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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
Opportunity Scoring with Einstein
18Feb

Opportunity Scoring with Einstein

Salesforce has placed significant emphasis on developing their new Artificial Intelligence engine, Einstein, in recent years. One standout feature that has garnered attention is Einstein Opportunity Scoring, which will become available for free following the Summer ’20 release. This feature is offered to all Salesforce customers. So, what exactly is Einstein Opportunity Scoring? It’s a system that leverages data science and machine learning to score sales opportunities, enabling users to prioritize their actions effectively. Here’s how it works: The advantages of opportunity scoring are manifold: So, how does Einstein Opportunity Scoring operate? To implement Einstein Opportunity Scoring, certain prerequisites must be met: Building the prediction set involves defining positive and negative examples based on various criteria such as past outcomes, opportunity progress, and account activity. Implementation entails setting up the prediction using the Einstein Prediction Builder, defining the segment, specifying prediction outcomes, and selecting relevant fields. After deployment, users can monitor the prediction set status and review the predictions to ensure they align with business objectives. Over time, real-life data can be analyzed to assess the accuracy and effectiveness of the predictions. To enhance opportunity scores, users are advised to maintain accurate data, progress opportunities through stages promptly, and ensure completeness of opportunity records. Access to Einstein Opportunity Scoring is included in the Sales Cloud Einstein product suite at no additional cost, accessible through the Sales Cloud Einstein For Everyone permission set. By leveraging Einstein Opportunity Scoring, Salesforce customers can optimize their sales processes, improve efficiency, and make more informed decisions to drive business success. 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 18, 2021in Einstein Insights
tectonic logo
17Feb

Selecting a Salesforce Implementation Partner for Your Business

Once you’ve determined that Salesforce.org is the ideal CRM solution for your organization, the crucial next step is selecting the right Salesforce implementation partner to collaborate with. As the resident marketing and SEO specialist at Tectonic, I can attest that terms like “the best Salesforce implementation partner” or consultant often rank high in searches related to Salesforce. So, how do you select a Salesforce implementation partner? While any Salesforce partner may assert themselves as “the best,” relying solely on Google search rankings might indicate proficiency in search engine optimization rather than comprehensive capabilities. Geographical proximity or a prominent online presence doesn’t necessarily guarantee suitability for your organization. Therefore, it’s essential to identify a Salesforce implementation partner aligned with your unique needs. Here are key tips for making this decision: What to Look For When Selecting a Salesforce Implementation Partner Specialized Experience: Independent Discovery: Budget Consideration: Track Record and Reputation When Selecting a Salesforce Implementation Partner: Communication and Project Management: Compatibility with Other Tools: Proven Process When Selecting a Salesforce Implementation Partner: Adaptability: Involve Project Sponsor/Administrator: Ongoing Support Selecting a Salesforce Implementation Partner: By considering these factors, you can make an informed decision and choose the right partner for your Salesforce.org project. It’s a bit like choosing a life partner. Good luck as you select a Salesforce implementation partner. Leverage resources like your Salesforce Account Executive’s recommendations, Salesforce’s partner list, and online searches to compile a diverse pool of potential candidates. 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 17, 2021in Salesforce, Salesforce Implementation Services
Set Up Campaigns in Salesforce
15Feb

Set Up Campaigns in Salesforce

Salesforce Campaigns Overview 1. What is a Salesforce campaign? 2. Why create a campaign in Salesforce? 3. Can leads be added to campaigns in Salesforce? 4. Can a lead be part of multiple campaigns in Salesforce? 5. Can accounts be added to campaigns in Salesforce? 6. How do I allow users to create campaigns in Salesforce? 7. What is the limitation of campaign members in Salesforce? 8. Why can’t I create a campaign in Salesforce? Navigating Salesforce Campaigns 1. Accessing Campaigns in Salesforce 2. Customizing Campaign Types 3. Managing Campaign Member Statuses 4. Creating Campaign Hierarchies 5. Understanding Salesforce Campaign Management System Final Salesforce Campaign Thoughts 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 15, 2021in Salesforce
Salesforce
12Feb

Account Contact Relationship Salesforce

The Account Contact Relationship in Salesforce (AccountContactRelation) is a Standard object like a junction object between Account and Contact. It enables the creation of many-to-many relationships between account and contact. This object is available in API version 37.0. The AccountContactRelation object supports person accounts. That means that a person account can be either a related contact on a business account or a related account on a contact. A person account can also be related to another person account as either a related contact or related account. Contacts to Multiple Accounts lets you associate a single contact to multiple accounts through the Account Contact Relationship object. Your page layout and field-level security settings determine which fields are visible and editable. What is the relationship between accounts and contacts in CRM? Both accounts and contacts are part of managing customers and are related to one another in the following ways: A contact can be a parent to every other entity except accounts and contacts. A contact can have only one account as its parent. What is the relationship between account contact lead and opportunity in Salesforce? An Account is just the actual business or company, and the Contact is the person – the same person from the Lead. Where Salesforce confuses a lot of people is in the name Account. So many sales people call their book of business their “accounts”. 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 12, 2021in Salesforce
Salesforce Marketing Cloud
08Feb

Marketing Cloud Digital Marketing Solution

Salesforce Marketing Cloud is a specialized CRM platform equipped with a range of marketing tools tailored for remote marketers, facilitating effective management of marketing strategies. Marketing Cloud Digital Marketing Solution empowers digital marketers to deliver timely, personalized messages to the right audience across diverse channels. Offering a unique cloud-based marketing platform, Marketing Cloud enables the creation of end-to-end personalized customer experiences, fostering robust marketing automation strategies to enhance sales. Key Features: Marketing Cloud Einstein: Marketing Cloud Einstein builds upon Salesforce Einstein AI, providing modern tools and analytics within the CRM framework. This smart AI suite aids digital marketers in accessing and analyzing real-time customer data. Features include predictive scoring to forecast customer engagement and predictive audiences for targeted segmentation based on behavioral patterns. Platforms in Marketing Cloud: Products in Marketing Cloud: Benefits of Marketing Cloud: Salesforce Marketing Cloud stands out as a comprehensive solution for digital marketers seeking to elevate their strategies and drive sales. With its array of features, platforms, and products, Marketing Cloud offers unparalleled benefits and competitive advantage in the market landscape. 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 8, 2021in Marketing Automation, Salesforce Marketing Cloud
Sensitive Information De-identification
02Feb

Sensitive Information De-identification

Using Google Cloud Data Loss Prevention with Salesforce for Sensitive Data Handling This insight discusses the transition from detecting and classifying sensitive data to preventing data loss using Google Cloud Data Loss Prevention (DLP). Sensitive Information De-identification for Salesforce is used as the data source to demonstrate how personal, health, credential, and financial information can be de-identified in unstructured data in near real-time. Overview of Google Cloud DLP Google Cloud DLP is a fully managed service designed to help discover, classify, and protect sensitive data. It easily transitions from detection to prevention by offering services that mask sensitive information and measure re-identification risk. Objective The goal was to demonstrate the ability to redact sensitive information in unstructured data at scale. Specifically, it aimed to determine whether sensitive data, such as credit card numbers, tax file numbers, and health care numbers, entered into Salesforce communications (Emails, Files, and Chatter) could be detected and redacted. Constraints Tested De-identifying Data with Google Cloud DLP API Instead of detailing the setup, this section focuses on the key areas of design. Google Design Decisions Supporting Disparate Data Sources with Multiple Integration Patterns and Redundant Design Salesforce Data Source De-identification targets include email addresses, Australian Medicare card numbers, GCP API keys, passwords, and credit card numbers. Credit card numbers are masked with asterisks, while other sensitive data is replaced with information types for readability (e.g., [email protected] becomes [redacted-email-address]). Sample Requests to Google De-identification Service JSON Structure to De-identify Text Using Google Cloud DLP API jsonCopy code{ // JSON structure } JSON Structure to De-identify Images Using Google Cloud DLP API jsonCopy code{ // JSON structure } Salesforce Design Decisions Redundancy and Batch Processing A scheduled batch job allows for recovery by polling unprocessed records. To handle large data volumes (e.g., 360,000 records over 5 days), the Salesforce BULK API is used to process queries and updates in large batch sizes, reducing the number of API calls. Sensitive Information De-identification Google Cloud Data Loss Prevention allows detecting and protecting assets with sensitive information, supporting a wide range of use cases across an enterprise. Proven Capabilities: Considerations and Lessons Learned Enhanced Email: Redacting tasks and EmailMessage records, handling read-only EmailMessage records by deleting and recreating them. Files: The architecture assumes files with sensitive data can be deleted and replaced with redacted versions. Audit Fields: Ensure setting CreatedDate and LastModifiedDate fields using original record dates. Field History Tracking: Avoid tracking fields intended for de-identification, tracking shadow fields instead. Image De-identification: Limited to JPEG, BMP, and PNG formats, with DOCX and PDF not yet supported. 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 2, 2021in Salesforce
Salesforce Campaigns
29Jan

Campaign in Salesforce Marketing Cloud

What is a campaign in Salesforce Marketing Cloud? Campaigns help organize your marketing plan and assets. Plus, when you set up your campaign records effectively, they contain valuable data that you can use to optimize future efforts. What are campaigns in Salesforce Marketing Cloud for? A Salesforce Campaign in Marketing Cloud is a group of Leads and Contacts exposed to specific marketing communication(s). It stores essential performance metrics and means salespeople can quickly see the customers and prospects that received marketing activity. How do I send a Salesforce campaign from Marketing Cloud? In Marketing Cloud > Email Studio > Overview, open the email that you want to send and click ‘Send’ Select a ‘Send Classification’ then click ‘Next’ In the left pane, select ‘Salesforce Campaigns’ and then type the name of the desired campaign in the ‘Search’ field. Create a Marketing Cloud Campaign Why use campaigns in marketing cloud? Marketing Cloud Campaigns provide a way of grouping similar emails together. That way, Campaigns can be used in Datorama Reporting to present data for certain emails. What is campaign object in Salesforce? The Campaign object contains all the settings associated with how campaign records appear, the actions that users can take on campaigns, field access, and more. Create a campaign in the Campaigns app. Use tags in Marketing Cloud Engagement to categorize campaigns by any criteria, such as geography, marketing tactic, and product line. Where are my old Campaigns? I don’t see them on the campaign Overview tab.Campaigns that contain an email that has been sent automatically have their status set to Deployed. By default, the Overview tab only shows Campaigns with a status of In Process. To view older campaigns that have a status of Deployed, simply adjust the filter in the upper left.Setting the campaign status to Deployed now happens automatically when associated emails are sent. This feature was enabled in January 2014. Content updated January 2024. Like3 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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January 29, 2021in Salesforce Marketing Cloud

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