Salesforce Archives - gettectonic.com - Page 109
Salesforce Marketing Cloud Email Studio
17Mar

What is Email Studio in Marketing Cloud?

Salesforce Email Studio is a robust email marketing tool within Salesforce Marketing Cloud that maximizes the potential of data and automation to establish meaningful customer relationships. This platform enables the automation of transactional communication and facilitates the sending of personalized messages to specific target groups. Customize Account Branding with Sender Authentication Package (SAP): Enhance your account branding through the Sender Authentication Package (SAP), a tool provided by Marketing Cloud. SAP features include custom account branding, a private domain for email sending, a custom domain for CloudPages, a dedicated IP address, and reply mail management. Upon purchasing SAP, you will receive an email from [email protected] 1–2 days after your contract activation. This email includes the SAP Quick Start Guide and a personalized form to set up your SAP. IP Address Warming: When you become a Salesforce Marketing Cloud customer, the assigned sending IP addresses have not been previously used for email delivery. Email service providers are wary of emails from IP addresses lacking a sending history. To establish trust, it is recommended to warm up or ramp up new IP addresses gradually. Microsoft notes that 80% of unrecognized connections attempt to deliver spam or malware, making senders guilty until proven innocent. Warming involves slowly increasing email volume to build around 30 days of sending history, allowing ISPs to recognize and trust the new IP address. Tectonic assists our clients with proper IP warming. Warming Guidance: During the warming period, focus on sending to the most active and engaged subscribers. The initial sends are crucial for ISPs to determine sender IP address reputation. Factors such as list size, quality, and subscriber engagement influence the warming period’s duration. Recommended volume targets can be achieved by splitting large sends, migrating smaller-volume campaigns, or creating non-time-sensitive campaigns specifically for warming. Important Considerations: Adhering to warming guidance is essential to mitigate deliverability risks. It is advised to follow the recommended volume targets and adjust sending practices during warming to avoid suboptimal delivery, deferrals, bulk folder placement, or email blocking. Target Audience Expansion: During the first three weeks, focus on new or actively engaged subscribers. In the fourth week, expand to subscribers with engagement in the last 60 days. Around week six, add subscribers who engaged in the last six months. Beyond six months, consider suppressing unengaged subscribers to minimize spam trap risks. Email Studio Navigation: Use Email Studio’s primary navigation toolbar and navigation pane to access various features. The toolbar is located under the Marketing Cloud header, and the navigation pane can be hidden or resized as needed. Custom navigation allows the creation of horizontal tabs for a more tailored user experience. Email Studio Capabilities: With Email Studio, create and send personalized emails, ranging from basic newsletters to complex campaigns. Deliver promotional, transactional, and triggered messages while tracking and optimizing performance. After setting up domains and importing subscribers, Email Studio empowers users to craft high-quality content for their email campaigns. For more information on Salesforce’s Email Studio, contact a Tectonic representative today. 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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March 17, 2021in Salesforce Marketing Cloud
team
15Mar

How to Choose the Right Salesforce Implementation Partner

Once the decision is made that Salesforce.org is the ideal CRM solution for your organization, the next crucial step is selecting the right implementation partner. The search queries related to Salesforce often include phrases like “the best Salesforce implementation partner,” indicating the significance of this choice. But isn’t the “best” partner the right partner? While any Salesforce partner can be self-proclaimed as “the best,” a high-ranking position on the Salesforce AppExchange is a trustworthy indicator. However, appearing at the top of Google searches may simply denote proficiency in search engine optimization or heavy investment in pay-per-click advertising, not stellar implementation work. Even local proximity is only indicative of location, not necessarily capabilities. The ultimate task is to find a Salesforce implementation partner that aligns with the unique needs of your organization. Consider the following tips when making this critical decision: Specialized Experience: Seek a partner with expertise in your specific focus area, industry, business model, or any other criterion that sets your organization apart. Different partners may excel in various areas of Salesforce’s versatile platform, so finding one aligned with your needs is crucial. Independent Discovery: Engage a potential Salesforce partner for a discovery process independent of the full implementation. This allows you to gain confidence in their recommendations by ensuring they understand your business needs and technological requirements, offering a smaller investment with the potential for greater ROI. Budget Consideration: Approach your Salesforce implementation partner search with a ballpark budget in mind. While you’re not necessarily seeking the cheapest or most expensive solution, having a preliminary understanding of your project’s scope can guide discussions effectively. Track Record and Reputation: Assess a partner’s track record and reputation by focusing on successful projects and positive customer reviews. Look for partners with a longstanding relationship with Salesforce, a diverse range of satisfied customers, and an internal team capable of addressing all development and customization needs. Communication and Project Management: Evaluate a partner’s communication and project management style. A good partner should be able to clearly explain their process, keeping you informed throughout the project. Ensure that the team includes a delivery manager and an account representative who understand your needs and communicate regularly. Integration and Availability of Salesforce Implementation Partner Integration with Other Tools: Consider the compatibility of other tools in your technology ecosystem with those of your Salesforce partner’s area of expertise. This eliminates learning curves and downtime, ensuring seamless integration and operation during normal business hours. Hours of Availability: Solutions and implementation partners with staff in multiple time zones can often get deliverables to your inbox for inspection early in your day. Likewise they can burn the midnight oil in your local time zone with mission critical deliverables. Proven Process: Look for a partner with a well-defined process, as this increases the likelihood of a successful project delivered on time and within budget, especially if your Salesforce implementation will occur in stages. Adaptability: Assess a partner’s ability to adapt to your organization’s needs, recognizing that a skilled partner will assist your organization through the change management process that often accompanies Salesforce implementation. Involvement of Project Sponsor: Involve the primary project sponsor or administrator within your organization in the partner selection process. This key individual contributes not only institutional knowledge but also an understanding of how your company operates. Ongoing Support: Seek a partner capable of providing ongoing support, fostering a long-term relationship. This ensures continuity and efficiency in reaching future Salesforce development goals. By carefully considering these factors, you can make an informed decision and select the right partner for your Salesforce.org project. Utilize resources such as your Salesforce Account Executive, Salesforce’s partner list, and online searches to compile a diverse list of potential candidates. 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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March 15, 2021in Salesforce, Salesforce Implementation Services
implementation
12Mar

Chatter App Salesforce

What is the Salesforce Chatter app? The Salesforce Chatter app is a real-time social collaboration application within the Salesforce platform. It facilitates seamless communication among employees, by allowing them to converse, share information, and collaborate effectively. Chatter serves as a secure workspace where users can establish networks, share files, and provide status updates. Is Salesforce Chatter still in use? Salesforce Chatter app remains in use, but its availability is on an organization-specific basis. Users within the same Salesforce organization can utilize Chatter to communicate with each other securely. While people outside the company’s email domains cannot use Chatter within the organization, its functionality persists for internal communication. Chatter is no longer supported by Salesforce. Chatter has essentially been replaced by Slack. What are the benefits of Salesforce Chatter? Salesforce Chatter offers a real-time collaboration platform that enables employees to share files, data, and valuable information effortlessly. It acts as a central hub for teams to stay connected, share work and ideas in real-time, and stay updated on ongoing activities. This enhances overall communication and collaboration within the organization. Is Slack replacing Salesforce Chatter? Internally, Salesforce has transitioned from using Chatter to employing Slack as the preferred chat tool. This transition not only encompasses Salesforce’s core functions but extends to broader business operations, showcasing Slack as a comprehensive replacement for Chatter within the Salesforce ecosystem. Key Features of Chatter in Salesforce: Salesforce retired Chatter Messenger on March 30, 2018. You are no longer able to use the feature, and Salesforce will not provide any support for it. What is the difference between slack and chatter in Salesforce? Chatter is used to track updates on items of interest in Salesforce. Chatter is deeply integrated with other Salesforce products. No other competing products come close. Slack is a traditional project management tool. Content updated Oct 2022. 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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March 12, 2021in Salesforce
Salesforce Service Cloud
11Mar

Salesforce Service Acronyms

Here is a helpful glossary of terms you will hear when discussing Salesforce and Salesforce Service Cloud. ACW After Call Work Tasks that the agent needs to complete after the customer call has ended. Your job as a Salesforce Admin/Service Cloud Consultant is to make completing these tasks (eg. entering data, call outcome notes), as efficient as possible for the user. AHT Average Handle Time The average amount of time it takes for an agent to resolve a customer call/case. CTI Computer Telephony Integration Telephony (phone communication) can be directly integrated into Salesforce. This is a great win for Service (and Sales) departments who rely heavily on their phone, with features such as click to dial, call recording and screen pop available from 3rd party vendors. FCR First Contact Resolution Measures the % of cases that are solved on the first touchpoint with customer service.READ MORE: Create a Service Metrics Strategy. FSL Field Service (Lightning) An extension (add-on product) of Service Cloud that provides a comprehensive view of workforce management. Field Service involves providing services to customers beyond your office or site – which is referred to as in the “field”. Think about mobile employees, like service technicians, who carry out the service in-person; other people involved are service agents, dispatchers, and service managers. Salesforce dropped the “Lightning” from the product name, but the acronym is still widely used. IVR Interactive Voice Response An automated telephony system that interacts with callers, gathers information and routes calls to the appropriate recipients (source). People often refer to this as speaking to a bot before they get through to a human agent. KCS Knowledge-Centered Support A knowledge base that documents service agents’ experiences when solving cases, curated and made accessible to customers for self-service support should they encounter the same question or problem.Salesforce Experience Cloud is praised for encouraging collaboration and improvement between customers and agents in this way. PBX Private Branch Exchange System that routes calls to different agents. SLA Service-level Agreement A formal or informal contract between an organization and its customers which outlines what service they will receive and how long they will need to wait to receive that service each time. SLAs can be configured into Salesforce to prioritize cases and work orders. 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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March 11, 2021in Salesforce, Salesforce Service Cloud
Salesforce Technical Architect
03Mar

Salesforce Architects

Is there a demand for technical Salesforce architects? Indeed, there is a significant demand for Salesforce technical architects capable of designing, implementing, and overseeing cloud architectures that align with the needs and expectations of businesses. These architects should possess knowledge of various cloud platforms and services such as AWS, Azure, Google Cloud, or Salesforce. Successful Salesforce architects exhibit both big-picture thinking and in-depth problem-solving skills. While they require broad and deep technical knowledge, they also need soft skills such as listening, communication, and presentation abilities. Surprisingly, becoming an architect doesn’t necessarily require a development background. However, architects should be proficient in reading code, recommending coding best practices, and knowing when to code and when to leverage declarative (clicks not code) solutions. Salesforce architects often contribute expertise in integrating Salesforce with other technologies, governance, and development operations. They blend technical proficiency with business acumen to empower collaboration between business and IT for a stronger future. In the realm of Salesforce, a Salesforce Architect serves as a trusted advisor and leader, collaborating with business stakeholders to design a vision and architecture for solving business problems. Positioned as the technical team leader, they educate teams on technical best practices and translate business needs into a technical vision executable by low code or pro code builders. Architects also develop proofs-of-concept (POCs) for iterative team enhancements. In Salesforce implementations, architects design the organization’s strategy and data model, implement solutions for identity and access, manage data and process integrations, and address challenges related to large data volumes and data privacy. They identify optimal solutions for business requirements, recommending the use of clicks, code, or a combination based on the specific business use case. As seasoned problem solvers, architects often serve as the final escalation point for any production issues. Content updated February 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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March 3, 2021in Salesforce
Progressive Profiling in Salesforce Marketing Cloud
02Mar

Progressive Profiling in Salesforce Marketing Cloud

In the world of marketing, the primary focus revolves around data accumulation. The more data collected, the deeper the understanding of prospects or customers, leading to the creation of a more comprehensive individual profile. Enter Progressive Profiling in Salesforce Marketing Cloud. Progressive profiling emerges as an effective method for data collection, enabling the gradual enrichment of an individual’s profile over time. This approach prevents overwhelming data collection methods that could potentially drive prospects away. Or at least prevent them from filling out your forms. While Progressive Profiling is a built-in feature in Pardot, Marketing Cloud Consultants and Admins often seek ways to implement it. In this insight, we’ll demonstrate how to achieve Progressive Profiling in Marketing Cloud through a custom solution on CloudPages, deviating from conventional Smart Capture Forms. Progressive Profiling in Salesforce Marketing Cloud: Use Case Let’s outline the use case: a landing page/cloud page that unfolds as follows: First Visit: Display a simple form with fields for First Name, Last Name, and Email Address. Second Visit: Present the same form but accompany it with a ‘Welcome Back’ message. Third Visit: If the prospect submits the form and returns later, showcase a different form with additional fields like company name and service feedback, posing the question, “do you like our service?” How Progressive Profiling Works First Visit: Set a cookie when a user visits the landing page. Second Visit: Check for the existence of a cookie; if present, display the welcome message with the form. Third Visit and Beyond: Upon form submission, add values to a data extension (including the cookie). Subsequent visits involve checking for the cookie’s presence in the data extension, revealing different form fields if applicable. Setting Up Progressive Profiling in Marketing Cloud Step 1: Create a Data Extension Establish a data extension to store form values. Step 2: Create the CloudPage Utilize the provided code snippet. Step 3: Test the Progressive Profiling A demo video showcases the testing process. Considerations GDPR and Privacy: Adhere to GDPR laws; ensure explicit consent for placing cookies and tracking individuals. Consult your legal team for additional disclaimer requirements. Google Chrome Same Site Cookie Change: Be mindful of changes in Google Chrome’s Same Site Cookie policy, adjusting the code in SSJS accordingly to comply with Chrome version 76 or later. Cache and Browser Changes: Note that clearing the cache or switching browsers generates a new cookie, displaying the original form. This insight hopes to elucidate the implementation of Progressive Profiling in Marketing Cloud through a custom solution on CloudPages, leveraging SSJS and other elements. While gaining Progressive Profiling functionality, strategic consideration of the fields to request at each stage is crucial before implementing any technology. 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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March 2, 2021in Salesforce Marketing Cloud
Sending Emails Through Salesforce
01Mar

What is CASL and Does It Impact Companies in the United States?

Canada’s anti-spam legislation (CASL) protects consumers and businesses from the misuse of digital technology, including spam and other electronic threats. It also aims to help businesses stay competitive in a global, digital marketplace. Does CASL apply in the US? CASL requires all businesses to obtain and document consent to send commercial emails to Canadians. This means that if you have Canadian email addresses in your email marketing database, the law is applicable to you even if your business is based in the U.S. or any other country outside of Canada. There are three general requirements under CASL for sending CEMs. They are: For identification, the message must clearly indicate who is sending the message, plus mailing address and either a contact phone number, email address, or website URL. If the contact information cannot fit in the message itself (as in an SMS message), a link to a website containing the information is acceptable. For the unsubscribe mechanism, the message must have a straightforward electronic means of allowing customers to opt-out of receiving future messages, such as the ability to text “STOP” in a text message or through an unsubscribe link in an email. For consent, CASL requires organizations receive prior consent from recipients before sending CEMs. There are two types of consent under CASL: Both types of consent are described in more detail below, including what defines someone as a current customer. Not complying with CASL can result in serious penalties, including criminal charges, civil charges, personal liability for company officers and directors, and penalties up to $10 million. It’s important to understand the law and what it means for your business. Express Consent To give express consent, customers or prospects must explicitly say something to the effect of “yes, please send me marketing emails” when they provide their email address before a company can send any marketing materials to them. These individuals must take some type of action to indicate their explicit consent. For example, clicking a check box would be acceptable but acceptance of a pre-filled check box would not be sufficient. There are two main benefits to collecting express consent: First, express consent can be used for both existing customers and prospects. Second, express consent does not expire – it is valid until the customer chooses to opt-out of further communications. Outside of CASL, the CWTA (Canadian Wireless Communications Association) additionally requires explicit consent for any SMS messages sent from a short code, which includes SMS messages that we send on your behalf. Implied Consent Consent to send a commercial electronic message (CEM) is implied where there is an existing business relationship. An “existing business relationship” is defined in CASL as cases in which: OR With this existing business relationship, you can market to individuals who have not opted-out from receiving messages. However, you are limited to how long you can email individuals with whom you have not done business recently. Implied consent has a limited shelf life. It is only permissible to communicate with those individuals while they continue to meet one of the two criteria above. For example, if a customer makes a purchase from your business, then you have two years from that point during which you can send that person messages. As another example, if a customer calls your business to ask a question but doesn’t end up doing business with you, you would only have six months from that point to send messages. For implied consent to be valid, it is always your responsibility as a business to be able to prove the business relationship is ongoing. Because of the limited life of implied consent, it is always advisable to collect express consent from customers where possible. 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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March 1, 2021in Salesforce
Salesforce Einstein and Einstein Automate
26Feb

Salesforce Acronyms for General Data Management and Security

Here is a helpful glossary of Salesforce acronyms for General Data Management and Security you will hear. Acronym Meaning Defintion 2FA Two-factor Authentication Also an extra layer of security that proves a user trying to login to Salesforce is who they say they are. You will have seen this in action when creating/updating your password, and selecting a question (eg. “City you were born”) and a memorable answer. Note: 2FA has now been broadly replaced by MFA. CASL Canada Anti-Spam Law An anti-spam law that applies to all electronic messages (i.e. email, texts) organizations send in connection with a “commercial activity.” Its key feature requires Canadian and global organizations that send commercial electronic messages (CEMs) within, from or to Canada to receive consent from recipients before sending messages. CCPA California Consumer Privacy Act Similar to GDPR, CCPA applies to businesses that collect or use personal information of California residents (even if the business is not in California). CORS Cross-Origin Resource Sharing “Allows web browsers to request resources from other origins. For example, using CORS, the JavaScript for a web application at https://www.example.com can request a resource from https://www.salesforce.com.” (source). CSP Content Security Policy The Lightning Component framework uses CSP to impose restrictions on content. The main objective is to help prevent cross-site scripting and other code injection attacks. GDPR General Data Protection Regulation A legal framework that sets guidelines for the collection and processing of personal information from individuals who live in the European Union (EU). HIPAA Health Insurance Portability and Accountability Act Ensures that individual health-care plans are accessible, portable and renewable, and it sets the standards and the methods for how medical data is shared across the U.S. health system in order to prevent fraud. HMS Hardware Security Module “Used to provide cryptography processing and key management for authentication. Shield Platform Encryption uses HSMs to generate and store secret material, and run the function that derives data encryption keys used by the encryption service to encrypt and decrypt data.” (source). KMS Shield Key Management Service “Shield Platform Encryption uses data encryption keys to encrypt and decrypt data. Data encryption keys are derived on the Shield Key Management Service (KMS) using keying material split between a per-release master secret and an org-specific tenant secret stored encrypted in the database.” (source). MFA Multi-factor Authentication An extra layer of security that proves a user trying to login to Salesforce is who they say they are. MFA combines something you know (ie. password) with something you own (ie. mobile phone). There are Salesforce approved MFA methods (Salesforce Authenticator app, built-in authenticators, security keys). MFA was formerly two-factor authentication or 2FA. PII Personally Identifiable Information Any data that can be used to identify a specific individual: social security numbers, mailing or email address, and phone numbers have most commonly been considered PIIFor auditing purposes, in Salesforce, Admins can indicate that a field contains PII in the field definition in Salesforce Setup. SCV Single Customer View The concept of collating every data point and interaction that an individual (customer, prospect, or partner) has with an organization, accessible from one record. Also referred to as a “360-degree View”, Salesforce launched the “Customer 360” messaging to communicate that the tightly connected Salesforce platform can enable organizations to achieve this rich profile of each individual. SSL Secure Sockets Layer “Salesforce certificates and key pairs are used for signatures that verify a request is coming from your organization. They are used for authenticated SSL communications with an external web site, or when using your organization as an Identity Provider.” (source). SSO Single Sign-on Sign in to one system, and then be automatically signed into all the rest of the applications you need. Fewer passwords, fewer headaches, less tedium and it should enable you to get on with what you actually intended to do, rather than get bogged with admin stuff such as hunting around for where you put your password hint. 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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February 26, 2021in Salesforce, Salesforce Implementation Services
Salesforce Campaigns
25Feb

Salesforce Campaigns for Event Management

Events represent significant investments in marketing endeavors. They require substantial budgets and involve numerous logistical details on the day of execution. In the midst of managing all these fast-moving parts, the last thing you want to worry about is data management. This underscores the importance of adhering to best practices for event management within Salesforce. Effective event management in Salesforce revolves around utilizing Campaigns. By leveraging Campaigns, you can track event attendance, record budget allocations, and assess costs. Ultimately, Salesforce Campaigns empower you to calculate event ROI by correlating costs with pipeline and revenue outcomes, all within the Salesforce platform. If you’re new to utilizing Campaigns in Salesforce, consider exploring this guide for a comprehensive overview: Enhancing your productivity with Salesforce Campaigns involves tailoring the page layout to align with your specific needs. This customization may include adjusting field placements, creating new custom fields, and determining which components are displayed and how they function. Campaign Hierarchies provide a structured approach to linking related Salesforce Campaigns together, organizing them into a hierarchical framework. This arrangement facilitates both reporting and organizational management. Once individuals have been added to your Campaign, assigning a Member Status to each member allows for precise tracking of event participation. The process of adding Leads or Contacts to Campaigns depends on the established Campaign hierarchy and the desired status assignments. Mapping out the stages of event engagement and the corresponding Campaigns and statuses is essential for effective data management. Salesforce’s standard reports and dashboards offer valuable insights into Campaign performance, making them indispensable tools for event analysis. Measuring ROI on events entails comparing the number of event invitees to those who actively engaged, factoring in event costs. Campaign Influence in Salesforce provides a mechanism for attributing revenue to marketing touchpoints, facilitating comprehensive ROI assessment. Optimizing event management in Salesforce requires a systematic approach that encompasses customization, hierarchy establishment, status tracking, lead incorporation, report utilization, and ROI evaluation. By following these best practices, you can streamline event management processes and maximize the impact of your marketing efforts. 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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February 25, 2021in Marketing Automation, Salesforce
Salesforce Marketing Cloud Journey Builder
24Feb

Can Your Object Trigger a Salesforce Journey?

Many times marketers are challenged to create a customer journey based on data points or events that haven’t currently been captured in the Salesforce platform. Once you create an object in Salesforce, you have to determine if your object can successfully trigger a Salesforce journey. These easy steps help you quickly answer the question: can your Salesforce object trigger a Salesforce journey. Most, but not all, Experience Cloud objects can be used for creating journeys. This list includes the available objects along with a description, their eligibility status, API object, and use cases (as appropriate). Experience Cloud Objects Object Description Status API Example Use Case Sites and Membership Network A site and its settings Not Workflow-enabledNot Replicable Network NetworkMember Individual user memberships Workflow-enabledReplicable NetworkMember Triggers when a new member joins the community NetworkMemberGroup List of profiles and permission sets added to a site (not related to Chatter groups) Not Workflow-enabledNot Replicable NetworkMemberGroup Chatter Groups CollaborationGroup A Chatter group Workflow-enabledNot Replicable CollaborationGroup CollaborationGroupMember Member of a Chatter group Workflow-enabledReplicable CollaborationGroupMember Triggers when a user joins a Chatter Group in the Community CollaborationGroupFeed A single item on a Chatter group feed Not Workflow-enabledReplicable CollaborationGroupFeed Feeds FeedItem Entry in the feed Workflow-enabledReplicable FeedItem Triggers when user asks a question or makes another type of feed post FeedComment Comment added to a feed by a user Not Workflow-enabledReplicable FeedComment Topics Topic A topic Workflow-enabledReplicable Topic TopicAssignment Relationship between a topic and an entity Workflow-enabledReplicable TopicAssignment Triggers when a user posts a question on a specific topic, or adds a topic to any FeedItem EntitySubscription Subscription for following a record or another user Not Workflow-enabledReplicable EntitySubscription Triggers when a user follows a topic, user, or record Cases Case Service case Workflow-enabledReplicable Case Triggers when a user opens or updates a case 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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February 24, 2021in Salesforce Marketing Cloud
Salesforce Einstein and Einstein Automate
22Feb

Salesforce Analytics in the Insurance Industry

In the insurance sector, data analytics are an indispensable tool for making informed decisions and achieving measurable, positive business outcomes. Salesforce analytics in insurance, and data can make all the difference. The current landscape poses heightened and more frequent risks, presenting substantial threats to carriers, reinsurers, and brokers across various business lines. Salesforce Analytics in Insurance Key benefits of data analytics for Property and Casualty (P&C) companies include: Life and annuity companies leverage these capabilities to connect with customers seamlessly, while group benefits providers streamline operations and enhance scalability throughout the benefits lifecycle. The digital, data, and cloud technology innovations offer robust solutions to support and elevate portfolios, streamline operations, and deliver superior customer experiences. The transformative force of data and analytics in the insurance industry has been further accelerated by the challenges posed by the COVID-19 pandemic and the changes in the way companies do business in a far more digital landscape. The property and casualty insurance sector, in particular, grapples with fundamental challenges, such as increased price competition and the need to demonstrate value comprehensively. The market’s competitiveness and fast-paced nature underscore the urgency for insurers to operate at the speed of light and sound. The future of underwriting hinges on artificial intelligence, automated workflows, machine learning, and an agile development approach. Salesforce’s cloud-based solutions not only reduce operational costs but also facilitate faster innovation through purpose-built insurance solutions. Tectonic specializes in implementing these solutions without the need for additional IT staff or extended operational downtime. Salesforce Analytics in Insurance Capabilities: In Europe and North America, data and analytics capabilities are becoming standard in the P&C sector. Leading performers distinguish themselves by building advanced data and analytics underwriting capabilities that deliver substantial value. These capabilities result in improvements such as decreased loss ratios, increased new business premiums, and enhanced retention in profitable segments. Salesforce analytics in insurance play a crucial role in fraud detection, expediting the process and improving accuracy. Insurers need to stay ahead by utilizing preventive, data-driven parametric models. Data in the insurance industry empowers carriers to collect, process, and utilize information across various stages of the insurance product lifecycle. Leading insurance carriers leverage data and advanced analytics to reimagine risk evaluation, enhance customer experience, and improve efficiency throughout the underwriting process. These insights also contribute to loss prevention. Insurers utilizing big data technology can efficiently work on a customer’s profile, from checking history to automating claims processing. The development of sophisticated tech stacks by insurance carriers has proven essential for efficient model development and continual revisions, resulting in rapid and profitable growth. Risk Segmentation Risk segmentation models, powered by machine learning, consider regulatory landscapes and identify risk characteristics to enhance pricing and reduce losses. Actuaries benefit from risk analysis software. By applying statistical and mathematical models to demographic data, and combining with external sources, to calculate the likelihood of various events. Salesforce Analytics in Insurance Best-in-class performers invest in cross-functional agile teams, emphasize adoption and scale, build skills and capabilities, practice continuous improvement, and partner with technology consulting firms. Tectonic supports P&C insurance carriers in harnessing the power of data and analytics to transform their underwriting and pricing efforts, providing substantial benefits and a competitive edge. Salesforce’s suite of tools, including a 360-degree customer data view, enables reps, agents, agencies, and companies to deliver outstanding customer service. The cloud infrastructure seamlessly integrates with various insurance solutions, enhancing data accessibility and overall business performance. For a demonstration of these capabilities, reach out to Tectonic for a free demo today. 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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February 22, 2021in Salesforce, Salesforce Financial Services Solutions, Salesforce Sales Cloud
Salesforce Loyalty Management
19Feb

Salesforce Loyalty Management Explained

In January 2021, Salesforce unveiled Loyalty Management, aiming to assist businesses in actively engaging and rewarding their customers. Employing a user-friendly interface without the need for coding, the platform empowers businesses to construct scalable loyalty programs. This flexibility extends to the creation of diverse programs, such as tiered memberships or points-per-purchase. Loyalty Management is adaptable, allowing configuration to seamlessly integrate with Experience Cloud for customer sign-ups and Marketing Cloud for content delivery. With Loyalty Management as an end-to-end solution that helps you create intelligent, personalized engagements that increase customer loyalty. Loyalty Management is versatile and can cater to B2B and B2C business needs in any industry. With the Loyalty Management app, create and set up loyalty programs.  Loyalty Management lets you configure programs that fit the exact needs of your business and your customers. “Businesses in every industry are tasked with reimagining their loyalty strategies and Salesforce is equipped to help them with a flexible platform that helps them create unique programs. Loyalty Management, built on the Salesforce platform, helps organizations deliver innovative programs for customer recognition, reward, and retention. Nurture relationships and create lasting loyalty on the world’s #1 CRM. With Loyalty Management, your business can engage with customers in meaningful ways — bringing value to their experience and to your business. Leverage Customer 360 to deliver unique experiences with Salesforce customer loyalty. Generate a single source of truth for members that enables personalization at scale and weaves loyalty throughout the customer experience. Make loyalty a business strategy informed by the power of Salesforce Customer 360 Get a unified view of your program members to engage them with relevant and personalized experiences Make loyalty more than a program and bring it into every touch point in the customer or partner journey Deliver more dynamic and personal loyalty experiences for customers by removing silos and connecting member data across multiple systems. Create a consistent customer reward program experience — rewarding them for their engagement and their loyalty across every interaction and touch point they have with your business. 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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February 19, 2021in Salesforce, Salesforce Commerce Cloud, Salesforce Experience Cloud, Salesforce Hospitality Travel and Transportation
Salesforce BI
19Feb

Salesforce Data Loader

What is data loader in Salesforce? A Salesforce data loader is a client application used to insert, update, delete, and export large amounts of data to, within, and from Salesforce. The application can also move customer data from one system to another, upload new data in bulk, and export records to backup or move it to another system. Benefits of Using Salesforce Data Loader Salesforce Data Loader will handle the task quickly and efficiently! At the same time, you can also automate data operations by scheduling them at specific intervals. There’s no need for anyone on the team to set reminders for any manual actions! What is the difference between a data loader and workbench? CSV file has to be exported, modified the excel file and get it loaded. On the other hand, with Workbench, it is possible to update a single record, just requiring the 15-digit UniqueId of the record, and the fields are updated as and when needed. So, this way, Workbench scores higher than Data Loader. Why would you choose to use data loader instead of import wizard? Importing cases and opportunities is not possible with Data Import Wizard, but it can be done using Data Loader.  Data Loader can be used on either MacOS or Windows, and offers these key features. 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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February 19, 2021in Salesforce

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