Zapier

Salesforce Marketing Cloud Account Engagement

17Nov

Account Engagement Selective Sync

Selective Sync in Account Engagement (Pardot): Aligning Seamlessly with Salesforce Selective sync within Account Engagement (formerly Pardot) enables organizations to push only relevant prospect records into Salesforce based on specific criteria. This process helps marketing teams nurture and qualify leads within Account Engagement, reducing the risk of overwhelming the sales team with irrelevant leads. Aligning this sync process with Salesforce is essential to maintaining efficient lead flow and a unified view of communication history. Keeping Account Engagement and Salesforce fully synchronized is often ideal, as it provides a comprehensive view of interactions across channels, from SMS to telemarketing, enhancing the depth of lead nurturing efforts. Why Selective Sync Matters Certain organizations intentionally limit the records synced with Salesforce. For instance, nonprofits may choose not to sync ‘Major Donor’ contacts into Account Engagement, as these relationships are often managed by dedicated staff who handle personalized communications, such as thank-you emails and event invitations. Additionally, marketers might use selective sync to ensure that Leads and Contacts are directed to specific Account Engagement Business Units. While not covered in this discussion, the setup aligns with option one below. This guide focuses on two primary methods for selective sync. How to Implement Selective Sync Option 1: Marketing Data Sharing Available with Account Engagement’s Premium or Advanced editions, Marketing Data Sharing provides a straightforward solution for selective sync. By navigating to Account Engagement settings and configuring the connector, users can set field criteria for data synchronization. This method is particularly effective for syncing specific data across one or multiple business units. Option 2: Sync Using Zapier When Marketing Data Sharing isn’t available, middleware tools like Zapier offer a viable alternative. While upgrading to a Premium or Advanced edition may bring added benefits, Zapier can bridge the gap for users who need selective sync with lower-tier editions. As a versatile option, Zapier enables administrators to manage multiple integrations. However, data volume should be considered as it can impact costs. Setting Up Selective Sync with Zapier To configure selective sync with Zapier, follow these steps: Comparing Marketing Data Sharing and Middleware Solutions Feature Marketing Data Sharing Middleware Tool (e.g., Zapier) Customizable Based on One Field Yes Yes Cost Included with Advanced & Premium Variable, often per event Marketing Data Sharing vs. Middleware Summary While Marketing Data Sharing is the ideal choice for streamlined selective sync in Account Engagement, middleware tools like Zapier provide flexibility when upgrading isn’t feasible. Both approaches allow organizations to tailor sync operations to their specific requirements, ensuring smoother lead flow and effective communication alignment between Account Engagement and Salesforce. By Tectonic Solutions’s Architect, Shannan Hearne Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

November 17, 2024in Data, Marketing Automation, Salesforce Implementation Services, Salesforce Marketing Cloud Account Engagement (Pardot)0 Comments

07Sep

Salesforce Validation Rules Explained

When to Use (and Avoid) Salesforce Validation Rules Ensuring quality data in Salesforce is crucial, but finding the right balance between enforcing data integrity and maintaining a smooth user experience can be challenging. Both Flows and validation rules play important roles in this process. The Role of Validation Rules and Flows in Data Management Salesforce administrators must carefully consider the impact of data validation methods. Some approaches prevent records from being saved if certain conditions aren’t met, while others allow the process to continue and address issues later. Sales teams, in particular, may find it frustrating to be slowed down by data entry requirements, but there are situations where enforcing specific data formats or ranges is essential. This is where Salesforce validation rules come into play. For more complex processes, especially those managed by automation, Flows offer a solution that allows records to be corrected without interrupting the workflow. The Purpose of Validation Rules Validation rules in Salesforce are used to enforce specific data requirements by preventing the record from being saved if certain conditions are not met. For instance, a simple validation rule might require a field value to be between 10 and 100: scssCopy codeOR( Your_Field__c < 10, Your_Field__c > 100 ) Validation rules are typically applied to a single field or a combination of fields, and they are especially useful when a user must enter specific information, such as a description for a unique discount type. How Flows Offer Flexibility Salesforce Flows have evolved into a robust alternative to validation rules, providing more flexibility in how data is managed. Flows can be configured to check conditions before or after a record is saved, allowing for automatic corrections without blocking the save. For example, a Flow could assign a default value if the user fails to enter one or perform a lookup to populate a field. Flows also allow records to be saved even if they would otherwise trigger a validation rule. This capability is particularly valuable for automated processes, as it prevents errors from halting updates made by tools like Fivetran, Hightouch, or Zapier. Balancing User Experience with Data Validation Validation rules are designed with the user in mind, serving as reminders to ensure that necessary information is entered. However, if these rules are too restrictive or unclear, they can hinder productivity. One common challenge arises when trying to enforce constraints on date fields, such as ensuring a follow-up task is scheduled within a certain time frame. While a validation rule can prevent a date field from being left blank, Salesforce does not allow a rule to simultaneously enforce non-blankness and a specific date calculation. To address this, a combination of validation rules and Flows can be used: Key Takeaway Balancing the use of validation rules and Flows is essential for effective data management in Salesforce. Validation rules are useful for enforcing critical data entry requirements, while Flows offer the flexibility to correct issues automatically. By focusing on the user experience, administrators can determine the optimal combination of these features to maintain data integrity without disrupting workflow. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 7, 2024in Salesforce

16Jun

Automated LinkedIn Prospecting

Salesflow, an award-winning LinkedIn outreach automation platform, announces native integrations with a range of popular CRM systems. London, United Kingdom – June 14, 2024 —Automated LinkedIn Prospecting The automated LinkedIn lead generation tool now offers seamless integration with HubSpot, Zapier, Salesforce, and PipeDrive, with further additions expected in the coming months. The firm states that it now takes less than five minutes for clients to begin using LinkedIn automation through their existing CRM platform, allowing them to continue using familiar tools and workflows. More details can be found at https://salesflow.io/automation-software-improve-pipeline/ Salesflow explains that the new CRM integrations have applications for sales teams, small companies, and LinkedIn-as-as-Service agencies. The firm’s award-winning software is designed to automate multiple stages in the LinkedIn lead generation process, allowing teams to focus their energies on the most attractive prospects. According to LinkedIn’s own statistics, over 80% of B2B marketers say that they achieve the greatest results when social selling through the platform, when compared to other social media networks. However, creating an outreach campaign that retains a personal element can be a time-consuming task, which can limit its usefulness for smaller organizations. Salesflow is designed to create highly automated LinkedIn campaigns, while still offering the ability to include unique keywords that make messages more personal. With the new CRM integrations, the firm has progressed the automation several steps further, with the goal of making the process as fast and efficient as possible. “Salesflow is a cloud-based automation tool using static IPs to ensure a secure prospecting outreach while running on autopilot,” a company representative explained. “You can also now set up integrations to get data from LinkedIn sent directly into your CRM system, and you can begin to see new leads filtering through almost immediately.” About Salesflow Peer-to-peer software review site G2 identified Salesflow as a “High Performer” in the lead generation automation category for the spring and summer of this year, and recently upgraded that rating to “Leader” for both the European and US markets. The system is now used by several major organizations, including HubSpot, Verizon, and Visyond. “Salesflow is awesome and is a must-have for B2B social selling,” one company director recently stated. “This brilliant platform saves us a huge amount of time and money on lead generation, it reduces stress, and gets us connected to relevant prospects across our target industries. Best of all, it does all of that really fast.” Interested parties can find more information by visiting https://salesflow.io/automation-software-improve-pipeline/ 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 16, 2024in Salesforce

19Mar

Top AI Tools Shaping Business Success

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

March 19, 2024in Salesforce

04Feb

Can Zapier integrate with Pardot?

Can Zapier integrate with Pardot? Absolutely! Zapier provides seamless integration between Pardot, now known as Salesforce Marketing Cloud Account Engagement, and thousands of popular apps, allowing you to automate tasks without the need for coding. Unlock the full potential of Pardot integrations with Zapier’s user-friendly templates. In the B2B realm, where efficient lead management is paramount, Zapier enables you to swiftly add prospects to Pardot. This ensures your sales and marketing teams can promptly nurture leads, close deals, and optimize return on investment (ROI). Can Zapier integrate with Pardot? Here are four ways to leverage the power of Zapier for Pardot: Automate Lead Addition to Pardot: Notify Your Team About New Prospects: Back Up or Share Lead Data: Connect Pardot with Any App Using Webhooks: By incorporating Zapier into your Pardot workflow, you elevate your marketing automation capabilities, expedite lead management, and maximize your overall impact. While it might not be a shiny new Cadillac, the benefits are undoubtedly a valuable prize. For more possibilities and integrations, explore the Zapier App Directory. And yes, if you’re wondering, Zapier seamlessly integrates with Salesforce too, providing the same level of automation and time-saving benefits. Connect Salesforce with thousands of apps effortlessly, enhancing your workflow without the need for coding. Like2 Related Posts How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Mapping Your Customer Journey Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term Read more Salesforce Campaign Attribution Explained Campaign Influence in Salesforce enables the attribution of multiple campaigns to an opportunity, although each opportunity can only have one Read more

February 4, 2024in Salesforce Marketing Cloud Account Engagement (Pardot)

02Feb

Salesforce and Zapier and Anything You Can Imagine

Zapier enables you to connect Salesforce with thousands of the most popular third-party apps, so you can automate your work and have more time for what matters most—no code required. Providing easy automation for busy Salesforce users. Zapier transfers info between your web apps automatically, so you can focus on your most important work. Zapier is “middleware” that sits between two other services. It allows software services to create Triggers and Actions. Each combination of a Trigger and an Action is called a Zap. Triggers are how your app’s users can start automated workflows whenever an item is added or updated in your app. There are two types of triggers in Zapier: Actions are how your app’s use the data. The action is the effect of the cause (trigger). What is the difference between actions and triggers in Zapier? Every Zap starts with a single trigger that watches for new or updated data, starting the user’s workflow. Action steps then make use of that data. Zapier actions create or update a single item in your app through API calls that include multiple details from user customized input fields. Is Zapier considered an API? Yes, Zapier is an API tool. Zapier is a web-based automation tool that allows you to connect and automate different web services and applications without the need for any coding. It uses APIs (Application Programming Interfaces) to communicate with the different services and applications that it connects to. About AI by Zapier Smart task and text handling powered by a flexible AI. Create text prompts to perform standard tasks like extracting lead (or other) data or answering discrete questions like “where should this message be routed?”. Or, create your own! What coding language does Zapier use? Zapier is a monolithic application built on Python and Django. There’s a lot of momentum with Python and it is very difficult changing course to another programming language while the service is running. Why is Zapier so popular? Zapier is a powerful tool for automating workflows and combining different business applications without requiring any additional coding skills. Is Zapier actually useful? Users have found that Zapier is a versatile automation tool that simplifies complex problems and enhances efficiency in various industries. With its easy-to-use interface, users can create automation workflows and connect different apps and platforms seamlessly. Around the world in 2024, over 9973 companies have started using Zapier as Integration tool. Netflix, Inc. PayPal Holdings, Inc. Trimble, Inc. If you need assistance connecting apps to Salesforce with Zapier, contact Tectonic today. 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

February 2, 2024in Salesforce

03Sep

Dropbox and Salesforce Integration

Collaborate in Real Time with Salesforce Essentials Dropbox and Salesforce Essentials enable small businesses to effortlessly collaborate on files of any type and size. You can review, edit, and share content both internally and with customers directly within Salesforce, allowing you to focus on growing your business. Does Dropbox Integrate with Salesforce? Yes, the Dropbox for Salesforce integration allows teams to access and share their Dropbox files within Salesforce. To use this integration, you need to be on a Dropbox team account. Third-Party Integrations The following integration services work with both Dropbox and Salesforce. Note that these services are not vetted by us, so please exercise caution when deploying them: Getting Started with Dropbox for Salesforce The Dropbox for Salesforce integration allows teams to access and share their Dropbox files within Salesforce. Here’s how team members can get started after an admin has connected their Dropbox team account to Salesforce. Connecting Dropbox to Salesforce: Notes: Adding Files from Dropbox to Salesforce There are two ways to add files using Dropbox for Salesforce: Viewing or Downloading a File in Salesforce You can view, download, and share files directly from Dropbox for Salesforce: Understanding “All of Dropbox for Object” vs. “Dropbox for Object” “All of Dropbox for Object” and “Dropbox for Object” provide different levels of visibility into a user’s Dropbox account from Salesforce: Example Folder Structures: Can You Drag and Drop Files into Salesforce? Salesforce supports drag and dropping files stored on disk. Save the file to disk first, then drag the saved file to Notes & Attachments within Salesforce. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 3, 2023in Salesforce

09Nov

Automation Tools in Salesforce

What are the types of automation in Salesforce? What are the Automation Tools in Salesforce? The automation capabilities offered by Salesforce are based on two main categories: process automation (workflows) and data operations (data loading and cleansing). There are four main automation tools that Salesforce offers, each tailored to a specific purpose. What is an automation tool in Salesforce? Automation provides the tools necessary to automate repetitive processes and tasks for your business, such as creating a follow-up task, sending a reminder email, or updating a record. Automations can help users save critical time and reduce errors by creating processes to complete repetitive tasks. The Top 8 Best Salesforce Automation Tools What is data automation in Salesforce? Healthy automation enables users to focus on high-value work and reduces time spent on repetitive, manual tasks or complex data entry. Most often, automation means translating business processes from one form to another: from paper-based form to digital form, from an old system to a new one. What is the power of automation in Salesforce? By adopting Salesforce automation, you save time and resources, which can be redirected to more productive tasks. Sales automation can reduce daily administrative time by 14%. Moreover, it significantly enhances deal closure rates by 30% and boosts sales productivity by 14.5%. Why is Salesforce difficult to automate? Here are some of the reasons why Salesforce is difficult to automate from a technical perspective: Frequent system updates: Salesforce regularly update their platform to enhance user experiences or fix underlying issues. Unfortunately, these changes can impact user customizations and even standard uses of the platform. This is one reason many Salesforce customers opt to have a Salesforce Managed Service Provider. Disadvantages of Salesforce Flow Limited Customization and Complexity: While Salesforce Flow is considered user-friendly, it may not offer the customization and complexity required for some advanced automation tasks. Businesses with highly specific needs might find Flow somewhat restrictive. Which three components are used to automate a process in Salesforce? Use Flow Builder to automate most of your organization’s repetitive business processes. More features can provide further automation functionality, including approval processes, Flow Orchestration, Einstein Next Best Action, and Apex. Note: Use Flow Builder instead of Process Builder and workflow rules. Content updated January 2024. 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

November 9, 2022in Data, Salesforce, Salesforce Development Services, Salesforce Flow, Salesforce Implementation Services, Salesforce Managed Services

16Dec

GoToWebinar Salesforce

To import GoToWebinar data into Account Engagement, configure the connector. When utilizing the GoToWebinar connector, consider the following details: Connector Specifications Webinar Registrations Zapier enables the creation of automated workflows between apps without the need for coding. These workflows, known as Zaps, consist of triggers and actions. Triggers initiate the Zap, and actions are the automated events that follow. For example, receiving an email for every new Facebook lead can be a trigger, and sending a Slack message can be the action. Zapier serves as a tool to connect GoToWebinar to Salesforce. Other webinar tools can also connect with Salesforce Account Engagement. Four categories group possible options for webinar-to-Pardot connectors/integrations: For assistance implementing GoToWebinar with Salesforce, contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

December 16, 2021in Salesforce

Salesforce Validation Rules Explained

Can Zapier integrate with Pardot?

Salesforce and Zapier and Anything You Can Imagine

Dropbox and Salesforce Integration

GoToWebinar Salesforce

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