Design - gettectonic.com - Page 26
Marketing Cloud Journeys and Automations
09Jul

Marketing Cloud Journeys and Automations

Creating Engaging Marketing Campaigns with Journeys and Automations in Marketing Cloud-Marketing Cloud Journeys and Automations In Marketing Cloud, design and automate campaigns that lead customers through their interaction with a brand. Execute various marketing and data management tasks promptly, triggered by specific actions, or on a scheduled basis. Addressing Email Client Privacy and Non-Subscriber Activity Certain email client providers are implementing privacy changes that can affect open metrics and calculations. At Salesforce, trust is paramount, and we prioritize privacy and security. In response to evolving digital landscapes, we aim to provide solutions that enable you to adapt and succeed. While email opens traditionally signal customer interest, evolving privacy options may diminish their reliability as engagement indicators. Leveraging Automation Studio Utilize Automation Studio to streamline email sends, queries, imports, and more within Marketing Cloud Engagement. Craft workflows, simple or intricate, to automate marketing and data management tasks based on your specified criteria. Harnessing Journeys and Messages Journey Builder, a pivotal campaign planning tool in Marketing Cloud Engagement, empowers you to design and automate campaigns guiding customers along their brand journey. At its core lies the journey, serving as your communication blueprint. Canvas activities within Journey Builder dictate communication methods and guide contacts through the journey. Contacts enter via entry sources, and the journey continuously evaluates them to progress to the next activity. Utilizing Behavioral Triggers Employ Marketing Cloud Engagement to target customers who abandon items or services before purchase. Configure the flow of behavioral data into data extensions for email sends and journeys, a strategy known as Behavioral Triggers. This approach leverages behavioral data to engage customers effectively throughout their journey. 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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July 9, 2022in Marketing Automation, Salesforce, Salesforce Marketing Cloud, Salesforce Optimization
Paradigm Shifts That Changed Marketing
30Jun

The Psychology of Copy Writing

Emotional impulses, rather than logical reasoning, are the primary drivers of decision-making. By evoking specific emotions in consumers, you can prompt them to take desired actions. The Psychology of Copy Writing goes far beyond knowing your product or service’s position and proposition. You have to create copy with the buyer in mind. To evoke these emotions, you need triggers, which you can obtain by incorporating psychological principles into your copywriting. This expert utilization of psychological principles in content is known as neuromarketing, and you’re in the right place to learn how to leverage it effectively. The Psychology of Copy Writing What is Neuromarketing? Neuromarketing combines neuroscience, psychology, cognitive science, and marketing to comprehend and influence consumer behavior. It dips into subconscious and emotional factors that influence decision-making. Why Use Neuromarketing in Your Copywriting? Incorporating neuromarketing techniques into your copywriting yields several benefits: Neurological engagement can boost advertising effectiveness by up to 19%. Additionally, 63% of users remember brands that tell stories, while 74% of consumers trust businesses more after reading positive reviews. Neuromarketing Examples Analyzing research insights allows you to identify neurological responses, emotional triggers, and attention patterns. Incorporating these insights into your marketing strategy can drive purchasing decisions. Here are some examples: Effective Neuromarketing Techniques Incorporate the following principles into your copywriting to drive desired actions: Apply these techniques ethically and transparently to build trust and enhance consumer engagement. Continuously test and iterate to refine your strategies based on audience feedback and behavioral insights. Content updated April 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 Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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June 30, 2022in Marketing Automation
Unlimited Edition Brings Together A La Carte AI
15Jun

Unlimited Edition Brings Together A La Carte AI

Salesforce has integrated eight formerly standalone AI and automation tools into its Sales Cloud Unlimited Edition subscription, simplifying its pricing structure. Unlimited Edition Brings Together A La Carte AI for a comprehensive sales solution. These tools include Conversation Insights, which leverages natural language processing to analyze audio and video recordings for insights like competitor mentions and challenges. Also included is Salesforce Inbox, which integrates email and calendar information directly into Salesforce, and Sales Engagement (formerly High Velocity Sales), offering reporting, manager-set workflows, and productivity tools. Additionally, the integrated tools encompass Automated Contacts, Lead Scoring, Forecasting, Opportunity Scoring, and Pipeline Inspection. Salesforce has confirmed that the subscription fee for Sales Cloud Unlimited Edition will remain unchanged at $300 per user per month, as stated by Ketan Karkhanis, executive vice president and general manager of Salesforce Sales Cloud. These consolidations coincide with what Salesforce terms a “relaunch” of Sales Cloud Unlimited Edition, the company’s flagship CRM product. The initiative reflects Salesforce’s strategy to automate the top manual tasks that sales representatives typically perform, freeing up more time for actual selling, according to Karkhanis. This is a huge advancement in bringing artificial intelligence to Salesforce users. While Sales Cloud Unlimited Edition is designed for businesses of any size, it particularly targets organizations with 1,000 or more employees, typically boasting robust sales teams. Smaller companies are also finding appeal in Sales Cloud Unlimited Edition due to its capabilities in sales rep onboarding and workflow automation, which are increasingly crucial in a fully remote or distributed sales environment, noted Rebecca Wettemann, CEO of Valoir. Salesforce’s ongoing efforts to enhance Sales Cloud include the acquisition of Troops.ai, aimed at integrating sales-oriented Slack features into Salesforce. Troops.ai specializes in Slack and Microsoft Teams bots that automate sales-related tasks, such as updating Salesforce data and alerting salespeople to actionable changes. The acquisition underscores Salesforce’s commitment to improving productivity and efficiency within digital sales channels. In parallel, Box Inc. has deepened its integration with Salesforce by adding Box Sign functionality for documents and supporting Salesforce Flow for low-code automation. This integration enables streamlined document processes, enhancing proposal creation, delivery, and tracking capabilities within the lead-to-cash cycle. These developments highlight Salesforce’s continuous efforts to empower sales organizations worldwide with enhanced automation, productivity tools, and seamless integrations across its ecosystem. 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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June 15, 2022in Salesforce Sales Cloud
Salesforce Content Management System
21Apr

Salesforce Content Management System

Salesforce CMS: A Comprehensive Overview Salesforce Content Management System empowers organizations to build sites, portals, and forums effortlessly through a user-friendly, declarative builder, offered at a subscription rate of $10,000 per org/month. Users leverage its capabilities to publish and manage various content types such as blogs and banners across multiple channels like emails, websites, mobile apps, and portals. Key Features of Salesforce CMS Benefits of Salesforce CMS Salesforce CMS functions as a hybrid content management system, facilitating seamless content creation and delivery for teams of all skill levels. It integrates deeply with customer data, enabling personalized and efficient content distribution. Real-World Application Andy Jones from NOW, a streaming service by Sky in the U.K., praises Salesforce CMS for accelerating content creation. According to Jones, content creators transition swiftly from novice to mastery without relying on IT or design teams, resulting in visually appealing content. Integration of CRM with CMS enhances customer experiences significantly. Features and Flexibility Tools for Building Experiences Delivering Content to Third-Party Platforms Utilize Salesforce headless APIs to seamlessly deliver content to third-party sites, experiences, or mobile apps. Personalization and Customer-Centric Content Salesforce CMS enhances content personalization by leveraging customer data, enabling teams to craft content that effectively addresses customer pain points, needs, questions, and desires. Turning Data into Content Transform CRM records into visually compelling content such as banners, tile menus, or engaging promotional CTAs, empowering every team member to contribute to enhanced customer experiences. Salesforce CMS stands as a robust, adaptable, and user-friendly solution for organizations aiming to deliver personalized, data-driven content across all customer touchpoints. 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 21, 2022in Salesforce
Roles Profiles and Permission Sets
12Jan

Roles Profiles and Permission Sets

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 actions users can perform within Salesforce, often summarized by the acronym CRED: For instance, a profile may allow users to read and edit Leads but restrict them from deleting Leads. Additionally, profiles govern: Every Salesforce user is associated with a profile, which helps categorize users based on their functions within the organization. Notably, the ‘System Administrator’ profile grants comprehensive access, including ‘View all’ and ‘Modify all’ privileges. In contrast, roles determine data visibility within Salesforce. They are crucial for expanding access beyond the organization-wide default (OWD) settings, which set the baseline visibility for objects like Opportunities or Accounts. Roles operate in two primary ways to enhance data visibility: Profiles and Roles: Complementary Components To visualize their relationship: It’s important to note that profiles and roles are not mutually exclusive; they are designed to complement each other, enhancing both user functionality and data visibility within Salesforce. Permission Sets: Extending User Abilities Permission sets serve as add-ons to profiles, offering granular permissions to individual users without creating new profiles. They provide flexibility by allowing specific permissions (e.g., modifying email templates) to be assigned to users as needed. In summary, understanding the distinctions between profiles, roles, and permission sets is fundamental for Salesforce Admins. These concepts collectively govern what users can see and do within the Salesforce environment, laying the groundwork for effective user management and data access policies. Remember the mantra: “Roles see, profiles do,” as a simple guide when navigating the complexities of user permissions 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

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January 12, 2022in Salesforce
Headless Commerce is the Future of E-Commerce
18Oct

Headless Commerce is the Future of E-Commerce

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 the future of e-commerce. Headless commerce refers to a system where the frontend of your website—encompassing the storefront and user experience—is decoupled from the backend, which handles data, functionality, and business logic. Recent statistics reveal that businesses adopting headless commerce have reduced time to market by 50%, increased site performance by 30%, and decreased the time spent on upgrades and bug fixes by 34%. Headless Commerce – Future of E-Commerce There are four key ways in which headless commerce enhances performance: 1. Personalization at Scale Headless architecture centralizes customer data and separates content creation from delivery, enabling businesses to personalize content and experiences more effectively across multiple touchpoints. 2. Greater Control Over Experiences Decoupling the frontend from the backend gives businesses full control over website functionality, performance, SEO, design, and layout. Changes can be made to the frontend without impacting backend systems, allowing for greater flexibility and responsiveness. 3. Enhanced Performance and Flexibility With smaller, more focused frontends, data loading becomes more efficient, resulting in faster site performance and optimized media. Headless architecture also allows for seamless integration with third-party systems, enabling businesses to adapt and evolve as needed. 4. Fostering a Culture of Experimentation The flexibility and control offered by headless commerce equip teams with the tools to experiment regularly and rigorously. This fosters a culture of experimentation, which can drive continuous improvement and innovation. While the first three benefits of headless commerce are valuable on their own, it’s the ability to support a culture of experimentation that truly sets headless apart. When these advantages come together, businesses can achieve a cumulative impact that significantly enhances their performance. Let’s explore how an experimental mindset can unlock the full potential of headless commerce. Nurturing a Culture of Experimentation with Headless Commerce The agility and efficiency of a headless approach empower e-commerce brands to build a culture centered on testing and optimizing customer experiences. However, experimentation inherently involves risk. Any new experience introduced to your website will affect its performance and user experience—ideally for the better, but there are no guarantees. The challenge, then, is how to mitigate those risks effectively. The good news is that a culture of experimentation and calculated risk-taking provides brands with continuous data-gathering opportunities, leading to better decision-making and improved outcomes. The key is ensuring that your business has complete data visibility. To minimize risks during testing and address potential issues quickly, you need full visibility into how every change impacts your site and customer experience. This allows your team to identify what’s working, troubleshoot what isn’t, and make informed decisions based on real-time insights. Rapid deployment of new experiences can then become a true competitive advantage, enabling you to leverage data-backed insights to enhance your digital offerings. Experimenting Safely with Headless Commerce To illustrate this, imagine a scenario where you’re A/B testing on your headless site. Suppose you discover that your checkout abandonment rate is higher than the industry average, and you hypothesize that a lengthy checkout process is to blame. You decide to run an A/B test comparing two versions of the checkout flow to see if a shorter process yields better results. However, deploying this test introduces an unexpected error in one variation, skewing your results. Without visibility into site errors, you might not even realize the issue, leading to confusing or inconclusive test outcomes. This is where high-code headless solutions and commerce-oriented analytics platforms come into play. They provide the necessary visibility and monitoring to support a culture of experimentation while minimizing risks. A platform like Noibu, a performance and error monitoring solution designed specifically for e-commerce, can help you navigate these challenges with agility. By continuously monitoring your site, Noibu detects any issues that arise during changes, alerts your team, and provides detailed technical insights to address the root cause quickly. This ensures that your experiments remain unaffected, allowing you to test freely without fearing conversion drops or revenue loss. This type of software acts as a safety net, promoting extensive experimentation by monitoring your site for potential errors and encouraging calculated risk-taking. Case Study: Ribble Cycles and the Benefits of Headless Commerce Ribble Cycles transitioned to a headless architecture and experienced greater freedom and control. Matthew Lawson, Chief Digital Officer, shares, “Choosing a headless/composable architecture for Ribble Cycles has given us unparalleled flexibility and control… [allowing] us to decouple the front end from backend services, enabling rapid iteration and unique, customer-centric features.” To mitigate the risks associated with site changes, Ribble Cycles turned to Noibu, an error-detection platform that allowed them to experiment and test solutions with reduced risk. “While headless brings risks, such as unforeseen impacts from changes, we mitigate these with advanced analytics and monitoring tools like Noibu,” Lawson notes. “These tools help us detect and resolve issues in real time, reinforcing a positive risk-taking culture and driving better results for our brand and customers.” With complete visibility into the impact of their experiments, Lawson’s team is now in control and reaping the rewards of their headless commerce strategy. “Best decision we have made,” adds Lawson. “We have a roadmap to take it even further.” 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

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October 18, 2021in Salesforce
Salesforce CDP Explained
29May

Salesforce CDP Explained

What is a Customer Data Platform (CDP)? A Customer Data Platform (CDP) is one of the most transformative tools in modern marketing. Salesforce CDP Explained. If you’re exploring whether your business needs a CDP and how to begin using one, this guide will walk you through the essentials. CDPs have quickly become a go-to solution in marketing, popping up in reports and strategies everywhere. According to the 2020 State of Marketing Report, 86% of marketers who use CDPs are maintaining or increasing their usage, making many companies wonder: Do we need a CDP too? This insight serves as your step-by-step guide to help you determine whether your business should invest in a CDP, and how to successfully implement one for smarter marketing. What is a CDP? A Customer Data Platform (CDP) is a sophisticated piece of marketing technology designed to collect and organize customer data from various sources into centralized profiles. It helps businesses manage and draw actionable insights from data in real time, making it easier to personalize customer interactions. A typical CDP includes tools for customer data management, marketing automation, multichannel campaign execution, and real-time interaction management. It’s particularly useful when businesses need a database of user-level data to understand customer behaviors across touchpoints. Why Does Your Business Need a CDP? Salesforce CDP Explained CDPs excel in four core tasks: collecting, unifying, activating, and analyzing data. Introducing Salesforce’s CDP: Data Cloud Salesforce’s Data Cloud is a powerful CDP that integrates with Customer 360 to provide real-time customer profiles. It collects and unifies customer data in real time, ensuring businesses can deliver personalized customer experiences and foster stronger relationships. Data Cloud is scalable and designed for businesses of all sizes, with built-in security, compliance, and privacy features through Hyperforce. Benefits of a CDP Beyond basic segmentation, CDPs offer three major benefits: CDPs vs. CRM vs. DMP It’s important to understand the distinction between different data tools. While CRMs focus on managing customer relationships and interactions, and Data Management Platforms (DMPs) handle anonymous data for targeted advertising, CDPs are designed to unify and activate first-party data for personalized marketing. How to Choose a CDP When selecting a CDP, focus on two key areas: insights and engagement. Some CDPs specialize in integrating and analyzing customer data (insights), while others focus on delivering real-time personalized experiences (engagement). Salesforce’s Data Cloud combines both capabilities, offering real-time insights and activation to power personalized experiences across channels. To choose the right CDP for your business, ask these questions: Success Stories with CDPs CDPs have transformed the way businesses engage with their customers. One example involves a regional food and convenience store chain that implemented a CDP to enhance personalized digital experiences. By using customer data to tailor marketing emails and online interactions, the business saw a 16% increase in conversion rates on one of its key products. Getting Started with a CDP CDPs are essential tools for businesses looking to unify customer data, personalize marketing, and drive smarter marketing strategies. To get started, consider building a business case for CDP adoption, assembling a cross-functional team, and researching the right CDP to fit your organization’s needs. The journey to smarter, data-driven marketing begins with the right CDP. Make sure to explore Salesforce’s Data Cloud and other leading platforms to find the best fit for your organization’s growth and success. Content updated April 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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May 29, 2021in Data, Hyperforce, Marketing Automation, Salesforce, Salesforce Data Cloud, Technology
Salesforce CDP Innovations
12May

Salesforce CDP Innovations

New Salesforce CDP Innovations: Smarter, Faster, and More Personalized Customer Interactions Salesforce has launched new innovations for its Customer Data Platform (CDP), designed to help businesses leverage first-party data for more personalized customer experiences. Leading brands like Bank of Montreal and convenience store retailer Casey’s are already using Salesforce CDP to create a unified source of customer truth, streamlining interactions and providing frictionless customer experiences. The world is gradually recovering from the pandemic, and consumer behavior is shifting as shops, hotels, restaurants, and other establishments reopen. While customers are eager to engage in the experiences they’ve missed, companies recognize that digital innovations, such as curbside pickup and direct-to-consumer websites, which fueled pandemic-era growth, are here to stay. As expectations for personalized, connected experiences grow—with 70% of customers demanding this—many businesses struggle to unify customer data across systems, teams, and devices. This data fragmentation makes it difficult to create a single source of truth for customers. Salesforce CDP: Built on the World’s Leading CRM Salesforce CDP solves this challenge by capturing, unifying, and activating customer data across various touchpoints to drive more personalized experiences. Today’s new CDP features make data smarter, more connected, and easier to activate securely. Built on Salesforce’s #1 CRM platform, the CDP unifies data from sales, service, marketing, loyalty, and commerce systems, creating a comprehensive single source of truth. Businesses can then leverage this unified view for personalized marketing, advertising, analytics, and relationship-building strategies that increase customer loyalty and revenue. New Innovations in Salesforce CDP Include: How Businesses Are Using Salesforce CDP Availability of New Features: This insight helped you learn more about these innovations and how Salesforce CDP can enhance customer engagement from anywhere. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 12, 2021in Data, Mulesoft, Salesforce, Technology
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
Smart Capture Forms as Marketing Cloud Journey Entry Source
23Nov

Smart Capture Forms as Marketing Cloud Journey Entry Source

Transforming your marketing strategy into a seamless journey for your customers has never been easier, thanks to the integration of CloudPages’ Smart Capture forms with Journey Builder Entry Events. By leveraging this innovative feature, you can effortlessly guide your audience through personalized experiences that drive engagement and conversions. Smart Capture Forms as Marketing Cloud Journey Entry Source. Crafting these dynamic forms is a breeze, whether you prefer the classic or Content Builder editor, embedded within your landing pages or microsites. However, to take advantage of this functionality, it’s essential to ensure that you have both Journey Builder and CloudPages at your disposal. If you’re missing either piece of the puzzle, a quick chat with your Relationship Manager can swiftly rectify the situation. Now, let’s dig into the mechanics of how this synergy works. To initiate customers into a journey, the data captured by Smart Capture forms must be securely stored in a designated data extension. This data extension, aptly named the Event Source data extension, serves as the reservoir from which contacts are seamlessly injected into your Journey Builder journeys. Remember, for this mechanism to function seamlessly, your Event Source data extension must be configured as sendable. Creating a Smart Capture Form within CloudPages is a straightforward process: Navigate to CloudPages and effortlessly drag the Smart Capture gear onto the content area of your chosen landing page or microsite.Establishing a Data Extension tailored for Smart Capture as a Journey Builder event is paramount. This dedicated data extension serves as the conduit for seamlessly integrating Smart Capture forms with Journey Builder Entry Events. Here’s how to get started: Create a marketing cloud data extension explicitly designed to handle Smart Capture data within the context of Journey Builder.These conditions are required for creating a data extension to use in a Journey Builder entry event. Choose Create from New.Enter a name and select Is Sendable? if you plan to use emails with your Smart Capture form or Journey Builder journey.On the Data Retention Policy step, keep the default setting and click Next. Add any fields you would like to capture. When adding an Email Address attribute, change the Data Type to EmailAddress as email address because email address is the primary key. Set Send Relationship to the Email Address attribute so it relates to Subscribers on Subscriber Key. Smart Capture Forms as Marketing Cloud Journey Entry Source For those seeking further clarification or guidance on integrating Smart Capture forms with Journey Builder Entry Events, our comprehensive FAQs offer valuable insights: My Smart Capture form used as the trigger event for my journey won’t submit. What’s happening?Ensure that you configured the re-entry option and default channel address in the journey settings. I can’t get my journey to execute?If your journey includes an email send there are 2 important steps to complete before the journey can be executed. Within Email Studio, open up your email and be sure to complete both the Content Detective and Validate steps. Complete these steps before a journey can send that email. Explore our FAQs section dedicated to illuminating the intricacies of utilizing Smart Capture forms as Journey Builder Events within CloudPages. With this powerful integration at your fingertips, you can orchestrate personalized customer journeys that captivate your audience and drive tangible results. Embrace the potential of CloudPages‘ Smart Capture forms within Journey Builder to elevate your marketing endeavors to new heights of success. 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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November 23, 2020in Salesforce
Talkdesk Dialer for Salesforce
15May

Talkdesk Dialer for Salesforce

Forge Meaningful Customer Connections with Talkdesk Proactive Outbound Engagement™-Talkdesk Dialer for Salesforce Talkdesk Proactive Outbound Engagement™ is a comprehensive suite of outbound voice and digital capabilities integrated into the Talkdesk CX Cloud™ contact center platform. This suite includes versatile dialing modes tailored for every scenario, such as Talkdesk Preview Dialer, Talkdesk Dialer, Advanced Dialer, Talkdesk Dialer for Salesforce, and Automated Notifications. Maximize contact rates by reaching customers when and how they prefer to be contacted while ensuring high-quality interactions that reflect the level of service your customers deserve. Enhance Agent Productivity to Maximize Outbound Success Tools like the Talkdesk Preview Dialer can significantly increase outbound call volume, driving connect rates from 5 to 15 or more per hour and boosting revenue by up to 200-300%. Intelligently manage outbound call pacing to filter out unproductive calls like voicemails, busy signals, and no answers, optimizing agent productivity. Launch Strategic Campaigns Effortlessly Leverage highly configurable dialing options and advanced campaign management tools to maximize contact rates through precise targeting and segmentation. The Advanced Dialer supports customizable campaign and dialing configurations to accommodate virtually any outreach and retry strategy. Empower Agents with Smart Dialing Modes Equip agents with predictive, power, progressive, preview, and agentless dialing modes, complemented by a patented AI-driven answering machine detection algorithm. Salesforce Quick Campaign, part of the Talkdesk Dialer for Salesforce™ product, allows manual selection of Salesforce records for dialing using preview or power dialing modes. Streamlined List Management for Seamless Operations Set up calling lists effortlessly by uploading a CSV file or pushing records from Salesforce, other CRMs, or business systems via an API. Web leads can be seamlessly integrated into ongoing campaigns for immediate dialing, ensuring every hot lead is promptly engaged. Ensure Quality Connections with Talkdesk Dialer for Salesforce™ Talkdesk Dialer, fully embedded within the Salesforce UI, offers power and preview dialing to balance productivity with call quality and personalized customer interactions. Deliver Efficient and Proactive Notifications Go beyond voice calls with Talkdesk Automated Notifications, anticipating customer needs through automated event-triggered SMS notifications. Configure rules and content for each notification to deliver highly personalized messages that enhance efficiency and customer satisfaction. Robust Reporting and Insights While pre-set out-of-the-box reporting tools are currently unavailable for Talkdesk Dialer for Salesforce, Salesforce users can leverage standard Salesforce reporting functionality to create custom reports. Talkdesk Dialer™ is designed to automate the dialing process, maximize outbound call volume, and facilitate meaningful connections with customers while ensuring compliance with regulatory requirements. Learn more about our solutions crafted to optimize every customer interaction at talkdesk.com. 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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May 15, 2020in Salesforce, Salesforce Sales Cloud

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