MCAE: Custom Redirect data in Data 360
Use case: to track users who access a PDF file on a website that is linked to MCAE.MCAE has the WebPageActivity data stream ingested into Data 360; however, for the above scenario, accessing a PDF file...
View ArticleData 360: Email Engagement DMO and Bulk Email Message DMO
For MCAE users, the Email Engagement DMO is mapped to the Email Activity DLO. Important fields in this DMO:ssot__EngagementDateTm__c: activity date timessot__BulkEmailMessageId__c: reference to Bulk...
View ArticleData 360: Calculated Insight using SQL for Segment
For Calculated Insights created using SQL (not Visual Builder), there is no "Show in Builder" option under the dropdown menu. If you edit the SQL and save the Calculated Insight, you must republish the...
View ArticleData 360: Query Syntax
1. Object or Field NameUse "" or nothing.SELECT * FROM EmailActivity_0Uvxxxx__dll WHERE "eventType__c"<> 'OPEN' LIMIT 102. String match - Text fieldUse '' and case-sensitiveSELECT * FROM...
View ArticleSalesforce: Campaign Influence with Primary Campaign Source Model
Primary Campaign Source Model (or Salesforce Model) is the only OOTB available model in the customizable campaign influence if you do not have MCAE/Pardot, but you can create your own model as...
View ArticleExcel: Copy Value/Formula
As a Salesforce admin, at a point in time, we may need to use Microsoft Excel (unless you use Google Spreadsheet). Here is the shortcut: assume you have an Excel spreadsheet with hundreds of thousands...
View ArticleSalesforce 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....
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