shares about what he knows and does in Salesforce
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 …
Continue reading "Take Customer Journey to Next Level with Salesforce Marketing Cloud Automation"
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 …
Continue reading "A Tip A Day #39 – Easily Find Newly Created Fields in Salesforce"
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 …
Continue reading "Best Method to Integrate WhatsApp with Salesforce"
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 …
Continue reading "Salesforce + Communication Platform as a Service = More Efficient"
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 …
Continue reading "Marketing Cloud Email Specialist Certification – Part 10 (FTP Guide)"
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 …
Continue reading "Marketing Cloud Email Specialist Certification – Part 9 (Tracking & Reporting)"
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 …
Continue reading "Marketing Cloud Email Specialist Certification – Part 8 (Data Segmentation)"
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 …
Continue reading "Marketing Cloud Email Specialist Certification – Part 7 (Subscriber Management)"
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 …
Continue reading "Marketing Cloud Email Specialist Certification – Part 6 (Data Management)"
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 …
Continue reading "Marketing Cloud Email Specialist Certification – Part 5 (Marketing Automation)"
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: …
Continue reading "Marketing Cloud Email Specialist Certification – Part 4 (Email Message Design)"
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 …
Continue reading "Marketing Cloud Email Specialist Certification – Part 3 (Email Delivery)"
This post is a part of the Marketing Cloud Email Specialist Certification Tutorial Series Understand and Create Content Blocks In the world of digital marketing, content is typically characterized as either static or individualized. Static content does not change for any reason, for example, the company logo at the top of an email or social links at …
Continue reading "Marketing Cloud Email Specialist Certification – Part 2 (Content Creation)"
This post is a part of the Marketing Cloud Email Specialist Certification Tutorial Series Email Marketing Best Practices CAN-SPAM Requirements The CAN-SPAM act requires that Commercial emails, whose primary purpose is to deliver commercial content, meet the following criteria: Accurately identify the sender in the header information. Use a subject line that accurately represents the …
In my earlier post, I have written about how to prepare for Marketing Cloud Email Specialist Certification in which I explained how I passed the certification using free training guides, webinars, trailhead, online courses, and mock tests etc. It was well received and become the most commented post on this website by followers with lots of …
Continue reading "Marketing Cloud Email Specialist Certification Tutorial Series – Part 0"
sfdcFanBoy 