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Scarf and Salesforce
13Nov

Scarf and Salesforce

Scarf Integrates Open Source Software Tracking Platform with Salesforce At KubeCon + CloudNativeCon 2024, Scarf announced the integration of its open-source software usage tracking platform with Salesforce CRM. This integration arrives as debates around the definition and economics of open source remain a hot topic in the tech community. Scarf also introduced updates to its platform, including enhanced event data correction and flagging capabilities for improved accuracy in company matching and attribution. New data filtering options were also added for more refined data exports. The Scarf platform enables IT vendors to identify organizations consuming open-source software at significant scale, presenting opportunities to offer additional support or promote commercial add-ons for open-source tools. To date, the Scarf gateway has tracked over seven billion events, connecting usage data to specific organizations via attributes such as internet addresses. Strengthening the Open Source Ecosystem Scarf CEO Avi Press emphasized the platform’s role in maintaining the economic viability of the open-source ecosystem, often in partnership with organizations like The Linux Foundation. Without these insights, fewer IT vendors would sponsor open-source projects, Press noted, which would hinder the ecosystem’s growth and sustainability. However, the open-source community frequently experiences friction. Licensing changes by IT vendors often lead to project forks, with contributors reverting to previous licensing terms, sometimes backed by cloud providers. Press believes targeted commercial value opportunities—supported by tools like Scarf—can reduce this friction by fostering more productive engagements between vendors and organizations. Challenges and Evolving Definitions in Open Source While open source remains foundational to the tech world, it continues to face ideological and practical challenges. For decades, debates over licensing models have sparked disagreements, including the current contention around defining open-source AI models. Many models fail to disclose critical training details, leading to further disputes. Ultimately, each organization must navigate these issues by adopting its own definition of open source and deciding how best to support the ecosystem. Tools like Scarf’s platform aim to bridge gaps, enabling IT vendors and organizations to collaborate more effectively, ensuring the continued growth of open source. 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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November 13, 2024in Data, Salesforce, Technology0 Comments
Anthropic’s New Approach to RAG
02Oct

Anthropic’s New Approach to RAG

advanced RAG methodology demonstrates how AI can overcome traditional challenges, delivering more precise, context-aware responses while maintaining efficiency and scalability.

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October 2, 2024in Data
SearchGPT and Knowledge Cutoff
07Aug

SearchGPT and Knowledge Cutoff

Tackling the Knowledge Cutoff Challenge in Generative AI In the realm of generative AI, a significant hurdle has been the issue of knowledge cutoff—where a large language model (LLM) only has information up until a specific date. This was an early concern with OpenAI’s ChatGPT. For example, the GPT-4o model that currently powers ChatGPT has a knowledge cutoff in October 2023. The older GPT-4 model, on the other hand, had a cutoff in September 2021. Traditional search engines like Google, however, don’t face this limitation. Google continuously crawls the internet to keep its index up to date with the latest information. To address the knowledge cutoff issue in LLMs, multiple vendors, including OpenAI, are exploring search capabilities powered by generative AI (GenAI). Introducing SearchGPT: OpenAI’s GenAI Search Engine SearchGPT is OpenAI’s GenAI search engine, first announced on July 26, 2024. It aims to combine the strengths of a traditional search engine with the capabilities of GPT LLMs, eliminating the knowledge cutoff by drawing real-time data from the web. SearchGPT is currently a prototype, available to a limited group of test users, including individuals and publishers. OpenAI has invited publishers to ensure their content is accurately represented in search results. The service is positioned as a temporary offering to test and evaluate its performance. Once this evaluation phase is complete, OpenAI plans to integrate SearchGPT’s functionality directly into the ChatGPT interface. As of August 2024, OpenAI has not announced when SearchGPT will be generally available or integrated into the main ChatGPT experience. Key Features of SearchGPT SearchGPT offers several features designed to enhance the capabilities of ChatGPT: OpenAI’s Challenge to Google Search Google has long dominated the search engine landscape, a position that OpenAI aims to challenge with SearchGPT. Answers, Not Links Traditional search engines like Google act primarily as indexes, pointing users to other sources of information rather than directly providing answers. Google has introduced AI Overviews (formerly Search Generative Experience or SGE) to offer AI-generated summaries, but it still relies heavily on linking to third-party websites. SearchGPT aims to change this by providing direct answers to user queries, summarizing the source material instead of merely pointing to it. Contextual Continuity In contrast to Google’s point-in-time search queries, where each query is independent, SearchGPT strives to maintain context across multiple queries, offering a more seamless and coherent search experience. Search Accuracy Google Search often depends on keyword matching, which can require users to sift through several pages to find relevant information. SearchGPT aims to combine real-time data with an LLM to deliver more contextually accurate and relevant information. Ad-Free Experience SearchGPT offers an ad-free interface, providing a cleaner and more user-friendly experience compared to Google, which includes ads in its search results. AI-Powered Search Engine Comparison Here’s a comparison of the AI-powered search engines available today: Search Engine Platform Integration Publisher Collaboration Ads Cost SearchGPT (OpenAI) Standalone prototype Strong emphasis Ad-free Free (prototype stage) Google SGE Built on Google’s infrastructure SEO practices, content partnerships Includes ads Free Microsoft Bing AI/Copilot Built on Microsoft’s infrastructure SEO practices, content partnerships Includes ads Free Perplexity AI Standalone Basic source attribution Ad-free Free; $20/month for premium You.com AI assistant with various modes Basic source attribution Ad-free Free; premium tiers available Brave Search Independent search index Basic source attribution Ad-free Free 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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August 7, 2024in Generative AI
Connections and State of AI
21May

Connections and State of AI

Salesforce Unveils Latest State of Marketing Study Ahead of Annual Connections Conference CHICAGO, May 21, 2024 – As Salesforce gears up for its annual Connections marketing and commerce conference, the company has released the ninth edition of its State of Marketing study. This year’s conference, themed around AI, marketing, and commerce, sets the stage for a deep dive into the future of these interconnected fields. AI Takes Center Stage: The study, drawing insights from over 4,800 marketers across 29 countries, reveals that AI is both the top implementation priority and the biggest challenge for marketers in the coming year. An impressive 63% of marketers currently use generative AI, with an additional 35% planning to adopt the technology within the next 18 months. Key AI applications identified include automating customer interactions, generating content, analyzing performance, automating data integration, and driving real-time best offers. Regional Variations: While AI is a global priority, regional differences are notable. In the US, AI implementation ranks second to improving ROI/attribution, whereas in the UK, it doesn’t even make the top five priorities. Despite these differences, both US and UK marketers cite AI implementation as their third greatest challenge. Countries prioritizing AI include South Korea, UAE, Argentina, Germany, Italy, Japan, Poland, Portugal, and Spain. Interestingly, AI does not feature in the top five priorities for India and Singapore. Challenges in AI Implementation: Across the board, data exposure and leakage are the top concerns related to generative AI, followed by a lack of necessary data, unclear strategy or use cases, fear of inaccurate outputs, and concerns about copyright/IP issues. These challenges vary by industry. For instance, government and media/entertainment sectors worry about AI job displacement, while other sectors focus on biases, brand adherence, and general distrust of AI. Data Integration Struggles: Marketers use an average of nine different tactics to capture customer data, including customer service interactions (88%), transaction data (82%), mobile apps (82%), web registrations (82%), and loyalty programs (80%). However, integrating this data into a unified system remains a significant challenge. Only 31% of marketers are fully satisfied with their ability to unify customer data, and many still rely on IT support for basic marketing tasks. The Personalization Paradox: Despite technological advances, fewer than six in 10 marketers can fully personalize familiar channels like email and mobile messaging. This gap highlights the ongoing struggle to meet rising customer expectations for personalized experiences. Steve Hammond, EVP and GM of Marketing Cloud at Salesforce, emphasizes the importance of personalization at scale: “Customers want to feel like they’re more than just a number. They want relevant experiences that create relationships. But personalization is still a challenge, especially at massive scale.” Looking Ahead: The findings from the State of Marketing study will undoubtedly fuel discussions at Connections. While the potential of AI is exciting, the need for a solid data foundation is critical for realizing its benefits. As the conference unfolds, diginomica’s Jon Reed will be on the ground in Chicago, providing updates on key insights and discussions. About Salesforce: Salesforce is the leading AI CRM, empowering companies to connect with their customers through a unified platform that combines CRM, AI, data, and trust. For more information, visit www.salesforce.com. 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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May 21, 2024in Salesforce, Salesforce Einstein
Campaign Infuence in Salesforce
17Mar

What is Campaign Infuence in Salesforce?

Campaign Influence is a tool designed to allocate success attribution to influential campaigns, with two available versions: Campaign Influence 1.0 for Salesforce Classic, and Customizable Campaign Influence for both Classic and Lightning Experience. Campaign Infuence in Salesforce. Customizable Campaign Influence in Salesforce facilitates revenue attribution through standard and custom models, which can be updated manually or automatically. This data can be added to related lists and reports, enabling sales representatives to comprehend the impact of campaigns on their opportunity pipelines. With Campaign Influence, you can link an opportunity to multiple campaigns, but each opportunity can only have one primary campaign influencing the campaign rollup summary fields on the related campaign. Campaign Influence considers every campaign member, regardless of their member status. Customizable Campaign Influence relies on the Campaign object, the Opportunity object, and a Campaign Influence junction object. To tag an opportunity to a campaign in Salesforce, navigate to the opportunity record, find the Campaign Influence related list, click “New,” enter a campaign name, and specify the attribution percentage in the “Influence (%)” field. A parent campaign in Salesforce aggregates values from all its child campaigns, irrespective of the user’s sharing settings. Admins can customize which fields are visible in the Campaign Hierarchy related list to limit user visibility. Campaigns in Salesforce are versatile and are used creatively by nonprofit and higher education organizations to group people for specific actions and result tracking. Active campaigns in Salesforce allow adding contacts and leads, while inactive ones do not, but member reports cannot be run for inactive campaigns. Influence refers to attributing success percentage to influential campaigns, whereas attribution identifies the source where revenue originates. Key factors influencing a successful marketing campaign include understanding the target audience, personalization, effective communication, and innovative elements. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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March 17, 2024in Salesforce, Salesforce Sales Cloud
Marketing Cloud Growth and Advanced Editions
22Dec

Marketing Cloud Growth and Advanced Editions

While Growth Edition is tailored to small businesses looking to get started with robust marketing automation, Advanced Edition caters to companies that need more sophisticated tools to scale personalization efforts, improve customer engagement, and streamline workflows. It offers additional features, including real-time journey testing, predictive AI for customer scoring, and advanced SMS capabilities, allowing businesses to enhance every touchpoint with their customers.

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December 22, 2023in Data, Enterprise, Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud, Technology
MC Personalization Tips and Tricks
08Nov

MC Personalization Tips and Tricks

Salesforce Marketing Cloud Personalization, formerly Interaction Studio, offers incredible power for personalization. MC Personalization Tips and Tricks below will help you level up your game. Einstein Recipes: Enhancements and Challenges Multiple Dimensional Variations for Products in Einstein Recipes Einstein Recipes offer powerful and flexible tools for creating recommendations. However, the fourth step, Variations, falls short compared to other options. Currently, you can configure only a single Dimensional Variation. While multiple Item Types are available, once you select one, you cannot limit recommended products to specific numbers per category or brand. This limitation hinders control over product recommendations, especially for e-commerce sites with diverse catalogs. Unlike Dimensional Variations, multiple Boosters or Exclusions of the same type can be configured differently, which would be a valuable feature to add for Variations. Department Variation for Products in Einstein Recipes Einstein Recipes allow Dimensional Variations at the Category level, but only for primary categories. There is no option for Department (master category) level, which is limiting for e-commerce sites with broad category trees, such as: Recommendations with Category Variation set can still be dominated by similar products due to similar primary categories. Two solutions could address this: Price Reduction Ingredient in Einstein Recipes Triggered Campaigns in Journey Builder can target various events, including Catalog Triggers. Some triggers, like Product Expiring Soon, are available for Web with Einstein Recipes Ingredients. However, there is no Ingredient for the common e-commerce use case of Price Reduction. Marketing Cloud Personalization (Interaction Studio) has the required price and listPrice attributes for Triggered Campaigns. A workaround involves calculating price reductions externally and passing this information to a Related Catalog Object. More efficient solutions would be: Rating Count in Recipe’s Rating Exclusion Marketing Cloud Personalization offers Exclusions/Inclusions on Recipes to fine-tune recommendations. One option is to exclude/include items based on their rating, with an optional zero rating capture. It would be beneficial to include an option to filter based on rating count, allowing for: Currently, such filters can only be applied on the server side in the Template, which can limit recommendations. Having this feature at the recipe level would be more powerful. Abandoned Cart Retention Setting Marketing Cloud Personalization captures cart information for Einstein Recipes recommendations. However, cart content remains indefinitely unless managed proactively. A workaround involves a Web Campaign that checks cart age and pushes a clear cart action if necessary. A better solution would be a configurable option in MCP settings to automatically remove old cart data. Catalog Enhancements Full MCP Category Hierarchy Support for ETL Marketing Cloud Personalization can create a hierarchical tree of categories with automatic summing of views and revenue. However, this is currently possible only under specific conditions, such as having one Category per product and using a Sitemap format. This limitation is problematic, as ETL is often a better way to manage it. The Category ETL already provides detailed information using department and parentCategoryId attributes, but this data does not replicate the drill-down hierarchy in the Catalog UI or pass data from the bottom Category up. Ensuring feature parity between Sitemap and ETL would be beneficial. Segmentation Enhancements MCP Action Name Management Marketing Cloud Personalization captures actions from multiple sources but does not allow managing created actions. An option to view and remove unnecessary actions would improve user experience by reducing the number of options in the segmentation/targeting picklists. An even better solution would be to merge existing actions, preserving behavioral data after refactoring action names. MCP Hourly-Based Segmentation Rules Currently, segmentation rules in Marketing Cloud Personalization are based on days, limiting on-site campaign targeting. For example, to display an infobar for abandoned cart users, the current segmentation can only show users who have not performed a Cart Action today. Hourly-based segmentation rules would allow more precise targeting, showing users who have not performed a Cart Action in the last hour. Adding a picklist to choose between day or hour-based rules would enhance segmentation capabilities. Full MCP Catalog Export Marketing Cloud Personalization supports manual catalog export but only with limited data. The current export file lacks complete catalog data (e.g., promotable and archived attributes), making it unsuitable for ETL sources. An option to export the full catalog data, matching the ETL schema and including hidden items, would greatly benefit debugging and batch-modifying items for subsequent ETL import. Full MCP Catalog Metadata Visibility Marketing Cloud Personalization supports viewing custom attribute metadata in the Catalog but is limited to ETL updates. Extending this to built-in attributes and including origin and lastUpdated values for all sources (Sitemap, Mobile App, Manual update, API) would simplify debugging Catalog metadata issues, reducing admin/developer work and support tickets. ETL Enhancements External Email Campaign ETL Experience Name & ID External Email Campaign ETL allows passing behavioral data but is limited to Campaign ID and Campaign Name. To fully leverage this data in segmentation, it should also support Email ID and Email Name. Adding Experience ID and Experience Name fields to the ETL would enable targeted personalization, allowing segmentation on entire campaigns or specific emails within campaigns. External Email Campaign ETL Send Segmentation External Email Campaign ETL passes Send, Click, and Open data but does not support segmentation based on Send events. Enabling segmentation rules for Send events would unlock use cases like targeting Web or Push campaigns to users who received an email campaign but did not open it, fully leveraging cross-channel and real-time personalization. External Email Campaign ETL Unsubscription Event Type External Email Campaign ETL passes Send, Click, and Open data but cannot pass unsubscriptions. Including the Unsubscribe event would enable targeted campaigns like surveys about unsubscription reasons, win-back campaigns, or replacing email subscription prompts with other channel recommendations. By addressing these enhancements and challenges, Salesforce Marketing Cloud Personalization (Interaction Studio) can further improve its capabilities and provide more precise, effective, and user-friendly tools for personalized marketing. Reporting Enhancements: Direct Attribution at the MCP Campaign Level Current Reporting in Marketing Cloud Personalization (MCP) Marketing Cloud Personalization (Interaction Studio) offers various reports based on Activity, Results, and Visits. However, it

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November 8, 2023in Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Personalization
Shifting KPIs With Real-Time Intelligence
25Apr

Shifting KPIs With Real-Time Intelligence

Marketing without metrics is akin to driving blindfolded. To gauge the effectiveness of their efforts, marketers are investing in analytics capabilities to gain a precise understanding of how their messages, campaigns, and marketing expenditures impact their objectives. The ability to swiftly unlock these insights empowers marketers to promptly address customer needs and make well-informed decisions to propel business growth. This is bringing about Shifting KPIs With Real-Time Intelligence In contrast to 61% of underperforming marketers, a significant 72% of high-performing marketers can analyze marketing performance in real time. This real-time analysis provides them with a distinct advantage in responding to and optimizing campaign performance. However, a notable 33% of marketers still rely on manual processes for marketing attribution, a figure that has seen marginal improvement from 34% in 2020. In 2022, 68% of marketers claim they can analyze marketing performance in real time. For organizations aiming to enhance efficiency and maximize value, identifying the right metrics to track is imperative. As marketing budgets face rigorous scrutiny, analytics offer leaders the insights needed to optimize spending and reduce acquisition costs, reinforcing the value of marketing efforts. Shifting KPIs With Real-Time Intelligence The landscape of analytics has expanded, with marketers now monitoring a comprehensive set of metrics, including year-over-year revenue and customer satisfaction. Personalization and customer touchpoints have gained prominence, leading to increased tracking of web/mobile analytics, content engagement, and customer lifetime value. Marketers are now monitoring an extensive array of key performance indicators (KPIs), encompassing revenue, customer satisfaction metrics (CSAT), web and mobile analytics, customer acquisition costs, B2B sales funnel statistics, content engagement, customer retention rates, customer referral rates, and customer lifetime value. Despite the growing sophistication in tracking various metrics, marketers highlight measuring marketing ROI/attribution as their second most significant challenge. This indicates a continued need for streamlining the reporting process to enhance efficiency and effectiveness. 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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April 25, 2023in Salesforce Einstein
11Oct

Attribution with Google Tag Manager and Custom Code

Utilizing Google Tag Manager with Custom Code If you’re already using Google Tag Manager (GTM) on your website, you can leverage it to store UTM parameters in a browser cookie. This stored data can then be extracted and populated into hidden form fields, which are sent to Salesforce upon form submission. Attribution with Google Tag Manager and Custom Code. Here’s a step-by-step guide to the process: Attribution with Google Tag Manager and Custom Code Pros: Cons: Limitations: Implementing Attribution Snippets with GTM Across All Pages To implement attribution snippets using GTM, follow these steps: Adding Attributes in Google Tag Manager: Adding a Custom HTML Tag in GTM: Adding Code to GTM: Optimizing GTM Performance Differentiating GTM and Google Analytics Testing GTM Code Employ a Tag Debugger: Attribution with Google Tag Manager and Custom Code Changes Is your business ready for the changes coming to Google’s data measurement infrastructure? You probably rely on Google Analytics as a marvelous tool to understand your customers and better target their needs across both your web and mobile app platforms. But with changes on the way from Google, particularly with some legacy mobile app tracking and measurement platforms, the stability of your analytics might be at risk if you’re not prepared. What’s changing? The current version of Google Tag Manager (version 4, or “Legacy”) for mobile apps will no longer be supported by Google as of March 2020. But, limitations on the functionality of GTM version 4 have already begun. Due to these limitations and hard dates for deprecation, everyone will need to upgrade to Google Tag Manager version 5. This requires the implementation of new GTM and Firebase Software Development Kits and a switch from the current GTM in-app, data layer approach to the new Firebase, event-based, data collection process. When will service be affected? Here are the key dates and milestones shared by Google, subject to change (though unlikely): Will analytics measurement be affected? Yes, for your mobile applications in particular. For your business to maintain uninterrupted Google Analytics tracking, you must make changes in the app source code. You’ll have to migrate the current data layer code in-app to Firebase-syntax data collection code, install a new Firebase SDK (if not already in place), create new GTM v5 containers, and test the new set-up for reliability to avoid any interruptions. InfoTrust can provide you with assistance to make this process as painless as possible. Please note, if you are already using Firebase Analytics and/or the newer version of Google Tag Manager for mobile apps, v5 (Firebase powered events and data collection), there is nothing to worry about and you are already in the safe zone. These dates are only meant to deprecate the measurement tracking for **Google Tag Manager v4 Legacy Containers** in mobile apps. This DOES NOT mean you have to move to Firebase Analytics and it DOES NOT mean GA for mobile apps is going away. Simply the means of collecting data in the app, if using GTM, is going through an upgraded version. You will need to update your source code to use the new GTM v5 SDK and Firebase event code, as described later but feel free to continue using GA as normal (if deployed in the new GTM v5 Firebase-powered containers). Benefits of Switching It’s not all bad news. Though the migration to GTM v5 will take some work, there are some major advantages. Most importantly, switching ensures uninterupted information flow to Google Analytics, so you never lose touch with your customers. Also, this isn’t just a cosmetic change; the switch to version 5 comes with more tags, new GTM capabilities, and new Firebase analytics UI capabilities. Why InfoTrust? If you’re still using version 4 of Google Tag Manager, this could be a complex project that requires input from many different parts of your business from IT to software development to analytics to marketing. Migrating platforms may be a little annoying, but it’s much less annoying than losing access to the key analytics tools or data you rely on to understand your customers and make strategic business decisions. Switching prevents headaches later and unlocks useful new features now. InfoTrust can help your organization come up with a solid migration plan, help work with your engineers to fully test and configure all the reporting + data measurement, and partner with your team to make the most out of the data collection and mobile application data you will continue to capture. If you have any questions about any aspect of this process, don’t think twice about reaching out. We’d love to help. InfoTrust is here to make sure you’re data confident. 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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October 11, 2022in Google Analytics, Salesforce
Salesforce Queues
20May

Salesforce Queues Explained

A Comprehensive Guide to Salesforce Queues Salesforce Queues play a pivotal role in streamlining the prioritization, distribution, and assignment of records among teams with shared workloads. This guide provides step-by-step instructions for setting up your initial queue. For utilizing queues for distribution. Read on for Salesforce Queues. Understanding Salesforce Queues Role Salesforce Queues enable users to prioritize, distribute, and assign records, making them ideal for teams sharing workloads. By bringing together groups of users, queues effectively manage shared work and ensure visibility into pending tasks, even during team members’ absences. Records are held in queues until a team member claims ownership, either individually or on behalf of another user. This is a powerful way that Salesforce prevents leads and cases from falling through the cracks. Key Features of a Salesforce Queue Components of a Salesforce Queue Salesforce Queues consist of several elements to ensure seamless operation: Adding Salesforce Records to Queues Records are added to queues by updating the record owner, utilizing automatic assignment rules, or through manual updates. These assignment rules, whether automatic or manual, define criteria for routing records based on their attributes. Queues vs. Groups in Salesforce Salesforce Queues and Groups serve distinct purposes: Creating a Salesforce Queue: Lead Queue Example Here’s how to create a lead queue for EMEA Leads: Testing and Reporting with Salesforce Queues Expanding Usage to Various Teams Salesforce Queues can manage various record types, including cases, leads, tasks, contact requests, orders, service contracts, knowledge articles, and custom objects. Different teams can benefit from queues for high-priority cases, new projects, webinar follow-up tasks, and more. Limitations and Summary While Salesforce Queues offer flexibility with multiple queues, it’s essential to avoid overwhelming users. They provide collaborative benefits and versatile applications across diverse teams, making them a valuable tool for managing shared workloads and enhancing productivity. 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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May 20, 2022in Salesforce
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