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Account Engagement Lightning Builders and Scoring Categories
Account Engagement Scoring Categories and Lightning Builders are two great features to amp up your marketing and segmentation. Here’s how … Here are highlights from article Account Engagement Lightning Builders and Scoring Categories 1. Issues with combining Account Engagement Scoring Categories and Lightning Builders: – Scoring Categories rely on Account Engagement folders, but Lightning Builders…
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A Salesforce Admin’s Guide to Dreamforce 2023 – Salesforce Admins
Join us in person or on Salesforce+ September 12-14 to learn, connect, and have fun at Dreamforce 2023. Read on to discover the top sessions for Salesforce Admins … Here are highlights from article A Salesforce Admin’s Guide to Dreamforce 2023 – Salesforce Admins 1. Admin Keynote at Dreamforce: – AI + Data + CRM…
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End of Support for Twitter/X from Salesforce – Technical Potpourri from Sudipta Deb
As early as August 23, 2023, X, the company formerly known as Twitter, will discontinue Salesforce’s public API access for the Social Accounts, Contacts and Leads feature … Here are highlights from article End of Support for Twitter/X from Salesforce – Technical Potpourri from Sudipta Deb 1. Importance of integrating Social Accounts, Contacts, and Leads…
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#SalesforceWinter24 – View Report and Dashboard Details From the Analytics Tab
#1MinuteTip #SalesforceWinter24 Use Asset Details to view metadata for your reports and dashboards, such as create date and owner … Here are highlights from article #SalesforceWinter24 – View Report and Dashboard Details From the Analytics Tab 1. Identify the task or problem: – Determine what specific task or problem you need guidance on. – Clearly…
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Why Email Open Rate Is Dead – and How Account Engagement Can Help – The Spot
If your marketing strategy is founded on the email open rate, then the data privacy landscape of the future could be an unpleasant awakening … Here are highlights from article Why Email Open Rate Is Dead – and How Account Engagement Can Help – The Spot 1. User-controlled features can impact email open rates: –…
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Custom Email Preference Centre – What is it? · Nebula Consulting
Build a better relationship with your prospects when using a custom email preference centre. Then leverage reporting to growth this further … Here are highlights from article Custom Email Preference Centre – What is it? · Nebula Consulting 1. Custom Email Preference Centre: – Allows you to collect preferences before prospects are known to you…
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Introducing Salesforce Backup: Your Data’s Safety Net – Salesforce Admins
Learn about Salesforce Backup and safeguard your data with ease. Explore GA features, seamless restores, data security, and more … Here are highlights from article Introducing Salesforce Backup: Your Data’s Safety Net – Salesforce Admins 1. Salesforce Backup is a native backup and restore solution that automatically creates backup copies of business data. – Designed…
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Why Your Salesforce Backups Must Be Independent | Salesforce Ben
Share this article…As the number of data companies that create and manage in Salesforce grows, a Salesforce backup solution has become as vital as the platform itself. As a Salesforce customer (like all SaaS users), you are ultimately responsible for protecting your company’s own data,… Read More … Here are highlights from article Why Your…
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Complete Guide to Salesforce Documentation (In the AI World) | Salesforce Ben
Share this article…The Salesforce platform is very powerful. With every new release, your org becomes more powerful, but also more complex. As Spiderman was once told: “with great power comes great responsibility”. So, how do you take real responsibility for maintaining your org? With everything… Read More … Here are highlights from article Complete Guide…
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Salesforce Winter ‘24 Release: Account Engagement New Features
Salesforce Winter ‘24 release notes are out! Here are the most important features coming to Account Engagement marketers should know about … Here are highlights from article Salesforce Winter ‘24 Release: Account Engagement New Features 1. Set Engagement Studio Program wait steps to 2-8 hours: – Helpful for giving other processes time to run before…