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Connecting Marketing Cloud Account Engagement, Marketing Cloud, and Salesforce

23Apr

Connecting Account Engagement, Marketing Cloud, and Salesforce

Connecting Account Engagement, Marketing Cloud, and Salesforce – the case for all three. A common inquiry we often encounter from clients is: “Should I opt for Salesforce Marketing Cloud or Marketing Cloud Account Engagement?” “How do we choose which one is right for us?” This query may appear peculiar since Marketing Cloud Account Engagement is typically acknowledged as the go-to B2B solution, while Salesforce Marketing Cloud is favored for B2C endeavors. The conventional wisdom suggests that businesses select one of these platforms based on their organizational setup and target demographic. Our perspective on the question at Tectonic diverges from this norm. Depending on your primary marketing channels, it can be highly effective for any business to utilize both platforms! Connecting Account Engagement, Marketing Cloud, and Salesforce Permit me to explain. Marketing Cloud Account Engagement excels in automated email marketing, lead capture via forms and landing pages, and engagement tracking through scoring and grading tools. Moreover, it boasts unequeled integration with Salesforce. Yet, there are instances where marketers require an additional channel to strategically retarget accounts or re-engage with prospects who may have become disconnected from email communication. Marketing Cloud Advertising Studio This is where Marketing Cloud’s Advertising Studio module becomes invaluable. Leveraging Salesforce’s architecture, you can craft a seamless experience for your audience with personalized journeys. The system architecture integrating MCAE for data entry and automated email marketing, Sales Cloud as the CRM and database of record, and Marketing Cloud Connect as the mechanism for triggering targeted ads. Automated Processes The process initiates in Account Engagement upon initial record creation or update. Subsequently, a prospect may enter a MCAE Engagement Studio campaign or journey, trigger an Automation Rule, or prompt a Completion Action. With seamless Sales Cloud integration, the contact record update synchronizes with the CRM, generating or updating a specific Salesforce Report for an Audience. The Marketing Cloud Connector facilitates this activity to trigger an automation in the Marketing Cloud Automation Studio, importing the contact record into a Data Extension. This Data Extension serves as the source for an Audience set up in Advertising Studio, enabling advertising campaigns across digital channels such as Facebook, Google, and LinkedIn. This is just one example of the seamless integration within the Salesforce suite of marketing products! From a user perspective, the familiarity in the look and feel of each platform empowers teams to craft sophisticated journeys without being confined to a single platform. Whether one focus on B2B and the other B2C, or one on prospecting and one on customer communications, there is a time and a place to use both. Connecting Pardot, Marketing Cloud, and Salesforce Together? When is it appropriate to leverage both platforms? Depending on your core marketing channels, for any business it can actually be very effective to use both Salesforce Marketing Cloud and Pardot for great results. Utilizing both Salesforce Marketing Cloud and Marketing Cloud Account Engagement is most suitable for businesses that: Pricing The pricing structure of Marketing Cloud, based on the Studios (features) you require access to, ensures businesses pay a flexible premium tailored to their needs. In this insight, Advertising Studio is showcased to illustrate how Account Engagement and Marketing Cloud can collaborate. However, there are other studios within Marketing Cloud that marketers can leverage for comprehensive marketing campaigns. Other studios within Marketing Cloud include: Intrigued? Consider adopting Salesforce Marketing Cloud and Marketing Cloud Account Engagement)in tandem for a comprehensive, multi-channel automated marketing strategy. The Tectonic team and I are available to assist with Salesforce architecture setup, integration, or serve as an extension of your team to devise effective Marketing Cloud strategies for long-term success. Reach out to us to learn more. The Account Engagement Plus, Advanced, and Premium editions offer a range of features designed to empower marketing teams with sophisticated tools for analyzing performance, implementing automation, and enhancing campaign effectiveness. Let’s break down each edition’s offerings: Account Engagement Plus Edition: Account Engagement Advanced Edition (Includes Einstein AI-powered features): Account Engagement Premium Edition: These editions cater to different levels of marketing sophistication, offering scalable features and capabilities to meet the diverse needs of marketing teams within organizations. Whether it’s advanced analytics, AI-driven insights, or enterprise-grade tools, Account Engagement editions empower marketers to optimize performance and drive business growth effectively. Connecting Account Engagement Marketing Cloud and Salesforce for Distributed Marketing The Distributed Marketing & Marketing Cloud Connect solution offers seamless integration of corporate marketing, employees, channel partners, and brand engagement to ensure cohesive experiences across corporate and partner networks. With this solution, marketers can create and distribute on-brand content using Marketing Cloud. Key features of Distributed Marketing & Marketing Cloud Connect include: Overall, Distributed Marketing & Marketing Cloud Connect simplifies content collaboration, strengthens brand consistency, and facilitates efficient engagement across diverse networks within an organization. This integration of marketing efforts fosters better communication and alignment across all stakeholders involved in brand promotion and customer interactions. By Tectonic Salesforce Marketing Cloud Solution Architect, Shannan Hearne 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

31Mar

Legacy Salesforce URL Redirection Retires

Legacy Salesforce URL Redirection Retires – Salesforce Announcement Security Notification At Salesforce, we understand that the confidentiality, integrity, and availability of your data is vital to your business, and we take the protection of your data very seriously. We’re writing to remind you that redirections for some of your Salesforce orgs’ URLs stop in the Winter ’25 release, starting in August 2024 for sandboxes and in September 2024 for production orgs. We highly encourage you to test for this change and update all references to your previous URLs before those redirections stop. Security Notification Why the Change? To comply with the latest browser and security standards, Salesforce recently required that customers deploy enhanced domains. This feature updated the hostname formats for the domains that serve Salesforce orgs. To reduce the impact of this change, your previous hostnames are redirected by default. However, to meet Salesforce security standards, some of the previous domains will be retired in 2024. The corresponding redirections stop in the Winter ’25 release. Why the Change? Actions Required Review the affected hostnames and how you can disable the redirections for testing. For details, see Prepare for the End of Redirections for Non-Enhanced Domains in Salesforce Help. Additional Resources Salesforce Enhanced Domains FAQSalesforce Help: Prepare for the End of Redirections for Non-Enhanced DomainsSalesforce Help: Log My Domain Hostname RedirectionsSalesforce Help: Enhanced Domains TimelineTo ask questions about enhanced domains, visit our monitored My Domain and Enhanced Domains group in the Trailblazer Community.We appreciate your trust in us as we continue to make your success and security our top priorities. Additional Resources Legacy Salesforce URL Redirection Retires Prepare for the End of Redirections for Non-Enhanced Domains After enhanced domains are deployed, your previous non-enhanced hostnames are redirected. Those redirections stop in Winter ’25, starting in August 2024 for sandboxes.. Review the affected hostnames and how you can disable the redirections to test before Salesforce disables them. REQUIRED EDITIONS Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions After enhanced domains are deployed, Salesforce redirects two categories of non-enhanced hostnames. To see if redirections are in place for a previous My Domain, check the Redirections section of the My Domain Setup page. NOTE My Domain URL redirections help prevent disruption, but they’re not intended as a permanent solution. Not all services work well with redirections, and a redirection adds a step to the process of loading the final web page. When you deploy enhanced domains, we highly recommend that you disable redirections during testing and update all references to your old URLs. Track the Source of Redirections You can search the metadata for your org to determine where the impacted URLs are used in Salesforce, but discovering all the other places that your URLs are used can be more complex. For example, site URLs and content URLs can be used on your website, social media pages, marketing materials, and templates such as email signatures and automated responses. To help you identify these locations outside of Salesforce, the Hostname Redirects log includes the referrer and origin sent with each request that Salesforce redirects. For more information, see Log My Domain Hostname Redirections. Notify Users During Redirections To help your users update outdated links and bookmarks, display a brief message during the redirection that provides the current URL. See Manage My Domain Redirections. Previous *.force.com Site Hostnames When you enable and deploy enhanced domains, the hostname formats change for your Experience Cloud sites and Salesforce Sites. To minimize potential disruption, the *.force.com hostnames that Salesforce hosted for your sites are redirected to your current site hostnames. Those redirections remain in place until Winter ’25 or until you disable these redirections. To disable these redirections for testing purposes, use an option in the Redirections section of the My Domain page and test. For more information, see Disable Redirections for Your Previous Force.com Site URLs. For the replacement format for each of these hostnames, see My Domain URL Format Changes When You Enable Enhanced Domains. To better understand the purpose of each hostname type and whether it applies to you, see My Domain Hostnames. Here are the *.force.com site hostnames for a production org that are temporarily redirected after you enable and deploy enhanced domains. Here are the .*force.com site hostnames for a sandbox that are temporarily redirected after you enable and deploy enhanced domains. Other Non-Enhanced My Domain Hostnames When you enable and deploy enhanced domains, your other previous non-enhanced My Domain hostnames are redirected. Those redirections remain in place until Winter ’25 or until you disable these redirections. For the type and the replacement format for each of these hostnames, see My Domain URL Format Changes When You Enable Enhanced Domains. To better understand the purpose of each hostname type and whether it applies to you, see My Domain Hostnames. NOTE If you deploy another My Domain change after you enable and deploy enhanced domains, these hostnames are no longer redirected. For more information, see Understand Redirections for Previous My Domain Hostnames. To disable the redirections of these non-enhanced My Domain hostnames for testing purposes, you can temporarily disable your previous My Domain. For more information, see Disable or Remove Your Previous My Domain. Here are the non-enhanced hostnames for a production org that are temporarily redirected after you enable and deploy enhanced domains. Here are the non-enhanced hostnames for a sandbox that are temporarily redirected after you enable and deploy enhanced domains. 1 If your installed package is unmanaged, the package name is c. Instanced URLs Without My Domain If your org was created before October 2020, you didn’t get a My Domain by default. In that case, your users accessed Salesforce with these hostnames that contained your instance name but not your My Domain name. These hostnames are redirected if the Instanced URL setting in the Redirections section on the My Domain Setup page is set to Redirect to the same page within the domain

March 31, 2024in Hyperforce, Salesforce, Salesforce Experience Cloud

19Mar

Top AI Tools Shaping Business Success

Top AI Tools Shaping Business Success in 2024 In the dynamic world of business, staying ahead means embracing the latest technologies. Artificial Intelligence (AI) is no longer just a buzzword—it’s a transformative force that helps businesses operate more efficiently, make smarter decisions, and enhance customer experiences. As we move through 2024, the AI tool ecosystem is rapidly expanding, offering innovative solutions to automate tasks, gain deep insights, and improve customer engagement. Below, we explore the top AI tools that are shaping the future of business. StoryChief is a comprehensive content marketing platform that simplifies the creation and distribution of content through AI. From ideation to optimization, it leverages machine learning to help businesses generate high-quality, engaging content at scale. Key Features: Pricing: Plans start with a free tier, with paid options ranging from $40 to $500 per month. Developed by OpenAI, ChatGPT is a versatile language model capable of generating human-like text. It excels in content creation, customer support, and data analysis. Key Use Cases: Pricing: API access with usage-based pricing. Perplexity AI is an advanced search engine that provides accurate, summarized answers to complex queries using natural language processing (NLP). Key Features: Pricing: Free version available, with Pro version at $20/month offering enhanced features. Zapier connects over 5,000 apps, enabling automation of repetitive tasks across your tech stack with AI-powered tools that simplify complex automations. Key Features: Pricing: Free plan available for up to 100 tasks per month; paid plans start at $19.99/month. Grammarly is an AI-driven writing assistant that enhances the quality of written communication, ensuring clarity, conciseness, and error-free content. Key Features: Pricing: Free version available; Premium plans start at $12/month for individuals and $25/user/month for businesses. Typeframes simplifies video creation with AI, turning scripts or images into professional-quality videos with animations, transitions, and voiceovers. Key Features: Pricing: Plans start at $29/month, with higher-tier options available. Chatbase enables businesses to build intelligent chatbots and virtual assistants that handle a wide range of customer service inquiries. Key Features: Pricing: Free plan available with limited message credits; paid plans start at $19/month. Secta is an AI-powered headshot generator that creates professional-quality headshots from user-submitted photos, ideal for businesses needing polished profile pictures. Key Features: Pricing: Pay-as-you-go at $49 per headshot session. Voicenotes is an AI-driven transcription tool that converts voice memos into concise summaries and action items, perfect for capturing important information efficiently. Key Features: Pricing: Free plan available; paid plans start at $10/month, with lifetime payment options. Notion AI enhances the popular Notion productivity platform with AI-powered writing assistance, content summarization, and database management. Key Features: Pricing: Available as an add-on at $10 per user per month, with discounts for annual plans. Choosing the Right AI Tools for Your Business Selecting the right AI tools involves considering several factors: By evaluating these aspects, you can effectively leverage AI to enhance efficiency, drive growth, and maintain a competitive edge in 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 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 19, 2024in Salesforce

02Mar

Einstein Copilot Studio Explained

Einstein Copilot Studio Explained: Crafting and Personalizing a Reliable AI Assistant Enterprises aiming to personalize Einstein Copilot can leverage the newly introduced Einstein Copilot Studio. This platform enables the construction and customization of AI assistants, incorporating pertinent prompts, skills, and AI models tailored for specific sales, service, marketing, commerce, and IT tasks. Beyond the confines of Salesforce applications, companies can seamlessly integrate Einstein Copilot into consumer-facing channels. This extension enhances customer interactions by embedding AI assistants into websites for real-time chat capabilities or integrating with popular messaging platforms such as Slack, WhatsApp, or SMS. Einstein Copilot Studio comprises the following key components: Just as Microsoft has introduced its own Copilot solutions, powered by generative AI, Salesforce is tapping into the power of LLMs to empower sales, marketing, and customer service professionals. Building on Salesforce’s existing range of Einstein AI features, the company announced “Einstein 1” this year – the next generation of the Salesforce platform. Einstein 1 is a comprehensive suite of tools that empowers users to bring AI into their everyday workflows. The Einstein Copilot (Salesforce Copilot) solution is at the core of this solution, alongside the new Copilot studio and the Einstein Trust Layer. Contact Tectonic today to explore the value of Einstein Copilot Studio for your company., Like2 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, 2024in Einstein 1 Platform

18Dec

Introducing Salesforce Einstein Copilot

Einstein Copilot introduces a cutting-edge generative A. Powered by a conversational assistant seamlessly embedded within every Salesforce application. Its strategically enhancing workflow and yielding substantial gains in productivity. Announced at Dreamforce 2023, in case you missed it, read on. The newly integrated Einstein 1 Data Cloud, part of the Einstein 1 Platform, allows customers to establish a unified customer profile. By connecting any data source. This integration infuses AI, automation, and analytics into every customer experience, fostering a comprehensive approach. Salesforce Einstein Copilot Studio Einstein Copilot Studio provides organizations with the flexibility to tailor Einstein Copilot. A Salesforce tool used according to specific business requirements. It incorporates the Einstein Trust Layer, ensuring the protection of sensitive data while leveraging trusted information to enhance generative AI responses. Unlike other generative AI copilot solutions, Einstein Copilot is natively integrated into the world’s leading AI CRM – Salesforce. Seamlessly tapping into data from various Salesforce applications. This integration ensures more accurate AI-powered recommendations and content generation. Data Cloud The Data Cloud serves as the foundation for Einstein Copilot. Data Cloud offers real-time, consolidated views of customers or entities. With Data Cloud, creating a data graph is simplified, enabling the generation of AI-powered apps with a single click, eliminating the need for manual data queries or joins. Einstein Trust Layer The Einstein Trust Layer, an integral part of the Einstein 1 Platform, ensures the secure retrieval of relevant data from Data Cloud. Before sending it to the Language Model (LLM), proprietary, sensitive, or confidential information is masked, maintaining a high level of data security and compliance. Copilot for Sales aligns with existing CRM access controls and user permissions. Salesforce requires ensuring administrators and users have the necessary permissions for customization and data management within Copilot for Sales. Salesforce Copilot service functions similarly to other generative AI tools in the customer experience landscape, responding to customer queries automatically with personalized answers grounded in company data. Einstein Copilot & Search, anticipated for availability from February 2024, is set to leverage Data Cloud unstructured support. It will be ushering in a new era where Generative AI-based apps redefine the user interface. Thereby allowing seamless interactions and conversations with applications. This transformative shift signifies a significant milestone in Enterprise Software, with Salesforce actively participating in this evolving landscape. Copilot for Sales How is Copilot for Sales different from Copilot for Microsoft 365? Microsoft Copilot for Sales is an AI assistant designed for sellers that brings together the capabilities of Copilot for Microsoft 365 with seller-specific insights and workflows. What Salesforce just did is drop the GPT name and go with Copilot, By endorsing the Microsoft branding it announced earlier this year with Microsoft Copilot for Microsoft 365 and CoPilot for Dynamics 365. 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

December 18, 2023in AI Tools, Data, Einstein 1 Platform, Enterprise, Generative AI, Salesforce, Salesforce Data Cloud, Salesforce Einstein

Salesforce Marketing Cloud Account Engagement

25Oct

Account Engagement Pardot

Marketing Cloud Account Engagement, previously recognized as Pardot, serves as a B2B marketing automation tool that empowers marketers to identify leads with a high probability of conversion. Salesforce introduced this rebranding in April 2022 as part of its initiative to create a unified and easily comprehensible product suite within Marketing Cloud, aligning with the overarching goal of consistency and clarity in Salesforce’s offerings. account engagement pardot. Despite the change in nomenclature, the functionality of the product persists without retirement. Pardot Classic, however, is undergoing a phased-out process. Account engagement, in essence, denotes the efficacy of engaging an entire account to establish and nurture a relationship, aiming to acquire or retain them as a client. While Marketing Cloud encompasses a broader range of features catering to various channels and large-scale B2C campaigns, Account Engagement focuses on B2B interactions, emphasizing lead management and sales alignment. Pardot and Marketing Cloud To distinguish Pardot from Marketing Cloud, Pardot primarily functions as an email marketing and nurture platform. In contrast, Marketing Cloud Account Engagement extends its capabilities to include functions like Advertising and Mobile Studio, fostering enhanced marketing and sales alignment through seamless integration with Sales Cloud. To enhance customer engagement across accounts, Marketing Cloud Account Engagement facilitates connected customer journeys and efficient lead generation. It empowers users to create landing pages and forms swiftly, segment leads, and initiate personalized, automated, cross-channel journeys. AI-powered lead scoring and grading aid in nurturing leads for marketing qualification. Account Engagement Pardot The platform supports cross-channel journeys by enabling engagement across various channels and connecting third-party webinar, survey, and SMS apps directly to marketing programs. This allows for triggering webinar and event registrations, survey sends, and SMS sends within automated journeys. Account-Based Engagement is a notable feature that helps discover and engage the best accounts, targeting and nurturing key prospects with the collaboration of sales and service on a unified platform. Einstein, Salesforce’s AI, identifies accounts with the highest likelihood to purchase using key insights. Aligning revenue teams on a single source of truth is achieved with AI scoring, providing comprehensive insights into prospects, engagement history insights, and real-time sales alerts. This ensures that sales teams are promptly informed about hot leads and prospects ready to convert, improving collaboration between marketing and sales. For optimizing marketing performance and fostering customer relationships, Marketing Cloud Account Engagement offers full-funnel multi-touch attribution, an Account-Based Marketing Dashboard, and out-of-the-box analytics. These features provide insights into marketing and sales impact, revenue and pipeline for key accounts, and a direct connection to Sales Cloud for understanding the prospect journey. A/B testing, email reporting, and predictive analytics further contribute to making strategic decisions and identifying factors that drive conversion. 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

October 25, 2023in Data, Google, Marketing Automation, Salesforce, Salesforce Marketing Cloud Account Engagement (Pardot)

11Aug

Multi-Channel Campaigns

Leveraging Salesforce for Multi-Channel Campaign Management with Tectonic In today’s dynamic marketing landscape, businesses need to connect with their audience across multiple channels—email, social media, web, and beyond. Managing these campaigns effectively can feel like juggling too many balls at once, especially when aiming to maintain consistent messaging, track performance, and maximize ROI. That’s where Salesforce, paired with expertise from Tectonic, makes all the difference. Salesforce simplifies multi-channel campaign management, helping businesses stay organized, boost engagement, and achieve measurable results. Let’s dive into how this powerful platform, supported by Tectonic’s expertise, takes campaign management to the next level. The Challenge Marketing teams often face obstacles like: The Solution: Streamlined Multi-Channel Campaign Management Salesforce, with Tectonic as your trusted partner, transforms the complexity of multi-channel campaigns into a streamlined and effective process. By integrating channels, automating workflows, and delivering real-time insights, businesses can engage their audience and achieve exceptional results. 1. Centralized Campaign Planning Salesforce Marketing Cloud provides a centralized platform for planning and managing campaigns across channels—email, SMS, social media, and paid ads—all from one dashboard. This unified view ensures messaging and branding stay consistent while fostering seamless collaboration across teams. Tectonic enhances this process by ensuring your Salesforce environment is optimized for your specific needs. 2. Personalized Messaging at Scale Salesforce’s AI-powered tools, such as Einstein AI, analyze customer data to craft personalized content for every audience segment. These tools allow businesses to create tailored emails, ads, and social media posts that resonate with specific groups. With Tectonic’s guidance, you can implement personalization strategies that drive engagement and conversions to new heights. 3. Real-Time Performance Tracking Salesforce consolidates campaign performance data into a single platform, providing real-time metrics like open rates, click-through rates, social engagement, and conversions. Customizable dashboards allow your team to monitor results at a glance, enabling quick adjustments for maximum impact. Tectonic can help design these dashboards for clarity and actionable insights. 4. Automation for Efficiency Managing multi-channel campaigns involves countless tasks, but Salesforce automates processes such as scheduling, triggering emails, and personalizing messaging based on user behavior. By streamlining these repetitive tasks, your team can focus on creativity and strategy. Tectonic’s expertise ensures these automations are tailored to fit your business workflows perfectly. 5. Seamless Integration Across Channels Salesforce integrates with platforms like Google Ads, Facebook, LinkedIn, and Instagram, consolidating data into one ecosystem. This eliminates the need for manual data collection, saving time and improving accuracy. Tectonic ensures these integrations are set up seamlessly, so you can focus on running impactful campaigns. Strategies for Success with Salesforce Why Tectonic + Salesforce? Tectonic combines deep Salesforce expertise with a keen understanding of marketing challenges to help you fully unlock the platform’s potential. Together, Salesforce and Tectonic empower businesses to achieve more efficient, impactful, and ROI-driven campaigns. Ready to revolutionize your multi-channel marketing strategy? Let Tectonic guide you to Salesforce success. Content updated December 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 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

August 11, 2023in AI Tools, Data, Google, Salesforce, Salesforce Marketing Cloud

11Aug

Benefits of Salesforce Experience Cloud

Salesforce Experience Cloud: Transforming Digital Customer Engagement To understand the Benefits of Salesforce Experience Cloud we must understand what a customer or partner portal is intended to do. Salesforce Experience Cloud, previously known as Community Cloud, is a powerful digital experience platform (DXP) designed to help organizations create and deliver exceptional, customer-centric experiences across multiple channels. This platform goes beyond community management, offering tools for building and managing websites, portals, mobile apps, and integrating social media. Benefits of Salesforce Experience Cloud explored. Built on Salesforce Customer 360, Experience Cloud gives businesses a comprehensive view of their customers by connecting data from various sources. With these insights, businesses can create personalized experiences tailored to each customer’s preferences and needs. Organizations can use Experience Cloud to design portals, websites, and communities, providing seamless access to relevant information, collaboration tools, and resources. The platform’s flexibility allows businesses to enhance customer satisfaction, improve partner collaboration, and boost employee productivity. Key Benefits of Salesforce Experience Cloud Salesforce Experience Cloud offers numerous benefits that help businesses deliver seamless experiences across the customer journey. Here are some of its key advantages: 1. Seamless Integration Experience Cloud integrates effortlessly with other Salesforce products like Sales Cloud and Service Cloud, providing a unified platform for comprehensive customer management. 2. Scalability and Customization The platform is highly scalable, allowing businesses to expand their communities as they grow. With extensive customization options, businesses can tailor the platform to meet their specific needs and branding requirements. 3. Security and Trust Salesforce is known for its robust security features, ensuring customer data is protected at all times. Businesses can confidently manage sensitive customer information within Experience Cloud. 4. Extensive AppExchange Ecosystem Salesforce’s AppExchange marketplace provides access to a wide range of pre-built integrations and apps that enhance the functionality of Experience Cloud, allowing businesses to customize and extend their platform capabilities. Real-World Uses of Salesforce Experience Cloud Salesforce Experience Cloud is used by businesses across various industries to improve customer engagement, enhance collaboration, and boost productivity. Some key use cases include: 1. Partner Portals Experience Cloud enables businesses to create dedicated partner portals where partners can collaborate with internal teams, access resources, and share leads. This accelerates partner engagement and streamlines business processes. 2. Self-Service Portals Businesses can offer 24/7 self-service portals, allowing customers to access product information, troubleshoot common issues, and track their interactions. These portals help reduce the workload on support teams and enhance customer satisfaction. 3. Customer Communities Experience Cloud allows businesses to create customer communities where users can find personalized content, engage with other users, and access self-service resources. This promotes collaboration and reduces the strain on customer support teams. 4. Employee Communities Internal employee communities serve as hubs for company-wide communication, training, and collaboration. Employees can access resources, share knowledge, and seek support, ultimately boosting engagement and productivity. 5. Branded Mobile Apps Businesses can use Experience Cloud to develop branded mobile apps that give customers, partners, and employees convenient access to services, resources, and information on the go. 6. Social Media Integration Experience Cloud integrates with popular social media platforms, allowing businesses to engage with customers directly, share content, and respond to inquiries. Top Features of Salesforce Experience Cloud Salesforce Experience Cloud is packed with features that enhance customer engagement, streamline operations, and improve overall efficiency: Companies Using Salesforce Experience Cloud Nike and PUMA leverage Experience Cloud for personalization. Nike’s loyalty program and Puma’s mobile shopping experience are enhanced by the platform’s built-in mobile UX design and technical architecture, resulting in better customer engagement and increased sales. Bank of America and Wells Fargo use Experience Cloud to offer customer support through self-service portals and community forums, improving customer satisfaction and gathering valuable feedback. IBM uses the platform to create collaborative communities for employees and customers alike. With integrated tools like Salesforce Einstein and IBM Watson, the company has enhanced internal collaboration and customer service. Hulu uses Salesforce to power its Help Center, where customers can find answers, engage with other viewers, and leave feedback that shapes Hulu’s content. OpenTable relies on Experience Cloud for its Diner Help portal, a one-stop shop for dining-related queries, enhancing the user experience and operational efficiency. Choosing the Right Salesforce Experience Cloud Partner for Implementation When implementing Salesforce Experience Cloud, choosing the right partner is crucial to ensure success. Look for a partner with: With the right partner, like Tectonic, businesses can fully grasp the power of Salesforce Experience Cloud to deliver exceptional digital experiences that foster customer loyalty, drive business growth, and improve operational efficiency. Content updated October 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 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

August 11, 2023in Data, Salesforce, Salesforce Development Services, Salesforce Einstein, Salesforce Experience Cloud

15Mar

Salesforce Account Engagement

With Salesforce’s rebranding of Pardot to Marketing Cloud Account Engagement, there has been some confusion between Salesforce account engagement as a platform and account engagement as a score. We aim to provide clarification. The Account Engagement Overview dashboard offers a holistic view of marketing metrics from an account-centric perspective, organizing data by account rather than leads, channels, or products. By default, the dashboard displays information for the top engaged accounts over the last two weeks. What is account engagement? Account engagement refers to how effectively you engage with a specific account as a whole, aiming to build a relationship and secure or retain them as a client. In the realm of social media management, the term “account engagement” is often used to gauge audience interaction via likes, shares, comments, reactions, etc. For example, “Our Facebook account engagement has increased by 10% in the last quarter.” This represents just one aspect of the term. In B2B marketing, an “account” typically denotes a business or organization currently engaged or of interest. Within an account, there may be multiple contacts, such as Marketing Managers and Business Development Managers. Engagement Index The engagement index serves as a metric to monitor engagement levels among application users and website visitors. It incorporates factors like visit information, user actions, key performance indicators (KPIs), and segment data within a specified business cycle. Establishing an Engagement Index This metric is designed to measure the extent of involvement from both site visitors and application users. It considers factors such as visit information, user actions, KPIs, and membership in specific segments, all tracked throughout a defined business cycle. Utilizing the Engagement Index Once configured and synchronized, you can access and review user and account engagement scores in the Personalization interface. Engagement Score Usage After setting up and syncing your engagement score, you can view user and account engagement scores in Personalization. Engagement Score Components Your engagement score comprises key components: Basis for the Engagement Score The engagement score is based on previous visits and decays over time. If a visitor hasn’t visited your site for an entire business cycle, the score decreases. If no visit occurs for two business cycles, the score drops to zero. Account Engagement Score This score reflects the engagement level of an account based on email open rates, clickthroughs, and form submissions. Weighting factors amplify the importance of critical engagement interactions. Using Account Engagement with Salesforce Integrate Account Engagement with Salesforce to streamline sales and marketing efforts. Features like Engagement History, Sales Emails and Alerts, and the Salesforce connector bring data, assets, and actions together. Connecting Account Engagement and Salesforce Set up the Salesforce connector to share data across systems. Track Prospect Engagement in Salesforce Utilize Engagement History to track valuable engagement data within Salesforce. Account Engagement in Lightning Experience Operate sales and marketing side by side on a single platform with the Account Engagement Lightning app. Sales Emails and Alerts Enable marketing to share content with sales reps using Sales Emails and Alerts. Generate Leads with Account Engagement Landing Pages and Forms Leverage Account Engagement to create tailored landing pages and forms for lead generation. What Does “Account Engagement” Actually Mean? The recent renaming of Pardot to Marketing Cloud Account Engagement has sparked discussions about potential confusion between the term “account engagement” as a marketing phrase and its representation in the Salesforce platform. What is Account-Based Marketing (ABM)? Account-Based Marketing (ABM) is akin to account engagement but on a more intense level. ABM focuses on specific high-value target accounts, emphasizing a growth strategy that nurtures relationships with ideal decision makers over an extended period. Salesforce’s Reasoning Salesforce’s decision to rename Pardot to Marketing Cloud Account Engagement was driven by the tool’s primary use for winning business accounts, particularly in longer sales cycles and nurture activities associated with B2B transactions. The platform renaming aligns with the tool’s capability to support high-value, sales team-led products or services, making it a powerful solution for account-based engagement in the evolving landscape of B2B transactions. So the Account Engagement score can be generated based on data from essentially every Salesforce Cloud, including Salesforce Marketing Cloud Account Engagement. The Account Engagement score is a measure. The Account Engagement platform is a marketing automation tool. Authored by Tectonic’s Marketing Consultant, Shannan Hearne. Content updated March 2024. Like1 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 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 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 15, 2023in Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Sales Cloud

26Dec

Salesforce User Interface Features

Customizing the Salesforce user interface (UI) can significantly enhance your organization’s experience, offering a swift and cost-effective process that even those new to administration can manage. A well-designed UI is crucial as it can either elevate or hinder a system’s effectiveness. Investing in Salesforce User Interface Features can lead to substantial returns, including higher user adoption rates. Creating an intuitive and cohesive interface that reflects your brand can enhance user satisfaction and encourage greater engagement with Salesforce. The field of user experience design for Salesforce is becoming increasingly important, as highlighted by the availability of certifications in this area. In this insight, we explore essential Salesforce UI features that can benefit every organization, with insights from certified Salesforce Administrator Stacy O’Leary, who notes, “Happy users mean a happy org.” Take Control of Your Salesforce UI Customizing the Salesforce App Users appreciate a personalized Salesforce experience. Start by creating a dedicated Salesforce app for each user group or persona in your organization. This approach allows you to display relevant tabs and name the app after the user group, such as “UC – Human Resources” or “UC – Marketing.” Homepages: Old vs. New Solutions Themes and Branding Personalize Salesforce’s appearance to align with your brand by incorporating logos, default images, and colors. Navigate to Setup → User Interface → Themes and Branding for these settings. Custom Hyperlink Color You can customize the color of hyperlinks in your organization to match your branding. MyDomain Logo and RightFrame URL Customize the Salesforce login page to reflect your company’s identity, either by keeping it standard or adding custom branding elements. Enhancing Page Layouts and Navigation Page Layouts and Lightning Pages Use Lightning App Builder to add, remove, or reorder components on record pages or homepages, creating custom, user-friendly pages. Dynamic Forms further enhance the user experience by simplifying form management. Compact vs. Comfy Navigation Salesforce offers two display densities: Compact Layouts Present key fields concisely in both the Salesforce mobile app and Lightning Experience, providing quick access to essential information. Conditional Lightning Page Components Lightning pages can include conditional components that display based on criteria like field values, record type, user profile, or device, reducing the need for multiple layouts and enhancing customization. Rich Text Components Use rich text components to share messages, include links, or celebrate achievements, enhancing communication and engagement. List Views Organize list views effectively with proper naming conventions and numbering, making it easier for users to find what they need. Assign the Manage Public List Views permission to responsible individuals to oversee list views. Salesforce Path and Guidance Salesforce Path helps guide users through business processes, highlighting key fields and providing guidance at each step. This feature streamlines processes and enhances user experience. Salesforce Celebration Celebrate achievements with Salesforce Celebration, a feature that adds visual effects like confetti when key milestones are reached, enhancing user engagement and morale. Additional Customization Features Keyboard Shortcuts Boost productivity with keyboard shortcuts, especially useful for teams managing multiple cases. Icons and Image Formulas Enhance the user experience by incorporating icons in list views, record pages, and reports. Validation Rule Messages Validation rules ensure data accuracy, and creative error messages can make the experience more engaging. The new Custom Error Flow component in Winter ’24 allows for more sophisticated messaging. Search Layouts and Filters Customize search layouts to optimize search results and use filters to refine searches, improving user efficiency. Einstein Search Einstein Search, now default in Salesforce, offers quick, intuitive search results and supports natural language queries. Letterheads and Email Templates Create consistent branding with custom letterheads and email templates, accessible via Setup → Letterheads. Screen Flows Screen Flows guide users through processes with interactive steps, integrating seamlessly into Lightning pages. Enhanced Dashboards In Salesforce Unlimited and Performance editions, dashboards now support up to 25 components, including text and image widgets, enriching the analytics experience. Inline Editing Inline editing in list views and reports increases productivity by allowing users to make changes directly, reducing the number of clicks needed. In conclusion, a well-designed Salesforce UI is integral to user satisfaction and system success. By tailoring the interface to reflect your brand and meet user needs, you can foster a more engaging and productive Salesforce environment. 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

December 26, 2022in Salesforce

06Nov

What is Personalization?

Understanding Personalization in Marketing At its core, personalization can be categorized into two main aspects: personalization for marketing and personalization for communication. This insight will delve into the realm of personalization for marketing, with a forthcoming discussion on personalization for communication. Marketing personalization is a strategy that uses data to target and retarget leads with a branded message that speak directly to specific customers’ interests, demographics, and known buying behavior. Marketing personalization is becoming increasingly expected by consumers. Customer Expectations Beyond meeting customer expectations, there’s a compelling business incentive behind utilizing personalization. When a significant portion of revenue (50%) stems from the top 10% of customers, and 90% of revenue originates from the top 20%, the imperative becomes clear—to retain and find more customers like the top performers. Personalization emerges as a potent tool, enabling the creation of tailored experiences that resonate with customers on an individual level, fostering enduring relationships with your brand. While the buzz around personalization might suggest it as the ultimate goal, it’s crucial to recognize it as an important means to an end. At its fundamental level, personalization involves utilizing customer data to make interactions more pertinent to them. Achieving personalization at scale requires a comprehensive understanding of all aspects related to your customers. Everywhere one looks, brands are embracing personalization, be it in targeted social media ads or the personalized greetings from the local coffee shop barista. Customers now expect personalized experiences, and recent technological advancements have expanded the horizons of where and how personalization can be implemented. Whether it’s through social media, website interactions, or email communication, audiences anticipate personalized experiences that make them feel valued. In a study, 71% of consumers expressed the expectation of personalized interactions, and 76% admitted frustration when this expectation isn’t met. Incorporating personalization into your marketing strategy is not just a trend but a necessity for enhancing customer engagement and driving conversions. Before delving into its implementation, understanding what marketing personalization entails is vital. What is Marketing Personalization? Marketing personalization is a strategic approach that leverages data to target and retarget leads with brand messages tailored to specific customers’ interests, demographics, and buying behavior. The goal is to make customers feel that the brand message is crafted exclusively for them, often referred to as one-to-one or individual marketing. Notable companies like Netflix, Amazon, and YouTube employ personalization through algorithms to automate product and content recommendations based on user behavior. This extends beyond digital channels, impacting customer loyalty in physical establishments such as hotels, cafes, or salons. Importance of Personalization The primary reason for adopting marketing personalization is meeting customer expectations. It is the difference between customers feeling directly addressed versus being just a number among the 1,700 advertisements they encounter monthly. Whether implementing personalization in specific aspects or transforming the entire marketing plan, businesses stand to gain in several ways: Marketing Personalization Trends Keeping up with evolving trends is crucial for effective marketing personalization: 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

November 6, 2022in Data, Salesforce, Salesforce Personalization

10Oct

Salesforce Partner Portals Built on Salesforce Experience Cloud

In the pursuit of strengthening partner relationships and expanding market reach, the adoption of a robust partner portal is crucial. Salesforce Experience Cloud presents an optimal solution that empowers organizations to craft customized and collaborative partner portals. All with the security and flexibility you expect from Salesforce. Salesforce Partner Portals Built on Salesforce Experience Cloud. To realize the full potential of this platform and ensure a seamless implementation, adhering to best practices aligned with specific business objectives is necessary. Let’s explore key strategies and recommendations for a successful Salesforce Experience Cloud partner portal implementation, guiding you on the journey to unlocking the portal’s comprehensive capabilities. Exploring Salesforce Experience Cloud Partner Portals: Within Salesforce Experience Cloud, partner portals, also known as Salesforce PRM portals, play a pivotal role in fostering collaboration and communication between companies and their external partners. These dedicated gateways offer secure access to resources, information, and tools, facilitating seamless data sharing, streamlined processes, and effective management of partner relationships. Utilizing Salesforce PRM Portals: The Salesforce PRM portal facilitates the following functions: Salesforce Partner Portals Built on Salesforce Experience Cloud Key Features and Functionalities: Experience Cloud partner portals incorporate a range of components and functionalities designed to adapt to the evolving partner ecosystem. Essential standard features include: Best Practices for Implementation Success: Define Clear Goals and KPIs: Engage with Your Partners: If you are looking for a partner portal solution for your business, contact Tectonic today. Like1 Related Posts 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 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 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 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

October 10, 2022in Salesforce Experience Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Public Sector Solutions

22Sep

Create Enhanced Letterhead in Salesforce

Enhanced letterheads in Salesforce can be used to create more consistent and informative email templates, documents, and reports. They can help to standardize information, include branding elements, and make correspondence more professional and recognizable. Create Enhanced Letterhead in Salesforce. Create Enhanced Letterhead in Salesforce Enhanced Letterheads in Lightning Experience A letterhead standardizes the information in the header and footer of an email template. Often, a letterhead shows a company’s logo and contact information. Enhanced letterheads can include rich text, merge fields, images, links, and other styling. To be associated with an enhanced letterhead, the Lightning email template must use the Handlebars Merge Language. Use Enhanced Letterheads to Increase the Effectiveness of Lightning Email Templates Standardize the information in the header and footer of an email template with enhanced letterheads. Include your company’s logo and contact information, or add legal disclaimers and subscription links. Create your enhanced letterhead in a rich text editor, or paste in your own custom HTML for full control of styling. Add merge fields, images, and links. Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Who: To create and edit enhanced letterheads, you need the Modify All Data permission or administrator rights. Anyone can use enhanced templates. How: To add content, style, and images to your letterhead, open the App Launcher, and select Enhanced Letterheads. Enhanced letterheads can include: To create an enhanced letterhead, you can: You can also make changes to your letterhead in one place, and all your email templates will be automatically updated. For example, to add a logo to the footer, you can: Enhanced letterheads are available in the following editions of Salesforce: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer. Create Classic Letterheads for Email Templates Create Classic letterheads as the basis for a consistent look for your HTML email templates. Make letterheads available organization-wide so other users can use them in their email templates. A letterhead consists of properties and details. The properties are only visible inside your organization; they help users identify a letterhead. The details are applied to an email when using that letterhead. Use the letterhead wizard to create both the properties and details of your letterhead. Set Letterhead Properties Set Letterhead Details To create an HTML email template that contains the settings in your letterhead, see Create HTML Classic Letterhead Email Templates in Salesforce Classic. NOTE HTML Classic Letterhead email templates can’t be created in Lightning Experience. However, existing Classic Letterhead email templates can be used in Lightning Experience. Create Custom HTML Email Templates in Salesforce Classic You can create custom HTML email templates without using Classic Letterhead. If you don’t know HTML, you can paste HTML code into your template. HTML email templates can be used, but not created, in Lightning Experience. TIP View a sample of the template populated with data from records you choose and send a test email by clicking Send Test and Verify Merge Fields. NOTE You can’t modify the content of a custom HTML template when you use it in an email. Create Visualforce Email Templates in Salesforce Classic Use the Visualforce programming language to create targeted and personalized email content. NOTE You can’t send a mass email using a Visualforce email template. Create Enhanced Letterhead in Salesforce 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

September 22, 2022in Salesforce, Salesforce Sales Cloud, Salesforce Service Cloud

05May

Is Salesforce Experience Cloud Salesforce Communities?

The Salesforce ecosystem is in a constant state of evolution, and the introduction of the Salesforce Experience Cloud is a significant development aimed at delivering connected digital experiences to consumers rapidly. Is Salesforce Experience Cloud Salesforce Communities? In a recent update, Salesforce announced that the Community Cloud will now be rebranded as the Salesforce Experience Cloud. This renaming reflects the platform’s evolution to meet the diverse needs of consumers and highlights Salesforce’s commitment to creating exceptional digital experiences. The Salesforce Experience Cloud serves as a digital experience platform, enabling organizations to create scalable digital experiences for partners, consumers, and employees. Leveraging features from Salesforce CRM, Experience Builder, and CMS, the platform empowers organizations to swiftly develop websites, portals, and personalized content, all with just a few clicks. So, why did Salesforce decide to rename the Community Cloud to the Experience Cloud? The renaming signifies Salesforce’s dedication to enhancing people’s lives and transforming businesses. By shifting the focus from building communities to creating community experiences, Salesforce aims to underscore the importance of data-powered digital experiences that foster collaboration, automation, and real business value. The transition from Community to Experience Cloud represents a step into the future, where the platform integrates data and content seamlessly to provide meaningful solutions. This evolution brings added flexibility and efficiency to user journeys, enhancing the overall digital experience. But how does the Salesforce Experience differ from the Salesforce Community? With the rebranding, you’ll notice changes and improvements in the tools used to design sites. For instance, the Site built using the Experience Cloud, formerly known as the Community, can now be developed using either Visualforce or Experience Builder. This change in terminology signifies a broader shift in the platform’s capabilities. Moreover, other components within the Digital Experiences menu have been simplified and replaced, emphasizing the evolution from the Community Cloud to the Experience Cloud. Understanding the transition from Community to Experience Cloud is necessary for anyone embarking on the journey as an Experience Cloud Consultant. Whether you’re an existing user or a newcomer, grasping the significant differences between the two platforms is crucial. And to further explore the impact of this transition on your organization, consider joining industry-led courses like those offered by saasguru. Frequently Asked Questions (FAQ): Content updated March 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

May 5, 2022in Salesforce Experience Cloud

03May

Employ Marketing Cloud Data with Datorama

Unlocking the Power of Salesforce Marketing Cloud with Dataorama-Employ Marketing Cloud Data with Datorama (now Salesforce Marketing Cloud Intelligence) In the realm of modern marketing, success hinges on data-driven insights rather than creative chaos. Salesforce Marketing Cloud’s Dataorama tackles the challenges associated with marketing data, offering a robust platform to store, visualize, and leverage data from diverse sources. What is Datorama? Originally developed to streamline reporting for advertising technology companies, Datorama is now a pivotal feature within Salesforce Marketing Cloud. It caters not only to advertising but also to industries spanning automotive to publishing. Datorama empowers marketers to consolidate marketing spend, campaign results, and trends into a unified and accessible platform. Key Features and Use Cases of Dataorama (now Salesforce Marketing Cloud Intelligence): Advantages and Limitations of Datorama-Marketing Cloud Intelligence: Implementation and Adoption: To implement Datorama-Marketing Cloud Intelligence within your organization: Salesforce Marketing Cloud’s Intelligence empowers marketers to shift focus from mundane reporting tasks to creative and strategic endeavors. By harnessing the power of data integration, visualization, and AI-driven insights, organizations can elevate their marketing performance and drive business growth effectively. Employ Marketing Cloud Data with Datorama Content updated September 2023. 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

May 3, 2022in Einstein Insights, Salesforce, Salesforce Marketing Cloud

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