What is Salesforce Data Studio?

Salesforce Data Studio is a platform where consumer, data owners, and buyers connect directly, creating new marketing opportunities for audiences.Gaining new audiences should be the main aim in the field of marketing. The traditional ways of finding new customers are not cost-friendly and are very complex. Most of the traditional ways of acquiring new customers are not designed for good results for marketers. Collecting data is difficult without the help of middlemen. There should be some better way for this.

This is where the importance of Salesforce Data Studio is understood. Salesforce Marketing Cloud provides us with analytics software and services and digital marketing. Marketing Cloud was founded in 2000 under the name ExactTarget. Data Studio is a tool where we can do reporting and a free tool to be used.

Salesforce Data Studio is the leading data-sharing platform on the market. It is part of the Salesforce Marketing Cloud. Data Studio helps companies discover new Audiences by allowing data buyers and creators to connect and create marketing opportunities. Salesforce Data Studio serves both buyers and creators.

Salesforce Data Studio is a transparent and self-service platform where consumer data owners and buyers connect directly. Data Studio(Data Sharing) is the number one solution in Salesforce for audience discovery, data acquisition, and data provisioning. Data Studio features the world’s largest premium data ecosystem.

With the help of Data, Studio marketers can discover and create high-quality audiences. It also helps to monetize your data with complete transparency and control over it, increasing the revenue for data owners. Using Data Studio, we can ensure that your data is protected and provision it at scale to trusted partners with data governance.

Benefits of Salesforce Data Studio

Expand the reach of the Audience:  Salesforce Data Studio helps marketers to pull out the perceptions of existing customers with the latest audience discovery tools. Salesforce Data Studio incorporates over 200 activation channels, which help marketers to reach new audiences easily.

Authority on your data: Salesforce Data Studio is the only platform that direct data deals with big dealers.Salesforce Data Studio’s provisioning tools are generated by real data rights management and the convenient  reporting and management tools automatically follow with new regulations.

Increase revenue: Salesforce Data Studio helps the sellers to get exposed to it’s most profitable set of partners. Sellers can use the tools to share their data directly. Since there is no middlemen involved there will be an undoubtful increase in revenue.

What Is Google Data Studio

Google Data Studio is a free tool Google used to make personalized reports with data from Google’s Marketing services and external services. Google Data Studio was started as a part of the enterprise Google Analytics 360 suite. Google data studio turns the data into informative easy to use, easy to share.

If an organization uses the Salesforce Marketing cloud for marketing automation and  Google Data Studio for reporting and analysis, how to get data from the Marketing cloud to the data studio if needed?

How to integrate Marketing Cloud with Google Data Studio.

Depending on how much data to export from the marketing cloud or how often you need to update reports in a data studio, we can decide on two solutions.

Uploading and Exporting Data from Marketing Cloud.

Manual Export of your relevant data from the marketing cloud requires a shallow lift connection. This option requires low ongoing maintenance, but the disadvantage is that it is less flexible. The two possible ways to export relevant data from Marketing Cloud are

*Use an automated CSV export which can be accessed using FTP.

*For more flexibility and control over the exported data, we use Marketing Cloud APIs to Export.

Since this is a manual method, we cannot do any automated uploads on a schedule, but we can perform the export process.

Connection Service usage

We can find many third-party services that offer marketing cloud to Data studio connectors already created in the market. To use this kind of connection, there is no need for any additional development on your organization’s side. In addition, this offers some features to help in replication which will be difficult in manual Export discussed above.

Custom Built Connection Solution

A customized development upfront is needed with periodic updates and maintenance to create a personalized connection for your organization. A personalized link is most important to have high strength and flexibility.

The primary data source for Data studio reports and Dashboards is the Salesforce database. Using SQL queries, we can pull out specific data and use data from the existing accounts.

Making a correct balance between Marketing Automation data accessible and controlling the Salesforce Marketing Cloud can be a little tricky. However, many third-party services offer secure processing, including Panoply, Skyvia, and Hevo. Connecting to these services within a few minutes makes it possible to create a secure copy of your data that can be sent to your favorite business intelligence tool. By using these services, your data stays safe, and your team can create reports and dashboards.

Are you looking for a Salesforce partner to integrate all these process in a seamless manner? Please feel free to connect CloudVandana and get full ROI Salesforce investment.

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Salesforce Marketing Cloud Vs Salesforce Sales Cloud

 Salesforce Marketing Cloud is a marketing platform that supports many marketing features like multi-channel campaign execution, post and pre-campaign analytics, dynamic customer journeys, etc. Salesforce  Marketing Cloud supports these features with the help of Studios and Builders. Marketing cloud includes some combined solutions for content management, journey management, and data analytics. In Salesforce Marketing Cloud (SFMC), Email Studio, Social Studio, and Mobile Studio to manage and engage communication with different channels. With the help of builders, we can manage the customer’s data, content, and journey in the Salesforce Marketing Cloud platform.

Now let’s discuss some benefits of the Salesforce Marketing Cloud.

Key features of Marketing Cloud

Data Management: In Marketing, cloud Data Extensions(tables) are used for data management. Data Extensions can be used in the form of a relational database supported by SQL. This feature and the SFMC’s ability to store different types of data gives Marketing cloud more advantages over similar platforms.

Integration Capabilities: Salesforce Marketing Cloud has a very large integration capacity which allows it to store different types of data. SFMC supports various APIs like REST API and SOAP API to expand the existing information in SFMC other than the expected connection with Salesforce’s Sales Cloud and Service Cloud.

Third-Party Applications: To increase the capabilities and customize the specific goals Salesforce Marketing Cloud has many third-party applications available. An example of third-party applications supported by SFMC is AppExchange. Apart from AppExchange, several other third-party applications help SFMC to expand its functionalities.

Artificial Intelligence: In Salesforce, artificial intelligence is branded as “Einstein.” Einstein helps in predicting customer engagement, the best time to send a message to each customer, and so on. All these will help increase the customer’s engagement with the brand and hopefully prevent disengagement.

The SFMC helps execute promotional campaigns, automated campaigns, personalized emails, triggered messages, and much more.

Key features of Sales Cloud

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand their business in more detail. Salesforce Sales Cloud is designed to support sales, marketing, and customer service in B2B and B2C  contexts. 

Contact Management: Sales Cloud gives complete information about the contact like previous communications, discussions, contact ID, emails so on. This feature helps to know every contact in customer accounts. By this, we will get a complete picture of the customer and how they will engage with our brand messages. In addition, the Sales Cloud uses the social media contents of the contacts to understand customer behavior.

Opportunity Management: This feature helps make and change the quotes according to the sales interaction.

Salesforce Engage:  This feature allows to know where the revenue growth stands, alerts active leads, and creates personalized campaigns.

Lead Management: This feature of Salesforce Sales Cloud helps to designate the leads to appropriate people and also to track the campaigns.

Reports and Dashboards: It’s essential to understand where to change the decisions taken and the mistake made. This feature of Sales Cloud helps create dashboards that provide every information that can lead to faster decisions. 

Sales Forecasting: To get proper forecasting of Sales will help in revenue growth; the sales forecasting feature gives a perfect view of Sales. The forecasting done can be adjusted with the real-time data.

Workflow and Approvals: The approval process has become more simplified using the visual drag and drop interface. 

Sales Performance Management: To get performance summaries will help improve the Sale for the future. It will help to understand the flaws where we have to work. It also helps to create a link between Sales data and Sales goals.

Are you looking for a registered Salesforce Partner? Please feel free to contact CloudVandana and get the full ROI of your Salesforce investment. 

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What Is Salesforce Data Migration?

Salesforce Data migration is the process of transforming CRM data from one computer storage system to another. If the Salesforce data needs to be used in some other platform, what is the way to avail it? Moving Salesforce Data to other platforms where it is required is known as Salesforce Data Migration. Salesforce Data Migration is not an easy task. However, it is a core task for any data storage professional’ You should understand the structure of the data to be migrated; in addition, the process of Salesforce Data migration has to be carried out step by step methodically. During data migration, there is an opportunity to cleanse the data. The migrated data should have some characteristics like Accuracy(Details should be accurate), Relevancy (only the information needed should be migrated ), Accessibility (the data once migrated should be available whenever required), and Uniqueness (no duplication of data should exist).

Why is Data Migration Important?

There are so many benefits of Salesforce Data migration. Whatever may be the exact target of the data migration, generally, data migration should be to improve productivity and performance. Data Migration is a critical component to upgrade the storage and server. It also helps to update the data-intensive applications like databases and data warehouses. Salesforce Data migration also helps to reduce storage costs. Finally, to reduce unwanted interruptions, data migration helps.

To get the benefits of Salesforce Data Migration properly, a few points need to be considered.

Best practices in Salesforce Data migration

Identify the data to be migrated.

It is essential to determine the scope of the project. There should not be any confusion on what data to be migrated. For example, it should be decided first that the contact information of each account should be relocated or all account information of a specific contract should be migrated. We should handle what data should be migrated, then document existing and the targeted formats.

Create and commit a proper Data governance plan.

An essential part of the migration is to address the compatibility of the migration plan. All the stakeholders should be on the same page about the data migration. So it’s essential to create a proper data governance plan and commit it. 

The data to be migrated may be encrypted or might need specific requirements to be handled before migration. These requirements should be addressed before the data migration process is initiated. In addition, there should be done that the data migrated to an enterprise should fit into their data management strategies.

Create templates for the data and populate it.

Once the data to be migrated is decided, we have to create excel templates for each data to be migrated. Then, from Data Loader using data export templates can be made. The next step is to populate the templates created. Before settling the templates, the data should be reviewed to avoid further delays. For example, one record can be loaded and check the results. If it gives the expected result, you can continue with other data.

Decide the time frame for the migration.

Good planning is necessary to reduce the delays and disturbances that can occur during migration. The data should be moved with minimal disruption to the current business operations. A realistic date should be set for the migration. If the planning is done carefully, it can avoid unwanted delays and cost overruns.

Monitor and validate the data migrated.

Constant monitoring is required to ensure that the data migrated meets the standard set. Also, a check should be done to ensure that all data has been completely and accurately migrated. It can be done using any integration tool which will alert you if any data issues are identified. Another way to validate the data is to run the expectation reports and check what information is migrated.

Are you looking for a data migration process for your organization? Please feel free to contact CloudVandana to get started. 

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Salesforce Marketing Cloud AMP Scripting

Why AMP Scripting?

It is essential to create and deliver one-to-one personalized communications by digital marketers. The lines between digital marketing and Customer Relationship Management (CRM) are blurring because the need for highly personalized communication is more significant now. Today’s big challenge in digital marketing is to deliver sophisticated personalized touch across multiple channels.AMP Script is designed to meet these challenges.AMP Script helps expand the marketing cloud’s functionality by creating one-to-one personalized communications.

What is AMP Scripting?

AMP Script is a scripting language used in Salesforce Marketing Cloud for creating advanced dynamic content in emails, landing pages, SMS, and push messages. AMP Script is used to personalize the emails using Subscriber or Contact data. AMP Script is also used to add real-time information to emails like dates or times.

AMP Script can be embedded within HTML code. When the system processes the code, we have included the AMP Script in the message; it will render the content on a subscriber-by subscriber basis.

AMP Script code can be used to update the data extensions utilizing the information from landing pages. In addition, the data from data extensions can also be retrieved using AMP Script.

How to write AMP Script?

AMP Script is an interpreted language and runs on the server-side. AMP Script code is contained within a character sequence that opens and closes with double percentage marks.

An inner bracket([]) delimiter is used for AMP Script blocks, and an equality character (=) is used for inline AMP Scripting.

AMP Script blocks help us to declare and set variables. Using the AMP Script block, we can define what we want to do step by step.AMP Script blocks can do a little more than Inline AMPScripts.

Inline AMP Script can be used to use a single function. The output of the process is displayed where the inline AMP Script code appears.AMP Script can also be written inside the script tag.

The use of variables is mandatory in AMPScript.When any functions need variables, they can be used. AMP Script is an interpreted language; hence the declaration of the variables to be used should be made first. Functions are called either within an AMP Script block or inline AMPScript, at the place where they should appear on the page or in the message. Conditional and loop statements are supported in AMPScript.

Marketing Cloud uses link redirection before sending to a destination link to provide tracking. AMP Script enables us to do dynamic link tracking. Using AMP Script, we can include dynamic content as an attribute in HTML anchor links within an HTML email content.

Marketing cloud supports two types of personalization strings: attribute-based and system-based. Personalization strings can be used in the AMP Script block. For example, a system personalization string can be used to different messages or text based on the day of a week or an extra month. Another use of system personalization is to pass identifiers such as an email id or a subscriber id in order to track the subscriber behavior. In AMP Script, the personalization string calls should not be inside the double percentage marks.

AMP Script uses predefined functions, which help display, store, or update customer data.AMP Script functions are pure functions, which take some input and display output based on the information. Some of the AMP Script functions are organized by category like  API, Date/ Time, Math, Encryption, etc.

There are some miscellaneous functions in AMP Script which help to check the value of the variable is null or not. In addition, AMP Script supports certain functions that support social sharing functions. And finally, the Sales and Service Cloud function connects us to Salesforce data.

Let’s discuss some real-time scenarios where AMP Script can be used. For example, suppose an organization needs to send a monthly newsletter that displays the reward points of the subscriber and also shows a new coupon for the next purchase. In that case, AMP Script can get personal information from the subscriber’s DE and from Purchase DE other details regarding reward points. Of course, this would not be easy without using AMP Script.

AMP Script can be used to make sure that your data is client-friendly. The ProperCase function helps clean up the presentation of the data.

Compared to other scripting languages, AMP Script is developed for a one-to-one environment. The content is displayed only after the script is processed and interpreted. The hand can be embedded with HTML emails, landing pages, SMS messages, and push messages. AMP Script uses straightforward syntax, so it’s easy to learn and code. As a result, it is clear for marketers to understand the language and create relevant, personalized content.

Are you looking for a registered Salesforce partner to enhance your business process? Please feel free to take a consultation call with CloudVandana to get started. 

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Benefits Of Integrating Salesforce With MS Outlook

Salesforce and Outlook are the most powerful tools that help make us more successful and efficient. Salesforce makes it easy to manage the contact information that salespersons can retrieve and make better business decisions.

Microsoft Outlook helps the team members to communicate internally by sending and receiving emails. In addition, it acts as a personal information manager from Microsoft. It provides many functionalities to manage personal data like calendar appointments and similar entries, tasks, contacts, notes, and events.

Why Is Redundancy a problem?

Data Redundancy occurs when the same information is stored in two different places. For example, Salesforce and Outlook have some similar functionalities. When both are used individually, then there can be a chance of data redundancy. For example, both can store, retrieve contact information. If Outlook and Salesforce store the same information, data redundancy occurs. The more redundancy, the greater difficulty in data maintenance. The companies with lots of data will get more severe issues like inconsistent data due to redundancy.

Here comes the use of Data Integration. Data Integration combines data from different sources and provides a consolidated view of the combined data. This combined data can be used to query, manipulate, and derive analytics and statistics. The benefit of integrating Salesforce and Outlook is the elimination of redundancy in data. An added advantage is that data entry errors can also be minimized.

When Outlook is integrated with Salesforce, the Sales reps can see relevant Salesforce data from Outlook. They can include emails relevant to sales so that the Salesforce team is also aware of the happenings. This will help in boosting Salesforce adoption among the Sales Team.

Since the features of Salesforce can be accessed from Outlook, the sales reps need not leave the Outlook page to search for any Salesforce records. Even to create Salesforce records like leads, opportunities, accounts, and contacts, sales reps can do this within the Outlook page.

Let’s discuss some best features and benefits of Salesforce Outlook integration.

Reduce Redundancy: As discussed earlier, Outlook and Salesforce have many standard features. This can be a reason for data redundancy. When you integrate SAlesforce and Outlook we eliminate the chance of data redundancy.

Improve Customer Service: After integration, the features of Salesforce can be accessed from Outlook without leaving the page. This will help save the sales reps time in entering data and switching between two applications. The sales team will find it easy to understand the communication history and understand that the customer. The sales team can deliver a good customer experience when dealing with long-time customers. Excellent customer service is essential to retain valuable customers.

Improved Data Integrity: When Outlook is integrated with Salesforce, the integrity of data is also improved. When data is created or stored manually in two different places, there are chances of any error. This will reduce the data integrity. If integration is done only once the data is stored, it is automatically added in other applications, which reduces the errors. This makes it easy to rely on the data and make data-driven decisions.

The Salesforce integration with Outlook is a suite of products that give sales reps the power to work from their email applications while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook and logs, emails, and events to Salesforce records.

Are you looking for a seamless integration process for your organizational enhancements? Please feel free to take a consultation call with CloudVandana to get started. 

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