Salesforce Marketing Cloud Archives - gettectonic.com - Page 8
Use Salesforce Data Protection Services

Use Salesforce Data Protection Services

Ensuring Data Security in Salesforce: Use Salesforce Data Protection Services How is Data Protected in Salesforce? Salesforce.com employs cutting-edge Internet security technology, including Secure Socket Layer (SSL) with server authentication and data encryption, ensuring the protection of user information during access via supported web browsers. Why Use Salesforce Data Protection Services? Data Security is imperative to meet evolving privacy standards and safeguard sensitive information shared over the internet. Unauthorized access could pose significant risks to the entire organization, making data security a crucial aspect. Salesforce GDPR Certification: Yes, Salesforce is GDPR certified, as confirmed in Section 11 of the Data Processing Addendum, where Salesforce commits to providing reasonable assistance to customers. Salesforce CCPA Compliance with Customer 360: Salesforce 360 facilitates CCPA compliance by seamlessly connecting Marketing Cloud to Sales Cloud, ensuring a cohesive flow of customer data across the organization. Introduction to Salesforce Shield: Salesforce Shield comprises three security tools – Shield Platform Encryption, Event Monitoring, and Field Audit Trail – embedded into critical business applications to enhance trust, compliance, and governance. Data Protection and Privacy Regulations: Salesforce assists companies in complying with various data protection and privacy regulations, including GDPR, CCPA, PIPA, LGPD, PIPEDA, and more, offering guidance on common privacy principles. Guidance for Data Management and Privacy Compliance: Salesforce provides tools for efficient data management and privacy compliance, covering aspects such as data deletion, consent management, restriction of processing, data access and portability, and privacy center functionalities. Encryption of Data at Rest with Salesforce Shield Platform Encryption: Salesforce Shield Platform Encryption encrypts data at rest within servers, databases, search index files, and the file system, preserving functionality and ensuring secure storage. Use Salesforce Data Protection Services: To enable Data Privacy and Protection in Salesforce, users can navigate through Lightning Experience or Salesforce Classic, accessing the setup and entering “Data Protection and Privacy” in the Quick Find box. Various Data Security Settings in Salesforce: Salesforce offers multiple data security settings, including Object-Level Security through profiles, Permission Sets, Permission Set Groups, Ownership-Based Sharing Rules, Criteria-Based Sharing Rules, and Guest User Sharing Rules. Salesforce Data Ownership and Digital Chain of Custody: Salesforce Data Ownership involves maintaining a Digital Chain of Custody, ensuring meticulous tracking of data through each replication process. This guarantees data remains under control and protected at all times. Salesforce and DLP Functionality: Salesforce does not have built-in Data Loss Prevention (DLP) functionality. It relies on third-party apps like Nightfall to provide DLP capabilities, crucial for maintaining compliance with regulations such as HIPAA and PCI. 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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Salesforce Audience Studio to Retire

Salesforce Audience Studio to Retire

Marketing Cloud Audience Builder has empowered marketers to create highly detailed segmented audiences based on behavioral and demographic data. Now that it is set to retire, the key question arises: “What comes next?” In any tool retirement scenario, finding a new solution capable of intricate segmentation becomes crucial, and fortunately, there are several options available. A recent poll indicates that only around 40% of respondents were aware of Audience Builder’s impending retirement, emphasizing the importance of planning for the future, whether you’ve been aware for some time or are just learning about it now. What is Marketing Cloud Audience Builder? Audience Builder in Marketing Cloud facilitates the creation of finely segmented audiences, leveraging both behavioral and demographic data. User Interface: The Audience Builder UI provides a user-friendly alternative to SQL queries, catering to less technical marketers. Data Volumes: Capable of handling large data volumes, Audience Builder outperforms SQL queries, which can often experience timeouts. Integration: Fully integrated with Marketing Cloud, Audience Builder allows marketers to segment data across various dimensions. However, Audience Builder has its drawbacks: Setup: Initial setup requires support from Salesforce professional services, raising the price point and demanding internal efforts. Maintenance: Adapting Audience Builder to changes in the data model may necessitate third-party support. Database Sync: While the database offers speed advantages, syncing with Marketing Cloud occurs every 24 hours, potentially leading to the use of outdated data in certain scenarios. “We had a client who had switched from Audience Builder to SQL queries, which were timing out. They had monstrous data extensions with dozens of millions of contacts. To manage that challenge, the data extensions and queries were broken up into chunks. We worked with them to first filter out contacts that were relevant to their segment, before applying more logic to break it up. It’s like going from cable to streaming – the legacy cable package (like Audience Builder) is very comprehensive, but it’s expensive and needs maintenance. If you are dependent on technicians to visit (professional services), it becomes less adaptable to your needs.” Anthony Lamot, CEO & Co-Founder of DESelect Migrating from Audience Builder: What to Expect The aim of Audience Builder is to create complex, granular segments. When seeking an alternative, consider the following options: Spotlight on the AppExchange The AppExchange, Salesforce’s app marketplace, features DESelect as a market leader in marketing data enablement for Marketing Cloud. DESelect offers strengths similar to Audience Builder but with improvements: Salesforce Audience Studio to Retire Choosing an alternative to Audience Builder is a critical decision, especially as hyper-personalization gains importance in competitive marketing landscapes. Avoiding team attrition and empowering marketers with efficient tools are additional reasons to invest in a robust alternative. DESelect, with its user-friendly approach and alignment with modern marketing trends, stands out as a compelling solution worth considering. 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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Google Analytics and Salesforce Integration

Google Analytics and Salesforce Integration

Syncing Google Analytics Data to CRM Analytics To integrate Google Analytics and Salesforce Integration using the Google Analytics connector, follow these steps: Important Note: As of July 1, 2023, the main product Google Analytics has been decommissioned and replaced with the new product Google Analytics 4 (GA4). The Salesforce announcement GA4 Set to Replace Universal Analytics gives an overview on this. Creating a Connection Required Settings: Google Analytics 4 Integration To sync Google Analytics 4 data to Salesforce Data Pipelines: Connector Considerations: Google Analytics Salesforce Sales Cloud Integration User Identification Analytics provides two methods to identify users: Required Salesforce Sales Cloud Objects and Fields: Integration Steps: Testing and Viewing Imported Data: Notes: Google Data Studio and Salesforce Integration Connecting Salesforce with Google Data Studio allows for powerful visualizations that combine sales and marketing data. This integration helps in understanding which channels generate the most leads and income. Google Analytics 4 Connection Setup: Connection Details: Advanced Properties: Considerations: By following these steps, you can seamlessly integrate Google Analytics data into your CRM Analytics and Salesforce Data Pipelines, ensuring robust data analysis and informed decision-making. Decide How to Identify Your Users: Analytics offers two ways to programmatically identify your users: Client ID and User-ID. To support Data Import for Salesforce Sales Cloud, you must implement Client ID. You may optionally choose to also implement User-ID. Client ID pseudonymously identifies a browser instance and is best suited for businesses focused on lead generation and new customer acquisition. User-ID enables the analysis of groups of sessions, across devices, using a unique, persistent, and non-personally identifiable ID string representing a user. This option is best for businesses with high rates of logged-in users. How to Import CRM/ERP Data with Google Analytics 4 Using a CSV File: Transitioning to Google Analytics 4: As of March 2023, Google has automatically created GA4 properties for users unless they opt-out. Until July 1, 2023, you can continue to use and collect new data in your Universal Analytics properties. After this date, you must export your historical reports as Universal Analytics will be phased out. How Does Google Help Salesforce Marketing Cloud Users? Google Analytics provides invaluable insights into user behavior, helping Salesforce Marketing Cloud users optimize campaigns and understand customer journeys. Integration with the Google platform allows businesses to combine offline sales data with digital analytics, optimizing digital marketing strategies and improving campaign effectiveness. Additional Integration: Using datasets from Google Analytics and Google BigQuery, businesses can create interactive Tableau CRM dashboards to visualize campaign activities and performance metrics. By following these guidelines, organizations can leverage Google Analytics data effectively within their Salesforce ecosystem, enhancing decision-making and strategic planning. Content updated July 2024. 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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Salesforce Marketing Cloud Journey Builder

Journey Builder Enhancements Summer ’23

Journey Builder Enhancements Summer ’23. Optimize your journeys with the Journey Builder System Optimization Dashboard (beta). Simplify your journey with enhanced exit and goal criteria. View journeys by Salesforce data entry objects. You can now download Journey Builder history via REST API, and streamline journey navigation with expandable and collapsible paths. Use an email activity delivery window without an hourly threshold in Journey Builder. Like 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 Mapping Your Customer Journey Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term Read more Collecting Customer Data and Acting On It Salesforce Data Collection and Customer Journey Mapping for Better Outcomes At the forefront of customer engagement, sales revenue leaders have Read more

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Channels and Tactics Redefine Customer Engagement

Channels and Tactics Redefine Customer Engagement

In today’s digital era, data is the core of enterprises, transforming actionable insights from a secondary role to a mission-critical element. Channels and Tactics Redefine Customer Engagement for nearly everyone. Marketers are investing heavily in tools and technologies that unify data, enabling brands to create unique customer profiles, automate campaigns, and scale personalized strategies effectively. While customer relationship management (CRM) systems are widely popular, marketers use a variety of tools to maintain relationships throughout the customer lifecycle. Notably, 89% of B2B and B2B2C marketers utilize account-based marketing platforms to conduct targeted campaigns in collaboration with their sales and service teams. To meet the growing demand for data-driven, personalized, and scalable customer experiences, over half of marketers have adopted artificial intelligence (AI). Additionally, 90% use CRM systems, 89% employ account-based marketing platforms, and 62% leverage AI. Marketers are keenly aware of customer trends and are experimenting with new digital channels to connect with their audience. Chief Marketing Officers (CMOs) cite customer preferences and expectations as the primary drivers of digital strategy. Recognizing the dominance of streaming services in the media landscape, marketers are increasingly using TV and over-the-top (OTT) platforms to reach prospects and customers. Video remains a crucial component of the marketing mix, with both pre-produced and livestream videos gaining traction. As customers show a growing preference for online engagement, marketers are leveraging a wide range of interactive and user-generated content to satisfy this demand. Interactive content and livestream videos, in particular, have experienced the most significant annual growth. Channels and Tactics Redefine Customer Engagement and that is not likely to change any time soon. 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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data cloud and marketing cloud personalization

Data Cloud and Marketing Cloud Personalization

Choosing the correct Customer Data Platform (CDP) for your organization is crucial for adapting to challenges and capitalizing on opportunities in the evolving marketing technology landscape. While AI, behavioral patterns, and infrastructure play pivotal roles in this decision-making process, it’s essential to understand the landscape. However, the same factors, including AI, behavioral habits, and infrastructure, can influence this decision. Data Cloud and Marketing Cloud Personalization together capture and utilize customer data. Selecting the right tools makes it easier to know and cater to your prospects and customers. Without them, you are firing into the darkness. You must understand the necessary infrastructure for a marketing technology team to meet challenges and leverage new opportunities. It integrates four essential AdTech (Advertising Technology) principles applicable to MarTech in the evolving landscape. The external market poses challenges, notably the discontinuation of third-party cookies by major browsers like Google. This shift impacts prospecting and underscores the significance of first-party data. The rise of AI, exemplified by technologies like ChatGPT and integrated into platforms like Salesforce’s Einstein, further complicates the landscape. The AI era raises concerns about data usage and collection, employment risks, and the ethical consideratins. Organizations rush to incorporate AI, with Salesforce introducing Einstein GPT shortly after the emergence of ChatGPT. In this dynamic environment, organizations grapple with managing diverse data sources, implementing AI/ML, and ensuring privacy. AdTech principles become imperative in MarTech for effective targeting, personalization, and measurement. The focus shifts to the role of a Customer Data Platform (CDP) within the MarTech stack. Distinguishing between Data Management Platforms (DMPs), CDPs, Data Warehouses, and Data Lakes sets the stage. The article explores three CDP types: Enterprise, Event-Based, and Real-Time Personalization. The significance of a Customer Data Platform (CDP) like Salesforce’s Data Cloud cannot be stressed enough. Bear in mind there are differences between DMPs, CDPs, Data Warehouses, and Data Lakes, each with their own use cases. And for your situation a DMP, Data Warehouse, or Data Lake might be required. Salesforce’s CDP platform undergoes scrutiny, aligning its features with AdTech principles. Read more about Tectonic’s thoughts on Data Cloud here. The CDP’s contribution to targeting, personalization, and both deterministic and probabilistic measurement is detailed. Salesforce’s Data Cloud and Marketing Cloud Personalization (Interaction Studio) emerge as solutions catering to distinct needs. In conclusion we must underscore the criticality of choosing the right CDP for organizational resilience, superior customer experiences, and addressing privacy concerns. A robust infrastructure facilitates efficient data management, collaboration, and scalability, empowering organizations to make informed decisions with AI/ML and business intelligence. #data-cloud-and-marketing-cloud-personalization Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Success Story

Case Study: Financial Services-Insurance Healthcare-Salesforce Service/Marketing Clouds

Salesforce provides comprehensive solutions tailored for the healthcare industry, addressing the specific needs of both payers (insurance providers) and providers (healthcare organizations). These solutions are designed to enhance patient engagement, improve operational efficiency, and drive better health outcomes. Salesforce Financial Services and Healthcare solutions.

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Marketing Cloud Intelligence For Data Integration

Marketing Cloud Intelligence For Data Integration

What exactly is Salesforce Datorama, now referred to as Marketing Cloud Intelligence? It is a versatile, cloud-based marketing data platform offering a suite of solutions aimed at enhancing data integration, reporting, analysis, and optimization. Marketing Cloud Intelligence For Data Integration. However, the question arises: Does Marketing Cloud Intelligence truly deliver the cloud-based Marketing Intelligence as Salesforce touts? Let’s dive into what this platform offers and dissect its capabilities without the fluff. Understanding the Platform: Salesforce’s Marketing Cloud Intelligence, formerly known as Datorama, serves as an analytics tool meticulously designed to integrate and visualize various forms of marketing performance data. It strikes a balance, catering to both analytically inclined marketers and seasoned analysts seeking to bridge data with conventional BI tools like Tableau. Flexible SaaS with Tailored Customization: Despite its Software-as-a-Service (SaaS) nature, Datorama surprises with its flexibility. It can function autonomously, handling data storage, modeling, ETL, and visualization, or seamlessly integrate with other platforms like Azure Databricks or Looker. While it accommodates numerous data use cases, its primary focus remains on Performance Marketing. Marketing Cloud Intelligence often gets misclassified as a traditional Business Intelligence or Analytics platform, but it truly excels in data management. For those contemplating its adoption, familiarity with its functionalities through resources like “Getting to Know Marketing Cloud Intelligence” or video walkthroughs is encouraged. Transition to Marketing Cloud Intelligence: The rebranding from Datorama to Marketing Cloud Intelligence was proposed in early 2022, gaining momentum recently. Despite the name change, the platform’s features and capabilities remain intact. Origins and Evolution: Originating from an Israeli-based technology firm in 2012, Datorama swiftly gained traction under the stewardship of its founders Ran Sarig, Efi Cohen, and Katrin Ribant. In 2018, Salesforce acquired Datorama, integrating it into the Marketing Cloud suite alongside Account, Engagement, Personalization, and Data Cloud platforms. However, as of February 2, 2023, the original founders and core engineering teams have moved on, possibly signaling a shift in the platform’s trajectory. Functionalities and Capabilities: Marketing Cloud Intelligence boasts robust data onboarding and connectivity features, with a rich assortment of connectors and retrieval mechanisms supporting popular data management platforms like SAP Hana, AWS, Oracle, Vertica, and SQL Server. It excels in ingesting and managing aggregated marketing performance data, with the capacity to handle event-level data as well. Pricing and Competitors: While its pricing model revolves around data row consumption and user seats, the platform may become cost-prohibitive at higher volumes. However, recent enhancements like Data Lake offer expanded row count flexibility without escalating costs. Its primary competitors include Domo, Adverity, NinjaCat, Improvado, Looker, PowerBI, and Google Data Studio. Use Cases and Industries: Marketing Cloud Intelligence serves marketers and advertisers across various industries, including communications, media, technology, healthcare, finance, manufacturing, automotive, retail, and publishing. Its versatility lies in supporting six specific marketing data use cases, ranging from building a single source of data to producing informative dashboards. Continuous Evolution: With frequent product releases, Marketing Cloud Intelligence remains dynamic, adapting to evolving market needs and technological advancements. Its commitment to enhancing analytics, visualization, connectivity, and marketplace apps ensures its relevance in the ever-changing landscape of marketing data management. Future Outlook: As Salesforce navigates the competitive analytics space, the future of Marketing Cloud Intelligence remains intriguing. While challenges like pricing pressures persist, the platform’s integration within the Marketing Cloud ecosystem and ongoing enhancements hint at a promising trajectory. Whether it evolves into a fully integrated analytics solution or retains its standalone utility, only time will tell. But one thing is certain: Salesforce’s promotion of Marketing Cloud Intelligence will continue to shape its evolution and market positioning moving forward. 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 Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more We Are All Cloud Users My old company and several others are concerned about security, and feel more secure with being able to walk down Read more

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Data Collection

Marketing Cloud Personalization Explained

Marketing Cloud Personalization introduces an advanced level of customization for both you and your clients. By tracking customer interactions on your website, the system can adjust messaging on web pages and customize experiences based on the products and services that interest your customer. With Marketing Cloud Personalization (formerly Interaction Studio), visualize, track, and manage customer experiences with real-time interaction management. SMCP gives you the power to utilize the 4 P’s of marketing personalization. What are the 4 Ps of marketing personalization? The timeless 4 Ps of marketing—Product, Place, Price, and Promotion—remain relevant. To capitalize on contemporary capabilities, it’s essential to update strategies. A recent Infosys survey found that: While monitoring customer behavior for personalized experiences is not new, the ability to do it in real-time is. To bring this vision to life, rely on Marketing Cloud Personalization (formerly Salesforce Interaction Studio). Salesforce Marketing Cloud Personalization is a real-time personalization and interaction management solution, creating personalized experiences at crucial touch points throughout the customer journey. Marketing Cloud Personalization enables you to: Other beneficial reasons to implement Marketing Cloud Personalization include: Impact & Benefits Across Industries: Marketing Cloud Personalization captures data from every interaction, building unique customer profiles for known and unknown visitors. It supports web, mobile, and email campaigns, offering real-time personalization experiences and advanced features like triggered and server-side campaigns. Gears, Feeds, and Catalogs: 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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Salesforce Marketing Cloud

Download History and Storage Details for Marketing Cloud Automations and Data Extensions

Analyze automation health with automation history downloads in CSV files. Monitor marketing data usage by downloading extension storage details as a CSV file. Administrators can use reports to perform detailed data analysis or grant another user access to reports. Access Marketing Cloud automations and data extensions Marketing Cloud automations and data extensions Evaluate your automations over time by downloading your automation history as a CSV file. Improve automation health by reviewing each automation’s success rate and identifying automations with high skip or error counts. The CSV file lists automations that have run in the past 12 months. Automations that support Einstein, Intelligence Reports, and Data Cloud aren’t included. Individually run activities are also not included. How: From your top-level Enterprise 2.0 account, go to Setup and click Download Automation History. How: From your top-level Enterprise 2.0 account, go to Setup and click Download Storage Details. Improving Automation Health Here are some ways that you can improve automation health. 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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