Here’s the hidden issue with Salesforce that no one tells non-tech managers.
1. Problem with Segmentation
– Creating segments based on Salesforce record types can be challenging.
– Record types are stored as 18-digit IDs, making them difficult to use intuitively.
2. Practical Solution
– Use formula fields in Data Cloud to convert IDs into text values.
– This transformation simplifies segmentation and personalization tasks.
3. Steps for Implementation
– Create a formula field in the contact data stream to map ID values to text.
– Map this field to the Individual DMO for easy access in segments.
– Update the data graph to include the new formula field for personalization.
4. Refresh and Verify
– Conduct a full refresh of the data stream and run identity resolution to update records.
– Verify the data by ensuring all records have proper values in new fields.
5. Benefits for Marketers
– Simplifies segment creation with text values.
– Enhances personalization using merge fields and dynamic content.
– Increases accuracy and speed in marketing operations.
Salesforce technical debt can block growth if ignored. When IDs complicate segmentation, they cause more than operational delays; they hinder strategic decisions. Addressing these technical gaps is crucial to maximizing Salesforce ROI and supporting broader business objectives.
Segmentation doesn’t need to be a guessing game. By transforming complex ID fields into user-friendly text, Salesforce professionals can streamline processes and enhance communication effectiveness.
You can read it here: https://sfdc.blog/voicS
Source from thespotforpardot(dot)com