Salesforce (or “sforce”) is open to all, whether you’re an admin, user, or developer, with dedicated learning paths available for each role. Salesforce Trailheads Trails are curated learning journeys consisting of modules and projects, designed to guide users through various topics, develop relevant skills, and gain hands-on experience with Salesforce products. Modules break down complex
Salesforce report formulas serve various purposes, from grouping records to performing calculations and comparing data. In the Salesforce Report Builder, you’ll encounter two distinct types of formulas: Summary Formulas and Row-Level Formulas. Although they may sound similar, they serve different functions. Summary Formulas operate across multiple records, displaying their results at the bottom of a
When it comes to integrating artificial intelligence (AI) into the workplace, the question isn’t whether but when. The rapid expansion of AI technology, particularly generative AI, has ushered in a new era filled with both opportunities and uncertainties. Many organizations are grappling with how to harness these technological advancements and whether AI will replace human
Control and Monitor Data Sharing with Compliant Data Sharing in Salesforce Compliant Data Sharing in Salesforce allows administrators and grant managers to control and monitor data sharing within Experience Cloud and CRM without needing to write complex code. By enabling and configuring this feature for specific objects, CRM and Experience Cloud users can seamlessly share
Talkdesk Dialer for Salesforce™ Guide Compatibility and ConfigurationTalkdesk Dialer for Salesforce™ is fully compatible with the Conversations app. It is crucial for the dialer to recognize the agent’s login session in the Salesforce Connector, also known as Salesforce’s phone widget or phone CTI. Ensure this connection is correctly configured by following the instructions in the
Journey Builder in Salesforce Marketing Cloud serves as a tool enabling digital marketers to craft personalized customer journeys by triggering specific actions based on individual customer behavior. Entry sources in Salesforce Journey Builder send customers on a customized journey. The entry source within Journey Builder signifies the starting point of a customer’s journey, determining how
Consulting methodologies are thoughtfully crafted frameworks that encompass information and analyses. Within these frameworks, analyses are developed using a proven and structured system of tools and actions strategically aimed at resolving clients’ issues in a beneficial manner. These frameworks serve as a comprehensive tool set, integrating concepts, tools, techniques, and processes to address business problems.
Postman assets Salesforce: The Postman API Platform empowers users to generate a diverse array of resources for building and utilizing APIs. These include: These Postman resources, along with users, permissions, and Flows, can be managed manually through the Postman desktop or web app. Alternatively, users can leverage the Postman API to programmatically handle these resources,
Financial services marketers operating in a Business to Business environment are adopting a proactive approach to address key business challenges and drive growth. These challenges encompass complex data management, cumbersome legacy systems, limitations in email platforms, budget constraints, technical debt, and limited flexibility due to stringent industry regulations. In addition to overcoming these challenges, financial
Enhance Your Marketing Cloud Presence with BrandBuilder-Salesforce Marketing Cloud Brand Builder BrandBuilder in Marketing Cloud empowers you to personalize your account’s color scheme to align with your company’s logo colors. This enhancement ensures a unified brand experience for both users and subscribers across various platforms, including: To start using BrandBuilder: Creating a new brand in
Here are some helpful acronyms to understand what is referred to when discussing Salesforce and Commerce. Acronym Meaning Definition AOV Average Order Value You may come across this term in the context of Commerce Cloud. For example, Goals-Based Commerce is designed to improve margins or to increase average order value (AOV). In Commerce Cloud this
Engagement History reporting (Pardot Email Reporting) offers the opportunity to create Salesforce reports using Pardot marketing asset performance data. The following details a guide on creating a Pardot Email report within Salesforce, providing an overview of list emails and automated emails’ performance. A custom report type called “Engagement Metrics on Emails” is created in Salesforce
B2B Marketing Analytics (B2BMA) datasets comprise source data that has been formatted and optimized by the B2B Marketing Analytics app to enable interactive exploration. While B2BMA offers pre-built datasets and dashboards as a solid starting point, there may arise a need to enrich the narrative by incorporating additional data from Salesforce, Account Engagement, or third-party
Salesforce’s Acquisition of Vlocity: A Game-Changer for the CRM Ecosystem The news of Salesforce acquiring Vlocity, though somewhat overshadowed by the end of Keith Block’s tenure as co-CEO, marks a significant milestone for the CRM giant and carries substantial implications for its ecosystem partners. Vlocity, one of the largest and fastest-growing Salesforce-native ISVs, did not
While Journey Builder guides your customers’ journey, Salesforce Marketing Cloud Email Studio empowers you with the tools needed to craft the email content for your campaigns and journeys. Featuring robust functionalities, Email Studio facilitates the creation of polished emails, offering customizable elements, scripting languages, and personalized real-time content. With Salesforce Marketing Cloud Email Studio, you
