To optimize revenue from existing clients, businesses can employ account planning, particularly for small businesses engaging in B2B sales. A highly effective strategy involves regularly reviewing client accounts that necessitate a more personalized sales approach. Salesforce Account Planning is a great way to keep account managers on the same page and shorten sales cycles. Many
Is Salesforce Equipped with Artificial Intelligence Capabilities? Salesforce Einstein is an intelligent layer built into the Lightning Platform, offering robust AI technologies that are seamlessly integrated into the user work environment. The Einstein Platform also provides a comprehensive set of platform services for administrators and developers, enabling the creation of intelligent applications and tailored AI
Profiles, roles, and permission sets are integral components that collectively define the access and capabilities of Salesforce users within an organization. Understanding these concepts is essential, particularly for those preparing for the Salesforce Admin certification exam. Or anyone responsible for managing data access and security. Profiles vs. Roles: Understanding the Difference Profiles primarily control the
Harnessing the Power of Salesforce Marketing Cloud and Snowflake Two of the most influential trends in marketing technology (MarTech) and analytics today are Salesforce’s Marketing Cloud (SFMC) and Snowflake’s data warehousing platform. SFMC offers marketers a robust Journey Builder experience, while Snowflake eliminates data silos, making more data accessible to analysts than ever before. Both
Why Headless Commerce is the Future of E-Commerce You’ve likely heard it said time and again: the future of e-commerce is headless. But why is this prediction so widespread? Why are 35% of businesses expected to adopt a headless architecture by 2025? high-code headless solutions and commerce-oriented analytics platforms come into play. Headless commerce is
What distinguishes a public group from a queue in Salesforce? In Salesforce, public groups and queues serve different purposes. Public Group vs Queue in Salesforce: What is a queue in Salesforce? A queue in Salesforce is a collection point for records awaiting assignment. Queues allow users with access to review and claim ownership of records.
Salesforce Sunsets Audience Studio: Implications for the DMP Landscape Salesforce recently announced the discontinuation of Audience Studio, their Data Management Platform (DMP) acquired five years ago as Krux. This move raises questions about the future of DMPs in the evolving digital landscape. Implications for the DMP Landscape. Current State of DMPs Understanding the context and
“Data-driven” is a business term that refers to the utilization of data to inform or enhance processes, decision making, and even the revenue model. The quest to be data-driven is afoot. In recent years, a data-driven business approach has gained a great deal of traction. It is true that every business deals with data —
Aware of the escalating significance of data protection in the digital age, customers are becoming increasingly vigilant about safeguarding their personal information. However, amidst this heightened awareness, companies have an opportunity to earn and maintain trust by providing clear and transparent explanations of how they intend to use customer data. Gone are the days when
Introducing the Journey Builder Wait Until API Event Activity, a cutting-edge addition to Journey Builder unveiled in the April 2021 Salesforce Marketing Cloud Release. This feature revolutionizes customer engagement by enabling real-time experiences through external event triggers within a journey. By strategically placing the Wait Until API Event activity within your journey, you can suspend
Salesforce for Education encompasses a suite of products that seamlessly integrate insights across recruitment, admissions, and student success, providing a comprehensive view of each learner’s journey—from prospective students to engaged alumni-and every step between. Our collaboration spans K-12 schools, community colleges, universities, and graduate schools, catering to institutions of all sizes, ensuring they are well-equipped
The Crucial Role of First-Party Identity in Customer Experience Customer identity is key in differentiating between a great and a poor – or even negative – customer experience. Without accurately identifying your customers, true success is pretty unattainable. However, for identity resolution to be effective, it must be conducted in a first-party manner. Most identity
Enhance website impact with personalized strategies used in travel campaigns. Personalization in travel involves tailoring experiences to individual preferences, such as creating bespoke itineraries based on interests like food, art, or adventure. This ensures travelers enjoy unique, tailored experiences aligned with their preferences. Personalization Travel Web Use Cases. To boost conversion rates throughout the customer
Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning system can create a CSV file or import data into Excel, which can then be saved as a .csv file. This resulting file can be uploaded to Salesforce. And there are several Business Card Scanner
Salesforce Object Query Language (SOQL) is a robust instrument empowering users to retrieve data from Salesforce efficiently. With SOQL, you can interrogate any Salesforce object, spanning from custom objects to user permissions like profile and permission set perms. Salesforce SOQL Tools and AI. As a seasoned Salesforce Admin, crafting SOQL queries can often prove cumbersome.
