shares about what he knows and does in Salesforce
Salesforce core platform provides great features and automation tools to support Sales or Service business processes. Some of the tools Salesforce offers: Workflow Rules - Workflow lets you automate standard internal procedures and processes to save time across your org. Approval Process - Approvals take automation one step further, letting you specify a sequence of …
The topic of deployment in Salesforce Marketing Cloud (SFMC) is interesting because there are no Sandbox instances in Marketing Cloud. No Dev, QA, Prod instances to think about deployments. Instead, they got Business Units (BUs). Don't confuse a BU with a Sandbox. Business Unit is completely different from a Sandbox. BU is NOT a Sandbox …
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Marketing Automation is a low key affair in Financial Services companies. Marketing automation allows financial companies to use customer data (of course with consent from customers) to deliver personalized engagements, develop a deeper understanding of customers’ needs, get ahead of their fellow competitors and more importantly maximize their marketing investment. Every financial company needs marketing: …
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Until now, there is no concept of Dev or Production instance in Salesforce Marketing Cloud. With April 2019 release, Salesforce is introducing Deployment Manager in Marketing Cloud. You no longer need to manually recreate a journey in a new account or business unit. Instead, you can use the Deployment Manager to copy the design of …
