How to install Salesforce’s Data Loader

Do you need to load data into Salesforce? You can do it with data loader.

Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records.

When importing data, Data Loader reads, extracts, and loads data from CSV files or from a database connection. When exporting data, Its outputs CSV files.

In this post, we will see step by step how to install Salesforce Data Loader.

From your Salesforce CRM we will do these steps below:

1. Click Setup > In Quick Find, enter Data Loader

 Go on it

2. As you can see, we will need first of all to install OpenJDK11 before installing Data Loader.

For do that, use this link https://www.azul.com/downloads/zulu/ to download  OpenJDK11

Click on the section “client” to download OpenJDK.

3. After download OpenJDK, we can download Data Loader. Use the link according to your exploitation system.

4. We will obtain a file zip, we should extract this folder.

5. Next click on “install”

 6. Just follow the directives in line of command and answer by « yes » or  « no »

7. Here we are! Welcome to data loader!

8. Note: If the connection doesn’t work, go to ‘Settings’ and do some modifications.

Maybe in your office, you will need to pass by a proxy and the identification user of your laptop.

We can use data loader for playing with the data.  😊

I hope that this article helps all of us.

In the meantime, I wish you good Easter, see soon with a new post!

Live with pleasure

Cornelia

Creating Gift Voucher with Salesforce Marketing Cloud

Do you know the British clothing brand Boden? Well, I was a fan during 2 years and of course, I received tons of emails in that time.

 This weekend, I was sorting my mailbox and I saw this email below

Then one question comes in my mind: how to create this e-mail with Salesforce Marketing cloud? Let’s look at this together …

 1) Create a Data extension named

CouponCodes}

Fields: 

{Name= Couponcode ; Data type= Text; Length =100; Primary Key= True, Nullable= none; Default Value = none}

{Name= Isclaimed; Data type= Boolean; Length =none; Primary Key= false, Nullable= true; Default Value = False}

{Name= EmailAddress; Data type= EmailAddress; Length =none; Primary Key= false, Nullable= true; Default Value = none}

2) Create a list of coupon codes  like the ones below and save them in a  CSV file

3) After that, you can import the data in your Data extension create “ Codes Coupons”

To do that, return to your data extension and click on the “import” button.

4) For this last step in Email studio, add this AMPScript to your e-mail.

%%[

var @couponRow, @email,  @couponCode

set @email= AttributeValue(“EmailAddress”)

set @couponRow = ClaimRow(“CouponCodes”,“IsClaimed”, “EmailAddress”, @email)

if empty(@couponRow) then

RaiseError(“No coupon code”, false)

else

SET @couponCode = Field(@couponRow,“CouponCode”)

endif

]%%

Your coupon code: %%=v(@couponCode)=%%

By the way, you can follow #Boden 🙂

Some pieces of the new collection here 🙂

See you soon with a new post!

Live with pleasure

Cornelia

How to orient your customers to the nearest store

How to orient your customers to the nearest store, using Email Studio & Content Builder 

Sézane,1RUE SAINT FIACRE 75002 PARIS

Have you ever been to your favorite store, just to realize once there that it had moved? Well, very often, it moves but only to remain in the same area…However, you could not guess that since no communication on the new address was shared via email, SMS or even social media.

We will see here how to take care of your customers by giving them the right information and guaranteeing an enjoyable shopping experience.

First, we can communicate the address of the store closest to their home by email. To do this we will need:

1- Data extension sendable with customer information (email, first name, address)

1 –Data extension not sendable with store codes and their addresses.

And also, the basics of the LOOKUP function of the AMPscript code.

A-Our sendable data extension for sending emails to the customer

 B-Our non-sendable data extension with stores attributes

Here the corresponding code that will be displayed in your email sending with the store address closest to the customer.

             

Dear %% First Name %%

Your return request has been taken into account.

Thank you for returning your item in its original condition to the nearest store:

%%[

Var @StoreAddress, @ Address1

Set @ Address1 = [Address1]

Set @StoreAddress = Lookup( “Data_ExtensionB”, “ City ”, “Address2”, @ Address1)

]%%

%%=v(@StoreAddress)=%%

See you soon for an upcoming article!

Live with pleasure!

Cornelia

 

FTP Server and Salesforce Marketing Cloud

Hello Everyone!

I hope you had a wonderful weekend, welcome back on SalesforceJandJ.com for a new chapter on Marketing Cloud capabilities 😊
By the way, did you see the new campaign of Estee Lauder? The colors and visuals are impressively harmonized, I really really love it.
The best is you can do this type of layout with « Content builder« an app of marketing cloud.

So, in previous posts, we saw how to communicate with customers on differents channels.
Today, you would like to export data for other business needs. In Marketing cloud, you can export your data by using your own FTP server. If you do not have an FTP server you should download one (Filezilla server or CyberDuck)

Maybe you have multiple Business Unit on your Org. Each BU should have its own FTP also its own FTP users.

If one FTP user is locked, you should enable the status, take the user identification to log into the FTP. To do that go to:

Administration – Account – FTP Accounts

Go on your FTP to configure access to the FTP user.

Click on “open the connexion” and fill in the below form to establish the connexion with Marketing Cloud.

See you soon with a new post     

Live with pleasure!
Cornelia

Make a good first impression with web studio!

The customer experience starts very often with the first point of contact: this can be a web page, a social page or a mobile page.

Keep in mind that pushing personalized content with a clear design, pleasant readiness is critical to attracting your customers, just like the examples below:

How to achieve this result? Salesforce Marketing Cloud Web Studio is here for you, enabling beautiful, dynamic and personalized web pages on the go!

And, the icing on the cake, Web Studio also allows you to monitor each customer action in real time and gather insights to improve your future publications.

Landing page activity

See you soon with a new post.
Live with pleasure!
Cornelia

Salesforce mobile studio

Stay connected with the brand you like!  

Thanks to Salesforce Mobile Studio

Mobile marketing allows us to stay in touch with our customers wherever they are on the globe through the internet.

With Salesforce Mobile Studio through its three applications MobilePush, GroupConnect, and MobileConnect you can communicate with your customers at the right momentwith a personalized message. If for instance, the weather is bad, you can take care of your customers on the spot and propose them an adapted product, here, an umbrella.

Some use of mobile studio

MobilePush: using a mobile app, you can push notifications or alerts to your customers

Example: my brother loves the clothes of the Esprit brand, so he downloaded the Esprit app, he says it is fast, easy to use and especially really handy: he receives notifications about the products which are back in stock or about the new collection, and thus does not misses anything.

Wink to my brother:

Here some articles of the new collection from “Esprit”.

As for me, I am very often frustrated when I happen to hear that I missed a reception not far from my location because I did not receive the information in time or a reminder. Glad to hear that MobilePush can change that!



GroupConnect: Who would not want to receive a nice image rather than a long text? This is now possible with GroupConnect thanks to « Line messaging application » which is in vogue in Japan. Sending stickers, emoticon, and rich content to your customers becomes finally easy!

MobileConnect: More info see here my article.

See you soon with a new post.
Live with pleasure!
Cornelia

Sms Campaigns with mobile connect

Let’s talk with our customers where they are!

Indeed, mobile connect is a salesforce marketing cloud app, in which we can create, send, receive and track mobile messages.

Here is a set of type of campaigns that we can set up for successful communication:

  • Email opt-in: Subscribers can join your email list by sending a keyword and their email address to your short code. This is usually a one-time text-message interaction: once you have the subscriber’s email address, you send him or her emails rather than SMS/MMS.

  • Info capture: This kind of campaign is similar to an email opt-in campaign, but you can use it to capture any piece of data, not just email addresses. For example, use this kind of campaign for “progressive profiling”: once you have the subscriber’s email address, you can ask for the person’s name. Once you have the name, you can ask for the ZIP code. Once you have that, you can ask for the birthday, and so on.

  • Text/media response: A subscriber triggers an automated response using a keyword — for example, replying with MORE to receive another message with more information. You can use media to get subscribers involved with something fun. We’ve seen a brand encourage subscribers in a stadium to reply with selfies holding its product. The brand gave a prize to the best image and meanwhile received a wealth of action shots with its product.

  • Vote/survey: This kind of campaign uses a specific message template to send an invitation to the subscriber to answer true/false, yes/no, or multiple-choice questions.

See you soon with a new post.
Live with pleasure!
Cornelia

Getting Started with Omni-channel

Salesforce Omni-channel

Omni-Channel is a comprehensive customer service solution that lets your call center route any type of incoming work item including cases, chats, or leads to the most qualified, available agents in your organization. Omni-Channel integrates seamlessly into the Salesforce console.

Capture

With Omni Channel, we can configure automatic routing to assign cases to agents through Omni-Channel or configure automatic routing to assign leads to sales people.

Omni-Channel currently supports routing for the following objects and records.

  • Cases
  • Chats
  • SOS video calls
  • Social posts
  • Orders
  • Leads
  • Custom objects

Note: Lightning Omni-Channel Routing (Beta) doesn’t support routing for the following objects and records

  • Chats
  • SOS video calls

In this post, we will learn step by step, how a case can be routed using Omni-channel.

  1. Enable the Omni-Channel features

From Setup go to Customize > Omni-Channel > Settings.

Capture8

2. Create a Service Channel

From Setup go to Customize > Omni Channel > Service Channels > New

1Enter a Service Channel name, API Name and Salesforce objects associated with Service Channel and select case as the  Salesforce object.  After that  click on the Save button.

 

3

  1. Routing Configuration

From Setup go to Customize > Omni Channel > Routing Configurations > New

4

Enter the Routing Configuration name, Developer name, Routing Priority, Routing Model, and Units of Capacity, after  click the  Save button.

5

After that we can see the Related Queues section is empty. So we need to create a queue to routing configuration.

For do that, go to Setup Manage Users > Queues> New

Enter the Label, Routing configuration, object of the queue and assign a user, then click save.

6

4. Agents presence status

From Setup go to Customize > Omni Channel > Presence Statuses > New.

7

Enter the Status name, API name, Status Options, and select a Service Channel.

Status name: Available – Cases

API name: Available _ Cases

Status Options: Online

Service Channel: Cases9

Click Save.

Add presence status to users that you want them use this feature.

You will need to create a new presence configuration with different profile types and users for your organization.
For that go on:  Customize > Omni Channel > Presence Statuses > New

Salesforce by default creates a presence configuration for fast implementation for a given profile.Click the edit option in Default Presence Configuration  and fill in the Presence Configuration name, Developer Name, and define the capacity for the agent. Capacity is the individual capacity for each agent.  Select whether the given requests are automatically accepted. If you choose this option, you can’t select Allow Agents to Decline Requests. If you select the Allow Agents to Decline Requests option, you can’t choose Automatically Accept Requests option.

Grant users access to Presence Statuses permission in Profiles : Go to Setup, Manage Users and Profiles.

Choose the Profile you want to give access to presence statuses

Click edit on Enabled Service Presence Status Access.

Select the Presence Status you want to include it in the Profile, and Click Save.

5. Omni-Channel widget

  1. From Setup, enter Apps in the Quick Find box, then select Apps.
  2. Click Edit next to the Salesforce console app.
  3. In Console Components section, add Omni–Channel to your list of selected items.
  4. Click Save.

Territories Management

Have you an organization with a private sharing model and you need to grant users access to accounts based on criteria such as postal code, industry, revenue, or a custom field that is important for your business ?

May be you should too generate forecast for these diverse categories of accounts.

Territory management can help you to resolve this issue. Because he has a powerful for structuring your user, accounts and theirs associated contacts opportunities and cases.

So what is territory management?

Territory management is an account sharing system that grants users access to accounts based on the characteristics of accounts, such as geography, product line or business unit.

For example:

Yours salespersons localized at Paris can just see the accounts of this region.

Capture

Advantage of territory management

  • Amplify a private sharing model
  • It easy to improve frequently sales organization structure
  • We can transfer a user from one territory to another and keep her opportunities.
  • A user can have many forecast based on one territory
  • We can create the sales report based on the territory

Have you take a decision to enable Territory management?

Knowing that for enable Territory management you should ask to Salesforce.com support team and when it is enable you cannot deactivated it. But you can ask to salesforce support and they can do it for you. Also, it works with Customizable forecast and doesn’t support the Collaborative forecast.

Let’s take and imagine different scenarios.

 

Scenario 1:

The company Chanel sells products to their customers and they have enabled Territory Management.

Let’s walk through the forecast customizable object in Salesforce for Chanel Company.

 

 

 

How to create a PDF page

Hello everyone!

Today we will learn how to create a PDF page in Salesforce!
Imagine for a minute that, after choosing Salesforce to better manage your business, your HR  Dpt needs to extract a candidate’s information as a PDF. Knowing it is not part of the standard functionality of Salesforce, how will you do?
We will proceed in two steps
1) Creation of a Visualforce page
2) Creation of static resource page

This is your Applicant detail page

PDF3

Here your PDF page you wish to have!

1) Creation of a Visualforce page

<apex:page standardController = ″Applicant__c″ RENDerAs = ″PDF″ >

<apex:image id=″popo″ value = ″{!$Resource.toto}″ width = ″100″ /><br/><br/>

<apex:stylesheet value = ″{!$Resource.logo}″/>

<apex:form >

<apex:pageBlock >

<!– Fields –>
<h2> Détails Applicant</h2>

<h1>PROFILE</h1>

<apex:pageBlockSection columns =″1″ >
{!Applicant__c.Profile__c} &nbsp;&nbsp; <br/><br/>
<b>Address:</b> {!Applicant__c.Address__c} &nbsp;&nbsp; <br/><br/>
<b>Phone:</b> {!Applicant__c.Phone__c} &nbsp;&nbsp;<br/><br/>

<b>Nom:</b> {!Applicant__c.Name} &nbsp;&nbsp; <br/><br/>

<b>Salary Requirements:</b> {!Applicant__c.Salary_Requirements__c} &nbsp;&nbsp; <br/>

<h1>PROFESSIONAL EXPERIENCE</h1>
<table>
<tr>
<th>Product Manager </th>
<th> Consultant </th>
</tr>
<tr>
<td>{!Applicant__c.second_experience__c }</td>

<td> {!Applicant__c.First_Experience__c }</td>
</tr>

</table>

</Apex:pageBlockSection>

<apex:pageBlockSection columns = ″1″ showHeader = ″true″ >
<h1>EDUCATION</h1>

<b> Previous Experience: </b> {!Applicant__c.Previous_Experience__c }<br/>
<b> Education: </b> {!Applicant__c.Education__c}&nbsp;&nbsp;<br/>
</apex:pageBlockSection>
<apex:pageBlockSection columns = ″4″ showHeader = ″true″ >
<h1>OTHER INFORMATION</h1>
<b>Languages:</b> {!Applicant__c.Languages__c} <br/>
<b>Interests:</b> {!Applicant__c.Interests__c}
</apex:pageBlockSection>
</apex:pageBlock>
</apex:form>
</apex:page>

**********************************************************

2) Creation of static resource page

For the beautiful look at your page PDF, create resource static!

<style>
body { font-family: Arial Unicode MS;background-color:Aqua;}

h1 { color:Maroon;}
h2 {text-align: center; margin: 0; font-size: 1.5em; font-weight: normal;background-color:Maroon; color:white;}
</style>

After do the two steps, you will obtain your PDF page and add your visualforce page in bouton impression.