As we know, Salesforce provided a ” Reporting Snapshot feature,” which allows you to create and store snapshots of the data that you usually want to monitor using a custom object.
Salesforce reporting snapshot allows you to report on historical data. It can then schedule when to run the report to load the custom object’s fields with the data. Reporting snapshot feature enables you to work with the report data, same as how you work with other records in Salesforce.
Create a Reporting Snapshot in Salesforce
So, It is divided into three parts:-
Create a Report on any object.
Create a Custom Object and fields to store the Data
Create automation which stores data from your source report into the custom object
Step 1. Go to the “App Launcher” and search Report and click the “New Report.”
Step 2. Now, create a custom object to store the data. Goto the Object Manager and create a new “Custom Object”
Now, Create a custom field to store the data from the report. Give your Custom fields the same names as the columns in your report.
Step 3. Go to that “Custom Object” which you have recently created and in that create the field.
(For Example:- Create a custom field as “Opportunity Name”, “Owner”, and “Opportunity Value” to match with columns in the source report)
Step 4. Create an “Automation Job”
Go to “Setup” and in the Quick Find Box search “Reporting Snapshot” and select it.
Step 5. Now please give your “Reporting Snapshot” a name and make sure that the running user has permission to view and report on the data you are going to push into your custom object.
Step 6. Now, Scroll down and select the Report and Custom Object that you have recently created.
12. Hit the Save & Edit Field Mappings Map the columns from your source report to the right fields in your custom object.
13. After mapping the fields with the source report hit the “Save” button. Now under the “Schedule Reporting Snapshot” please choose the frequency and the time you wish for your report to run and store your data into the custom object.
Cheers! We are done.
Like this, You can create reports and the objects and set the report snapshot frequency to store your report data into the custom fields according to your business requirements.
Are you looking for a registered Salesforce Partner for successful implementation and maintenance to enhance your business process? Please feel free to take a consultation call with the registered Salesforce partner CloudVandana to get started.
Account-based marketing is a robust approach to B2B marketing in which the marketing and sales teams work together to make the most likely targeted customers. Nowadays, there is no information scarcity, and we can easily target potential customers. However, to reach the goals, the marketing team should strategically make decisions that blend the knowledge of sales and marketing to attain potential customers and close the deals with high-value costs.
Traditional B2B marketing has many drawbacks. In the current B2B marketing, Account-Based Marketing plays a vital role. The larger B2B companies that target a larger audience prefer this type of Marketing. This practice makes use of personalized campaigns to engage with specific accounts. It is an aligned model of an organization’s sales and marketing team that helps unite the planned marketing efforts with defined sales goals. Feedback from sales makes it easy to find potential markets.
Benefits of Account-Based Marketing
Personalized approach
Taking a personalized approach other than a generic approach towards the customers helps understand targeted accounts. A clear understanding and studies will help the marketers personalize the campaign, resulting in high-profit deals.
Aligned model of Sales and Marketing
This Marketing promotes marketing teams and sales teams to work together. This helps to identify the design of the targeted account a personalized campaign for them.
Faster Sales Process
Traditional purchase decisions involve many steps, slowing down the entire sales process.
More successful conversations
This marketing strategy and advertising to reach potential accounts will help the sales team have a successful conversation. By advertising, the companies will get a message before the sales team discusses reports.
Tips for an excellent Account-Based Marketing
Good communication among teams
It is essential to align the teams from the beginning. Excellent communication is a base for account-based solid Marketing. This means aligning the sales, marketing, and service teams from the start. In addition, the internal teams should be trained in entire lead management and better understand the customer lifecycle.
Prioritize and engage the accounts.
The primary step of this marketing is finding out accounts with high revenue potential, finding such accounts, and keeping them engaged in the main task. Then, with the help of the lead management marketing team works with the sales team and decides on the content to be communicated. Then, using the insights from campaigns, the sales team provides solutions respective to the need of an account.
Be patient and keep building.
Consider these questions to evaluate the process: How well do you understand the customers? Is there good communication between the Sales and Marketing teams? What is the status of the technical tools used? Does anything need an upgrade?
If these evaluation processes give satisfactory results, your approach to this Marketing is correct, and results will follow.
We know that “Field Accessibility” is an essential feature in Salesforce. Field accessibility is used to control field-level access for different user profiles.
Factors Controlling Field Accessibility
If we talk about the factor, so many factors define field accessibility, i.e., whether a user can edit and view that particular field or not. So you can easily control the user’s access.
To fields at the user, field-level, or record type.
Page layouts— You have to set whether fields are visible, required, editable, or read-only for a particular record type.
Field-level security – In field-level security, It is configured for a user’s profile in field-level security. If the field-level security setting is more restrictive, these settings override field properties set in the page layout. For example, in Salesforce, field-level security is beneficial to assign page layouts to users without creating a new page layout.
Permissions— Some user permissions override field-level security settings and page layouts in the permission set. For Example, if the users have “Edit Read Only Fields” permission, they can always edit read-only fields regardless of any other settings.
Universally required fields— In universally required fields, Making a field required on a page layout or through field-level security defines that users must enter a value. Making a field universally needed gives you a higher level of data quality beyond the presentation level of salesforce page layouts.
Let us discuss How to change field level accessibility in Salesforce
Step 1. Go to setup and in Quick find box type “Field Accessibility”.
Step 2. Now select the object you want to change field accessibility for.
Step 3. Now there are two options.
View by fields
View by profiles
In the View by profiles option, you can see field accessibility of all the fields of an object for selected profile (like here field accessibility of all the fields of Account are shown for system administrator profile).
In the View by fields option, you can see field accessibility of selected fields for all user profiles (like here field accessibility of Account Number field is shown for all User profiles).
Step 4. If you want to change the accessibility, click on-field access, a page will open.
Step 5. You can make the field required, read only, visible from here.
Step 6. Save your changes. And you are done.
Like this, you can access any field on any profile according to your business requirement.
Are you looking for a customized Salesforce solution for your business? Please feel free to take a consultation call with the Salesforce experts of CloudVandana today to get started.
SFMC Content Builder is a content management tool in Salesforce Marketing Cloud that helps create, edit emails, upload images, and so on. Content Builder is an interface that comes under Email Studio. Content Builder provides us a single location to create consolidated images, documents, and content Marketing Cloud.
Content Builder has a drag and drops functionality that makes it easy to use, saving time in content management. For example, with limited knowledge of HTML, we can create an email using the features of Content Builder. We can also create reusable content using the drag and drop method. These Contents can be reused across campaigns.
When talking about templates, we have the following options in Content Builder. In Content Builder, there are three types of default templates available for email creation. Creating emails using these templates helps to give a great look to mobile devices. There are six empty templates based on the most commonly used classic layouts. Under the primary tab, 20 basic templates are editable. Under the themed tab, 18 themed templates are also editable. Apart from all of these templates, we can also create templates from existing emails.
If we are creating an email message by the option of HTML code paste, the content builder provides many features which help to easy to make and edit the code. The auto-complete option for HTML tags saves time and reduces syntax errors. When we make any changes in the code, it can be seen instantly on the layout, which gives a clear picture of how the code works. The preview and test option offers the opportunity to rectify errors, if any, and ensure the accuracy of the code.
Some features we should make use of in the content builder.
With the help of the Content blocks in Content Builder, we can build emails. When we fill the layout, we need not think about responsive email design since it automatically adjusts to every device. In addition, the prebuilt layout helps to save time instead of using HTML and CSS code.
There should be interactive content in the message to increase the click-through rate and engagement with subscribers. This will make subscribers happy and engaged. Content Builder provides Email Form, Image Carousel blocks which will increase the engagement with subscribers. The main aim in marketing is to increase engagement and lead them to do action. Including an email form will lead them to submit them and, as a result, capture important information about subscribers.
It is essential to deliver relevant information to relevant people at the appropriate times. Content Builder boosts personalization with many options. The Content Builder’s dynamic content block helps target a specific audience with specific content. For example, depending on the attributes of subscribers, variant A will be sent to subscribers from India, and Variant B will be sent to subscribers from Europe. We can include subscriber data into the Header, preheader, or in the content using personalization strings. For example, the name of the subscriber or the location can be added to the content or the header. To make a content dynamic, we can use AmpScript codes.AmpScrit is a scripting language used when advanced dynamic scenarios are included.
In content Builder, using Einstien AI, we can optimize campaigns. Using Einstien AI, we can minimize the efforts in establishing a movement and easy to avail all advantages of analytics. Once Einstein is provided with the information on assets, Einstein helps target the right set of support from the asset pool, who are likely to get engaged and get desired results. Einstein helps to provide better subject lines by analyzing previous subject line
Are you looking for a Salesforce Consulting Partner to get all the benefits of SFMC Content Builder? Please feel free to take a consultation call with CloudVandana to get started.
Salesforce Marketing Cloud Journey Builder is the fastest way to create customized customer journeys that deliver personalized content through multiple channels. SFMC Journey builder is a tool that helps marketers to have 1 to 1 customer experiences across different channels.
Salesforce Marketing Cloud Journey Builder has many connectors from Marketing cloud and Sales. Each funnel has a specific pre-build task that helps to define the customer journey. These tasks help the users to reach the goal.
From the perspective of the marketer, Journey Builder makes it easy to discover relevant audiences and also to understand their interests. Using Journey Builder, it is easy to understand the reason behind any action of the customer and on what basis they make purchase decisions. Using this tool we get a clear image of the customer lifecycle. Having all these data will help to make good marketing strategies in the future.
Features of Salesforce Marketing Cloud Journey Builder
Journey Builder uses a content library feature, which stores the contents which are used frequently. While creating a journey this makes it easy to access the content from the library
Easy and Quick to edit, create and delete any content
Review the content before publishing
Setting Goals and Exits for campaigns is another important feature of Journey Builder.
Integration with Salesforce objects in a click.
Advantages of Salesforce Marketing Cloud Journey Builder
Salesforce Marketing Cloud Journey Builder has the feature to execute the journey in a pre-production environment which will not disturb any other components or existing Salesforce community instance.
There can multiple versions of a journey. All the versions can be stored and can be reused.
You can easily create and execute a journey using Salesforce Journey Builder.
Salesforce Marketing Cloud Journey builder has the feature to include needed sections in the journey like activities
Using the journey builder in Salesforce, we can share a journey with other users. We can make a journey public that defines access levels for other users.
In Salesforce Marketing Cloud Journey Builder, the sharing of content is secure.
Building a Journey in SFMC Journey Builder
Using Journey Builder, we have an option to build a journey from scratch, or we can use existing journey templates. Mainly the process of creating a journey using Journey Builder is straightforward.
Under the Activity tab, we can choose activities like Messages(Email SMS) and include them in our journey definition as needed. There is some flow also controls available that we can be used in journeys, like wait by duration, Engagement split, Decision split, and so on. We can include relevant activities for our journey by just dragging and dropping. Once the activity is dropped to the journey, we can define them as per the requirements.
Tips to remember
It will be a good practice to chart your journey down on paper or any other visual media before we build it in Journey Builder. This will give a more clear picture of the journey and also track the errors. When we create a big repetitive journey it is always good to use the ‘Copy’ option. We can copy only specific activities and also the whole journey. We have to make sure the journey is saved after every iteration since there is no autosave option in SFMC Journey Builder.
Are you looking for a registered Salesforce Partner for a customized Salesforce Marketing Cloud Solution? Please feel free to contact CloudVandana, the registered Salesforce Partner from India, and always stay one step ahead of your competitors.
