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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Do you think you are not able to get the best from Salesforce Marketing Cloud? Are you looking for some ways to change your game of marketing? Ever considered getting some pro tips on Salesforce Marketing cloud!? Well, let us discuss them right from the expert's mouth! Marketers can use Salesforce Marketing Cloud to orchestrate …
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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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Salesforce Marketing Cloud (SFMC) online courses that help you learn the concepts of Marketing Cloud tool and most importantly prepare you to take the Marketing Cloud certification exams with confidence.
Read the comparison of Salesforce configuration and customization to find a special CRM solution that will be right just for you.
Salesforce Marketing Cloud enables you to easily shape your online marketing campaigns to your wishes. Until recently it has been very difficult to include "social messaging platforms" in the customer journey, but this is starting to change as the market is catching up to demand. If you haven’t incorporated social messaging platforms into your business …
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Mason Frank International recently approached me about an opportunity for a Salesforce whitepaper they were creating, around Covid-19 related business advice. Myself and a number of my fellow MVPs contributed our insight, in efforts to help businesses and professionals through this unprecedented time. The whitepaper covers five common challenges many are struggling with at this …
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Salesforce Marketing Cloud has some brilliant Einstein features that provide "insights and data" to inform the "content and timing" of your marketing activities. Using the powerful artificial intelligence (AI) features, businesses can understand their customers’ engagement and behavior so every interaction can be personalized. Einstein features are by default included with Corporate and Enterprise Edition …
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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 …
[3 questions Survey at the end of the post to hear from you] I was pretty thrilled when someone from the community messaged me that my blog was featured in Salesforce Ben's Top 10 Most Popular Salesforce Developer Blogs post. It's a great honor to be recognized along with some other great bloggers out there in …
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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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Recently, I shared with you my first article (Admin to Developer : 3 steps to take) which I contributed to Mason Frank’s ‘Ask the Expert’ series. Following its success, I've written another article for them - how to become a Salesforce Professional from beginner. From beginner to professional: how to learn Salesforce from scratch By Manish …
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I recently had the opportunity to write an article for the Mason Frank blog. Here’s a quick summary below and link to read the full article! From Salesforce Administrator to Developer: 3 steps you need to take Becoming a Salesforce Developer can be a daunting prospect, but the progression route from an admin to a developer …
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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 …
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