Phil's Salesforce Tip of the Week

Slack, Tableau, and more – Phil’s Salesforce Tip of the Week #427

Slack Gossip

The rumour mill suggests that a deal could be announced next week for Salesforce to acquire Slack. Here is a great write-up from the Financial Times about the implications, and how Slack could fit in with the Salesforce stack, and how it moves Salesforce and Microsoft into closer competition.

From the Press Release:

“The success of Teams has added to the urgency for Mr Benioff to act. The Microsoft service has become an effective tool for channelling users to that company’s other applications — including its customer relationship management software, which competes directly with Salesforce’s own core business.”

It would be very interesting to see where Slack could fit in with the existing Salesforce Clouds, but as a Slack user myself I think it would work well, and especially with the new Salesforce Anywhere product (see here for previous Salesforce Anywhere details).

And well done to our Architect Mike Gill who predicted this back in June 2018… “…Is Salesforce going to slack off completely this year, or will they ramp it up big time on the Acquisitions and Mergers front in time for Dreamforce?”.

In other news…

Tableau Trails

If you are interested in how you could use Tableau with your Salesforce set up, then you should take a look at this Tableau Trail, or this Tableau Basics for NonProfits Trail. After Salesforce spending so much on Tableau, you know it is going to be a big deal! Just 25 minutes of your time will give you a great overview, then if it is of interest you can start working through all the other related Trails.



I found this whilst scrabbling around Knowledge Articles…If you ever find issues creating a master detail relationship to a custom object, if it already contains data you may not be able to do it! Here is why, and how to deal with it.

Phil's Salesforce Tip of the Week

Trailhead Go – Phil’s Salesforce Tip of the Week #420

This week’s top tip is the release of the Android version of Trailhead Go.

Finally there is an Android version of the Trailhead App, so you can learn whilst you are commuting (no, WFH), maybe whilst you are killing time at the airport (2019 only), well…maybe whilst your laptop is rebooting!?

Trailhead Go for Android

Trailhead Go

In other news…

Tableau CRM

This week it was announced that Einstein Analytics will become Tableau CRM. Here is a thorough article that covers the news from this week’s Tableau conference. “Tableau CRM will provide an integrated analytics and AI experience within Salesforce’s CRM workflow and be a key part of Salesforce Customer 360”.

Rumours are that there is more rebranding to come…

Take a Break!

Thanks to Ben Duong our Head of Marketing, who shared this article within the Galacticos team this week. We have all been doing our best to keep in contact with each other, both for getting work done, but also keeping our friendly work relationships going strong. But there is always more that can be done, and this article gives some good pointers, which after 6 months may have gotten left behind a bit.

We have a weekly ‘Coffee break call’, where we all jump on a Zoom chat, cameras on, and talking about everything EXCEPT Salesforce! In 6 months of Covid, we have probably missed dozens of chances to catch up in person and just chat. Community events, after meetings, travelling between meetings, lunches, curry nights…so it is good to try to fill that gap, even just a little bit.


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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.