Data Archives - gettectonic.com - Page 75
salesforce marketing cloud interaction studio
28Apr

Ampscript

What is AMPscript used for in Salesforce? What is its purpose? AMPscript is a useful scripting language that you can use across emails, landing pages, SMS, and push notifications in Salesforce Marketing Cloud Builders. AMPscript is Marketing Cloud‘s proprietary scripting language for advanced dynamic content in emails, landing pages, SMS, and push messages. Why use Marketing Cloud AMPscript? AMPscript allows you to extend Marketing Cloud functionality beyond its out-of-the-box capabilities because you can develop code and custom solutions, tailored to your own specific needs and requirements. What are some functions you can perform with AMPscript? Types of Functions in Marketing Cloud AMPscript: What are advantages of AMPscript compared to Ssjs? For the web developer who are new to both languages, for them AMPscript has a shorter learning curve compared to SSJS. AMPscript should be preferred for simple inline personalization, which includes content like name, salutation and simple IF ELSE loops. Using AMPscript To use AMPscript, you insert it into the content body of your messages at the point where you want it to render. When you send a message that contains AMPscript, Marketing Cloud Engagement interprets the code and substitutes it with the output of the AMPscript function. 3 Way to Add There are three ways to add AMPscript code to your content: by using inline code, by adding code blocks, or by using tag-based scripting. The first two of these methods use special delimiters to denote the beginning and ending of the code that you want Marketing Cloud Engagement to interpret. In the third method, you delineate the AMPscript code with <script> tags. When you close an AMPscript block, use the same type of closing delimiter as you used to open the block. For example, if you open a block using tag-based scripting, you can’t close it by using the closing code block delimiter. Use the %%= and =%% delimiters to add AMPscript code inline with your content. Inline AMPscript is frequently used within HTML tags to dynamically populate the content of a message. In this basic example, a section of AMPscript is included inline within an HTML <p> tag. You can also include multi-line blocks of AMPscript code in your messages. Use the %%[ and ]%% delimiters to begin and end a code block, respectively. With a code block, you can define multiple variables and execute multiple functions. Code blocks use the syntax shown in this example. Tag-based syntax for AMPscript standardizes the syntax used to declare AMPscript blocks with the syntax of Server-Side JavaScript (SSJS). This syntax makes it easier for developers to switch between AMPscript and SSJS. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 28, 2021in Salesforce Marketing Cloud
Business Card Scanner App for Salesforce
16Apr

Business Card Scanner App for Salesforce

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 App for Salesforce solutions. Business Card Scanner App for Salesforce Does Salesforce Have a Business Card Scanner? Yes, Salesforce can utilize CamCard for Salesforce, a top OCR software that allows you to batch scan and digitize multiple business cards with unrivaled accuracy. Does CamCard Sync with Salesforce? Yes, CamCard perfectly integrates with customized Salesforce fields, making lead and contact management easier and more efficient on mobile. With a standard subscription, you can save unlimited cards to your Salesforce account. Is the CamCard App Free? CamCard offers many features, such as dating when you received a card, grouping cards received at one location, writing notes on each card, and searching by keywords, locations, or dates. The app is free, which is an added benefit. Is Scan to Salesforce Free? Yes, Scan to Salesforce allows you to instantly and accurately scan business cards and upload data to Salesforce for free. You can keep contacts in the iOS/Android app or sync them to your phone. How Do I Install Scan to Salesforce? Other Business Card Scanning Solutions: Using Outlook for Business Card Scanning: If you prefer more tools, consider those that import to Outlook and then use Salesforce’s Outlook integration tool to sync with Salesforce. This adds an extra step but offers more flexibility in choosing business card scanning software. Direct Integration with Salesforce: These options provide a variety of ways to seamlessly integrate business card data into Salesforce, ensuring efficient and accurate data management. Content updated March 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

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April 16, 2021in Public Sector Solutions, Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud
Salesforce SOQL Tools and AI
13Apr

Salesforce SOQL Tools and AI

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. Not only must you master the syntax, but you must also ensure the queries are both effective and precise. Salesforce SOQL Tools and AI Fortunately, the advent of generative artificial intelligence (AI) tools offers a solution to this challenge. Generative AI tools, capable of producing text, code, and creative content, have emerged as invaluable aids in generating SOQL queries. Among these, Bard and ChatGPT have emerged as particularly helpful tools for crafting SOQL queries. In this discourse, I’ll illustrate how to leverage prompts to generate SOQL queries using these generative AI tools, providing query examples and resources to kickstart your journey with SOQL in your organization. Initiating SOQL Queries with Generative AI Tools To start, it’s essential to furnish the generative AI tool with pertinent information about the intended query. For instance, one might instruct the tool to generate a query retrieving all open opportunities. Subsequently, upon prompting: “Write SOQL that returns all open opportunities in Salesforce.” ChatGPT furnishes the following response: “SELECT Id, Name, StageName, CloseDate, Amount FROM Opportunity WHERE IsClosed = false” This query selects Opportunity records and retrieves their pertinent attributes, filtering the results to include only open opportunities based on the IsClosed field. Bard echoes a similar sentiment with its rendition of the query: “SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunity WHERE IsClosed = false” However, the essence of prompt writing and critical thinking lies in refining the generated response. For instance, by slightly altering the prompt to include additional criteria: “Write SOQL that returns all open opportunities in Salesforce, including all standard fields and filtering results by StageName.” ChatGPT furnishes an adapted query: “SELECT Id, Name, AccountId, Amount, CloseDate, CreatedBy.Name, CreatedDate, LastModifiedBy.Name, LastModifiedDate, StageName FROM Opportunity WHERE StageName != ‘Closed Won’ AND StageName != ‘Closed Lost’” It’s worth noting that ChatGPT lacks insight into the specifics of your organization’s structure, necessitating occasional guidance to accommodate custom fields. However, through conversational cues, you can educate it accordingly: “My Salesforce org includes a custom field with the API name of NonProfit__c for Opportunity. It’s a boolean field. Please include it in all future SOQL queries on Opportunity.” To which ChatGPT responds: “Certainly! To include the custom field NonProfit__c in all future SOQL queries on Opportunity, you can modify the query as follows: SELECT Id, Name, AccountId, Amount, CloseDate, CreatedBy.Name, CreatedDate, LastModifiedBy.Name, LastModifiedDate, StageName, NonProfit__c FROM Opportunity WHERE StageName != ‘Closed Won’ AND StageName != ‘Closed Lost’” By incorporating NonProfit__c into the SELECT statement, the custom field is seamlessly integrated into the query results. Leveraging SOQL for User Permissions Reporting One particularly advantageous application of SOQL for Salesforce Admins is reporting on user permissions. By utilizing the SOQL Query tool in Code Builder or the Developer Console, admins can scrutinize permissions assigned to users via permission sets, profiles, objects, and fields. Here are a few illustrative examples of user permission SOQL queries, collaboratively devised with the assistance of ChatGPT: Check user permissions on an object: SELECT PermissionsRead, PermissionsCreate, PermissionsEdit, PermissionsDelete FROM ObjectPermissions WHERE ParentId IN (SELECT Id FROM PermissionSet WHERE PermissionSet.Name = ‘Your_Permission_Set_Name’) AND SObjectType = ‘Your_Object_Name’ AND PermissionsRead = true Check user permissions on a field: SELECT PermissionsRead, PermissionsEdit FROM FieldPermissions WHERE ParentId IN (SELECT Id FROM PermissionSet WHERE PermissionSet.Name = ‘Your_Permission_Set_Name’) AND SObjectType = ‘Your_Object_Name’ AND Field = ‘Your_Field_Name’ AND PermissionsRead = true Determine which permission sets grant Edit access for a specific field: SELECT ParentId, Parent.Name, Parent.Type, Field, PermissionsEdit, PermissionsRead, SobjectType FROM FieldPermissions WHERE Parent.IsOwnedByProfile = true AND Field = ‘ADM_Work__c.Subject__c’ AND PermissionsEdit = True Identify users assigned managed packages: SELECT Id, UserId, PackageLicense.NamespacePrefix FROM UserPackageLicense WHERE PackageLicense.NamespacePrefix = ‘YOUR_PREFIX_HERE’ Embark on Efficient SOQL Query Generation Today With generative AI tools, initiating sample SOQL queries becomes a n easier process, alleviating the need to grapple with syntax intricacies. For admins who occasionally require SOQL queries and find themselves toggling between documentation and references to commence, leveraging generative AI represents a compelling alternative. Here are some additional pointers for harnessing generative AI tools to craft SOQL queries effectively: Be precise: Furnish the tool with specific instructions to ensure accuracy and efficiency in query generation. Provide examples: Supplying the tool with query examples aids in generating more tailored queries. Test rigorously: Following query generation, ensure thorough testing to verify the returned results align with expectations. Ultimately, by harnessing the power of generative AI, admins can streamline the process of crafting SOQL queries, thereby enhancing productivity and efficiency in Salesforce data management endeavors. Data analysis serves as a cornerstone of business strategy, yet crafting custom SOQL queries to import specific Salesforce data can prove complex and time-consuming, particularly for those without coding expertise. When you add the necessity to amalgamate data from various systems, the process becomes even more cumbersome and inefficient. Coefficient Salesforce SOQL Tools and AI In this insight, we’ll demonstrate how Coefficient’s Formula Builder, powered by GPT, streamlines the creation of custom SOQL functions, and how Coefficient facilitates direct data imports from Salesforce within Google Sheets, all seamlessly integrated into your workflow without ever leaving your spreadsheet. To get started, launch the Coefficient add-on directly within your Google Sheets. If you haven’t already installed Coefficient, simply navigate to the Google Workspace Marketplace to acquire it. Here’s how to install Coefficient: Now that you have Coefficient installed, you can effortlessly import your live Salesforce data. In the Coefficient sidebar within Google Sheets, follow these steps: To do this, follow these steps: The Formula Builder will promptly generate a custom SOQL query based on your specifications. Simply copy this query, and you’re ready to go. With Coefficient, data analysis becomes more efficient and accessible, empowering users of all skill levels to harness the power of Salesforce data seamlessly within Google

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April 13, 2021in Generative AI, Salesforce
marketing cloud utm parameters
07Apr

What Are UTM Parameters in Marketing Cloud

What Are UTM Parameters in Marketing Cloud? UTM parameters are essential for tracking the effectiveness of your marketing messages by linking user clicks to actions on your website within Marketing Cloud. Once set up, the Marketing Cloud Engagement tool automatically adds these parameters to the URLs in your messages, enabling detailed performance tracking. You can track five key UTM parameters: source, medium, campaign, term, and content. These parameters are captured in Google Analytics reports, offering insights into your marketing efforts, such as total goal conversions, bounce rate, and average time spent on your site. What is a UTM Code? A UTM (Urchin Tracking Module) code is a text string appended to a URL to help monitor the performance of digital marketing campaigns. UTM codes include up to five key parameters: Campaign, Source, Medium, Content, and Term. UTM Parameter Channel Support: Example URL with UTM Parameters: arduinoCopy codehttps://www.example.com?utm_source=sfmc&utm_medium=email&utm_campaign=TestCampaign&utm_term=MyLink123&utm_content=123456&utm_id=f521708e-db6e-478b-9731-8243a692c2d5&sfmc_id=245678&sfmc_activityid=598741568 Parameter Breakdown: For more on UTM parameters, refer to the Google Analytics documentation. Configuring UTM Parameters in Marketing Cloud Engagement In Google Analytics 4 (GA4), UTM parameters are automatically appended to links in all sent messages unless the domain or subdomain is not on the allowlist in Journey Builder Settings. They will also not apply if click tracking is disabled. Adding UTM Parameters in Salesforce To track UTM parameters in Salesforce, follow these steps: Tracking UTM Parameters in Salesforce There are four primary methods to track UTM parameters and attribution data within Salesforce: Content updated March 2023. 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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April 7, 2021in Data, Google, Google Analytics, Salesforce, Salesforce Marketing Cloud
Salesforce Marketing Cloud Email Studio
17Mar

What is Email Studio in Marketing Cloud?

Salesforce Email Studio is a robust email marketing tool within Salesforce Marketing Cloud that maximizes the potential of data and automation to establish meaningful customer relationships. This platform enables the automation of transactional communication and facilitates the sending of personalized messages to specific target groups. Customize Account Branding with Sender Authentication Package (SAP): Enhance your account branding through the Sender Authentication Package (SAP), a tool provided by Marketing Cloud. SAP features include custom account branding, a private domain for email sending, a custom domain for CloudPages, a dedicated IP address, and reply mail management. Upon purchasing SAP, you will receive an email from [email protected] 1–2 days after your contract activation. This email includes the SAP Quick Start Guide and a personalized form to set up your SAP. IP Address Warming: When you become a Salesforce Marketing Cloud customer, the assigned sending IP addresses have not been previously used for email delivery. Email service providers are wary of emails from IP addresses lacking a sending history. To establish trust, it is recommended to warm up or ramp up new IP addresses gradually. Microsoft notes that 80% of unrecognized connections attempt to deliver spam or malware, making senders guilty until proven innocent. Warming involves slowly increasing email volume to build around 30 days of sending history, allowing ISPs to recognize and trust the new IP address. Tectonic assists our clients with proper IP warming. Warming Guidance: During the warming period, focus on sending to the most active and engaged subscribers. The initial sends are crucial for ISPs to determine sender IP address reputation. Factors such as list size, quality, and subscriber engagement influence the warming period’s duration. Recommended volume targets can be achieved by splitting large sends, migrating smaller-volume campaigns, or creating non-time-sensitive campaigns specifically for warming. Important Considerations: Adhering to warming guidance is essential to mitigate deliverability risks. It is advised to follow the recommended volume targets and adjust sending practices during warming to avoid suboptimal delivery, deferrals, bulk folder placement, or email blocking. Target Audience Expansion: During the first three weeks, focus on new or actively engaged subscribers. In the fourth week, expand to subscribers with engagement in the last 60 days. Around week six, add subscribers who engaged in the last six months. Beyond six months, consider suppressing unengaged subscribers to minimize spam trap risks. Email Studio Navigation: Use Email Studio’s primary navigation toolbar and navigation pane to access various features. The toolbar is located under the Marketing Cloud header, and the navigation pane can be hidden or resized as needed. Custom navigation allows the creation of horizontal tabs for a more tailored user experience. Email Studio Capabilities: With Email Studio, create and send personalized emails, ranging from basic newsletters to complex campaigns. Deliver promotional, transactional, and triggered messages while tracking and optimizing performance. After setting up domains and importing subscribers, Email Studio empowers users to craft high-quality content for their email campaigns. For more information on Salesforce’s Email Studio, contact a Tectonic representative today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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March 17, 2021in Salesforce Marketing Cloud
Progressive Profiling in Salesforce Marketing Cloud
02Mar

Progressive Profiling in Salesforce Marketing Cloud

In the world of marketing, the primary focus revolves around data accumulation. The more data collected, the deeper the understanding of prospects or customers, leading to the creation of a more comprehensive individual profile. Enter Progressive Profiling in Salesforce Marketing Cloud. Progressive profiling emerges as an effective method for data collection, enabling the gradual enrichment of an individual’s profile over time. This approach prevents overwhelming data collection methods that could potentially drive prospects away. Or at least prevent them from filling out your forms. While Progressive Profiling is a built-in feature in Pardot, Marketing Cloud Consultants and Admins often seek ways to implement it. In this insight, we’ll demonstrate how to achieve Progressive Profiling in Marketing Cloud through a custom solution on CloudPages, deviating from conventional Smart Capture Forms. Progressive Profiling in Salesforce Marketing Cloud: Use Case Let’s outline the use case: a landing page/cloud page that unfolds as follows: First Visit: Display a simple form with fields for First Name, Last Name, and Email Address. Second Visit: Present the same form but accompany it with a ‘Welcome Back’ message. Third Visit: If the prospect submits the form and returns later, showcase a different form with additional fields like company name and service feedback, posing the question, “do you like our service?” How Progressive Profiling Works First Visit: Set a cookie when a user visits the landing page. Second Visit: Check for the existence of a cookie; if present, display the welcome message with the form. Third Visit and Beyond: Upon form submission, add values to a data extension (including the cookie). Subsequent visits involve checking for the cookie’s presence in the data extension, revealing different form fields if applicable. Setting Up Progressive Profiling in Marketing Cloud Step 1: Create a Data Extension Establish a data extension to store form values. Step 2: Create the CloudPage Utilize the provided code snippet. Step 3: Test the Progressive Profiling A demo video showcases the testing process. Considerations GDPR and Privacy: Adhere to GDPR laws; ensure explicit consent for placing cookies and tracking individuals. Consult your legal team for additional disclaimer requirements. Google Chrome Same Site Cookie Change: Be mindful of changes in Google Chrome’s Same Site Cookie policy, adjusting the code in SSJS accordingly to comply with Chrome version 76 or later. Cache and Browser Changes: Note that clearing the cache or switching browsers generates a new cookie, displaying the original form. This insight hopes to elucidate the implementation of Progressive Profiling in Marketing Cloud through a custom solution on CloudPages, leveraging SSJS and other elements. While gaining Progressive Profiling functionality, strategic consideration of the fields to request at each stage is crucial before implementing any technology. 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 2, 2021in Salesforce Marketing Cloud
Sensitive Information De-identification
02Feb

Sensitive Information De-identification

Using Google Cloud Data Loss Prevention with Salesforce for Sensitive Data Handling This insight discusses the transition from detecting and classifying sensitive data to preventing data loss using Google Cloud Data Loss Prevention (DLP). Sensitive Information De-identification for Salesforce is used as the data source to demonstrate how personal, health, credential, and financial information can be de-identified in unstructured data in near real-time. Overview of Google Cloud DLP Google Cloud DLP is a fully managed service designed to help discover, classify, and protect sensitive data. It easily transitions from detection to prevention by offering services that mask sensitive information and measure re-identification risk. Objective The goal was to demonstrate the ability to redact sensitive information in unstructured data at scale. Specifically, it aimed to determine whether sensitive data, such as credit card numbers, tax file numbers, and health care numbers, entered into Salesforce communications (Emails, Files, and Chatter) could be detected and redacted. Constraints Tested De-identifying Data with Google Cloud DLP API Instead of detailing the setup, this section focuses on the key areas of design. Google Design Decisions Supporting Disparate Data Sources with Multiple Integration Patterns and Redundant Design Salesforce Data Source De-identification targets include email addresses, Australian Medicare card numbers, GCP API keys, passwords, and credit card numbers. Credit card numbers are masked with asterisks, while other sensitive data is replaced with information types for readability (e.g., [email protected] becomes [redacted-email-address]). Sample Requests to Google De-identification Service JSON Structure to De-identify Text Using Google Cloud DLP API jsonCopy code{ // JSON structure } JSON Structure to De-identify Images Using Google Cloud DLP API jsonCopy code{ // JSON structure } Salesforce Design Decisions Redundancy and Batch Processing A scheduled batch job allows for recovery by polling unprocessed records. To handle large data volumes (e.g., 360,000 records over 5 days), the Salesforce BULK API is used to process queries and updates in large batch sizes, reducing the number of API calls. Sensitive Information De-identification Google Cloud Data Loss Prevention allows detecting and protecting assets with sensitive information, supporting a wide range of use cases across an enterprise. Proven Capabilities: Considerations and Lessons Learned Enhanced Email: Redacting tasks and EmailMessage records, handling read-only EmailMessage records by deleting and recreating them. Files: The architecture assumes files with sensitive data can be deleted and replaced with redacted versions. Audit Fields: Ensure setting CreatedDate and LastModifiedDate fields using original record dates. Field History Tracking: Avoid tracking fields intended for de-identification, tracking shadow fields instead. Image De-identification: Limited to JPEG, BMP, and PNG formats, with DOCX and PDF not yet supported. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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February 2, 2021in Salesforce
Salesforce Vaccine Cloud
28Jan

Salesforce Vaccine Cloud

Vaccine Cloud for Providers helps to connect people with thousands of vaccination sites. A scalable workflow simplifies vaccine administration. Vaccine Cloud was built to play a central role in connecting vaccines to people equitably and efficiently. Vaccine Cloud will help health authorities, healthcare providers, and organizations more safely and efficiently manage vaccine programs at scale. With Vaccine Cloud, customers will be able to design, build, integrate, and manage their vaccine programs end-to-end, with a platform that is trusted, flexible, and can be deployed quickly. Vaccine Cloud provides solutions like Health Command Center, Vaccine Inventory Management, Vaccination Appointment Scheduling, Clinical Vaccine Administration, Vaccination Outcome Monitoring, Public Health Notifications, and Digital Health Credentials to help customers build and scale their vaccine administration management capabilities to address the next phase of this global pandemic. Work.com for Vaccines has now become Vaccine Cloud. Work.com for Vaccines was developed and launched to support public sector customers and their vaccination management needs. Work.com for Vaccines was critical in helping governments and public health agencies scale vaccine management and distribution as vaccines were waiting to be approved for use around the world. As authorized COVID-19 vaccines have become available, there is shifting demand for vaccine management technology that can address all the needs of customers at scale, not just across public sector but also among healthcare providers, retail pharmacies, businesses, nonprofits, educational institutions, and other organizations. Vaccine Cloud is our solution to address these growing needs across industries and organizations. Vaccine Cloud is a set of solutions aimed at addressing a variety of challenges that governments, healthcare providers and employers will face for vaccine administration. Vaccine Cloud includes capabilities across the Salesforce Customer 360 portfolio including technology powered by Tableau and MuleSoft that can be leveraged by our AppExchange ecosystem of partners to support vaccine administration needs, including: Salesforce has implemented technical and administrative security measures to protect our services and our customers’ data. We strongly encourage customers to follow security best practices and use available tools to strengthen the security of their Salesforce instance. Security does not start and end with Salesforce — it is a trusted partnership with our customers. Salesforce offers our customers controllable features that permit them to configure the security settings of their respective instances as they deem appropriate for the sensitivity of their data. Customers can implement features such as field-level security, profiles and permission sets, two-factor authentication, and IP whitelisting. For more information on the application security features Salesforce provides, please refer to this help article on Protecting Your Salesforce Organization. Salesforce designs products with privacy in mind, so that our products not only comply with our own legal obligations, but also can be used by our customers while they comply with their own legal obligations. Compliance is always a shared partnership between Salesforce and its customers, meaning that while Salesforce commits to complying with its own obligations, customers are responsible for ensuring that their use of our products is appropriate for their own legal requirements. To help customers meet their compliance goals, we have created a number of dedicated resources for customers to learn more about their obligations, such as Salesforce’s privacy website, which includes FAQs on local and industry-specific privacy laws, and additional resources, such as Data Protection Impact Assessments, to help enable customer success. Being a trusted advisor to our customers is a top priority for Salesforce. However, it remains the responsibility of each customer to get their own legal advice when implementing and using Salesforce products, including Work.com. It is important for customers to take into account their own particular use cases to ensure compliance with local healthcare laws, certification requirements, and any other applicable laws or guidance. Vaccine Cloud helps public health authorities, healthcare providers, and nonprofits quickly scale vaccine operations, from recipient registration and scheduling to inventory management and public health outreach. San Francisco — January 27, 2021 — Salesforce, [NYSE: CRM], the global leader in CRM, today announced Vaccine Cloud, technology to help government agencies, healthcare organizations, businesses, nonprofits and educational institutions more rapidly, safely and efficiently deploy and manage their vaccine programs. Today, international, federal, state and local agencies, healthcare providers and nonprofits worldwide are using Salesforce technology specifically for vaccine administration, including Northwell Health, Illinois’ Lake County, University of Massachusetts Amherst, Gavi, the Vaccine Alliance and more.  Now that safe and effective COVID-19 vaccines are available, every country, state and city is rapidly establishing vaccination programs to get shots in the arms of billions of people. However, many government agencies and healthcare organizations don’t have the technology infrastructure in place to handle the complexity, speed and scale necessary for vaccine administration, such as inventory and logistics management, getting people registered and scheduled for their vaccines, and recipient outreach and vaccine outcome monitoring. Governments are also partnering with private sector companies to help manage this mass vaccination effort, and these businesses need the same technology infrastructure to help deliver safe, efficient and effective vaccine administrations and programs. “The biggest challenge the world faces right now is orchestrating the distribution of billions of vaccine doses. Technology can play a critical role in ensuring it’s done efficiently, effectively, and equitably,” said Bret Taylor, President and COO of Salesforce. “We’re proud to be supporting organizations through their recovery and helping to protect people from the effects of COVID-19.” President Biden moves COVID-19 vaccine availability deadline for American adults to April 19; Salesforce Vaccine Cloud adds asynchronous bookings on more channels to meet surge. Salesforce on Thursday released a free update to Vaccine Cloud users that enables preregistration for COVID-19 appointments to meet a coming sign-up rush as most U.S. adults will be eligible for their shots April 19. The Salesforce vaccine distribution system, released in January, now can accept preregistrations for COVID-19 vaccinations. The site will notify people as appointments become available, and process them through a personalized, single-use link. The system also can create appointments and push notifications through multiple channels such as text and email, where before it was web-based. The asynchronous appointment bookings come as President Joe Biden

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January 28, 2021in Mulesoft, Salesforce
Salesforce Marketing Cloud
13Jan

What is the Difference in Lists and a Data Extensions in Salesforce Marketing Cloud

There are two different methods to store and segment subscriber data within Marketing Cloud: Lists and Data Extensions. Lists have limited functionality, whereas Data Extensions provide full flexibility to store and relate subscriber information. Salesforce Marketing Cloud lists and data extensions are the primary ways to manage your subscriber data. What is the difference between data extension and list in Marketing Cloud? In short, lists are best used for specific email sends lacking advanced data or segmentation, whereas data extensions can be used for basically any type of communication or data management need. If the goal is to organize data with simplicity, go for lists. What is data extension in Marketing Cloud? A data extension is a table that contains your data. With Marketing Cloud Connect, push tracking data from the Marketing Cloud back to your Sales or Service Cloud orgs using Salesforce data extensions (SFDEs). Data extensions are also filterable. What are the data extension limits for Marketing Cloud? There is currently no limit for the amount of rows that can exist within a Data Extension. This means that, without Row Based Data Retention, a Data extension can grow exponentially without any real upper limit. What is a list in Marketing Cloud? Lists are a default way of storing data in Marketing Cloud Email Studio. You can set different attributes for your customers by using lists, which represent a collection of customers and provide a simple method for audience segmentation. These attributes are used to store the position of the customer in a given list. List can be configured to send a welcome email when a subscriber opts in, and can have double opt-in. You will also hear groups mentioned. Groups are smaller segments of a list. When to Opt for Marketing Cloud Data Extensions There are two primary scenarios that distinctly indicate the need for utilizing a data extension rather than a list: Fluctuating Values Over Time: Data Relationship via a 3rd Data Point: 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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January 13, 2021in Data, Salesforce, Salesforce Marketing Cloud

Digital BSS for Telecom Profits

Digital Business Support Systems (BSS) play a critical role in managing essential functions such as billing, rating and charging, customer experience, CRM, fulfillment, and revenue management within communications service providers (CSPs). However, the scope of a comprehensive digital BSS stack extends beyond these core functionalities to enable, monetize, and manage new digital services and partnerships. This transformation is particularly crucial for CSPs transitioning into digital service providers (DSPs), especially in anticipation of the 5G era. Let’s delve into how a robust digital BSS transformation solution can drive profitability. Anticipating Customer Churn Telecom companies can leverage advanced analytics across BSS, OSS, CRM, and other systems to extract actionable insights from customer usage, transactions, complaints, billing, and social media data. Predictive modeling identifies potential churners, enabling targeted offers, promotions, and services aimed at retaining and nurturing loyal customers. Personalizing Customer Experiences Today’s digital consumers expect personalized interactions. Implementing a digital BSS stack empowers telecom companies to capture and utilize interaction data for tailored customer engagements. Whether resolving network issues, rewarding loyalty, or suggesting relevant offers, AI and deep learning algorithms ensure real-time responses that enhance customer satisfaction and increase ARPU (Average Revenue Per User). Innovating Service Offerings Cloud-based services are increasingly popular among consumers and businesses. A robust BSS solution allows operators to seamlessly integrate these services with traditional offerings, fostering innovation and boosting ARPU. Driving Agility and Efficiency A cloud-based BSS solution enhances business agility to support emerging technologies such as IoT and M2M systems. It streamlines partnership management and product launches in complex market landscapes, enabling providers to swiftly seize new opportunities. Retaining Profitable Customers Customer acquisition costs highlight the importance of retaining profitable customers. Integrated BSS and OSS applications provide telecom companies with comprehensive insights into customer behavior, facilitating convergent billing, tiered pricing models, and targeted incentives that enhance customer loyalty and lifetime value. Boosting Average Revenue Per User (ARPU) Telecom companies strive to increase ARPU by introducing compelling new services. Integration of customer-facing BSS systems with service delivery mechanisms accelerates provisioning and enables the launch of innovative offerings that drive revenue growth. In conclusion, a modernized and robust BSS infrastructure is indispensable for telecom companies looking to differentiate their services, elevate customer experiences, and capitalize on evolving market dynamics. By harnessing advanced analytics, embracing cloud-based solutions, and integrating diverse systems, telcos can unlock growth opportunities and enhance profitability in a competitive marketplace. 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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January 5, 2021in Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Sales Cloud, Salesforce Service Cloud

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