Salesforce Marketing Cloud Personalization: Using to Data Cloud segment
Continue from previous blog Using to Data Cloud Segment in MCAECreate Segment in Data 360Add the segment attributesSchedule and publish the segmentActivate the segment to Marketing Cloud...
View ArticleSalesforce MCAE: Using to Data Cloud segment
How to use Data Cloud segments in MCAE?Create Segment in Data 360Make sure the Account Engagement Integration ID is mapped, and publish the segment.Create Dynamic List in MCAE:Best practice: name the...
View ArticleSalesforce: Add to Campaign
Background: A user can add a Lead or Contact to a Campaign via the "Campaign History" related list. But the user does not see the "Add to Campaign" button in the list view or report. What is the...
View ArticleSalesforce: Contact in Opportunity
Continue from the previous blog: Primary Campaign Source, Opportunity Contact Role, and Campaign Influence. You may be aware that there is a field called Contact ID in the Opportunity:API Name =...
View ArticleDreamforce 26 Tips
If this is your first time attending Dreamforce, here are a few tips:Shoes - wear comfortable shoes. Dreamforce campus is huge and will require us to walk around, so please wear comfortable shoes;...
View ArticleMCAE and Salesforce Email in Data 360
In this blog, we discussed Email Activity DLO, or Email Engagement DMO. This blog will continue with how the MCAE and Salesforce email information is stored in Data 360.We can get information from 3...
View ArticleSalesforce: Sales Engagement email
A few out-of-the-box custom report types are created when you enable Sales Engagement (pka High Velocity Sales) in your Salesforce org.Cadences & StepsCadences & Steps with Monthly...
View ArticleSalesforce Opportunity: Primary Campaign Source, Opportunity Contact Role and...
Opportunity Created from Lead ConversionOut-of-the-box Salesforce behavior during Lead Conversion (when creating a new Opportunity) is:Primary Campaign SourceIf the Lead is a member of one or more...
View ArticleSalesforce: Member Status Updated
What is Member Status Updated in the Campaign History of a Contact or Lead?As per the Salesforce article, Member Status Update Date Behaves as Last Modified Date on Campaign Members.ExampleEventMember...
View ArticleSalesforce: SOQL Knowledge
Before we start, let us put a few notes related to Salesforce knowledge:You can create a multi-level category: parent, child, grandchild, etc.You can assign multiple categories in an article, including...
View ArticleCRM Analytics: Multi Currencies
When we pull data from Salesforce with multi-currency enabled, what will the value be in the CRM Analytics dataset? We usually find this in the Opportunity Amount.Answer: It would be in the Corporate...
View ArticleArchitecture Email Sent from Salesforce and Account Engagement
1. Account Engagement Emails & Account Engagement Email Templates datasetsIn this blog, we discussed Account Engagement Emails and the Account Engagement Email Templates datasets from the B2B...
View ArticleEmail sent from Salesforce and Account Engagement
1. Account Engagement Emails & Account Engagement Email Templates datasetsIn this blog, we discussed Account Engagement Emails and the Account Engagement Email Templates datasets from the B2B...
View ArticleCRM Analytics: Aging between Status
Requirement: to get aging across the record status using object history data. Status is enabled for tracking. In this example, I'll use the following Lead statuses: Unqualified, MAL, MQL, SAL, and SQL....
View ArticleCRM Analytics: date_to_epoch
In this blog, we shared in detail to use daysBetween(start date, end date) and date_diff(datepart, start date, end date) functions to compare 2 dates. Another function relate to date is...
View ArticleCRM Analytics: Simple Binding
Scenario: Instead of creating 2 widgets for Count of Opportunity and Sum of Amount, we need a toggle that lets the user switch between count and sum.1. Group the widget as per normal, with Count of...
View ArticleSalesforce: Report export and open in Excel
Scenario: Computer locale setting is English (Singapore) → uses DD/MM/YYYYSalesforce user account locale is English (United States) → uses MM/DD/YYYYWhen opening the CSV file in Excel, the date will...
View ArticleSalesforce: CURRENCYRATE()
There are 2 types of currency exchange rates in Salesforce: the default/standard exchange rate and the dated exchange rate, but Dated Exchange Rates is optional; you can enable it if needed.In this...
View ArticleOpen CTI Retirement Guide: Moving Salesforce Contact Centers Toward Agentforce
Guest blog by: Antonina KharchenkoThe countdown has officially begun for legacy telephony integrations. With February 28, 2028, marked as the Salesforce Open CTI end of life, IT teams and customer...
View ArticleSalesforce Data Quality: How to Audit Your Org Before AI and Automation
Guest blog by: Mykhailo RadchenkoArtificial Intelligence is no longer a futuristic concept; it is an active component of daily business operations. Many companies are currently in a race to integrate...
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