Salesforce Marketing Cloud

24Apr

Salesforce Public Sector Solutions

Enhance public service efficiency with tailor-made solutions for government operations with Salesforce Public Sector Solutions. Streamline government digital service delivery, leveraging automation and AI for accelerated services. Deploy ready-to-use applications designed for government service, and expand your digital service capabilities with a flexible and scalable cloud platform. Automate workflows to deliver immediate value while preparing for future needs. Customer Experience Place your constituents at the core of your operations. Deliver customer-centric experiences across services and outreach using apps and digital tools crafted specifically for the public sector. Employee Engagement Revamp the employee experience from recruitment to collaboration and personnel action requests. Enable employees to succeed from any location with accessible resources and digital-first tools. IT Innovation Develop, integrate, and deploy government apps aligned with mission objectives. Connect legacy systems securely on a cloud platform, empowering IT teams, system integrators, partners, and program leads to transform technical challenges into opportunities for innovation. Government Health and Human Services Transform your system of record into a system of engagement to manage critical programs effectively. Incorporate apps connecting EHR data, treatment plans, and patient preferences for better long-term outcomes. Salesforce Government Cloud Scale and secure your applications on a compliant government cloud. Leverage commercial CRM capabilities meeting compliance standards like FedRAMP, DoD IL2/4, SOC, and more. Enable stakeholders to access critical information securely on any device, allowing IT to focus on innovation and employees to engage effectively. Empower public sector employees and agents to handle inquiries and provide superior service. A comprehensive view of customer data enables employees to deliver impactful and immediate services. Self-Service Portals and Communities Meet constituent expectations for easy-to-use, self-service experiences. Salesforce community portals enable customers to request services, track status, and collaborate with service providers on their preferred channel. Relationship Management Discover, track, and nurture relationships with employees, customers, and partners. Create a 360-degree view of constituent interactions for relevant communications and exceptional service. Emergency Response Management Prepare for the future with tools to report, track, and coordinate emergency communications. Reimagine emergency response with an agile platform for better response and recovery. License, Permit, and Inspection Management Digitally accelerate every step in the license and permit approval lifecycle. Empower constituents and employees to collaborate effectively and remove application approval bottlenecks. Employee Productivity and Collaboration Focus on creative problem-solving and improving core processes. Automate clerical tasks to reduce paperwork and maximize collaborative capabilities. Outreach and Engagement Reinforce your mission through timely and personalized messages. Use a multichannel marketing platform to engage with constituents and customize their experience. Digital Commerce Capture additional revenue with unified digital commerce channels. Provide a consistent ecommerce experience across web, store, mobile, and social transactions for your government organization. Advanced Analytics Enhance every interaction with customer-centric data and analytics. Examine engagement patterns to improve the experience for both citizens and employees. With improved resolution and service levels, caseworkers and employees can allocate time to other essential programs. Salesforce understands the significance of industry-leading security practices to protect customer data. Our security practices, embedded across technology, programs, and processes, ensure high levels of data integrity, confidentiality, and availability. For over two decades, we have partnered with organizations in highly regulated industries, such as government, financial services, healthcare, and utilities, earning their trust in securing their data. Salesforce Government Cloud Plus, built on AWS GovCloud (US), adheres to security and privacy controls for compliance with FedRAMP High, DoD IL4, and additional frameworks like IRS 1075, NIST SP 800-171, and DoD Privacy Overlays. Security Measures: Salesforce Government Cloud Plus is a dedicated instance of Salesforce’s industry-leading Platform as a Service (PaaS) and Software as a Service (SaaS) multi-tenant public cloud infrastructure. It is specifically isolated for use by U.S. federal, state, and local government customers, U.S. government contractors, and Federally Funded Research and Development Centers (FFRDCs). Hosted on infrastructure provided by Amazon Web Services, Inc. (“AWS”), Salesforce Government Cloud Plus ensures the security and separation of customer data through its innovative multi-tenant database architecture. Multi-tenancy: Salesforce’s multi-tenant database architecture delivers operational and cost efficiencies without compromising the security of each organization’s data. This architecture, coupled with secure logical controls, ensures the separation of customer data. Salesforce Public Sector Solutions: Transform public service delivery with flexible and secure e-government tools that support both online and in-person transactions. Public employees and administrators manage a vast number of transactions daily, enhancing service delivery for constituents. Content updated February 2024. Like1 Related Posts 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 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 Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more

April 24, 2023in Salesforce Einstein, Salesforce Experience Cloud, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Public Sector Solutions

30Mar

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 Like1 Related Posts CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more 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

March 30, 2023in Salesforce Data Cloud, Salesforce Marketing Cloud

21Mar

Salesforce Solutions

Over time, innovation becomes the cornerstone of organizational growth, unlocking new opportunities. A crucial element in seizing these opportunities is automating and scaling operations with robust solutions. Harnessing Salesforce for Optimal Process Design and Customer Experiences Several factors can impede organizational growth, including strategy, culture, talent, and go-to-market channels. It’s vital to ensure that the tools used by the enterprise do not contribute to these limitations. Salesforce, renowned for its top-tier CRM solutions, is the preferred choice of high-performance companies due to its customer-centric approach, robust features, flexibility, and scalability. This cloud-based CRM platform surpasses traditional sales, customer service, and marketing functions. Successful companies integrate Salesforce as their core enterprise software, combining various CRM tools seamlessly with critical systems like accounting software and ERPs. With over 150,000 businesses worldwide relying on its scalable cloud-based platform, Salesforce significantly impacts business growth. How exactly does Salesforce influence your business growth? If your company utilizes Salesforce solutions, you’re constantly seeking ways to maximize its potential. A closer examination of this CRM platform unveils features that facilitate the establishment of strong customer relationships, foster collaboration across departments, and deliver exceptional customer experiences. Interested in optimizing your business processes with Salesforce? Keep reading! Salesforce Solutions for Streamlined Business Processes Thriving businesses place a premium on providing seamless and intuitive customer experiences. It’s vital to optimize business processes to meet customer demands at scale to uphold competitiveness and profitability. Yet, achieving this optimization is not without its challenges. Customer behaviors evolve with technological advancements and cultural shifts. Without integrated 360-degree customer experiences and customer service ingrained in business processes, scaling to the next level becomes a daunting task. While many companies collect customer interaction data, they often lack the algorithms to effectively utilize and process this data for deep customer insights. Salesforce, often praised as a “super CRM,” not only enables robust integration and analytics insights across all data formats but also empowers organizations to drive business growth. For instance, Salesforce offers significant benefits to the sales department. Sales processes have evolved, demanding high levels of personalization and customization. Savvy organizations utilize Salesforce to establish structured sales processes that encompass every customer touchpoint. By prioritizing the customer, Salesforce helps businesses cultivate mutually beneficial relationships, a core objective. Given the need for a unified system, Salesforce is a preferred choice for connecting functional areas like sales, customer service, marketing, and overall business management, providing a comprehensive 360-degree view of customers. Here’s how Salesforce products can enhance your business processes: Effective Sales Strategy and Customer Retention While many companies focus on using Salesforce solutions for lead acquisition, retaining customers and increasing their Customer Lifetime Value is equally important. Salesforce offers various products to support customer retention: Employees obtain a holistic perspective of each customer, enhancing decision-making and service delivery through insights from their interaction history. Comprehensive customer views support the development of effective strategies and tactics for customer interactions and content creation. Automations, tasks, and reminders can be deployed to initiate actions or nurturing campaigns when customers have not made purchases recently. Salesforce’s data aggregation capabilities and flexible architecture enable customization to address sales and retention requirements. Over time, accumulated data yields profound insights into customer behavior and the efficiency of sales initiatives, facilitating continuous optimization. Employee Productivity Adopting the right technology is pivotal for success. Aside from strengthening customer relationships, Salesforce solutions enhance business progression by: By substituting manual data entry with a user-friendly, cloud-based platform boasting robust data storage, tedious tasks are streamlined. Automated reminders and tasks tailored to lead and opportunity stages lessen managerial supervision. This automation liberates employees’ time, allowing for increased focus on customer interactions and closing deals. Additionally, seamless information access and idea exchange among team members foster collaboration and superior customer service. In essence, Salesforce products empower companies to operate more intelligently through data-driven insights, automated workflows, and elevated customer service, thereby fueling business growth. Scaling Your Business with Premier Salesforce Products Salesforce stands out as a market leader in enterprise SaaS technology and solutions, offering a comprehensive ecosystem to support various business aspects, from sales and marketing to customer service, and beyond. Specialized Salesforce solutions are designed to meet the unique needs of various industries, including manufacturing, high-tech, SaaS, finance, nonprofits, and more. By allowing departments to collaborate and share data, Salesforce promotes efficiency, fosters economies of scale, and breaks down silos between departments. Leveraging Salesforce to its maximum capability enhances user experience and provides personalized customer service seamlessly. Customizable reports facilitate real-time trend analysis and informed decision-making, enabling businesses to maintain a competitive edge. At Tectonic, our team of Salesforce consultants help clients adopt an integrated approach, aligning Salesforce optimization with business strategy and objectives to achieve efficiency, growth, and scalability. Some of the top Salesforce solutions we provide for our clients include: Salesforce Personalization: Creates amazing customer experiences combining real-time data with scalable personalization across platforms. Salesforce Sales Cloud: Enhances sales team productivity, automates tasks, provides real-time sales visibility, and supports scalable sales and business growth. Salesforce Service Cloud: Delivers seamless customer experiences, streamlines service operations, and empowers service agents with tools for efficient customer service delivery. Salesforce Marketing Cloud: Enables personalized marketing campaigns, audience segmentation, and real-time analytics to drive customer engagement and brand loyalty. Salesforce Account Engagement: Leverages powerful customer engagement for B2B companies with great marketing analytics. By leveraging Salesforce solutions tailored to their specific industry needs, businesses can streamline operations, enhance customer experiences, and achieve sustainable growth. Whether you’re in manufacturing, high-tech, financial services, or the nonprofit sector, Salesforce offers solutions to address your unique challenges and drive success. Tectonic is pleased to announce Salesforce Implementation Solutions – to get you started with Salesforce fast. Content updated May 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

March 21, 2023in Salesforce, Salesforce Marketing Cloud, Salesforce Personalization, Salesforce Sales Cloud, Salesforce Service Cloud

20Mar

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.

March 20, 2023in Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Service Cloud, Salesforce Success Stories

18Mar

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 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 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

March 18, 2023in Google Analytics, Salesforce Communications Cloud, Salesforce Marketing Cloud

13Mar

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

March 13, 2023in Marketing Automation, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Personalization

02Mar

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

March 2, 2023in Marketing Automation, Salesforce Marketing Cloud

Salesforce Marketing Cloud Account Engagement

01Mar

What Does Pardot Marketing Cloud Account Engagement Do

What does Pardot Marketing Cloud Account Engagement do? Pardot Marketing Cloud Account Engagement is a useful B2B marketing tool from Salesforce. Pardot is a marketing automation platform offered by Salesforce as part of the Salesforce Marketing Cloud. It is designed to help businesses automate and streamline their marketing processes, primarily focusing on lead generation and nurturing. Pardot Marketing Cloud’s Account Engagement feature refers to tools and functionalities within Pardot that enable users to track and analyze the engagement of accounts (organizations or companies) with their 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

March 1, 2023in Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Personalization

24Feb

Salesforce Subscriber Key

What is a Salesforce Subscriber key? A subscriber key is a text field that contains a value that uniquely identifies a subscriber in your Marketing Cloud account. A subscriber key is limited to 254 English characters. Avoid using email addresses as subscriber keys. The subscriber key is also sometimes referred to as the contact key. What is the difference between primary key and subscriber key? You can have more than 1 primary key, and it uniquely identifies a row in a data extension. It also ensures records are not overwritten when you create an import activity. Subscriber Key – Contains a value that uniquely identifies a subscriber in your system. What is the difference between subscriber ID and key? Subscriber ID is a system defined unique identifier representing a Subscriber. Subscriber Key is a user defined unique identifier representing a Subscriber. How will a subscriber key be populated in all subscribers? Subscriber Key values are set in the following ways: An import into All Subscribers. An API call that sends a message (in all channels) A send to a Data Extension that has a sendable field mapped. What is the difference between contact key and subscriber key in Salesforce Marketing Cloud? This key is used to identify a single person across multiple channels inside of Marketing Cloud. In Email Studio, that key is called the “Subscriber Key”. In other channels, such as Mobile Connect or Mobile Push, that value is called “Contact Key”. What is a primary key in Salesforce Marketing Cloud? A primary key designates a field or fields as significant for evaluating data in a Data Extension. Adding this property to a Data Extension will result in those fields being indexed. It is always possible to use a relational database model for data in the Marketing Cloud. What is the difference between a subscriber and contact? A subscriber in SFMC primarily represents an individual’s email communication preferences and is associated with email campaigns, while a contact represents a broader customer profile that includes information beyond email, allowing you to engage with customers across various channels. Like3 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

February 24, 2023in Salesforce Marketing Cloud

11Feb

Personalization in Marketing Cloud

Salesforce Marketing Cloud offers various methods to personalize and dynamically adjust your email content. With Personalization in Marketing Cloud, however, distinguishing between AMPscript, Personalization Strings, and Dynamic Content can be challenging for those unfamiliar with the platform. Let’s break down these three tools and explore when each one is best suited for use. AMPscript AMPscript is like the “Iron Chef America” of email personalization. This programming language enables you to incorporate dynamic content into your emails, creating intricate logic and personalization, including conditional statements and loops. AMPscript empowers you to craft highly personalized and targeted emails, making recipients feel uniquely valued. However, AMPscript demands some technical proficiency and may be more intricate to utilize compared to other tools. If coding isn’t your forte, it’s advisable to defer to experienced professionals at Tectonic. Building relationships with developers can be invaluable—trust mes, it’s worth it! Personalization Strings On the flip side, Personalization Strings are like the “Easy-Bake Oven” of email personalization. They’re user-friendly and don’t necessitate technical expertise. Personalization Strings act as placeholders inserted into your email content, later substituted with data from a subscriber’s record. For instance, you can employ Personalization Strings to inject a subscriber’s name or location into your email. They offer a straightforward means to introduce basic personalization into your emails without needing technical know-how. However, don’t expect them to handle complex personalization tasks. Dynamic Content Dynamic Content operates akin to the “Pick-A-Meal Machine” at a fast-food joint. It enables you to craft various versions of the same email and exhibit distinct versions to different subscribers based on specific criteria. For instance, you can tailor one email version for male subscribers and another for female subscribers. Dynamic Content proves invaluable for creating highly targeted and personalized emails without necessitating complex logic or technical expertise. But, it’s more limited compared to AMPscript in terms of customization depth. Summary In conclusion, Salesforce Marketing Cloud furnishes multiple avenues for personalizing and dynamically altering your email content. With the right knowledge, you can select the appropriate tool for the task, crafting effective campaigns to engage your audience. Remember, AMPscript is for the adept or those fluent in developer-speak, Personalization Strings cater to the fundamentals, and Dynamic Content caters to the discerning tastes of the email world! 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

February 11, 2023in Salesforce Marketing Cloud

10Feb

Activation Studio

Unleash the Potential of Salesforce Marketing Cloud: Simplify Audience Building, Enhance Lead Scoring, and Streamline Web Tracking with our Marketing Cloud Engagement Add-On – No Coding, No SQL Required! Activation Studio. This segmentation tool revolutionizes database combinations effortlessly, eliminating the need for coding or SQL queries. With a user-friendly drag-and-drop interface, every member of your online marketing team can create advanced segmentations seamlessly, saving valuable time. As Senior CRM Campaign Manager Sanne R. attests, this tool is a game-changer, offering efficiency gains that are unparalleled. Please note that while this tool is available on AppExchange, it incurs a usage cost. Save Time and Launch Journeys Efficiently: The Segment Designer boasts a visual drag-and-drop interface for creating segments, cutting journey launch times in half. Save segments as drafts and automate them effortlessly. Compare segment benchmark data with your journey data effortlessly. Behavioral Web Tracking: Utilize web behavior to craft high-potential segments for your journeys, a feature not typically available out-of-the-box in Marketing Cloud. With the inclusion of web behavior tracking, you can now export GTM tags, enhancing your tracking capabilities. Lead Scoring (B2B) or Intent Scoring (B2C): Our Score Designer empowers you to establish scoring rules and tags based on Marketing Cloud data, facilitating effective lead or intent scoring. Account-Based Marketing (ABM): Leverage ABM strategies to target high-value accounts effectively. Data Designer, Data Views & Data Extension Integration: Access all your data extensions in one centralized location, accelerating segment creation with intuitive drag-and-drop functionality by up to 50%. Salesforce Sales Integration: Our unmanaged package enables seamless integration of scores and interactions into Sales Cloud, allowing your sales team to view total scores directly on contact or lead objects. Seamless Integration: Rest assured that all data remains within your Marketing Cloud environment, ensuring data security and compliance. Compliance Certifications: Activation Studio holds ISO27001 compliance certification, guaranteeing adherence to stringent data security standards. Data Security: We employ robust measures such as TLS encryption for data in transit, AES-256 protection for data at rest, and regular data protection audits to safeguard your data. Empowering Marketers, Streamlining Processes: Our solution introduces turnkey Customer Data Platform (CDP) capabilities to your Salesforce Marketing Cloud, enhancing workflow efficiency and empowering marketers to achieve their goals. Onboarding, Training, and Support: Our experienced support team offers comprehensive training and onboarding support as needed, ensuring your team is equipped to leverage our solution effectively. Testimonials: Activation Studio streamlines segmentation and lead scoring processes in Marketing Cloud, saving valuable time and eliminating the need for SQL queries. Our friendly team continually enhances the tool’s capabilities to meet evolving needs. Flexible Pricing: Choose the package that best suits your needs, whether you’re a small business or an enterprise. Start with audience segmentation, lead scoring, or web tracking, or opt for a combination. Take advantage of our free trial to experience the benefits firsthand. Use Cases: Education: Enhance Marketing Cloud efficiency for community colleges by delivering personalized content to potential students and donors, increasing engagement and supporting students throughout their journey. Nonprofit: Boost Marketing Cloud efficiency for nonprofit organizations by delivering personalized content to potential and existing donors, increasing engagement, and reactivating dormant donors. Manufacturing: Boost Marketing Cloud efficiency for manufacturing with no-code segmentation, lead tracking, and scoring capabilities, enhancing user adoption and productivity. Healthcare & Life Sciences: Increase Marketing Cloud efficiency for healthcare and life sciences organizations with a certified solution compliant with HIPAA data security requirements, improving user adoption and productivity. Financial Services: Enhance Marketing Cloud efficiency for financial services organizations with a certified solution for no-code segmentation, lead tracking, and scoring, prioritizing data security and privacy. NOTE: This is an add-on product from a third party provider. 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

February 10, 2023in Salesforce Marketing Cloud

09Feb

Data Strategies in AI

The demand for reliable data has been a longstanding requirement. Driven by the continuous pursuit of real-time personalization and improved business efficiencies. The advent of Generative AI has further intensified these needs, prompting analytics and IT leaders to strengthen their data foundations. Data Strategies in AI A significant 86% of analytics and IT leaders acknowledge that the effectiveness of AI’s outputs hinges on the quality of its data inputs. Encouragingly, technical leaders express confidence in their standing. Assessing factors such as data capabilities, processes, sponsorship, investment, and vision, more than a third of analytics and IT leaders categorize their data maturity as best-in-class. Despite this optimism, only 6% of these leaders admit to having data maturity below industry standards or nonexistent. This statistic may reflect the challenges of benchmarking maturity against peers or, at worst, an overconfidence in data strategy and capabilities. Data Strategies in AI In today’s fast-paced work environment, characterized by a flood of data and constant communications, individuals are grappling to keep up. Simultaneously, business leaders face mounting pressure to enhance productivity amid unpredictable economic conditions. The list of challenges continues to expand: An AI Data assessment offers several benefits, empowering organizations to: Four key strategies for AI impact are: vision, value-realization, risk, and adoption plans. 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

February 9, 2023in Salesforce Einstein, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud

03Feb

Case Study: A Marquis Resort Hotel in Hawaii-Hospitality-Salesforce Service/Marketing Clouds and Interaction Studio

Transforming the Guest Experience for Modern Luxury Resort hotel builds loyalty and drives sales increase across all sites using data and segmentation: Hospitality Salesforce Service Marketing Marketing Cloud Interaction Studio Service Cloud Hospitality Salesforce Service Marketing This oceanfront resort has over 400 rooms and cottages/villas, spa, golf and a variety of restaurants. PROBLEM: SOLUTION: RESULTS: 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more 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

February 3, 2023in Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Personalization, Salesforce Service Cloud, Salesforce Success Stories

06Jan

Salesforce Marketing Cloud Personalization Studio Campaigns

Utilize Marketing Cloud Personalization (formerly known as Interaction Studio) to visualize, monitor, and govern customer experiences through real-time interaction management. Leverage personalized customer experiences to foster meaningful engagement at the perfect moment and in alignment with your audience’s preferences. Personalization amplifies the capabilities of Marketing Cloud Engagement by introducing expanded real-time personalization and various campaign options. Salesforce Marketing Cloud Personalization Studio Campaigns. Within the marketer’s realm, numerous campaigns span various categories. Apart from channels, Marketing Cloud Personalization (MCP) extends its support beyond web, accommodating mobile and email campaigns, along with triggered and server-side JavaScript (JS) campaigns. Salesforce Marketing Cloud Personalization Studio Campaigns Web Campaigns and Templates: Server-Side Campaigns: Triggered Campaigns: Open Time Email Campaigns: Mobile Campaigns: Content updated January 2024. Like Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more 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

January 6, 2023in Marketing Automation, Salesforce Marketing Cloud, Salesforce Personalization

Salesforce Marketing Cloud Advertising Studio

30Nov

How to Connect Pardot and Ad Studio in Salesforce

How to Establish Connectivity Between Pardot and Ad Studio-Connect Pardot and Ad Studio in Salesforce Requirements Connecting Pardot and Ad Studio involves tasks across Salesforce, Pardot, and Marketing Cloud. Unfortunately, it’s not a straightforward ‘plug and play’ solution and may necessitate a Salesforce Partner like Tectonic, especially for those less advanced in the platform. If you choose to proceed independently, ensure you meet the following requirements: If any of these requirements are not met, collaboration with other Salesforce admins and Pardot/Marketing Cloud users may be necessary to complete the following tasks. It is advisable to follow the tasks in order, as those within Salesforce and Pardot must be done before finalizing the setup in Marketing Cloud. Salesforce Tasks Pardot Tasks Decide how Pardot prospects sync with the Salesforce campaign. Options include: Choose a method based on your Pardot setup. For example, adding new subscribers to a LinkedIn advertising campaign using Automation Rules. Marketing Cloud Tasks Configuration involves three parts: The setup is now complete, and Pardot and Advertising Studio are connected. New prospects in Pardot added to the Salesforce campaign will automatically update the Advertising Audience based on the sync frequency set. Connect Pardot and Ad Studio in Salesforce 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 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

November 30, 2022in Salesforce Marketing Cloud, Salesforce Marketing Cloud Advertising

Salesforce Public Sector Solutions

Data Cloud and Marketing Cloud Personalization

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

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Data Strategies in AI

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How to Connect Pardot and Ad Studio in Salesforce

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