Category: Features Marketing Cloud

This article explains how to connect to Salesforce using Postman to perform integration tests then retrieve record details from Salesforce.

Salesforce provides a Connected App to connect with the platform with any other application.

Getting started with Salesforce Manage Connected App

First, log in to Salesforce org and go to Setup then click on App manager

Click on New Connected App Button in the section.

Then you will see the page below

• 1. Give the Name of the Application.
  2. Enter Contact Email and any additional information suitable for your application.
  3. Enable OAuth settings in API section.
  4. Enter a Callback URL. This is the URL that a user’s browser is redirected to after successful authentication. In this case we give https://login.salesforce.com/services/oauth2/callback as callback URL.
  5. Add Selected OAuth Scopes. For instance, Full access(full).

Click on Save button and after Click on Continue

You will be redirected to your Manage Connected App’s Page

After creating the Connected App, go and Click to reveal a link to get Consumer secret. Make a note of Consumer Key and Consumer Secret, as you need these details to authenticate the external application.

Then navigate to Manage and go to OAuth Policies section select IP restrictions as Relax IP restrictions.

Now we will see how to call and integrate Salesforce with Postman.

Postman is an application for interacting with HTTP APIs. It has powerful testing features and user GUI for making requests and reading responses.

Getting started with Postman

Install Postman by going to Postman APPs . 

Integrating Salesforce using REST API

A) Setup the HTTP login request URL

We are going to set request URL by (Base URL + Parameters), see below the structure to construct request URL for Salesforce org

https://login.salesforce.com/services/oauth2/token?grant_type=password&client_id=ConsumerKey&client_secret=ConsumerSecret&username=SalesforceUserName&password=SalesforcePassword

ConsumerKey: Consumer Key obtained from Manage Connected App. ConsumerSecret: Consumer Secret obtained from Manage Connected App. SalesforceUserName: Salesforce User ID. •SalesforcePassword: Provide the login credentials of Salesforce

B) Authenticating your request with Salesforce

Create a POST method and Copy the request URL as shown below and click on send.

Here we got Instance-URL, Access token, Token-type. This Access token will be used as a parameter value in Header to send any HTTP requests and get the response from Salesforce.

Retrieving record details from Salesforce

Now we will see how to get details of a record from Salesforce object using the GET.  Use this URL.

https://instance_url/services/data/v25.0/sobjects/Objectname/Id

Note

a.Instance_url: Instance_url obtained in the same manner.

b.Object Name: As Account, Contact …

c. Id: Id of the SObject that you have selected.

To create a GET method, copy the URL and copy the Access token along with Token type in Header section as shown below

After Click on the send button. You will get all the Account details of that particular record as shown the picture below.

I hope you find this article useful. See you soon.

Cornelia

Christmas is almost upon us. Let’s imagine you just received an email that the dress which was supposed to be your dress for the party is now out of stock due to its success as you can see in the emails below. You had made the order over than one week ago and you received this email after sending a complaint to the service client or to Instagram account of the brand.

Sometimes, the retailers do marketing actions and offer a reduction for the next order to apologize. Then I thought that will it be great if this email can be sent just the next day after the order purchase, won’t it?

For multiple reasons, some retailers do not auto-update their data, perhaps the data is updated every day at night, or they use batches (automation by periods or under certain conditions), and it causes this kind of trouble such that the customers can order on an e-shop although the item is out of stock.

I got some good news, for retailers who have already implemented Salesforce Marketing Cloud for their different campaigns, they can use the DESelect App at just the right time to perform segmentation faster and send an email to all customers who have placed the order but will not receive their parcel. With DESelect, your marketing team will be more proactive.

Now let’s dive straight into the DESelect and Salesforce Marketing Cloud to solve this challenge!

Assume you already have these data extensions in your Salesforce Marketing Cloud account.

-Customers

-Delivery

-Products

1.Within your Salesforce Marketing account click on “AppExchange” and select “DESelect”

2.Click “New Selection” and enter the name of your selection.

3.Check out the data extensions “Customer” and “Delivery “in the section Available Data Extension and drag and drop to Select Data Extensions.

And create a relationship between the two tables

Here in the filter select the field CustomerID to connect the two data extensions and save.

4. Drag and drop the data extension in the section Available Data Extension and drag and drop to Select Data Extensions. And create a relationship with the two tables “delivery” and “product. Here we select your “code Item” to the data extension delivery and to the data extension Products

And click “save”

5.Next we will do the filters. Let say that the code of item is “P-1” and the last item has been selling at 11:30am. Now we do the filter as below:

6. Navigate to the step “Target Definition” and create a data extension that which will use for put out your campaign, select “Is sendable” and save

7. Then drag and drop the fields you want to use in your campaign. It will appear in your data extension in email studio and click save

Then click Save Data Extension

8. Navigate to the step “preview” and click “Run Preview”

8. And the result appears you can see the customers who did not receive their parcel. Click “SAVE “and “RUN”
9. Navigate to Email Studio and then to Subscribers and select “data extension”. Then you can view the data extension that you have created with a tool called DESelect. 

Now after creating a template for the campaign you can use this data extension for the sending of the campaign for customers who did not receive their parcel. 

It’s your time to create other segmented email campaigns without SQL code, but by simple drag and drop! Many thanks to DESelect!

See you soon with another article, MERRY CHRISTMAS to all!

Cornelia

What is a Data Extension?

A data extension refers to a table in the Salesforce Marketing Cloud containing information about your subscribers such as name, address, age, gender, email, city.

It allows you to track and update your customer’s data via, for instance, a form of data submitted through a home page or through Salesforce object records.

Data extensions just like database tables can be independent or linked.

Data Extensions can store all types of data such as product catalogs, e-commerce information, subscriber data or data entry from web analytics, and more…

Marketing Cloud is a digital marketing platform from Salesforce.
It gives you a unified view of customers at each touchpoint and increases your revenue.

Marketing cloud uses data and artificial intelligence to reach your customers with personalized content on the right channel at the perfect time.

Because it is part of Salesforce Customer success, makes it easier to plan, monitor, analyze, and make a decision in real-time.

Salesforce Marketing leads your customers from the first time they see your offer on your website, sign up at your services to the moment they become huge fans, and publish on their own social media how amazing their experience with your brand has been.

Identify the most effective journey for your customers with Path Optimizer. /Identifiez le parcours le plus efficace pour vos clients avec Path Optimizer.

Experiment with Your Customer Journeys /Expérimentez avec vos parcours clients

Create a Path Optimizer Activity /Créer une activité d’optimiseur de chemin

Imagine your company has decided to invest in Salesforce Marketing Cloud and Service Cloud solution. As a digital marketer, you are responsible to validate the scope of Salesforce Marketing Cloud

You opt for a quickstart implementation to speed up the return out of your Salesforce investment.

Implementing this type of project can take 2 to 4 weeks, depending on your marketing goals. Let’s check what is covered in the QuickStart package:

Marketing Cloud QuickStart package

• Discovery Session
  – Project Kickoff
  – Definition of Marketing plan and goals
  – Understanding your business
  – Tailored data dictionary                                                                                                        
• Defining the fields to be synchronized from Service Cloud to Marketing Cloud.                                                                                                                                                     
• Setting all the opt-ins you need on Service Cloud                                                    
• Defining the information to be used to segment your contacts or subscribers.                                                                                                                                              
• Determining the data model for Service Cloud and Marketing Cloud                                   
• Configuring Contact Builder 
• Consulting on Sender Authorization Package (SAP), the volume of Super Messages, number of Business Units, and SSL Certificates.                                         
• Consulting on specific interfaces between Service Cloud and your front-end (e.g. Commerce Cloud)                                                                                               
• Account and Security Setup                                                                                                         
• Marketing Cloud Connector Setup
      – Configuring fields on Leads and Contacts records for marketing optimization by creating custom synchronization criteria to Marketing Cloud.
      – Addition of a Marketing Cloud button on Contact & Lead Layout pages to enable campaign results tracking                                                                                                                                   
• Configuring Sender profiles                                                                                                            
• Configuring Delivery profile                                                                                                             
• Creating SFMC users, setting roles and permissions                                                             
• Creating Salesforce Data extensions, filtered Data extensions and Publication lists                                                                                                                                                                
• Creating Emails templates                                                                                                                            
• Creating Email Automations                                                                                                                   
• Creating Journeys                                                                                                                                             
• View reports                                                                                                                                                  
• Advice on IP Warming strategy                                                                                                      
• Training documentation

See you soon with a new post.

Live with pleasure !

Cornelia

In Salesforce Marketing Cloud, Business Units allow controlling the access to shared information across the platform. Large companies would typically define one Business Unit per country or per department (e.g. Business development, Customer retention) to better manage their organization.

With a single Marketing account (type Enterprise 2.0), we can create multiple Business Units but a hierarchical structure of the account is needed, so each child Business Unit should have a parent Business Unit.

Users can have access to multiple Business Units and access to Content, Data extensions and Subscribers created in this business unit. They also can share data by using shared Item folders.

In each Business Unit, these features can be configured:

• Time Zone
• Date Format
• Business Unit Parent
• Email information
• Physical Address
• Unsubscribe settings

These settings can help you control access to a Brand, depending on Demography, Publication types, Workflow process, and Organisation structure.

When all your BUs are configured, do not forget to set up a “subscriber filter” because subscribers are stored in the parent BU.  This filter “ subscriber filter” controls subscribers accesses across all child BUs created.

Note:

It is important to configure all languages you need to use for your communication and also the currency. If you have multiples Business units, you can also set the type of unsubscribing, at child Business Unit level or parent Business unit level. 

I hope that this article was helpful, see you soon with another post!

Live with pleasure!

Cornelia

Imagine that you are a digital marketer at Waitrose, and you need to inform your customers by SMS when their parcel is on its way.

Here is the sample SMS that we want to send to your customers.

Navigate Mobile Connect and click on create message, chose Outbound.

Define properties and choose your long code. Use your From Name, it is possible to create a custom one.

Don’t forget to agree with the Certification opt-out Availability

Select your Audience as a Contact List

Create your Contact List.
Select your Data extension and add a filter to exclude the null Mobile Number.

Create your Content and Schedule your campaign. Save your campaign.

We know that an SMS has a high impact on customer’s behavior but watch out for Super Messages consumption (depending on the Country of each individual message, SMS length, and Non-GSM danger characters).

So before sending your SMS, make sure that you have the consents mobile for your subscriber. Also, make sure to confirm the user isn’t already added on mobile connect.

See you soon with a new post.

Live with pleasure!

Cornelia

As a Salesforce Marketing consultant, you have been mandated to implement Marketing Cloud and need to do a demo for a workshop. To prepare this demo, you need to add data to your already created data extension.

Let’s look at the screenshot below: I am trying to add data to my data extension “DE TEST”.  When doing so, this error message appears, and the import fails:

“Error : Upload Error uploading, decompressing, or decrypting the file”

This error occurred because there was no FTP account created. You need to add a new FTP account and re-attempt the import.

Follow these steps to add a new FTP account:

1. Log into your account
2. Hover over your name in the top right corner and select Administration
3. Click on Accounts
4. Click on FTP User
5. Click on Create User
6. Enter a password
7. Save

Hoping this article will help you, see you soon with a new post!

Live with pleasure!

Cornelia