the recent additions to the platform, offering advanced telephony capabilities natively integrated within Salesforce. To enable Salesforce Service Cloud Voice with Partner Telephony: Service Cloud Voice integrates seamlessly into the Service Console alongside other channels. This virtual help desk provides a 360-degree view of each customer and their requests. Agents utilize Service Cloud Voice to capture customer information from voice calls and various digital channels, including email, chatbots, web chat, social media, online communities, and SMS messaging. The combination of the console and Voice creates a unique experience, bringing together telephony, digital conversations, and customer relationship management (CRM) data in one unified platform. Salesforce also offers Einstein Bots, AI-powered chatbots integrated directly into the CRM through the Einstein 1 Platform. These chatbots automate personalized and intelligent service, enabling faster resolutions and task automation by leveraging Salesforce data. Content updated January 2024. 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more

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April 5, 2021in Einstein 1 Platform, Salesforce Einstein, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Service Cloud
Salesforce
02Apr

Object Relationship Types in Salesforce

Types of relationship in Salesforce You can establish relationships between objects in Salesforce. You can associate one object with another. For example, you have an object named Meetup (to store information about a meeting), and you want to associate it with another object, Participant (to store information about participants for a particular meeting) so that you can associate the Participant records with the respective Meetup record. These relationship types also determine how they handle record sharing, data deletion capability, and required fields in page layouts. Salesforce provides the following object relationship types that can be established among objects: Master-detail relationship It is a strongly coupled relationship among Salesforce objects, which means if a master record gets deleted, then the child records associated with it are also deleted. In this type of relationship, the parent record controls the behavior of the child record regarding visibility and sharing. It means the security setting of a parent object applies to the child object. For example, if we create a master-detail relationship between the Meetup and Participant objects, where Meetup will act as the parent object and Participant will serve as the child object, then if someone deletes a Meetup record, all the associated Participant records will also get deleted. When there is a master-detail relationship between two objects, you can create a unique type of field over the master object, called Roll-up summary. A roll-up summary field allows us to calculate values from child records, such as the number of child records linked to a parent record. Tip For best practice, don’t create more than 10,000 child records for a master-detail relationship. Lookup relationship It is a loosely coupled relationship among Salesforce objects, which means even if a parent record gets deleted, the child records remain in the system. Here, both the parent and child have their own sharing settings and security controls. The following image gives a visual representation of the lookup relationship between Meetup and Participant objects and what happen when parent (Meetup) record gets deleted: For example, if we create a lookup relationship between the Meetup and Participant objects, where Meetup will act as the parent object and Participant will serve as the child object, then if someone deletes a Meetup record, all the associated Participant records will still exist in the system. Difference between master-detail and lookup relationships Let’s have a look at the differences between the lookup and master-detail relationships in the following table: Lookup relationship Master-detail relationship Loosely coupled. Strongly coupled. Roll-up summary field cannot be created. Roll-up summary field can be created. Parent record is not required while creating a child record. Parent record is always required in order to create a child record. Lookup fields are not required on the page layout of the detail record. Master-detail field is always required on the page layout of the detail record. Standard object record can be on the detail side of a custom object in a lookup relationship. Standard object record cannot be a child. By default record ownership of child records is not controlled by the parent. Parent controls the record ownership of child records. The owner field is not available on the detail record in master-detail relationship queues, sharing rules and manual sharing is not possible for detail records as it requires the owner field. You can have a child record without a parent. You cannot have a child record without a parent. You can have a maximum of 40 lookups on an object. You can have a maximum of two master details on an object. No cascade delete. Cascade delete. Self-relationship Self-relationship is another example of a lookup relationship. In Salesforce, we can use lookup relationships to create self-relationship among objects; we can have a maximum of 40 self-lookups. For example, a campaign record can have a Parent Campaign record. External lookup relationship We can create two special lookups on an external object apart from the standard lookup relationship. They are external lookup relationship and indirect lookup relationship. External lookup relationship allows us to link an external object to a parent external object whose data is stored in an external data source. In other words, it allows us to link two external objects. Indirect lookup relationship An indirect lookup relationship allows us to link an external object to a standard or custom object. We can only create an indirect lookup to an object with a unique external ID field on the parent object that is used to match the records in this relationship. While creating an indirect lookup relationship field on an external object, we have to specify the child object field and the parent object field to match and associate records in the relationship. For example, we can display a related list of payments from the ERP external record with matching external IDs on the account object. Many-to-many relationship The many-to-many relationship in Salesforce allows us to link a child record to multiple parents. For example, a campaign is attached to many leads, and one lead may have more than one campaign. If you have two objects, called Case and Article, and you want to relate these two objects in such a manner that one case can have multiple articles and one article is linked to many cases, then we have to use the many-to-many relationship. The many-to-many relationship is made with the help of a junction object. In this case, we can create the third object, let’s say, Solution with two master-detail relationships with Solution – Case and Solution – Article. Note One object can have only two master-detail relationships. Hierarchical relationship In Salesforce, only a user object has this type of relationship where we can create a hierarchy of users in the organization. For example, a user can have his manager, and his manager may have senior manager, and so on till the CEO or CIO level. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at

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April 2, 2021in Salesforce

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