shares about what he knows and does in Salesforce
Salesforce Marketing Cloud (SFMC) is a powerful platform for managing campaigns, and it involves accessing sensitive customer data and a lot of transaction data. Securing this data from unauthorized exports is critical for compliance, privacy, and risk mitigation. Uncontrolled data extraction can lead to data breaches, GDPR/CCPA violations, and insider threats. In this post, we’ll …
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Use Salesforce Marketing Cloud to enhance and improve your marketing processes and campaigns - no matter the size of your business.
Crafting compelling marketing proposals that capture your audiences is crucial for your business’s success. Salesforce Marketing Cloud is the game-changing platform that can make all the difference for your marketing team to build, execute, and optimize campaigns with precision. Offering data-driven insights, personalized customer journeys, and dynamic content delivery all using one interface. Whether your …
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Customer experience can make or break your business! Do you think Marketing Cloud Automation can add value to the customer journey? You might be writing the right messages but are they reaching the right audience or not: that is more important! Well, with the right knowledge of how Salesforce Marketing Cloud Automation can empower your …
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People want to connect Salesforce to LinkedIn for all sorts of reasons. Some of the business needs: When viewing a Salesforce Lead or Contact in Salesforce, people like to see live LinkedIn dataWhen looking at a LinkedIn Profile, people like to see if that person is already in SalesforceCreating a Lead or Contact from a …
This post is a part of the daily blog series A Tip A Day, daily dosage of learning! Day #39 - Easily Find Newly Created Fields Finding the CreatedDate of fields in Lightning Experience is hard work. The fields list in object manager doesn't have a column for 'Created Date'. You need to manually click …
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Read the comparison of Salesforce configuration and customization to find a special CRM solution that will be right just for you.
Learn to Segment Your Audience On Salesforce Marketing Cloud with Data filters, sql queries and other external drag and drop tool.
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 …
I was looking at various options available to integrate WhatsApp with Salesforce for one of the requirements in my projects. In this article, I will be sharing my findings with pros and cons for each method and also the best solution out there in the market. Basically, there are 2 ways to integrate WhatsApp (in …
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Salesforce as a CRM tool handles all the customer data and the key customer relationship management using a wide range of out of the box features. But more often than not, the conversations with the customers like closing deals, resolving customer support cases, engaging with the new leads, investor relationships, team collaboration, etc happens outside …
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All webinar attendees will receive a coupon code for a $70 or $100 DISCOUNT. The FREE Salesforce Certification Preparation webinars are back!
This post is a part of the Marketing Cloud Email Specialist Certification Tutorial Series SFTP Marketing Cloud offers these advanced options for using FTP to import your large subscriber data files into a subscriber list: The basic FTP option allows you to upload files to our FTP site and import them through Marketing Cloud and …
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This post is a part of the Marketing Cloud Email Specialist Certification Tutorial Series Tracking and Reporting Basic tracking metrics are found on the Overview page. Detailed metrics are found when you drill down into a specific email. Any metrics on the overview tab can be exported and viewed in Browser or email to an …
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This post is a part of the Marketing Cloud Email Specialist Certification Tutorial Series Drag and Drop Segmentation Drag and Drop Segmentation works on both lists and data extensions. You can create random segments based on specific subscriber records or a particular percentage of subscriber records. You can also create criteria or rules based on …
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This post is a part of the Marketing Cloud Email Specialist Certification Tutorial Series Profile Centre and Subscription Centre Profile Centre – Allows a subscriber to update their personal information. When an attribute is built on a subscriber unless it is hidden the attribute will appear in the Profile Center. Ex: their home address, billing …
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This post is a part of the Marketing Cloud Email Specialist Certification Tutorial Series List-Based Data Model Use the list model when: your lists contain 500,000 subscribers or less long term you prefer simplicity over performance you do not require fast import speed you plan to use a limited number of subscriber attributes you use …
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This post is a part of the Marketing Cloud Email Specialist Certification Tutorial Series Automation Tools Playbooks – step-by-step guides for executing digital marketing through the customer lifecycle. 3 are available: Welcome series, Birthday email, and Customer Anniversary NOTE: Playbooks will no longer be supported from January 2019. They are featured in Journey Builder for quick …
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This post is a part of the Marketing Cloud Email Specialist Certification Tutorial Series Email Sender Definitions Sender Profile: Specifies the ‘From’ information – From Name, From Email, Description of the Sender Delivery Profile: Specifies the IP Address the email is sending from, as well as configuring a standard Header and Footer profile Send Classification: …
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This post is a part of the Marketing Cloud Email Specialist Certification Tutorial Series Preview and Send Subscriber Preview in Content Builder allows you to view a single email, including dynamic content, A/B testing, and personalization. Brandon wants to use Subscriber Preview to see exactly what his email will look like to an individual subscriber …
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