Phil's Salesforce Tip of the Week

Pardot – Phil’s Salesforce Tip of the Week #498

Welcome to my Salesforce Tip of the Week #498

Tip 1 – No Pardot Tattoos

PardotJust as people started to pronounce it properly, we wave goodbye to Pardot – and say hello to the catchily named ‘Marketing Cloud Account Engagement’.

The general aim of some pretty big rebranding is ‘to integrate Marketing Cloud into one unified platform‘.

Read the full post here, so you don’t miss out, or get the wrong logo inked on your body!

 

 

 

 

Tip 2 – Mulesoft

MulesoftAt Galactico Towers we are working more and more in the MuleSoft world as well as Salesforce.

If you are doing similar you will probably want to get involved in the MuleSoft community too.

Click here for a summary and links to their Community pages, Events listings, and Mentor/Ambassador programs.

 

 

 

Tip 3 – No a Sprint

Not a SprintSo it’s nearly 500 weeks since I started this blog, thank you for all your support and feedback over the years!!

Last Sunday I reminded myself, that life is more of a marathon than a sprint!

Have a great weekend.

 

 

 

 

 

 

Only TWO more Tip of the Weeks till I reach my #500th edition..!

 

Final Tip Of The Week – Sign Up

Remember if you have enjoyed this Tip of the Week then sign up for the weekly Friday email, direct to your inbox here. And feel free to get in touch if you have any ideas for future Salesforce tips!

Phil's Salesforce Tip of the Week

New Marketing Cloud and Tableau Features – Phil’s Salesforce Tip of the Week #409

Salesforce announced a set of new features this week for Marketing Cloud, Tableau and Pardot to help marketers with enhanced AI and analytics.

Evergage is now Interaction Studio

Evergage, which Salesforce purchased earlier this year, is now rebranded and integrated as Interaction Studio. This replaces the previous Interaction Studio tool within Marketing Cloud with a greater breadth and depth of features.  Some of the new features include:

  • Einstein Personalization Recipes: Enabling marketers to build and manage AI-powered recommendations to deliver the most appropriate and relevant content and products for each customer based upon their characteristics and affinities in real-time.
  • Einstein Personalization Decisions: An enhanced continuous learning algorithm that brings together a broad range of data about each web visitor to suggest an appropriate next best action, offer, or experience across all channels instead of relying upon rules alone.
  • A/B/n Testing: Allow a broader range of A/B tests against a number of different experiences on multiple channels and enabling you to measure results across revenue, click-throughs, conversions and average order value.

Evergage is now Salesforce Interaction Studio

New Pardot Enterprise Features

Pardot Enterprise has been updated to include 4 new key features for Account Based Marketing:

  • B2B Marketing Analytics Plus: Quickly sift through data from multiple first and third-party sources using AI to help marketers understand which Pardot campaigns performed best, why they performed in a particular way, and predict how campaigns will perform in the future.
  • Einstein Attribution: Using AI-based marketing attribution analysis within reports and dashboards to more accurately assign revenue credit throughout the customer journey.
  • Pardot Business Units: Manage multiple corporate and regional campaigns across brands, geographies and defined segments whilst still having a single global view.
  • Developer Sandboxes for Pardot: Admins and developers can now use sandboxes to test, audit and configure in an isolated environment.

Updates to Pardot

Datorama Data in Tableau

Finally, a new Datorama integration for Tableau is available to help marketers optimise how they are using their budget. There are a series of features including:

  • Automated Marketing Data Integration: Point and click based integration for over 150 marketing and media API connectors and dynamic marketing data modelling
  • Real-Time Marketing Insights: Simple and intuitive views of spend, performance, and business outcome data in Datorama
  • Marketing Data Exploration: Use of Tableau’s self-service data exploration, analysis, and visualization tools for deeper analysis

Tableau Updates

In other news…

Salesforce and AWS announce Service Cloud Voice

Salesforce and AWS announced this week the launch of Service Cloud Voice, an integration between AWS Amazon Connect and Salesforce Service Cloud that makes servicing across a number of digital channels much easier.

So long Einstein Voice

Salesforce have announced the termination of Einstein Voice Assistant, a fairly recent announcement. VentureBeat have a good writeup of the reasoning here which is worth a read.

fallbackcg

Salesforce Maps – An Overview

Our COO, Paul Battisson, recently got Salesforce Maps accredited. Here is his blog which provides an overview of the product and its features.

Meet Salesforce Maps

Although Maps is a new member of the Salesforce family, the MapAnything product has been going for a long time. Salesforce purchased MapAnything in 2019 and have re-branded the application as Salesforce Maps. The key idea behind Salesforce Maps is visualising your data on a map to make it location aware. For example, say you wanted to know if you had any leads nearby if you had free time following a sales call. You can use maps to allow your sales team to visualise this data, which can also be augmented with external data sets to gain more insights.

Map based actions such as registering a lead and checking into meeting can be enabled by an administrator. These actions are location aware and can then use this data to create and update relevant data in Salesforce.

Salesforce Maps Lead Generation

Location based lead generation, taken from https://mapanything.com/products/salesforce-maps

Routing and Prioritisation

Another big use case is for routing and prioritisation. You can use Salesforce Maps to build an optimised route for sales and service team members out in the field. This can lead to greater efficiency for your teams as they spend less time on the road and more time with customers.

You can also prioritise the routing and scheduling based upon scores including from Salesforce Einstein and Salesforce Pardot. This helps teams focus on the highest value customers and leads. Scheduled events can then be synced to your calendar.

Salesforce Maps Routing

Routing on a map, taken from https://mapanything.com/products/salesforce-maps

The solution is mobile ready out of the box and has add-ons for features such as territory planning and live tracking.

Accreditation

The accreditation process is slightly different to a certification process as requires invitation and a non-proctored test must be passed. The training was a nice refresher of some features I had used before in MapAnything. It’s also a good way to learn about some newer tools as well. The tool has come a long way and has some great new features. If you would like to learn more about how your organisation could benefit from using Salesforce Maps, send us a note using the contact us form.

 

ABOUT CLOUD GALACTICOS

Cloud Galacticos is a Salesforce Consulting Partner with an all-star team. We are user and developer group leaders, bloggers, MVPs and all round Salesforce nerds. We have people all over the UK including London, Manchester, Leeds, Oxford, and Bristol.