Own Archives - gettectonic.com

31Aug

Marketing Cloud Admins

Salesforce Marketing Cloud Administrators play a key role in ensuring the success of an organization’s marketing efforts. Their responsibilities span system configuration, data management, campaign development, and execution. These professionals need a blend of technical expertise, strategic thinking, and keen attention to detail to effectively manage and optimize the Marketing Cloud environment. System Configuration and AdministrationMarketing Cloud Admins are responsible for setting up and configuring user accounts, defining roles and permissions, and customizing the system to meet specific organizational needs. They stay current on Salesforce updates, conducting system audits to maintain security and performance. Admins also oversee platform customization, aligning it with business goals. Data Management and SegmentationEffective data management is crucial for personalized marketing. Admins manage data imports, exports, and integration with other systems, ensuring data cleanliness and compliance with privacy regulations. They create audience segments based on specific criteria to enable targeted campaigns. Campaign Development and ExecutionAdmins work closely with marketing teams to develop and execute email, SMS, and social media campaigns. They set up customer journeys, implement automation, and ensure campaigns are delivered as planned. Monitoring performance and analyzing metrics allows admins to optimize campaigns and provide insights for future strategies. Integration and AutomationAdmins integrate Marketing Cloud with CRM systems, e-commerce platforms, and third-party apps. They streamline workflows by automating processes through tools like Journey Builder and Automation Studio, ensuring data consistency and efficiency. Troubleshooting and SupportAdmins provide technical support and troubleshoot issues related to system errors, data synchronization, and campaign delivery. They collaborate with Salesforce support to resolve complex problems, ensuring smooth operations and minimal downtime. Training and DocumentationTraining users on Marketing Cloud tools and developing comprehensive documentation are also key responsibilities. Admins ensure users are well-versed in the platform’s features and best practices, helping maintain consistent performance across teams. Monitoring and ReportingAdmins track key performance indicators (KPIs) and generate reports to analyze campaign success. By using tools like Analytics Builder, they offer data-driven insights that help improve marketing strategies and align them with business objectives. Skills Required for Salesforce Marketing Cloud AdminsAdmins must have strong technical aptitude, familiarity with Salesforce tools like Email Studio and Journey Builder, and proficiency in SQL, HTML, and APIs for system integration. Problem-solving skills are critical for diagnosing and resolving issues, and data management expertise is essential for organizing and analyzing marketing data. FAQs: If you are in need of Marketing Cloud assistance, contact Tectonic today. Content updated September 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 31, 2022in Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud

12Aug

Permission-Based Marketing

What Does Permission-Based Marketing Mean for Your Email Lists? At its core, permission-based marketing is about obtaining explicit consent before emailing your prospects. Whether you’re new to this concept or need a refresher, this guide answers frequently asked questions about email list sourcing and ensures compliance with Marketing Cloud Account Engagement’s (formerly Pardot) policies. Common Email List Source Questions 1. I purchased a list from a third party that claims it’s opted-in. Can I email it with Account Engagement?NO. Using purchased lists violates our permission-based marketing policy and constitutes spam. Sending unsolicited bulk emails damages your sender reputation and risks your company’s credibility. 2. I got a list from a membership directory of my industry group. Can I email it?NO. Third-party lists are prohibited, regardless of source. To use this list, solicit explicit permission via one-to-one outreach (outside Account Engagement) or phone campaigns. 3. Someone followed my business on LinkedIn or social media. Does that mean they opted in?NO. Social media follows or connections don’t equal consent to receive marketing emails. Without explicit permission, they didn’t opt-in. 4. CAN-SPAM only requires an unsubscribe link. Can I email any list through Account Engagement?NO. Compliance with CAN-SPAM is not enough. Account Engagement mandates explicit consent as part of its terms of service. Including an unsubscribe link does not override this requirement. 5. I got a tradeshow attendee list from the organizers. Can I email them?MAYBE. Attendee lists may not include explicit consent. You can send an initial email referencing how you obtained their details and asking them to opt-in for future communications. Without their opt-in, do not email them again. 6. I collected these prospects over a year ago. Can I email them now?MAYBE. A stale list may lead to high spam complaints. Use a “Permission Pass” email to re-confirm interest. Prospects must explicitly opt-in to receive further communications. 7. My customers opted into marketing emails when buying my product. Is emailing them okay?YES! Customers who explicitly opted in are fair game. Always document and honor their preferences. 8. Tradeshow prospects filled out opt-in forms at my booth. Can I email them?YES! Opt-in forms provide explicit consent. For additional assurance, consider a “Confirmed Opt-In” process to verify their request and email validity. 9. Prospects verbally opted in. Can I use their information?Yes, but proceed carefully. Follow up with an email thanking them for opting in, reinforcing their consent to avoid spam complaints. 10. I found potential prospects on Hoovers and guessed their email addresses. Can I email them?NO. Email guessing (or appending) violates permission-based marketing policies. It’s risky for your reputation and can lead to bounces and complaints. Understanding Operational Emails vs. Marketing Emails Email communications fall into two categories: 1. Marketing Emails: Promote your business (e.g., newsletters, product updates, eBooks). These require explicit opt-in consent.2. Operational Emails: Convey critical information (e.g., legal notices, service updates) regardless of opt-in status. These emails should never include marketing content. Important Notes: Tips to Improve Email Deliverability in MCAE Why Monitoring Email Deliverability Matters Deliverability is not a one-time effort. Regularly review your lists, monitor performance metrics, and ensure compliance with email policies to maintain a strong sender reputation and maximize campaign ROI. By adhering to permission-based marketing principles, you not only protect your brand but also foster trust and build meaningful connections with your audience. Looking for more insights? Download the Expert’s Guide to Great Pardot Email Marketing today. How to Validate Salesforce and Pardot User Mappings Ensuring your Salesforce and Pardot users are correctly mapped is essential for seamless synchronization and optimal functionality. Here’s how to validate your mappings: Step 1: Verify Active Users in Salesforce Step 2: Check Pardot-to-Salesforce Role Mappings Step 3: Review Unassigned Prospects in Pardot Step 4: Sync Missing Users Result Properly mapped users ensure Salesforce and Pardot remain in sync. This enables precise segmentation, assignment, and timely notifications via email or Slack. Solution 2: Create an Identity User for Pardot Email Sender Backup Using a dedicated Salesforce Identity User can save time and reduce errors when handling email sender backups. Here’s how: Static vs. Dynamic Email Sender Types Dynamic sender options require a backup sender to avoid errors if a Prospect lacks an assigned user. Steps to Create a Salesforce Identity User Solution 3: Update User Records and Validate Tokens for Email Signatures When personalizing email signatures using Handlebars Merge Language (HML), ensure user details are up to date: Key Tokens to Use Solution 4: Handle Prospects Owned by Queues Queues cannot provide personal information (e.g., names, job titles) for dynamic sender options. To address this: Solution 5: Set Global and Default Field Values for HML in Emails Prevent empty fields in emails by: Key Takeaway To maximize the capabilities of Salesforce and Pardot, ensure user mappings are validated, backups are in place, and data flows are optimized. As always, test thoroughly to avoid surprises in your campaigns. For further assistance or questions, feel free to reach out! 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 12, 2022in Data, Google, Salesforce

12Jul

Tectonic Salesforce Customization

Mastering Salesforce Customization with Tectonic As an official Salesforce Consulting Partner, Tectonic brings nearly two decades of experience in delivering Salesforce configuration and customization services. Our team includes over 80 Salesforce Certified Consultants dedicated to providing tailored solutions for nonprofits and membership associations. We specialize in customizing, configuring, and implementing Salesforce solutions to meet specific client needs. Our services range from configuring core functionality to expanding scope with AMS implementations like Fonteva, across various Salesforce clouds. The Benefits of Salesforce Customization Salesforce customization offers a more engaging, personalized user experience for your member community, customers, or partners and a more streamlined, profitable platform for your team. Salesforce Customization Services Leverage the full potential of Salesforce with Tectonic’s customization and configuration services. Our Salesforce Customizations and Configurations As an official Salesforce Consulting Partner, Tectonic has extensive experience delivering Salesforce configuration and customization services, supported by a team of Salesforce Certified Consultants. We work with nonprofits and membership associations to customize, configure, and implement Salesforce solutions tailored to their specific requirements. Our services include configuring core functionality, expanding scope with AMS implementations like Fonteva, and working with various Salesforce clouds: Our Workspace Salesforce is continually evolving, and so are we. Tectonic’s workspace is our R&D arena where we experiment with next-gen technologies and solutions to ensure our clients receive cutting-edge configurations. Tech Stack Integration Salesforce is the central hub of an entire ecosystem. We deploy proven AppExchange products to extend your Salesforce platform and integrate existing components of your tech stack into one holistic system. Device Optimization Experience design drives our Salesforce configurations. With the trend towards smart devices, we ensure your Salesforce platform delivers a seamless experience on any device. Code Review We maintain a strict code review process to ensure your Salesforce platform is robust and reliable, preventing breakdowns during critical processes like membership renewals or webinar bookings. Documentation With a highly configured Salesforce platform, documentation is essential. We maintain and deliver comprehensive documentation throughout the process, from gathering requirements to implementing your Salesforce solution. The Benefits of Salesforce Customization Drive Member Engagement Tailoring your Salesforce platform to your members makes it more intuitive and engaging. We configure custom elements like personalized Experience Cloud pages and registration flows that align new users with the right organization. Increase Revenue Salesforce customization enhances user experience, leading to improved sales and a stronger revenue pipeline. Features like visibility of cart abandonment, Stripe integration, and streamlined payment processing bolster revenue. Enable Greater Efficiency A customized platform doesn’t have to be complex. We help replace your legacy CRM and AMS, streamline essential processes, and simplify managing and updating the system. Tectonic’s Customization Projects For over a decade, we’ve helped nonprofits and membership organizations support their missions and engage their communities with Salesforce. Working with Tectonic Customizing Salesforce requires the right support. Tectonic is a trusted tech partner with deep platform expertise. We know when to use Salesforce flows or configure with code and can navigate common pitfalls. We follow best practices for developing Salesforce functionality and support IT teams through complex transitions or deliver proofs of concept to architecture review boards. Delivery and Integration Our standardized delivery model ensures efficient, consistent integration of new solutions based on our extensive experience. We guide you through building and transitioning to your new Salesforce platform while supporting ongoing growth and data management on your current CRM. 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

July 12, 2022in Salesforce Managed Services

11Jul

What is Salesforce and Why is it so Popular?

What is Salesforce and Why is it so Popular? Salesforce, a software company specializing in Customer Relationship Management (CRM), has emerged as a dominant force in business technology since its establishment in 1999. It encompasses both a software package and a complete ecosystem designed to enhance and modernize various business processes. The widespread popularity of Salesforce can be attributed to its all-encompassing CRM solutions, user-friendly interface, cloud-based platform, scalability, and the robust ecosystem it has fostered. Offering comprehensive tools for managing customer data, automating processes, analyzing data and insights, and creating personalized customer experiences, Salesforce extends its reach to various solutions such as customer service, marketing automation, commerce, app development, and more. What sets Salesforce apart is its highly customizable platform, allowing users to tailor CRM according to specific requirements. Renowned for its flexibility, Salesforce offers a plethora of customizable features and functionalities, making it stand out in the business technology landscape. Many companies opt for Salesforce due to its role as a customer relationship management solution, effectively bringing together companies and customers. Positioned as an integrated CRM platform, Salesforce provides all departments, including marketing, sales, commerce, and services, with a unified view of each customer. This capability to foster collaboration and coherence across diverse business functions contributes to the widespread adoption of Salesforce by numerous companies. 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

July 11, 2022in Data, Marketing Automation, Salesforce, Technology

10Jul

Guide to Salesforce Field Dependencies

Salesforce provides robust tools to optimize processes, streamline workflows, and ensure data accuracy. In this guide, we’ll explore how to set up Salesforce field dependencies, implement validation rules, and use formula fields to enhance data quality and maintain data integrity across your organization. Understanding Field Dependency Field dependency in Salesforce allows you to filter and display relevant options in one picklist based on the user’s selection in another picklist. It links a controlling field and a dependent field, where the controlling field determines which values are shown in the dependent field. This helps maintain data integrity by preventing irrelevant selections, ensuring accurate and consistent data. Benefits of Field Dependencies Here’s why field dependencies are a valuable asset in Salesforce: Popular Use Cases for Field Dependencies How to Set Up Field Dependencies Best Practices for Managing Field Dependencies Conclusion Salesforce field dependencies are a powerful feature for ensuring clean data, enhancing workflows, and improving user experience. By enabling context-specific data entry, they reduce errors and save time, boosting productivity across your organization. If you need expert assistance with Salesforce configurations, Tectonic, a trusted Salesforce consultant, can help. With deep expertise in Salesforce solutions, Tectonic ensures your workflows are optimized and your Salesforce environment is perfectly aligned with your business needs. Reach out today to unlock the full potential of Salesforce for your organization. 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

July 10, 2022in Data, Salesforce

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

July 9, 2022in Data, Marketing Automation, Salesforce, Salesforce Marketing Cloud, Salesforce Optimization

07Jul

Salesforce Enhanced Analytics

Build your business on the foundation of actionable data. With Salesforce Einstein Analytics, you can uncover insights, refine strategies, and drive success—all while staying ahead in the ever-evolving digital landscape.

July 7, 2022in Artificial Intelligence, Data, Salesforce, Salesforce Einstein

19Jun

Case Study: Service Cloud Marketing Cloud Hospitality

Resort company builds loyalty and drives sales increase across all sites using data and segmentation. hospitality salesforce service marketing case study. Industry: Hospitality Located at the epicenter of Honolulu’s most exciting neighborhoods, resort offers guaranteed oceanfront panoramic views in guestrooms and luxury suites. The hotel also has its own golf course. Problem: Implemented : Technologies integrated : Our solution? Results: Tectonic has assisted customers in generating a live view of their visitors so they can pleasantly surprise and amuse them with customized service during every engagement. Salesforce offers customized solutions for the travel and hospitality industries, assisting companies in this field to provide outstanding client experiences, optimize workflows, and spur expansion. These solutions make use of the Salesforce Customer 360 platform to improve communication, organize data, and give visitors a customized experience. Salesforce offers digital transformation technology for travel, tourist, and hospitality industries. If you are considering a Salesforce hospitality implementation, contact Tectonic today. 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

June 19, 2022in Data, Salesforce, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Service Cloud, Salesforce Success Stories, Technology

18Jun

Salesforce for Hospitality

Transforming Hospitality with Salesforce CRM The hospitality industry, known for its expansive options and fierce competition, faces challenges from small hotels to globally recognized resorts. Beyond traditional amenities like clean rooms and Wi-Fi, evolving customer expectations demand highly personalized services for enhanced comfort and swift issue resolution. Salesforce CRM emerges aremains a tool for managing customer interactions and elevating the operations of various players in the hospitality sector. Leading establishments such as Quest Apartment Hotels, Carlson Hotels Worldwide, and HotelTonight harness the capabilities of Salesforce CRM to enhance their services. Salesforce for Hospitality Beyond the realm of hotels, the world’s most widely used CRM solution empowers the entire hospitality industry, encompassing transportation and travel, to deliver personalized and seamless customer experiences. Transportation companies leverage real-time query management and dynamic services to navigate the future of freight efficiently. Simultaneously, travel and hospitality entities utilize data-driven insights to tailor travel options, incorporate artificial intelligence for personalized recommendations, and establish connected guest services, ensuring unparalleled comfort and satisfaction. In essence, Salesforce CRM offers the hospitality industry unified customer views, heightened customer satisfaction and loyalty, invaluable analytics data, automation solutions, and prompt customer service. Its implementation accelerates industry efficiency, fostering innovation and driving continuous improvements in the realm of hospitality. Content updated September 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

June 18, 2022in Salesforce Development Services, Salesforce Hospitality Travel and Transportation

13Jun

Druva – Salesforce Data Backup and Recovery

Introducing Druva: Your Comprehensive Salesforce Data Management Solution. Druva – Salesforce Data Backup and Recovery Druva presents a comprehensive data management solution tailored specifically for Salesforce users. By seamlessly integrating data protection, sandbox seeding, and archiving functionalities, Druva streamlines tedious tasks, ensuring enhanced data security, improved efficiency, and reduced ownership costs. Why Opt for Druva with Salesforce? Where Does Druva Store Backups? Druva securely backs up your data in the cloud hosted by Amazon Web Services (AWS), leveraging AWS’s robustness and stringent security standards to guarantee the safety and confidentiality of your backup data. Key Features of the Druva Platform: Explore Druva with a Free POC: Every Salesforce platform is unique, which is why Druva offers a free Proof of Concept (POC) allowing you to test against your data with full access to their support team, providing confidence in the platform’s capabilities. Druva’s Data Protection Platform: Druva’s Software-as-a-Service (SaaS) platform offers data protection across data centers, cloud applications, and endpoints. Securely backup and recover data with the scalability and simplicity of the public cloud, paying only for what you use, and enhance data governance with search and analytics capabilities to unlock the full potential of your data. FAQs: Druva offers a robust and secure solution for Salesforce data management, ensuring reliable backup, efficient recovery, and streamlined operations. With its user-friendly interface and advanced features, Druva empowers organizations to focus on their core objectives while ensuring the integrity and security of their critical data. 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

June 13, 2022in Salesforce

01Jun

Salesforce Marketing Cloud Intelligence Explained

What is Marketing Cloud Intelligence? Salesforce’s Marketing Cloud Intelligence, formerly known as Datorama, is an analytics tool designed to integrate and visualize marketing performance data across various platforms. It caters to analytically driven marketers and seasoned analysts, providing an easy-to-use interface while offering connections to traditional BI tools like Tableau. Marketing efforts generate extensive data across multiple platforms, and Marketing Cloud Intelligence consolidates all these marketing tools into a centralized source. It serves as a comprehensive solution for reporting, measurement, and optimization. Market intelligence involves gathering real-time data from the market to understand customers, trends, behaviors, and more, enabling a company to stay competitive and meet market demands. By leveraging out-of-the-box connections, Marketing Cloud Intelligence seamlessly links platforms like Google, YouTube, Instagram, and others without the need for complex coding. The tool, now known as Marketing Cloud Intelligence, reveals trends, tracks progress against goals, and quantifies the ROI of marketing initiatives once connected. The system features a connected library of over 170 connectors for acquiring data from major advertising, commerce, CRM, and database vendors. The unique universal connector, powered by AI, allows effortless connection of any data stream within minutes, even from sources lacking an API connection. Marketing Cloud Intelligence addresses the challenge of data consistency by providing an out-of-the-box marketing data model. It helps organize data into a clear and consistent taxonomy, enriching it with naming conventions, data classification, and automated maintenance alerts for trustworthy decision-making. Beyond reporting and dashboards, Marketing Cloud Intelligence, with the assistance of Einstein, provides actionable insights. Marketers can select a KPI to improve and create a perpetual pipeline of AI insights, addressing overarching questions or specific areas like reducing spend or analyzing creative impacts. What can marketers do with Marketing Cloud Intelligence? Marketers can efficiently compile multiple sources of data in Marketing Cloud using various KPIs, creating at-a-glance and visually appealing dashboards and reports. Marketing Cloud Intelligence, powered by Datorama, facilitates the organization and analysis of diverse data within Marketing Cloud. What does Marketing Cloud Intelligence do? Marketing Cloud Intelligence integrates data from marketing and advertising platforms, web analytics, CRM, e-commerce, and more. It offers a unified view for optimizing campaign performance and real-time insights. The tool optimizes marketing spend and customer engagement with unified performance data, automated reporting, and AI-driven insights. Why is marketing intelligence important in Salesforce? Marketing intelligence tools help businesses gather and analyze market data. CRM and CDP tools, such as Salesforce Marketing Cloud Intelligence, unite data from disparate sources to provide a fuller picture of their customers and the 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

June 1, 2022in Data, Google, Salesforce, Salesforce Marketing Cloud, Technology

Different Ways to Create Cases in Salesforce

26May

Salesforce Email to Case

Configure your Email to Case settings to tailor Salesforce’s handling and case creation from incoming emails. If you’ve completed the Guided Setup flow, some settings may already be populated. Salesforce email to case provides a quick creation of cases when emails are sent in. Salesforce employs logic to match the ‘From’ field email address in incoming emails to a Contact’s email address. If a match is found, the system associates the created Case with the corresponding Contact record. To enable Email-to-Case, follow these steps: Click on Setup, enter “Email-To-Case” in Quick Find, select Email-to-Case, and click the edit button. By default, Email-to-Case creates Cases and associates them with a Contact if the sender’s email address exists on one Contact. However, automatic association doesn’t occur if the email exists on multiple Contacts. Benefits of Email-to-Case in Salesforce include faster response times, allowing organizations to prioritize and promptly assign cases. Case assignment rules based on specific criteria help automate assignments to appropriate support agents or teams. Access Email-to-Case settings through Setup, then enter “Email-to-Case” in the Quick Find box. We recommend selecting all settings. Some key settings include enabling Email-to-Case, notifying case owners on new email, enabling HTML email, setting case source to email, and more. Configure additional settings like saving Email-to-Case attachments as Salesforce files, eliminating duplicate email attachments, invoking triggers on status change, and replying with new content only. Enable on-demand service to allow Salesforce to process incoming emails unless using a custom solution. Set actions for emails exceeding the organization’s daily processing limit and unauthorized sender actions. Customize Email-to-Case in Salesforce from Setup by entering “Email-to-Case” in the Quick Find box. In the Routing Addresses list, edit the routing address created in the Email-to-Case guided setup flow and select the case record type. Limitations of Email-to-Case include a default limit of 2500 cases created within an organization, which cannot be increased and resets at midnight GMT. Email-to-Case in Salesforce is unique to each instance, and when a sandbox is refreshed, the email service addresses in the Email-to-Case section must be manually enabled and created again. 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

May 26, 2022in Salesforce

17May

What is Omni-Channel Salesforce?

What is Omni-Channel Salesforce? Omni-Channel is a Salesforce feature designed for Customer Service and Console applications that automates the routing of various work items, such as Leads and Cases, to agents. It ensures that work items are assigned to agents based on their capacity, priority, skill set, and other criteria. Features of Omni-Channel Benefits Omni-Channel in Salesforce Enhanced Omni-Channel Setting Up and Using Omni-Channel Key Differences: Multichannel vs. Omni-Channel Route Work with Omni-Channel Omni-Channel is a flexible, customizable feature, and you can configure it declaratively—that is, without writing code. Use Omni-Channel to manage the priority of work items, which makes it a cinch to route important work items to agents quickly. Manage your agents’ capacity to take on work items so that they’re given only the number of assignments that they can handle. You can also define which agents can work on different types of assignments. For example, you can create one group of agents to respond to leads and sales inquiries, and another group that helps customers with support questions. Omni-Channel routes work requests to the most available and qualified support agents in the app. You can also provide real-time operational intelligence to support supervisors with Omni Supervisor. Agents no longer have to pick and choose work assignments manually from a queue, which saves everyone in your call center time, effort, and brainpower. Because it’s easier for agents to work on their assignments, they can assist your customers faster and more effectively and close assignments more quickly. Routing logic is applied when work is assigned to an owner. If field values on the work item are changed after the item is routed, the routing logic isn’t reapplied. Omni-Channel is supported in both Lightning Experience (recommended) and Salesforce Classic. You can run Omni-Channel in both standard and console apps. Route Work with Omni-Channel Use Omni-Channel to route work items to queues, agents, skills, and even Einstein Bots (on supported channels). Depending on your business needs, you can use different ways to route work, including Omni-Channel flows. Omni-Channel routes work based on the defined routing logic. When an agent is assigned a work item, they can accept it to begin working on it or decline it. When a work item is declined, Omni-Channel releases the agent’s capacity consumed by the work item. But the declined work item remains owned by the declining agent until the work is routed again. If the agent declines a work item or doesn’t accept the work item in the specified time period, Omni-Channel doesn’t try to route that work item to that agent again. If an agent accepts the work, they can transfer the work to another agent. NOTE We recommend using Enhanced Omni-Channel. Enhanced Omni-Channel features better and more extensive experiences for agents and supervisors than Standard Omni-Channel, and future Omni-Channel features are developed on Enhanced Omni-Channel. See Compare Standard and Enhanced Omni-Channel and Enable Omni-Channel. Set Up Omni-Channel Set up Omni-Channel to route any type of incoming work item to the most qualified, available support agents in your call center. Omni-Channel integrates seamlessly into both console and standard apps. NOTE We recommend using Enhanced Omni-Channel. Enhanced Omni-Channel features better and more extensive experiences for agents and supervisors than Standard Omni-Channel, and future Omni-Channel features are developed on Enhanced Omni-Channel. See Compare Standard and Enhanced Omni-Channel and Enable Omni-Channel. Test Your Omni-Channel Implementation Now that you’ve got Omni-Channel set up and enabled, test your implementation to make sure it’s working correctly. To test your implementation, route a work item to yourself. Sit back and relax. You’ll see an incoming request notification in Omni-Channel within a few seconds. Manage Agents, Queues, and Skills with Omni Supervisor Manage agents, queues, and skills in Omni Supervisor. Get to Know the Omni Supervisor TabsSupervisors can check the health of their call center in real time using the Agents, Queues Backlog, Assigned Work, and Skills Backlog tabs in Omni Supervisor. These tabs let supervisors see which work items are open and active, who’s assigned to what, and other details such as open capacities and average wait times for customers. Provide Customer Support for Real-Time Channels with Omni-Channel Service customers using their preferred means of real-time communication, including phone, messaging, or chat in standard and enhanced channels. You can accept and manage these types of support requests in Omni-Channel. If needed, while helping a customer, you can reach out to your supervisor to get support. Use the Omni-Channel Component to Work with CustomersTo begin receiving inbound requests from customers or to make outbound contacts, log in to the Omni-Channel component and update your status to indicate that you’re available. If you don’t see the Omni-Channel component in your app, check with your admin. Use the Omni-Channel Component to Work with Customers To begin receiving inbound requests from customers or to make outbound contacts, log in to the Omni-Channel component and update your status to indicate that you’re available. If you don’t see the Omni-Channel component in your app, check with your admin. When you mark your status as available in Omni-Channel, you begin receiving work requests, like phone calls. Work items assigned to you appear in Omni-Channel until you complete, transfer, or decline them. TIP By default, phone calls are taken through the same speakers and microphone your system device uses. To take calls through different audio devices, click the Settings icon on the Omni-Channel component and choose your preferred devices under Input and Output. The devices you choose are only set only for your current browser. For example, if you choose a device for Google Chrome, that device isn’t set for Mozilla Firefox. This feature isn’t available in Apple Safari browser. If you set up a service channel to use the tab-based capacity model, Omni-Channel determines agent capacity based on the open tabs. Each tab is a session for a specific work item. To close the work item and remove it from your Omni-Channel instance, close the tab for that item. The tab-based capacity model releases an agent’s capacity

May 17, 2022in Data, Enterprise, Google, Salesforce, Salesforce Implementation Services, Salesforce Service Cloud

06May

Salesforce Form Builder

Is it possible to create forms within Salesforce? Salesforce provides a web-to-case feature, allowing the creation of basic customer support forms. Once you activate and configure this feature, you can generate your web form as HTML code for embedding on your website. Similar to the web-to-lead feature, this is a straightforward, use-case-specific option. Here are some notable forms that integrate with Salesforce: Is there a native form builder in Salesforce? Yes, Forms for Salesforce is a 100% native Salesforce form builder. What is the recommended form app for Salesforce? Native Forms is an excellent tool for streamlining customer engagement. With its user-friendly drag-and-drop form builder, you can swiftly create custom forms to capture customer data and update Salesforce records. Can Google Forms be integrated with Salesforce? Integrating Google Forms with Salesforce is a popular choice for creating versatile web forms, quizzes, surveys, and more to collect data. If you’re seeking a reliable app for creating web forms, Google Forms is highly recommended. Does Jotform work seamlessly with Salesforce? Jotform seamlessly connects with Salesforce, ensuring your forms automatically sync with the platform, keeping your account up to date with every new submission. Data security is a top priority with Jotform. Another Tool available from the Salesforce AppExhange is Formstack. And the Salesforce Lighting App Builder has added a form building functionality. Content updated January 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 6, 2022in Salesforce

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

Own

Guide to Salesforce Field Dependencies

Salesforce for Hospitality

Salesforce Email to Case

Salesforce Form Builder

Recent Posts

Strong Alumni Connections with Salesforce Education Cloud

Operational Customer Profiles

Agentforce for Retail

Salesforce HIPAA Compliance

Native Salesforce App to Simplify Event Management

Contact Us

Be in touch today — and start your business on a path to success.

Category

Archives

Own

Recent Posts

Contact Us

Be in touch today — and start your business on a path to success.

Category

Tags

Archives

Subscribe to our mailing list. Join our mail list to receive our newsletter